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
2026 Q2	$3.36K	Buy	+9,844	New	+$5.44K	﹤0.01%	7142
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 Capital Management Malvern, Pennsylvania $4.68T AUM

GPWA

Gaddis Premier Wealth Advisors Durant, Oklahoma $165M AUM

MCA

Millennium Capital Advisors Little Rock, Arkansas $183M AUM 33.88% 1-Year Est. Return

CCC

Cable Car Capital San Francisco, California $4.66B AUM 77.16% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase's SURG Position: Q2 2026 in Review

JP Morgan Chase opened a new position in SurgePays (SURG) in Q2 2026: 9,844 shares worth $3.36K. The stake represents ﹤0.01% of the portfolio and ranks #7142 among its holdings. This is a return to the name: JP Morgan Chase previously reported a position in SURG as recently as Q1 2025.

JP Morgan Chase first reported a position in SURG in Q1 2024 and has held it in 3 quarters since. The position peaked at $86.6K in Q1 2024. 36 funds tracked by Wall St. Rank hold SURG as of Q2 2026.

JP Morgan Chase held 9,844 shares of SurgePays worth $3.36K as of Q2 2026.
SurgePays was a new JP Morgan Chase position in Q2 2026.
SurgePays made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7142 holding.
JP Morgan Chase first reported a position in SurgePays in Q1 2024 and has held it in 3 quarters since.
JP Morgan Chase's SurgePays position peaked at $86.6K in Q1 2024.
36 funds tracked by Wall St. Rank held SurgePays as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.