JPMORGAN CHASE & CO

Holdings History for SoFi Technologies, Inc. - Common stock, $0.0001 par value per share (SOFI)

Symbol: SOFI on Nasdaq
Investment type: Equity / Common stock, $0.0001 par value per share
Latest Disclosed Shares Owned: 47,207,186 shares
Security Ownership %: 3.7%

Shares, Excluding Options vs Price

Value, Excluding Options

JPMORGAN CHASE & CO. ownership in SoFi Technologies, Inc. Common stock, $0.0001 par value per share (SOFI)

04 Feb 2026 - JPMORGAN CHASE & CO. has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 47,207,186 shares of SoFi Technologies, Inc. Common stock, $0.0001 par value per share (SOFI). This represents 3.7% ownership of the company. In their previous filing dated 21 Jan 2026, JPMORGAN CHASE & CO had reported owning 64,981,867 shares, indicating a decrease of +27%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
JPMORGAN CHASE & CO.	3.7%	-28%	$1,235,884,129	47,207,186	-17,774,681	-27%	$26.18	13G/A	30 Jan 2026	04 Feb 2026, 13:44
JPMORGAN CHASE & CO.	5.1%		$1,701,225,278	64,981,867			$26.18	13G	31 Dec 2025	21 Jan 2026, 08:13

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.11%	+0.03%	$1,678,962,802	64,131,503	+17,341,327	+37%	$26.18	Q4 2025
30 Sep 2025	0.08%	+0.07%	$1,236,202,719	46,790,176	+42,021,002	+881%	$26.42	Q3 2025
30 Jun 2025	0.01%	+0%	$86,850,956	4,769,174	+468,010	+11%	$18.21	Q2 2025
31 Mar 2025	0%	+0%	$50,022,536	4,301,164	+3,555,308	+400%	$11.63	Q1 2025
31 Dec 2024	0%	-0.01%	$11,486,181	745,856	-6,726,519	-90%	$15.40	Q4 2024
30 Sep 2024	0%	+0%	$58,732,867	7,472,375	+3,617,201	+94%	$7.86	Q3 2024
30 Jun 2024	0%	-0%	$25,482,700	3,855,174	-2,856,684	-43%	$6.61	Q2 2024
31 Mar 2024	0%	+0%	$48,996,564	6,711,858	+3,108,341	+86%	$7.30	Q1 2024
31 Dec 2023	0%	-0%	$35,854,995	3,603,517	-77,040	-2.1%	$9.95	Q4 2023
30 Sep 2023	0%	-0%	$29,407,651	3,680,557	-2,138,480	-37%	$7.99	Q3 2023
30 Jun 2023	0.01%	+0%	$48,530,768	5,819,037	+1,985,877	+52%	$8.34	Q2 2023
31 Mar 2023		0%	$1,000	241	0		$4.15 ^*	Q1 2023
31 Mar 2023	0%	+0%	$23,268,000	3,833,160	+67,938	+1.8%	$6.07	Q1 2023
31 Dec 2022	0%	-0%	$17,357,000	3,765,222	-553,053	-13%	$4.61	Q4 2022
30 Sep 2022	0%	-0%	$21,073,000	4,318,275	-366,080	-7.8%	$4.88	Q3 2022
30 Jun 2022	0%	+0%	$24,687,000	4,684,355	+2,378,181	+103%	$5.27	Q2 2022
31 Mar 2022	0%	+0%	$21,793,000	2,306,174	+697,242	+43%	$9.45	Q1 2022
31 Dec 2021	0%	+0%	$25,437,000	1,608,932	+889,102	+124%	$15.81	Q4 2021
30 Sep 2021	0%	+0%	$11,431,000	719,830	+401,586	+126%	$15.88	Q3 2021
30 Jun 2021	0%	+0%	$6,101,000	318,244	+318,244	NEW	$19.17	Q2 2021
30 Jun 2021		0%	$2,000	84	0		$23.81 ^*	Q2 2021

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.