JP Morgan Chase’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.87M | Buy |
55,340
+2,538
| +5% | +$88K | ﹤0.01% | 4153 |
|
|
2025
Q4 | $1.68M | Sell |
52,802
-86,500
| -62% | -$2.97M | ﹤0.01% | 4220 |
|
|
2025
Q3 | $5.14M | Buy |
139,302
+42,970
| +45% | +$1.86M | ﹤0.01% | 3336 |
|
|
2025
Q2 | $4.17M | Sell |
96,332
-17,857
| -16% | -$786K | ﹤0.01% | 3315 |
|
|
2025
Q1 | $4.74M | Sell |
114,189
-18,861
| -14% | -$777K | ﹤0.01% | 3210 |
|
|
2024
Q4 | $5.68M | Buy |
133,050
+80,126
| +151% | +$3.74M | ﹤0.01% | 3237 |
|
|
2024
Q3 | $2.48M | Sell |
52,924
-12,984
| -20% | -$616K | ﹤0.01% | 3828 |
|
|
2024
Q2 | $3.38M | Sell |
65,908
-20,126
| -23% | -$941K | ﹤0.01% | 3350 |
|
|
2024
Q1 | $4.08M | Buy |
86,034
+13,938
| +19% | +$682K | ﹤0.01% | 3268 |
|
|
2023
Q4 | $3.58M | Sell |
72,096
-36,693
| -34% | -$1.76M | ﹤0.01% | 3382 |
|
|
2023
Q3 | $5.12M | Buy |
108,789
+20,079
| +23% | +$1.01M | ﹤0.01% | 2835 |
|
|
2023
Q2 | $4.29M | Buy |
88,710
+3,113
| +4% | +$156K | ﹤0.01% | 2992 |
|
|
2023
Q1 | $4.51M | Buy |
85,597
+14,658
| +21% | +$683K | ﹤0.01% | 2909 |
|
|
2022
Q4 | $3.3M | Buy |
70,939
+638
| +0.9% | +$29.9K | ﹤0.01% | 3166 |
|
|
2022
Q3 | $2.71M | Buy |
70,301
+1,650
| +2% | +$82.5K | ﹤0.01% | 3222 |
|
|
2022
Q2 | $3.36M | Buy |
68,651
+36,093
| +111% | +$1.68M | ﹤0.01% | 3130 |
|
|
2022
Q1 | $1.42M | Sell |
32,558
-21,288
| -40% | -$926K | ﹤0.01% | 4025 |
|
|
2021
Q4 | $2.44M | Buy |
53,846
+26,799
| +99% | +$1.46M | ﹤0.01% | 3702 |
|
|
2021
Q3 | $1.42M | Sell |
27,047
-816
| -3% | -$38K | ﹤0.01% | 4048 |
|
|
2021
Q2 | $1.32M | Buy |
27,863
+328
| +1% | +$15.9K | ﹤0.01% | 4107 |
|
|
2021
Q1 | $1.35M | Sell |
27,535
-17,917
| -39% | -$932K | ﹤0.01% | 4001 |
|
|
2020
Q4 | $1.93M | Buy |
45,452
+9,318
| +26% | +$401K | ﹤0.01% | 3496 |
|
|
2020
Q3 | $1.24M | Sell |
36,134
-117,292
| -76% | -$4.11M | ﹤0.01% | 3527 |
|
|
2020
Q2 | $4.68M | Sell |
153,426
-331,998
| -68% | -$8.96M | ﹤0.01% | 2505 |
|
|
2020
Q1 | $10.4M | Buy |
485,424
+305,572
| +170% | +$6.68M | ﹤0.01% | 1716 |
|
|
2019
Q4 | $4.59M | Buy |
179,852
+72,064
| +67% | +$1.73M | ﹤0.01% | 2752 |
|
|
2019
Q3 | $2.39M | Sell |
107,788
-76,628
| -42% | -$1.65M | ﹤0.01% | 3298 |
|
|
2019
Q2 | $4.06M | Buy |
184,416
+68,380
| +59% | +$1.76M | ﹤0.01% | 2793 |
|
|
2019
Q1 | $3.35M | Buy |
116,036
+89,888
| +344% | +$3.2M | ﹤0.01% | 2925 |
|
|
2018
Q4 | $939K | Buy |
26,148
+2,526
| +11% | +$116K | ﹤0.01% | 3782 |
|
|
2018
Q3 | $1.38M | Buy |
23,622
+1,890
| +9% | +$106K | ﹤0.01% | 3710 |
|
|
2018
Q2 | $1.16M | Sell |
21,732
-61,796
| -74% | -$2.9M | ﹤0.01% | 3742 |
|
|
2018
Q1 | $3.72M | Sell |
83,528
-99,204
| -54% | -$4.88M | ﹤0.01% | 2824 |
|
|
2017
Q4 | $8.9M | Buy |
182,732
+179,856
| +6,254% | +$9.22M | ﹤0.01% | 2215 |
|
|
2017
Q3 | $176K | Buy |
2,876
+54
| +2% | +$3K | ﹤0.01% | 4140 |
|
|
2017
Q2 | $132K | Sell |
2,822
-44,934
| -94% | -$2M | ﹤0.01% | 4092 |
|
|
2017
Q1 | $2.02M | Buy |
47,756
+46,726
| +4,537% | +$1.41M | ﹤0.01% | 3034 |
|
|
2016
Q4 | $26K | Buy |
+1,030
| New | +$25.2K | ﹤0.01% | 4657 |
|
|
2016
Q1 | – | Sell |
-288
| Closed | -$7K | – | 4758 |
|
|
2015
Q4 | $7K | Buy |
+288
| New | +$5.59K | ﹤0.01% | 4275 |
|
|
2013
Q4 | – | Sell |
-26,026
| Closed | -$232K | – | 4140 |
|
|
2013
Q3 | $232K | Buy |
+26,026
| New | +$227K | ﹤0.01% | 3986 |
|
Other funds holding FIZZ
VPM
VCM
