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 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 San Francisco, California $2.48B AUM 22.95% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

MFG

Mustico Financial Group Elmira, New York $154M AUM 20.05% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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 $1.28T AUM 58.89% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

JP Morgan Chase's SFY Position: Q2 2026 in Review

JP Morgan Chase increased its SoFi Select 500 ETF (SFY) stake by 23,250% in Q2 2026, buying an estimated $200K and bringing the position to 1,401 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #5599.

JP Morgan Chase first reported a position in SFY in Q4 2022 and has held it in 7 quarters since. The position peaked at $478K in Q3 2025. 61 funds tracked by Wall St. Rank hold SFY as of Q2 2026.

JP Morgan Chase held 1,401 shares of SoFi Select 500 ETF worth $206K as of Q2 2026.
JP Morgan Chase bought 1,395 SoFi Select 500 ETF shares in Q2 2026, an estimated $200K.
SoFi Select 500 ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5599 holding.
JP Morgan Chase first reported a position in SoFi Select 500 ETF in Q4 2022 and has held it in 7 quarters since.
JP Morgan Chase's SoFi Select 500 ETF position peaked at $478K in Q3 2025.
61 funds tracked by Wall St. Rank held SoFi Select 500 ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.