LPL Financial
CHMI

LPL Financial’s Cherry Hill Mortgage Investment Corp CHMI Stock Holding History

LPL Financial’s Portfolio CHMI Stock Details CHMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$32.8K Buy
+14,149
New +$35.4K ﹤0.01% 6079
2025
Q2 		– Sell
-18,348
Closed -$60.5K – 5576
2025
Q1 		$60.5K Sell
18,348
-30,901
-63% -$103K ﹤0.01% 5129
2024
Q4 		$130K Sell
49,249
-3,894
-7% -$11.7K ﹤0.01% 4934
2024
Q3 		$193K Buy
53,143
+20,884
+65% +$76.1K ﹤0.01% 4738
2024
Q2 		$117K Sell
32,259
-1,418
-4% -$5.09K ﹤0.01% 4707
2024
Q1 		$119K Buy
33,677
+17,002
+102% +$62.3K ﹤0.01% 4640
2023
Q4 		$67.4K Sell
16,675
-9,006
-35% -$32.6K ﹤0.01% 4613
2023
Q3 		$95.5K Sell
25,681
-22,536
-47% -$92.3K ﹤0.01% 4429
2023
Q2 		$233K Sell
48,217
-32,850
-41% -$169K ﹤0.01% 4044
2023
Q1 		$447K Sell
81,067
-16,987
-17% -$108K ﹤0.01% 3428
2022
Q4 		$569K Sell
98,054
-14,987
-13% -$84.2K ﹤0.01% 3135
2022
Q3 		$555K Sell
113,041
-16,994
-13% -$111K ﹤0.01% 3060
2022
Q2 		$832K Buy
130,035
+22,697
+21% +$156K ﹤0.01% 2737
2022
Q1 		$829K Sell
107,338
-7,928
-7% -$62.8K ﹤0.01% 2768
2021
Q4 		$953K Sell
115,266
-21,605
-16% -$191K ﹤0.01% 2699
2021
Q3 		$1.22M Sell
136,871
-5,900
-4% -$54.3K ﹤0.01% 2467
2021
Q2 		$1.41M Buy
142,771
+5,628
+4% +$55.8K ﹤0.01% 2273
2021
Q1 		$1.28M Buy
137,143
+33,295
+32% +$318K ﹤0.01% 2183
2020
Q4 		$949K Buy
103,848
+92,700
+832% +$864K ﹤0.01% 2224
2020
Q3 		$100K Buy
11,148
+937
+9% +$8.78K ﹤0.01% 3370
2020
Q2 		$92K Buy
+10,211
New +$78.4K ﹤0.01% 3302

Other funds holding CHMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MCC
Money Concepts Capital Palm Beach Gardens, Florida $2.16B AUM 28.67% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
NW
Naviter Wealth Little Rock, Arkansas $1.1B AUM 33.28% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
SW
SkyOak Wealth Southfield, Michigan $612M AUM 23.73% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
HWM
Hohimer Wealth Management Seattle, Washington $1B AUM 33.02% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

LPL Financial's CHMI Position: Q2 2026 in Review

LPL Financial opened a new position in Cherry Hill Mortgage Investment Corp (CHMI) in Q2 2026: 14,149 shares worth $32.8K. The stake represents ﹤0.01% of the portfolio and ranks #6079 among its holdings. This is a return to the name: LPL Financial previously reported a position in CHMI as recently as Q1 2025.

LPL Financial first reported a position in CHMI in Q2 2020 and has held it in 21 quarters since. The position peaked at $1.41M in Q2 2021. 16 funds tracked by Wall St. Rank hold CHMI as of Q2 2026.

  • LPL Financial held 14,149 shares of Cherry Hill Mortgage Investment Corp worth $32.8K as of Q2 2026.
  • Cherry Hill Mortgage Investment Corp was a new LPL Financial position in Q2 2026.
  • Cherry Hill Mortgage Investment Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #6079 holding.
  • LPL Financial first reported a position in Cherry Hill Mortgage Investment Corp in Q2 2020 and has held it in 21 quarters since.
  • LPL Financial's Cherry Hill Mortgage Investment Corp position peaked at $1.41M in Q2 2021.
  • 16 funds tracked by Wall St. Rank held Cherry Hill Mortgage Investment Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.