JPMORGAN CHASE & CO

Position in SOFI — SoFi Technologies, Inc.

CIK 19617 NEW YORK, NY

Position in SOFI

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$28,339,220

-$1,650,623,522 QoQ

Shares Held

1,784,586

-97.2% QoQ

Ownership

0.139%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 86.43388438551014.ToString("F0")% Shared 0.ToString("F0")% None 13.56611561448986.ToString("F0")%

Financial Services · as of Mar 31, 2026

JPMORGAN CHASE & CO holds $30,731,849,672 across 44 Credit Services names. SOFI ranks #12 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	32,656,501	$16,317,147,279
2	AXP	American Express Co	20,408,323	$6,173,109,528
3	V	Visa Inc.	13,630,427	$4,119,660,245
4	COF	Capital One Financial Corp	17,355,846	$3,166,226,974
5	PYPL	PayPal Holdings, Inc.	5,545,053	$250,802,738
6	AFRM	Affirm Holdings, Inc.	5,297,016	$242,709,264
7	SYF	Synchrony Financial	1,639,254	$111,502,048
8	FCFS	FirstCash Holdings, Inc.	515,476	$96,909,488

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$28,339,220	1,784,586	-96.2%	Shares	Other	2026-05-13
2026-01-30	$1,076,795,912	47,207,186	-26.4%	Shares	Sole	2026-02-04
2025-12-31	$1,678,962,742	64,131,503	+37.1%	Shares	Defined	2026-02-11
2025-09-30	$1,236,196,445	46,790,176	+881.1%	Shares	Other	2025-11-26
2025-06-30	$86,846,652	4,769,174	+10.9%	Shares	Other	2025-08-12
2025-03-31	$50,022,534	4,301,164	+476.7%	Shares	Other	2025-05-12
2024-12-31	$11,486,180	745,856	-90.0%	Shares	Defined	2025-02-12
2024-09-30	$58,732,866	7,472,375	+93.8%	Shares	Defined	2024-12-26
2024-06-30	$25,482,698	3,855,174	-42.6%	Shares	Sole	2024-12-26
2024-03-31	$48,996,559	6,711,858	+86.3%	Shares	Sole	2024-12-26
2023-12-31	$35,854,991	3,603,517	-2.1%	Shares	Defined	2024-12-26
2023-09-30	$29,407,648	3,680,557	-36.7%	Shares	Defined	2023-11-14
2023-06-30	$48,530,765	5,819,037	+51.8%	Shares	Defined	2023-08-11
2023-03-31	$23,268,741	3,833,401	+1.8%	Shares	Defined	2023-05-18
2022-12-31	$17,357,672	3,765,222	-12.8%	Shares	Defined	2023-02-13
2022-09-30	$21,073,180	4,318,275	-7.8%	Shares	Defined	2022-11-14
2022-06-30	$24,687,007	4,684,442	+103.1%	Shares	Defined	2022-08-11
2022-03-31	$21,793,342	2,306,174	+43.3%	Shares	Defined	2022-05-11
2021-12-31	$25,437,213	1,608,932	+123.5%	Shares	Defined	2022-02-11
2021-09-30	$11,430,899	719,830	+126.1%	Shares	Defined	2021-11-12
2021-06-30	$6,102,346	318,328	—	Shares	Defined	2021-08-12
No filing history on record for this holder in this stock.