Helped by its acquisition of First Republic Bank, JPMorgan Chase overtook Wells Fargo to have the largest first-lien portfolio among banks and thrifts in the second quarter. (Includes data chart.)

First-lien holdings at banks increased somewhat in the first quarter of 2023. And recent bank failures led to portfolios changing hands. (Includes data chart.)

Since the first quarter of 2022, the top 30 servicers of non-agency jumbo mortgages have grown their jumbo portfolios by 11.8%. (Includes data chart.)

The nonbank share of agency servicing edged up to 47.2% at the end of September thanks to a 3.0% increase in volume. Meanwhile, banks reduced their agency servicing slightly. (Includes two data charts.)

Banks and thrifts reported substantial growth in their retained home mortgages, including a surge in ARM holdings. Freddie was the fastest-growing MBS market.