JPL Wealth Management, LLC
Position in PFSI — PennyMac Financial Services, Inc.
CIK 2010710
GREENWOOD VILLAGE, CO
Position in PFSI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,742
-$6 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#202
of 228 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in PFSI Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JPL Wealth Management, LLC holds $3,875 across 4 Mortgage Finance names. PFSI ranks #1 (45.0% of the industry book) .
All Filings in PFSI
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,742 | 20 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,748 | 20 | Shares | Defined | 2026-05-08 | |
| 2025-09-30 | $2,477 | 20 | Shares | Defined | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||