JP Morgan Chase
SFY icon

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
Q3 		$922 Sell
6
-1,395
-100% -$210K ﹤0.01% 7605
2026
Q2 		$206K Buy
1,401
+1,395
+23,250% +$200K ﹤0.01% 5599
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
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return
Advisors Capital Management
Advisors Capital Management Ridgewood, New Jersey $9.8B AUM 19.58% 1-Year Est. Return
Mustico Financial Group
Mustico Financial Group Elmira, New York $156M AUM 12.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Pathway Financial Advisers
Pathway Financial Advisers Auburn, Indiana $399M AUM 23.1% 1-Year Est. Return
ZEGA Investments
ZEGA Investments Palm Beach Gardens, Florida $917M AUM 21.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

JP Morgan Chase's SFY Position: Q3 2026 in Review

JP Morgan Chase reduced its SoFi Select 500 ETF (SFY) stake by 100% in Q3 2026, selling an estimated $210K and leaving 6 shares worth $922. The position accounts for ﹤0.01% of the portfolio, ranked #7605.

JP Morgan Chase first reported a position in SFY in Q4 2022 and has held it in 8 quarters since. The position peaked at $478K in Q3 2025. 47 funds tracked by Wall St. Rank hold SFY as of Q3 2026.

  • JP Morgan Chase held 6 shares of SoFi Select 500 ETF worth $922 as of Q3 2026.
  • JP Morgan Chase sold 1,395 SoFi Select 500 ETF shares in Q3 2026, an estimated $210K.
  • SoFi Select 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #7605 holding.
  • JP Morgan Chase first reported a position in SoFi Select 500 ETF in Q4 2022 and has held it in 8 quarters since.
  • JP Morgan Chase's SoFi Select 500 ETF position peaked at $478K in Q3 2025.
  • 47 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.