JF
SURG icon

Jump Financial’s SurgePays SURG Stock Holding History

Jump Financial’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
2024
Q1 		– Sell
-16,500
Closed -$106K – 2288
2023
Q4 		$106K Buy
16,500
+5,100
+45% +$27.2K ﹤0.01% 1660
2023
Q3 		$53.4K Sell
11,400
-2,900
-20% -$15K ﹤0.01% 1744
2023
Q2 		$105K Buy
+14,300
New +$85.2K ﹤0.01% 1650

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
MA
MYDA Advisors Woodmere, New York $608M AUM 77.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TC
Truvestments Capital Sarasota, Florida $554M AUM 32.49% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Jump Financial's SURG Position: Q1 2024 in Review

Jump Financial sold out of SurgePays (SURG) in Q1 2024, closing a stake of 16,500 shares — an estimated $106K sold.

Jump Financial first reported a position in SURG in Q2 2023 and held it in 3 quarters. The position peaked at $106K in Q4 2023. 33 funds tracked by Wall St. Rank hold SURG as of Q1 2024.

  • Jump Financial reported no remaining SurgePays position as of Q1 2024 after selling out during the quarter.
  • Jump Financial sold 16,500 SurgePays shares in Q1 2024, an estimated $106K.
  • Jump Financial first reported a position in SurgePays in Q2 2023 and held it in 3 quarters.
  • Jump Financial's SurgePays position peaked at $106K in Q4 2023.
  • 33 funds tracked by Wall St. Rank held SurgePays as of Q1 2024.

Based on Jump Financial's 13F filing for Q1 2024, filed 13 May 2024.