Bank and thrift portfolio holdings of first-lien mortgages increased in 2014, according to an Inside Nonconforming Markets analysis of call reports. Retention of new jumbo mortgages and even some conforming loans helped outpace portfolio runoff. Banks and thrifts held a total of $1.77 trillion in first-lien mortgages at the end of the fourth quarter of 2014. The holdings increased by 0.3 percent compared with the previous quarter and were up ... [Includes one data chart]