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JPMORGAN CHASE & CO SOFI Position History
SoFi Technologies, Inc. • Financial Services
Quarters held
44
Latest value
$118K
Q2 2026
Peak value
$1.4B
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14K |
| Q3 2025 | $12K |
| Q3 2025 | $1.1M |
| Q3 2025 | $38K |
| Q3 2025 | $13K |
| Q3 2025 | $22.5M |
| Q3 2025 | $1B |
| Q3 2025 | $9.7M |
| Q3 2025 | $1.1M |
| Q3 2025 | $66.9M |
| Q3 2025 | $130.9M |
| Q3 2025 | $46K |
| Q3 2025 | $337K |
| Q4 2025 | $1.3M |
| Q4 2025 | $49K |
| Q4 2025 | $12K |
| Q4 2025 | $13K |
| Q4 2025 | $13.7M |
| Q4 2025 | $1.4M |
| Q4 2025 | $60K |
| Q4 2025 | $208.9M |
| Q4 2025 | $1.4B |
| Q4 2025 | $371K |
| Q4 2025 | $94M |
| Q4 2025 | $13K |
| Q1 2026 | $6K |
| Q1 2026 | $3K |
| Q1 2026 | $8K |
| Q1 2026 | $19.2M |
| Q1 2026 | $6.7M |
| Q1 2026 | $1.1M |
| Q1 2026 | $7K |
| Q1 2026 | $4K |
| Q1 2026 | $6K |
| Q2 2026 | $9K |
| Q2 2026 | $11K |
| Q2 2026 | $20.9M |
| Q2 2026 | $33.4M |
| Q2 2026 | $8K |
| Q2 2026 | $8.8M |
| Q2 2026 | $23K |
| Q2 2026 | $2M |
| Q2 2026 | $1.1M |
| Q2 2026 | $118K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q2 2026 | $118K | 6.5K | — | — |
| Q2 2026 | $1.1M | 61.9K | — | — |
| Q2 2026 | $2M | 112.6K | — | — |
| Q2 2026 | $23K | 1.2K | — | — |
| Q2 2026 | $8.8M | 481.5K | — | — |
| Q2 2026 | $8K | 451 | — | — |
| Q2 2026 | $33.4M | 1.84M | — | — |
| Q2 2026 | $20.9M | 1.15M | — | — |
| Q2 2026 | $11K | 593 | — | — |
| Q2 2026 | $9K | 471 | — | — |
| Q1 2026 | $6K | 410 | — | — |
| Q1 2026 | $4K | 267 | — | — |
| Q1 2026 | $7K | 448 | — | — |
| Q1 2026 | $1.1M | 72.3K | — | — |
| Q1 2026 | $6.7M | 443.1K | — | — |
| Q1 2026 | $19.2M | 1.27M | — | — |
| Q1 2026 | $8K | 503 | — | — |
| Q1 2026 | $3K | 209 | — | — |
| Q1 2026 | $6K | 388 | — | — |
| Q4 2025 | $13K | 503 | — | — |
| Q4 2025 | $94M | 3.59M | — | — |
| Q4 2025 | $371K | 14.2K | — | — |
| Q4 2025 | $1.4B | 51.91M | — | — |
| Q4 2025 | $208.9M | 7.98M | — | — |
| Q4 2025 | $60K | 2.3K | — | — |
| Q4 2025 | $1.4M | 54.7K | — | — |
| Q4 2025 | $13.7M | 524.0K | — | — |
| Q4 2025 | $13K | 493 | — | — |
| Q4 2025 | $12K | 445 | — | — |
| Q4 2025 | $49K | 1.9K | — | — |
| Q4 2025 | $1.3M | 48.6K | — | — |
| Q3 2025 | $337K | 12.8K | — | — |
| Q3 2025 | $46K | 1.7K | — | — |
| Q3 2025 | $130.9M | 4.95M | — | — |
| Q3 2025 | $66.9M | 2.53M | — | — |
| Q3 2025 | $1.1M | 40.8K | — | — |
| Q3 2025 | $9.7M | 367.8K | — | — |
| Q3 2025 | $1B | 37.99M | — | — |
| Q3 2025 | $22.5M | 852.8K | — | — |
| Q3 2025 | $13K | 503 | — | — |
| Q3 2025 | $38K | 1.4K | — | — |
| Q3 2025 | $1.1M | 41.2K | — | — |
| Q3 2025 | $12K | 459 | — | — |
| Q3 2025 | $14K | 516 | — | — |
Other funds holding SOFI
$850.1M
$794.1M
$545.3M
$515.7M
$515.7M
$502.2M
$481.8M