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 		$586K Sell
32,200
-8,700
-21% -$147K ﹤0.01% 4984
2026
Q1 		$620K Buy
40,900
+28,500
+230% +$601K ﹤0.01% 4865
2025
Q4 		$325K Sell
12,400
-99,600
-89% -$2.78M ﹤0.01% 5273
2025
Q3 		$2.96M Buy
112,000
+102,700
+1,104% +$2.44M ﹤0.01% 3779
2025
Q2 		$169K Buy
9,300
+700
+8% +$9.23K ﹤0.01% 5322
2025
Q1 		$100K Sell
8,600
-95,400
-92% -$1.37M ﹤0.01% 5570
2024
Q4 		$1.6M Buy
104,000
+98,100
+1,663% +$1.27M ﹤0.01% 4314
2024
Q3 		$46.4K Hold
5,900
– – ﹤0.01% 6016
2024
Q2 		$39K Sell
5,900
-3,500
-37% -$24.7K ﹤0.01% 5955
2024
Q1 		$68.6K Sell
9,400
-218,900
-96% -$1.74M ﹤0.01% 5820
2023
Q4 		$2.27M Sell
228,300
-32,300
-12% -$257K ﹤0.01% 3746
2023
Q3 		$2.08M Buy
260,600
+26,400
+11% +$232K ﹤0.01% 3506
2023
Q2 		$1.95M Buy
234,200
+71,800
+44% +$468K ﹤0.01% 3560
2023
Q1 		$986K Sell
162,400
-837,200
-84% -$5.08M ﹤0.01% 4061
2022
Q4 		$4.61M Hold
999,600
– – ﹤0.01% 2890
2022
Q3 		$4.88M Hold
999,600
– – ﹤0.01% 2760
2022
Q2 		$5.27M Hold
999,600
– – ﹤0.01% 2754
2022
Q1 		$9.45M Hold
999,600
– – ﹤0.01% 2430
2021
Q4 		$15.8M Sell
999,600
-123,600
-11% -$2.27M ﹤0.01% 2024
2021
Q3 		$17.8M Buy
1,123,200
+917,300
+446% +$14.4M ﹤0.01% 1860
2021
Q2 		$3.95M Buy
+205,900
New +$3.82M ﹤0.01% 3262

Other funds holding SOFI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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. 923 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.
  • 923 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.