Position in VEL
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$808,031
+$142,953 QoQ
Shares Held
43,772
+19.1% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 99 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 0%
None 12%
Common Shares in VEL 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. VEL ranks #5 (0.3% 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.
This page
|
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
|
19,437 | $44,507 |
All Filings in VEL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $808,031 | 43,772 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $665,078 | 36,765 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $652,589 | 31,435 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $546,067 | 30,103 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $510,313 | 27,525 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $712,812 | 38,098 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $681,039 | 34,818 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $491,681 | 25,073 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $143,529 | 8,005 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $353,520 | 19,640 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $207,173 | 12,031 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $64,149 | 5,677 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $85,321 | 7,400 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $59,543 | 6,594 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $56,007 | 5,804 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $50,296 | 4,640 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $50,651 | 4,609 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $45,366 | 4,147 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $173,988 | 12,700 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $89,605 | 6,809 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $151,403 | 12,122 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $62 | 7 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $55 | 9 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $8,378 | 1,669 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $21,775 | 5,513 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $94,734 | 12,581 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||