Position in SGRY
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,009,695
+$1,763,004 QoQ
Shares Held
336,384
+131.3% QoQ
Ownership
0.257%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in SGRY Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Mar 31, 2026JPMORGAN CHASE & CO holds $1,767,756,515 across 42 Medical Care Facilities names. SGRY ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
2,461,975 | $1,165,105,039 | |
| 2 | CHE |
Chemed Corp
|
500,987 | $189,242,823 | |
| 3 | EHC |
Encompass Health Corp
|
1,231,471 | $119,120,184 | |
| 4 | CON |
Concentra Group Holdings Parent, Inc.
|
3,019,723 | $64,773,056 | |
| 5 | UHS |
Universal Health Services Inc
|
332,373 | $59,484,790 | |
| 6 | ENSG |
Ensign Group, Inc
|
262,140 | $52,821,207 | |
| 7 | OPCH |
Option Care Health, Inc.
|
690,295 | $18,582,738 | |
| 8 | NHC |
National Healthcare Corp
|
70,874 | $11,318,575 |
All Filings in SGRY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,009,695 | 336,384 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $2,246,691 | 145,417 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $7,009,886 | 323,932 | Shares | Defined | 2025-11-26 | |
| 2025-06-30 | $4,302,392 | 193,540 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $9,682,278 | 407,675 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $4,000,408 | 188,966 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $6,107,414 | 189,436 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $4,374,621 | 183,885 | Shares | Defined | 2024-12-26 | |
| 2024-03-31 | $5,300,014 | 177,674 | Shares | Defined | 2024-12-26 | |
| 2023-12-31 | $7,525,934 | 235,259 | Shares | Defined | 2024-12-26 | |
| 2023-09-30 | $8,777,543 | 300,087 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $14,282,928 | 317,469 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $4,320,400 | 125,338 | Shares | Defined | 2023-05-18 | |
| 2022-12-31 | $2,300,119 | 82,560 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,396,020 | 59,659 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,539,410 | 53,230 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,044,171 | 37,133 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $2,099,919 | 39,317 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,141,514 | 192,289 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $18,280,525 | 274,400 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $12,287,769 | 277,627 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $8,503,671 | 293,129 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $6,855,028 | 313,015 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,303,816 | 631,272 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $5,335,923 | 817,140 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||