Position in LDI
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$57,947
-$15,854 QoQ
Shares Held
40,808
+14.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
13 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in LDI 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. LDI ranks #9 (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 | BETR |
Better Home & Finance Holding Co
|
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 LDI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,947 | 40,808 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $73,801 | 35,653 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $102,715 | 33,458 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $152,428 | 120,023 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $326,447 | 274,326 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $624,690 | 306,221 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $490,324 | 179,606 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $304,971 | 184,831 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $584,684 | 225,747 | Shares | Defined | 2024-12-26 | |
| 2021-12-31 | $974 | 203 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $338 | 50 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $257 | 20 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $398 | 20 | Shares | Defined | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||