JP Morgan Chase
SRGA

JP Morgan Chase’s Surgalign Holdings, Inc. Common Stock SRGA Stock Holding History

JP Morgan Chase’s Portfolio SRGA Stock Details SRGA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-2,175
Closed -$71K – 7213
2021
Q3 		$71K Sell
2,175
-5,229
-71% -$191K ﹤0.01% 5724
2021
Q2 		$309K Sell
7,404
-3,720
-33% -$191K ﹤0.01% 4995
2021
Q1 		$727K Buy
11,124
+5,175
+87% +$361K ﹤0.01% 4444
2020
Q4 		$391K Buy
5,949
+4,192
+239% +$273K ﹤0.01% 4515
2020
Q3 		$105K Sell
1,757
-21
-1% -$1.61K ﹤0.01% 4665
2020
Q2 		$169K Sell
1,778
-5,229
-75% -$390K ﹤0.01% 4339
2020
Q1 		$359K Buy
7,007
+3,058
+77% +$320K ﹤0.01% 3995
2019
Q4 		$324K Buy
3,949
+2,592
+191% +$182K ﹤0.01% 4472
2019
Q3 		$116K Sell
1,357
-217
-14% -$23.2K ﹤0.01% 4845
2019
Q2 		$209K Buy
1,574
+1,051
+201% +$151K ﹤0.01% 4648
2019
Q1 		$95K Sell
523
-416
-44% -$60.2K ﹤0.01% 4905
2018
Q4 		$104K Buy
939
+27
+3% +$3.52K ﹤0.01% 4839
2018
Q3 		$123K Sell
912
-103
-10% -$14.2K ﹤0.01% 4876
2018
Q2 		$140K Sell
1,015
-457
-31% -$62.9K ﹤0.01% 4721
2018
Q1 		$204K Buy
1,472
+988
+204% +$134K ﹤0.01% 4365
2017
Q4 		$60K Buy
+484
New +$66.5K ﹤0.01% 4839
2017
Q2 		– Sell
-1,309
Closed -$157K – 5328
2017
Q1 		$157K Sell
1,309
-1,228
-48% -$128K ﹤0.01% 4176
2016
Q4 		$247K Buy
+2,537
New +$233K ﹤0.01% 4083
2014
Q1 		– Sell
-702
Closed -$74K – 4020
2013
Q4 		$74K Sell
702
-2,206
-76% -$214K ﹤0.01% 3943
2013
Q3 		$327K Sell
2,908
-13,123
-82% -$1.49M ﹤0.01% 3835
2013
Q2 		$1.81M Buy
+16,031
New +$1.96M ﹤0.01% 2864

Other funds holding SRGA

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $149B AUM 24.71% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

JP Morgan Chase's SRGA Position: Q4 2021 in Review

JP Morgan Chase sold out of Surgalign Holdings, Inc. Common Stock (SRGA) in Q4 2021, closing a stake of 2,175 shares — an estimated $71K sold.

JP Morgan Chase first reported a position in SRGA in Q2 2013 and held it in 21 quarters. The position peaked at $1.81M in Q2 2013. 72 funds tracked by Wall St. Rank hold SRGA as of Q4 2021.

  • JP Morgan Chase reported no remaining Surgalign Holdings, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 2,175 Surgalign Holdings, Inc. Common Stock shares in Q4 2021, an estimated $71K.
  • JP Morgan Chase first reported a position in Surgalign Holdings, Inc. Common Stock in Q2 2013 and held it in 21 quarters.
  • JP Morgan Chase's Surgalign Holdings, Inc. Common Stock position peaked at $1.81M in Q2 2013.
  • 72 funds tracked by Wall St. Rank held Surgalign Holdings, Inc. Common Stock as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.