JPMorgan Chase & Co’s Surgery Partners SGRY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$4.3M Sell
193,540
-214,135
-53% -$4.76M ﹤0.01% 2807
2025
Q1
$9.68M Buy
407,675
+218,709
+116% +$5.19M ﹤0.01% 2208
2024
Q4
$4M Sell
188,966
-470
-0.2% -$9.95K ﹤0.01% 2923
2024
Q3
$6.11M Buy
189,436
+5,551
+3% +$179K ﹤0.01% 2523
2024
Q2
$4.37M Buy
183,885
+6,211
+3% +$148K ﹤0.01% 2600
2024
Q1
$5.3M Sell
177,674
-57,585
-24% -$1.72M ﹤0.01% 2539
2023
Q4
$7.53M Sell
235,259
-64,828
-22% -$2.07M ﹤0.01% 2307
2023
Q3
$8.78M Sell
300,087
-17,382
-5% -$508K ﹤0.01% 2058
2023
Q2
$14.3M Buy
317,469
+192,131
+153% +$8.64M ﹤0.01% 1788
2023
Q1
$4.32M Buy
125,338
+42,778
+52% +$1.47M ﹤0.01% 2546
2022
Q4
$2.3M Buy
82,560
+22,901
+38% +$638K ﹤0.01% 2872
2022
Q3
$1.4M Buy
59,659
+6,429
+12% +$150K ﹤0.01% 3156
2022
Q2
$1.54M Buy
53,230
+16,097
+43% +$466K ﹤0.01% 3177
2022
Q1
$2.04M Sell
37,133
-2,184
-6% -$120K ﹤0.01% 3158
2021
Q4
$2.1M Sell
39,317
-152,972
-80% -$8.17M ﹤0.01% 3201
2021
Q3
$8.14M Sell
192,289
-82,111
-30% -$3.48M ﹤0.01% 2222
2021
Q2
$18.3M Sell
274,400
-3,227
-1% -$215K ﹤0.01% 1696
2021
Q1
$12.3M Sell
277,627
-15,502
-5% -$686K ﹤0.01% 1969
2020
Q4
$8.5M Sell
293,129
-19,886
-6% -$577K ﹤0.01% 2028
2020
Q3
$6.14M Sell
313,015
-318,257
-50% -$6.25M ﹤0.01% 2071
2020
Q2
$7.3M Sell
631,272
-185,868
-23% -$2.15M ﹤0.01% 1912
2020
Q1
$5.34M Buy
817,140
+624,419
+324% +$4.08M ﹤0.01% 1957
2019
Q4
$3.02M Buy
192,721
+48,391
+34% +$758K ﹤0.01% 2473
2019
Q3
$1.07M Buy
144,330
+6,603
+5% +$48.8K ﹤0.01% 3036
2019
Q2
$1.09M Sell
137,727
-238,152
-63% -$1.89M ﹤0.01% 3017
2019
Q1
$4.24M Buy
375,879
+86,052
+30% +$971K ﹤0.01% 2195
2018
Q4
$2.84M Buy
289,827
+124,990
+76% +$1.22M ﹤0.01% 2449
2018
Q3
$2.72M Sell
164,837
-67,519
-29% -$1.11M ﹤0.01% 2621
2018
Q2
$3.46M Sell
232,356
-311,418
-57% -$4.64M ﹤0.01% 2478
2018
Q1
$9.33M Sell
543,774
-166,741
-23% -$2.86M ﹤0.01% 1816
2017
Q4
$8.6M Buy
710,515
+185,740
+35% +$2.25M ﹤0.01% 1911
2017
Q3
$5.38M Buy
524,775
+319,775
+156% +$3.28M ﹤0.01% 2146
2017
Q2
$4.66M Sell
205,000
-25,522
-11% -$581K ﹤0.01% 2159
2017
Q1
$4.5M Sell
230,522
-16,078
-7% -$314K ﹤0.01% 2160
2016
Q4
$3.91M Buy
+246,600
New +$3.91M ﹤0.01% 2309