JP Morgan Chase
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JP Morgan Chase’s Sotera Health SHC Stock Holding History

JP Morgan Chase’s Portfolio SHC Stock Details SHC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$46.9M Buy
2,506,745
+1,858,139
+286% +$34.3M ﹤0.01% 1508
2026
Q2 		$11.6M Buy
648,606
+365,643
+129% +$5.76M ﹤0.01% 2676
2026
Q1 		$3.75M Sell
282,963
-2,728
-1% -$45.3K ﹤0.01% 3593
2025
Q4 		$5.04M Buy
285,691
+48,115
+20% +$796K ﹤0.01% 3303
2025
Q3 		$3.74M Buy
237,576
+3,323
+1% +$46.7K ﹤0.01% 3610
2025
Q2 		$2.6M Buy
234,253
+155
+0.1% +$1.82K ﹤0.01% 3706
2025
Q1 		$2.73M Sell
234,098
-21,243
-8% -$273K ﹤0.01% 3632
2024
Q4 		$3.49M Buy
255,341
+6,194
+2% +$89.8K ﹤0.01% 3696
2024
Q3 		$4.16M Buy
249,147
+62,914
+34% +$919K ﹤0.01% 3346
2024
Q2 		$2.21M Buy
186,233
+12,933
+7% +$148K ﹤0.01% 3702
2024
Q1 		$2.08M Buy
173,300
+13,202
+8% +$196K ﹤0.01% 3814
2023
Q4 		$2.7M Sell
160,098
-14,367
-8% -$203K ﹤0.01% 3600
2023
Q3 		$2.61M Sell
174,465
-2,647
-1% -$44.7K ﹤0.01% 3354
2023
Q2 		$3.34M Sell
177,112
-3,457
-2% -$54.9K ﹤0.01% 3168
2023
Q1 		$3.23M Buy
180,569
+22,113
+14% +$369K ﹤0.01% 3161
2022
Q4 		$1.32M Sell
158,456
-334,848
-68% -$2.5M ﹤0.01% 3869
2022
Q3 		$3.36M Buy
493,304
+259,845
+111% +$4.32M ﹤0.01% 3064
2022
Q2 		$4.57M Buy
233,459
+138,959
+147% +$2.91M ﹤0.01% 2857
2022
Q1 		$2.05M Sell
94,500
-13,045
-12% -$277K ﹤0.01% 3731
2021
Q4 		$2.53M Sell
107,545
-4,092
-4% -$97.9K ﹤0.01% 3668
2021
Q3 		$2.92M Sell
111,637
-9,226
-8% -$223K ﹤0.01% 3474
2021
Q2 		$2.93M Buy
120,863
+45,706
+61% +$1.12M ﹤0.01% 3504
2021
Q1 		$1.88M Buy
75,157
+6,469
+9% +$171K ﹤0.01% 3773
2020
Q4 		$1.88M Buy
+68,688
New +$1.84M ﹤0.01% 3514

Other funds holding SHC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Two Seas Capital
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return

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

JP Morgan Chase increased its Sotera Health (SHC) stake by 286% in Q3 2026, buying an estimated $34.3M and bringing the position to 2,506,745 shares worth $46.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

JP Morgan Chase first reported a position in SHC in Q4 2020 and has held it in 24 quarters since. 210 funds tracked by Wall St. Rank hold SHC as of Q3 2026.

  • JP Morgan Chase held 2,506,745 shares of Sotera Health worth $46.9M as of Q3 2026.
  • JP Morgan Chase bought 1,858,139 Sotera Health shares in Q3 2026, an estimated $34.3M.
  • Sotera Health made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #1508 holding.
  • JP Morgan Chase first reported a position in Sotera Health in Q4 2020 and has held it in 24 quarters since.
  • 210 funds tracked by Wall St. Rank held Sotera Health as of Q3 2026.

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