JP Morgan Chase’s SoFi Select 500 ETF SFY Stock Holding History

JP Morgan Chase’s Portfolio SFY Stock Details SFY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$724	Sell	6 -334	-98%	-$43.8K	﹤0.01%	7156
2025 Q4	$44.9K	Sell	340 -3,360	-91%	-$442K	﹤0.01%	6274
2025 Q3	$478K	Buy	+3,700	New	+$457K	﹤0.01%	5065
2024 Q3	–	Sell	-9	Closed	-$854	–	7647
2024 Q2	$854	Sell	9 -58	-87%	-$5.46K	﹤0.01%	6633
2024 Q1	$6.24K	Buy	+67	New	+$5.92K	﹤0.01%	6408
2023 Q1	–	Sell	-6	Closed	–	–	7168
2022 Q4	$0	Buy	+6	New	+$407	﹤0.01%	6945

Other funds holding SFY

SoFi Wealth San Francisco, California $2.08B AUM 18.22% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $143M AUM 15.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NWM

Nova Wealth Management Bonita Springs, Florida $181M AUM 27.89% 1-Year Est. Return

TFA

Teamwork Financial Advisors San Antonio, Texas $1.1B AUM 39.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase's SFY Position: Q1 2026 in Review

JP Morgan Chase reduced its SoFi Select 500 ETF (SFY) stake by 98% in Q1 2026, selling an estimated $43.8K and leaving 6 shares worth $724. The position accounts for ﹤0.01% of the portfolio, ranked #7156.

JP Morgan Chase first reported a position in SFY in Q4 2022 and has held it in 6 quarters since. The position peaked at $478K in Q3 2025. 57 funds tracked by Wall St. Rank hold SFY as of Q1 2026.

JP Morgan Chase held 6 shares of SoFi Select 500 ETF worth $724 as of Q1 2026.
JP Morgan Chase sold 334 SoFi Select 500 ETF shares in Q1 2026, an estimated $43.8K.
SoFi Select 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7156 holding.
JP Morgan Chase first reported a position in SoFi Select 500 ETF in Q4 2022 and has held it in 6 quarters since.
JP Morgan Chase's SoFi Select 500 ETF position peaked at $478K in Q3 2025.
57 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.