Position in UWMC
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$44,507
-$18,592 QoQ
Shares Held
19,437
+11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#189
of 289 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in UWMC Over Time
Shares Held
Position Value (USD)
Position in Mortgage Finance
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $269,889,367 across 10 Mortgage Finance names. UWMC ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RKT |
Rocket Companies, Inc.
|
13,727,827 | $216,213,271 | |
| 2 | WD |
Walker & Dunlop, Inc.
|
608,086 | $33,262,302 | |
| 3 | PFSI |
PennyMac Financial Services, Inc.
|
203,262 | $17,704,118 | |
| 4 | ONIT |
Onity Group Inc.
|
42,648 | $1,695,256 | |
| 5 | VEL |
Velocity Financial, Inc.
|
43,772 | $808,031 | |
| 6 | BETR |
Better Home & Finance Holding Co
|
3,351 | $92,152 | |
| 7 | LDI |
loanDepot, Inc.
|
47,273 | $59,091 | |
| 8 | UWMC |
UWM Holdings Corp
This page
|
19,437 | $44,507 |
All Filings in UWMC
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,507 | 19,437 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $63,099 | 17,431 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $278,950 | 63,688 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $144,247 | 23,686 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $10,092 | 2,438 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $4,361 | 799 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $2,118 | 361 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $718,080 | 84,282 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $1,025,652 | 148,002 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $1,821,983 | 250,962 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $1,029 | 144 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $2,973 | 613 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,432 | 613 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $31,517 | 6,419 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $103,979 | 31,414 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $18,573 | 6,339 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $23,526 | 6,646 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $34,069 | 7,521 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $55,309 | 9,343 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $59,421 | 8,550 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $185,460 | 21,948 | Shares | Defined | 2021-08-12 | |
| No filing history on record for this holder in this stock. | ||||||