JP Morgan Chase
SURG icon

JP Morgan Chase’s SurgePays SURG Stock Holding History

JP Morgan Chase’s Portfolio SURG Stock Details SURG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-30
Closed -$62 – 7618
2025
Q1 		$62 Buy
+30
New +$44 ﹤0.01% 6947
2024
Q2 		– Sell
-22,500
Closed -$86.6K – 7733
2024
Q1 		$86.6K Buy
+22,500
New +$150K ﹤0.01% 5736

Other funds holding SURG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MCA
Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EFG
Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

JP Morgan Chase's SURG Position: Q2 2025 in Review

JP Morgan Chase sold out of SurgePays (SURG) in Q2 2025, closing a stake of 30 shares — an estimated $62 sold.

JP Morgan Chase first reported a position in SURG in Q1 2024 and held it in 2 quarters. The position peaked at $86.6K in Q1 2024. 35 funds tracked by Wall St. Rank hold SURG as of Q2 2025.

  • JP Morgan Chase reported no remaining SurgePays position as of Q2 2025 after selling out during the quarter.
  • JP Morgan Chase sold 30 SurgePays shares in Q2 2025, an estimated $62.
  • JP Morgan Chase first reported a position in SurgePays in Q1 2024 and held it in 2 quarters.
  • JP Morgan Chase's SurgePays position peaked at $86.6K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held SurgePays as of Q2 2025.

Based on JP Morgan Chase's 13F filing for Q2 2025, filed 12 Aug 2025.