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Equibles

JPMORGAN CHASE & CO

Position in IVR — Invesco Mortgage Capital Inc.

CIK 19617 NEW YORK, NY
Back to IVR Full portfolio

Position in IVR

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$990,888
+$69,180 QoQ
Shares Held
125,429
+10.0% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#45
of 182 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 67% Shared 0% None 33%

Common Shares in IVR Over Time

Shares Held

Position Value (USD)

Position in REIT - Mortgage

Real Estate · as of Jun 30, 2026

JPMORGAN CHASE & CO holds $339,417,946 across 37 REIT - Mortgage names. IVR ranks #22 (0.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 NLY
Annaly Capital Management Inc
 5,961,247 $133,293,479
2 STWD
Starwood Property Trust, Inc.
 2,337,908 $38,294,930
3 RITM
Rithm Capital Corp.
 3,199,516 $30,043,453
4 AGNC
AGNC Investment Corp.
 2,595,158 $28,287,219
5 LADR
Ladder Capital Corp
 2,659,315 $26,460,183
6 EFC
Ellington Financial Inc.
 1,480,642 $20,151,536
7 PMT
PennyMac Mortgage Investment Trust
 1,289,962 $14,550,770
8 BRSP
BrightSpire Capital, Inc.
 1,450,079 $7,902,928

All Filings in IVR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $990,888 125,429
2026-03-31 $921,708 114,073
2025-12-31 $248,867 29,592
2025-09-30 $562,711 74,433
2025-06-30 $254,258 32,431
2025-03-31 $246,142 31,197
2024-12-31 $216,068 26,841
2024-09-30 $1,333,133 141,974
2024-06-30 $566,854 60,497
2024-03-31 $1,521,114 157,140
2023-12-31 $961,424 108,513
2023-09-30 $818,776 81,796
2023-06-30 $378,498 32,999
2023-03-31 $1,181,616 106,548
2022-12-31 $1,425,009 112,118
2022-09-30 $785,501 70,766
2022-06-30 $446,960 30,447
2022-03-31 $541,391 237,453
2021-12-31 $3,755,389 1,350,860
2021-09-30 $4,117,285 1,307,075
2021-06-30 $3,755,308 962,900
2021-03-31 $2,589,725 645,817
2020-12-31 $1,607,085 475,469
2020-09-30 $3,478,805 1,283,693
2020-06-30 $1,520,330 406,506
2020-03-31 $2,903,961 851,602