JPMORGAN CHASE & CO
Position in REFI — Chicago Atlantic Real Estate Finance, Inc.
CIK 19617
NEW YORK, NY
Position in REFI
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$85,009
+$1,366 QoQ
Shares Held
7,930
+7.3% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
of 100 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in REFI Over Time
Shares Held
Position Value (USD)
Position in REIT - Mortgage
Real Estate · as of Jun 30, 2026JPMORGAN CHASE & CO holds $338,461,294 across 37 REIT - Mortgage names. REFI ranks #30 (0.0% 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 REFI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $85,009 | 7,930 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $83,643 | 7,389 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $638,512 | 52,081 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $612,755 | 47,909 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $299,455 | 21,451 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $512,764 | 34,882 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,009,468 | 65,465 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $528,486 | 34,074 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $194,441 | 12,659 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $535,138 | 33,934 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $325,347 | 20,108 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $163,568 | 11,112 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $205,357 | 13,555 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $56,633 | 4,192 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $46,415 | 3,080 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $42,509 | 2,950 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $55,225 | 3,667 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $49,821 | 2,810 | Shares | Defined | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||