JP Morgan Chase
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JP Morgan Chase’s SoFi Technologies SOFI Stock Holding History

JP Morgan Chase’s Portfolio SOFI Stock Details SOFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$66.4M Buy
3,652,807
+1,868,221
+105% +$31.7M ﹤0.01% 1274
2026
Q1 		$27M Sell
1,784,586
-62,346,917
-97% -$1.31B ﹤0.01% 1834
2025
Q4 		$1.68B Buy
64,131,503
+17,341,327
+37% +$483M 0.11% 193
2025
Q3 		$1.24B Buy
46,790,176
+42,021,002
+881% +$997M 0.07% 243
2025
Q2 		$86.9M Buy
4,769,174
+468,010
+11% +$6.17M 0.01% 999
2025
Q1 		$50M Buy
4,301,164
+3,555,308
+477% +$51.2M ﹤0.01% 1316
2024
Q4 		$11.5M Sell
745,856
-6,726,519
-90% -$87.4M ﹤0.01% 2564
2024
Q3 		$58.7M Buy
7,472,375
+3,617,201
+94% +$26.3M ﹤0.01% 1225
2024
Q2 		$25.5M Sell
3,855,174
-2,856,684
-43% -$20.1M ﹤0.01% 1681
2024
Q1 		$49M Buy
6,711,858
+3,108,341
+86% +$24.7M ﹤0.01% 1290
2023
Q4 		$35.9M Sell
3,603,517
-77,040
-2% -$612K ﹤0.01% 1416
2023
Q3 		$29.4M Sell
3,680,557
-2,138,480
-37% -$18.8M ﹤0.01% 1401
2023
Q2 		$48.5M Buy
5,819,037
+1,985,636
+52% +$12.9M 0.01% 1143
2023
Q1 		$23.3M Buy
3,833,401
+68,179
+2% +$413K ﹤0.01% 1553
2022
Q4 		$17.4M Sell
3,765,222
-553,053
-13% -$2.74M ﹤0.01% 1773
2022
Q3 		$21.1M Sell
4,318,275
-366,167
-8% -$2.32M ﹤0.01% 1543
2022
Q2 		$24.7M Buy
4,684,442
+2,378,268
+103% +$16.1M ﹤0.01% 1450
2022
Q1 		$21.8M Buy
2,306,174
+697,242
+43% +$8.01M ﹤0.01% 1697
2021
Q4 		$25.4M Buy
1,608,932
+889,102
+124% +$16.3M ﹤0.01% 1616
2021
Q3 		$11.4M Buy
719,830
+401,502
+126% +$6.29M ﹤0.01% 2267
2021
Q2 		$6.1M Buy
318,328
+169,939
+115% +$3.15M ﹤0.01% 2880
2021
Q1 		$2.54M Buy
+148,389
New +$2.93M ﹤0.01% 3521

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $89.8M AUM 8.28% 1-Year Est. Return

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

JP Morgan Chase increased its SoFi Technologies (SOFI) stake by 105% in Q2 2026, buying an estimated $31.7M and bringing the position to 3,652,807 shares worth $66.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1274.

JP Morgan Chase first reported a position in SOFI in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.68B in Q4 2025. 658 funds tracked by Wall St. Rank hold SOFI as of Q2 2026.

  • JP Morgan Chase held 3,652,807 shares of SoFi Technologies worth $66.4M as of Q2 2026.
  • JP Morgan Chase bought 1,868,221 SoFi Technologies shares in Q2 2026, an estimated $31.7M.
  • SoFi Technologies made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1274 holding.
  • JP Morgan Chase first reported a position in SoFi Technologies in Q1 2021 and has held it in 22 quarters since.
  • JP Morgan Chase's SoFi Technologies position peaked at $1.68B in Q4 2025.
  • 658 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2026.

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