Position in DX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406
New position
Shares Held
31
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#284
of 289 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026JPL Wealth Management, LLC holds $17,029 across 17 REIT - Mortgage names. DX ranks #4 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NLY |
Annaly Capital Management Inc
|
314 | $7,020 | |
| 2 | PMT |
PennyMac Mortgage Investment Trust
|
459 | $5,177 | |
| 3 | RWT |
Redwood Trust Inc
|
607 | $2,877 | |
| 4 | DX |
Dynex Capital Inc
This page
|
31 | $406 | |
| 5 | KREF |
KKR Real Estate Finance Trust Inc.
|
50 | $342 | |
| 6 | ARR |
Armour Residential REIT, Inc.
|
18 | $314 | |
| 7 | MFA |
Mfa Financial, Inc.
|
27 | $261 | |
| 8 | CIM |
Chimera Investment Corp
|
17 | $226 |
All Filings in DX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406 | 31 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||