Bank and thrift holdings of first liens increased just 0.3% in the first quarter. While BofA’s portfolio increased, Wells and Chase cut theirs. (Includes data chart.)

Interest-only loan production dropped nearly 25% in 1Q. Meanwhile, the share of IOs originated in areas vulnerable to storms is increasing. (Includes data chart.)

Nine of the top 10 ARM lenders reduced production in the first quarter. Overall, ARM volume fell 20.3%. (Includes data chart.)