JWM
REFI

JPL Wealth Management’s Chicago Atlantic Real Estate Finance REFI Stock Holding History

JPL Wealth Management’s Portfolio REFI Stock Details REFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-192
Closed -$2.17K – 1961
2026
Q1 		$2.17K Buy
+192
New +$2.34K ﹤0.01% 947

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State Street
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SBH
Segall Bryant & Hamill Chicago, Illinois $8.43B AUM 52.02% 1-Year Est. Return
CF
CDC Financial Chicago, Illinois $239M AUM
CP
Clayton Partners Berkeley, California $152M AUM 42.38% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JPL Wealth Management's REFI Position: Q2 2026 in Review

JPL Wealth Management sold out of Chicago Atlantic Real Estate Finance (REFI) in Q2 2026, closing a stake of 192 shares — an estimated $2.17K sold.

JPL Wealth Management first reported a position in REFI in Q1 2026 and held it in 1 quarter. The position peaked at $2.17K in Q1 2026. 101 funds tracked by Wall St. Rank hold REFI as of Q2 2026.

  • JPL Wealth Management reported no remaining Chicago Atlantic Real Estate Finance position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 192 Chicago Atlantic Real Estate Finance shares in Q2 2026, an estimated $2.17K.
  • JPL Wealth Management first reported a position in Chicago Atlantic Real Estate Finance in Q1 2026 and held it in 1 quarter.
  • JPL Wealth Management's Chicago Atlantic Real Estate Finance position peaked at $2.17K in Q1 2026.
  • 101 funds tracked by Wall St. Rank held Chicago Atlantic Real Estate Finance as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.