JP Morgan Chase
PFSI icon

JP Morgan Chase’s PennyMac Financial PFSI Stock Holding History

JP Morgan Chase’s Portfolio PFSI Stock Details PFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,700
Closed -$112K – 6273
2020
Q4 		$112K Buy
+1,700
New +$101K ﹤0.01% 4978
2020
Q3 		– Sell
-61,400
Closed -$2.57M – 5693
2020
Q2 		$2.57M Hold
61,400
– – ﹤0.01% 2929
2020
Q1 		$1.36M Buy
+61,400
New +$1.98M ﹤0.01% 3221

Other funds holding PFSI

MP
MFN Partners Boston, Massachusetts $4.83B AUM 65.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase's PFSI Position: Q2 2026 in Review

JP Morgan Chase increased its PennyMac Financial (PFSI) stake by 6% in Q2 2026, buying an estimated $993K and bringing the position to 203,262 shares worth $17.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2324.

JP Morgan Chase first reported a position in PFSI in Q2 2013 and has held it in 49 quarters since. The position peaked at $109M in Q3 2024. 230 funds tracked by Wall St. Rank hold PFSI as of Q2 2026.

  • JP Morgan Chase held 203,262 shares of PennyMac Financial worth $17.6M as of Q2 2026.
  • JP Morgan Chase bought 11,421 PennyMac Financial shares in Q2 2026, an estimated $993K.
  • PennyMac Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2324 holding.
  • JP Morgan Chase first reported a position in PennyMac Financial in Q2 2013 and has held it in 49 quarters since.
  • JP Morgan Chase's PennyMac Financial position peaked at $109M in Q3 2024.
  • 230 funds tracked by Wall St. Rank held PennyMac Financial as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.