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
2024 Q4	–	Sell	-1,400	Closed	-$23.4K	–	7695
2024 Q3	$23.4K	Buy	+1,400	New	+$20.5K	﹤0.01%	6201

Other funds holding SHC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Sculptor Capital New York $10.4B AUM 27.51% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 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. 261 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.
261 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.