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Disclosery

JPMORGAN CHASE & CO: SOFI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on SOFI, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 3,652,807 SOFI shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,652,807 shares
    Change vs previous 13F +1,868,221 shares

    <0.01% of the 13F portfolio, value $66,444,573.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 1,784,586 shares
    Change vs previous 13F -62,346,917 shares

    <0.01% of the 13F portfolio, value $27,036,489.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,131,503 shares
    Change vs previous 13F +17,341,327 shares

    0.11% of the 13F portfolio, value $1,678,962,802.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 46,790,176 shares
    Change vs previous 13F +42,021,002 shares

    0.08% of the 13F portfolio, value $1,236,202,719.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,769,174 shares
    Change vs previous 13F +468,010 shares

    0.01% of the 13F portfolio, value $86,850,956.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 4,301,164 shares
    Change vs previous 13F +3,555,308 shares

    <0.01% of the 13F portfolio, value $50,022,536.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 745,856 shares
    Change vs previous 13F -6,726,519 shares

    <0.01% of the 13F portfolio, value $11,486,181.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 7,472,375 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $58,732,867.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).