Position in BETRW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$111,667
+$33,248 QoQ
Shares Held
3,135
+30.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 23%
Shared 0%
None 77%
Common Shares in BETRW Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Mar 31, 2026JPMORGAN CHASE & CO holds $241,080,735 across 10 Mortgage Finance names. BETRW ranks #6 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
15,105,132 | $215,248,126 | |
| 2 | PFSI |
PennyMac Financial Services, Inc.
|
191,841 | $16,766,901 | |
| 3 | WD |
Walker & Dunlop, Inc.
|
127,726 | $5,668,478 | |
| 4 | ONIT |
Onity Group Inc.
|
60,867 | $2,390,245 | |
| 5 | VEL |
Velocity Financial, Inc.
|
36,765 | $665,078 | |
| 6 | BETRW |
Better Home & Finance Holding Co
This page
|
3,135 | $111,667 | |
| 7 | BLNE |
Beeline Holdings, Inc.
|
46,035 | $108,182 | |
| 8 | UWMC |
UWM Holdings Corp
|
17,431 | $63,099 |
All Filings in BETRW
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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 | 2025-11-26 | |
| 2025-06-30 | $28,757 | 2,321 | Shares | Defined | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||