Position in BETR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$92,152
-$19,515 QoQ
Shares Held
3,351
+6.9% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#51
of 89 holders
Holding Since
Sep 2021
7 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in BETR Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $269,889,367 across 10 Mortgage Finance names. BETR ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
13,727,827 | $216,213,271 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
608,086 | $33,262,302 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
203,262 | $17,704,118 | |
| 4 | ONIT |
Onity Group Inc.
|
42,648 | $1,695,256 | |
| 5 | VEL |
Velocity Financial, Inc.
|
43,772 | $808,031 | |
| 6 | BETR |
Better Home & Finance Holding Co
This page
|
3,351 | $92,152 | |
| 7 | LDI |
loanDepot, Inc.
|
47,273 | $59,091 | |
| 8 | UWMC |
UWM Holdings Corp
|
19,437 | $44,507 |
All Filings in BETR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,152 | 3,351 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $111,667 | 3,135 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $78,419 | 2,407 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $118,286 | 2,107 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $28,757 | 2,321 | Shares | Defined | 2025-08-12 | |
| 2024-06-30 | $310 | 676 | Shares | Defined | 2024-12-26 | |
| 2021-09-30 AURC | — | 499,800 | Shares | Defined | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||