JP Morgan Chase
SOPH icon

JP Morgan Chase’s SOPHiA GENETICS SOPH Stock Holding History

JP Morgan Chase’s Portfolio SOPH Stock Details SOPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$966 Buy
+206
New +$1K ﹤0.01% 7125
2025
Q3 		– Sell
-198
Closed -$614 – 7702
2025
Q2 		$614 Buy
+198
New +$590 ﹤0.01% 6677
2024
Q1 		– Sell
-881
Closed -$4.15K – 7854
2023
Q4 		$4.15K Sell
881
-29,640
-97% -$111K ﹤0.01% 6588
2023
Q3 		$77.8K Sell
30,521
-5,603
-16% -$17.8K ﹤0.01% 5628
2023
Q2 		$162K Sell
36,124
-18,604
-34% -$84.1K ﹤0.01% 5200
2023
Q1 		$272K Buy
54,728
+23,336
+74% +$75.6K ﹤0.01% 4874
2022
Q4 		$65K Buy
31,392
+30,408
+3,090% +$68.3K ﹤0.01% 5520
2022
Q3 		$3K Buy
+984
New +$3.45K ﹤0.01% 6197
2022
Q1 		– Sell
-343
Closed -$5K – 6978
2021
Q4 		$5K Sell
343
-150
-30% -$2.21K ﹤0.01% 6425
2021
Q3 		$9K Buy
+493
New +$8.67K ﹤0.01% 6187

Other funds holding SOPH

GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AWA
Alta Wealth Advisors Woburn, Massachusetts $308M AUM 27.87% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

JP Morgan Chase opened a new position in SOPHiA GENETICS (SOPH) in Q1 2026: 206 shares worth $966. The stake represents ﹤0.01% of the portfolio and ranks #7125 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in SOPH as recently as Q2 2025.

JP Morgan Chase first reported a position in SOPH in Q3 2021 and has held it in 10 quarters since. The position peaked at $272K in Q1 2023. 49 funds tracked by Wall St. Rank hold SOPH as of Q1 2026.

  • JP Morgan Chase held 206 shares of SOPHiA GENETICS worth $966 as of Q1 2026.
  • SOPHiA GENETICS was a new JP Morgan Chase position in Q1 2026.
  • SOPHiA GENETICS made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #7125 holding.
  • JP Morgan Chase first reported a position in SOPHiA GENETICS in Q3 2021 and has held it in 10 quarters since.
  • JP Morgan Chase's SOPHiA GENETICS position peaked at $272K in Q1 2023.
  • 49 funds tracked by Wall St. Rank held SOPHiA GENETICS as of Q1 2026.

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