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
Q1 		$21.4M Buy
1,413,400
+1,413,200
+706,600% +$29.8M ﹤0.01% 2015
2025
Q4 		$5.24K Sell
200
-34,900
-99% -$973K ﹤0.01% 6804
2025
Q3 		$927K Sell
35,100
-81,300
-70% -$1.93M ﹤0.01% 4648
2025
Q2 		$2.12M Sell
116,400
-883,700
-88% -$11.7M ﹤0.01% 3868
2025
Q1 		$11.6M Buy
1,000,100
+995,300
+20,735% +$14.3M ﹤0.01% 2405
2024
Q4 		$73.9K Sell
4,800
-2,033,800
-100% -$26.4M ﹤0.01% 5871
2024
Q3 		$16M Hold
2,038,600
– – ﹤0.01% 2182
2024
Q2 		$13.5M Buy
2,038,600
+1,194,900
+142% +$8.43M ﹤0.01% 2191
2024
Q1 		$6.16M Sell
843,700
-954,100
-53% -$7.58M ﹤0.01% 2914
2023
Q4 		$17.9M Buy
1,797,800
+1,666,000
+1,264% +$13.2M ﹤0.01% 1949
2023
Q3 		$1.05M Sell
131,800
-143,300
-52% -$1.26M ﹤0.01% 4030
2023
Q2 		$2.29M Buy
275,100
+275,000
+275,000% +$1.79M ﹤0.01% 3440
2023
Q1 		$1K Buy
+100
New +$606 ﹤0.01% 6552
2022
Q3 		– Sell
-306,000
Closed -$1.61M – 6821
2022
Q2 		$1.61M Hold
306,000
– – ﹤0.01% 3712
2022
Q1 		$2.89M Buy
+306,000
New +$3.51M ﹤0.01% 3467
2021
Q3 		– Sell
-2,203,500
Closed -$42.2M – 6773
2021
Q2 		$42.2M Buy
+2,203,500
New +$40.9M 0.01% 1298

Other funds holding SOFI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

JP Morgan Chase's SOFI Position: Q1 2026 in Review

JP Morgan Chase reduced its SoFi Technologies (SOFI) stake by 97% in Q1 2026, selling an estimated $1.31B and leaving 1,784,586 shares worth $27M. The position accounts for ﹤0.01% of the portfolio, ranked #1834.

JP Morgan Chase first reported a position in SOFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.68B in Q4 2025. 919 funds tracked by Wall St. Rank hold SOFI as of Q1 2026.

  • JP Morgan Chase held 1,784,586 shares of SoFi Technologies worth $27M as of Q1 2026.
  • JP Morgan Chase sold 62,346,917 SoFi Technologies shares in Q1 2026, an estimated $1.31B.
  • SoFi Technologies made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #1834 holding.
  • JP Morgan Chase first reported a position in SoFi Technologies in Q1 2021 and has held it in 21 quarters since.
  • JP Morgan Chase's SoFi Technologies position peaked at $1.68B in Q4 2025.
  • 919 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.