JP Morgan Chase’s Surmodics SRDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-11,483
| Closed | -$343K | – | 7768 |
|
|
2025
Q3 | $343K | Buy |
11,483
+1,865
| +19% | +$62.3K | ﹤0.01% | 5237 |
|
|
2025
Q2 | $286K | Sell |
9,618
-34,362
| -78% | -$990K | ﹤0.01% | 5054 |
|
|
2025
Q1 | $1.34M | Sell |
43,980
-7,010
| -14% | -$236K | ﹤0.01% | 4150 |
|
|
2024
Q4 | $2.02M | Buy |
50,990
+8,520
| +20% | +$331K | ﹤0.01% | 4158 |
|
|
2024
Q3 | $1.65M | Buy |
42,470
+27,960
| +193% | +$1.13M | ﹤0.01% | 4150 |
|
|
2024
Q2 | $610K | Sell |
14,510
-12,013
| -45% | -$410K | ﹤0.01% | 4574 |
|
|
2024
Q1 | $778K | Buy |
26,523
+12,203
| +85% | +$389K | ﹤0.01% | 4520 |
|
|
2023
Q4 | $521K | Buy |
14,320
+2,621
| +22% | +$85.9K | ﹤0.01% | 4767 |
|
|
2023
Q3 | $375K | Sell |
11,699
-1,264
| -10% | -$42.9K | ﹤0.01% | 4648 |
|
|
2023
Q2 | $406K | Sell |
12,963
-1,670
| -11% | -$38.1K | ﹤0.01% | 4622 |
|
|
2023
Q1 | $333K | Buy |
14,633
+1,510
| +12% | +$38.9K | ﹤0.01% | 4744 |
|
|
2022
Q4 | $449K | Buy |
13,123
+954
| +8% | +$32K | ﹤0.01% | 4590 |
|
|
2022
Q3 | $369K | Buy |
12,169
+731
| +6% | +$25.1K | ﹤0.01% | 4637 |
|
|
2022
Q2 | $426K | Buy |
11,438
+1,239
| +12% | +$48K | ﹤0.01% | 4664 |
|
|
2022
Q1 | $462K | Sell |
10,199
-1,726
| -14% | -$75.5K | ﹤0.01% | 4757 |
|
|
2021
Q4 | $574K | Sell |
11,925
-437
| -4% | -$22K | ﹤0.01% | 4741 |
|
|
2021
Q3 | $687K | Sell |
12,362
-5,283
| -30% | -$294K | ﹤0.01% | 4544 |
|
|
2021
Q2 | $958K | Sell |
17,645
-6,324
| -26% | -$347K | ﹤0.01% | 4327 |
|
|
2021
Q1 | $1.34M | Buy |
23,969
+2,326
| +11% | +$116K | ﹤0.01% | 4004 |
|
|
2020
Q4 | $942K | Buy |
21,643
+13,010
| +151% | +$512K | ﹤0.01% | 4006 |
|
|
2020
Q3 | $338K | Sell |
8,633
-3,845
| -31% | -$169K | ﹤0.01% | 4152 |
|
|
2020
Q2 | $540K | Sell |
12,478
-37,050
| -75% | -$1.4M | ﹤0.01% | 3821 |
|
|
2020
Q1 | $1.65M | Buy |
49,528
+24,185
| +95% | +$873K | ﹤0.01% | 3095 |
|
|
2019
Q4 | $1.05M | Buy |
25,343
+14,495
| +134% | +$610K | ﹤0.01% | 3823 |
|
|
2019
Q3 | $497K | Sell |
10,848
-41,050
| -79% | -$1.79M | ﹤0.01% | 4180 |
|
|
2019
Q2 | $2.07M | Buy |
51,898
+9,769
| +23% | +$412K | ﹤0.01% | 3357 |
|
|
2019
Q1 | $1.83M | Buy |
42,129
+5,489
| +15% | +$280K | ﹤0.01% | 3390 |
|
|
2018
Q4 | $1.73M | Buy |
36,640
+13,298
| +57% | +$797K | ﹤0.01% | 3387 |
|
|
2018
Q3 | $1.74M | Buy |
23,342
+1,489
| +7% | +$103K | ﹤0.01% | 3554 |
|
|
2018
Q2 | $1.21M | Buy |
21,853
+989
| +5% | +$45.7K | ﹤0.01% | 3718 |
|
|
2018
Q1 | $794K | Sell |
20,864
-9,439
| -31% | -$292K | ﹤0.01% | 3804 |
|
|
2017
Q4 | $849K | Buy |
30,303
+14,875
| +96% | +$454K | ﹤0.01% | 3811 |
|
|
2017
Q3 | $480K | Sell |
15,428
-6,433
| -29% | -$175K | ﹤0.01% | 3847 |
|
|
2017
Q2 | $615K | Sell |
21,861
-179,863
| -89% | -$4.34M | ﹤0.01% | 3640 |
|
|
2017
Q1 | $4.85M | Sell |
201,724
-238,144
| -54% | -$5.84M | ﹤0.01% | 2449 |
|
|
2016
Q4 | $11.2M | Buy |
439,868
+38,894
| +10% | +$1.02M | ﹤0.01% | 1846 |
|
|
2016
Q3 | $12.1M | Buy |
400,974
+25,249
| +7% | +$694K | ﹤0.01% | 1665 |
|
|
2016
Q2 | $8.82M | Sell |
375,725
-179,949
| -32% | -$3.94M | ﹤0.01% | 1924 |
|
|
2016
Q1 | $10.2M | Sell |
555,674
-90,931
| -14% | -$1.71M | ﹤0.01% | 1756 |
|
|
2015
Q4 | $13.1M | Sell |
646,605
-5,950
| -0.9% | -$126K | ﹤0.01% | 1630 |
|
|
2015
Q3 | $14.3M | Buy |
652,555
+30,830
| +5% | +$724K | ﹤0.01% | 1495 |
|
|
2015
Q2 | $14.6M | Sell |
621,725
-19,735
| -3% | -$495K | ﹤0.01% | 1629 |
|
|
2015
Q1 | $16.7M | Buy |
641,460
+47,199
| +8% | +$1.12M | ﹤0.01% | 1557 |
|
|
2014
Q4 | $13.1M | Buy |
594,261
+25,409
| +4% | +$538K | ﹤0.01% | 1759 |
|
|
2014
Q3 | $10.3M | Sell |
568,852
-54,275
| -9% | -$1.08M | ﹤0.01% | 1895 |
|
|
2014
Q2 | $13.3M | Sell |
623,127
-20,653
| -3% | -$442K | ﹤0.01% | 1580 |
|
|
2014
Q1 | $14.5M | Buy |
643,780
+43,795
| +7% | +$1.07M | ﹤0.01% | 1515 |
|
|
2013
Q4 | $14.6M | Buy |
599,985
+1,453
| +0.2% | +$34.3K | ﹤0.01% | 1530 |
|
|
2013
Q3 | $14.2M | Buy |
598,532
+195,166
| +48% | +$4.18M | ﹤0.01% | 1527 |
|
|
2013
Q2 | $8.07M | Buy |
+403,366
| New | +$10.1M | ﹤0.01% | 1815 |
|