JP Morgan Chase’s National Beverage FIZZ Stock Holding History

JP Morgan Chase’s Portfolio FIZZ Stock Details FIZZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-480,600	Closed	-$25.2M	–	6743
2021 Q3	$25.2M	Buy	480,600 +42,200	+10%	+$1.96M	﹤0.01%	1582
2021 Q2	$20.7M	Buy	+438,400	New	+$21.3M	﹤0.01%	1814
2020 Q2	–	Sell	-10,200	Closed	-$218K	–	5486
2020 Q1	$218K	Hold	10,200	–	–	﹤0.01%	4241
2019 Q4	$260K	Hold	10,200	–	–	﹤0.01%	4574
2019 Q3	$226K	Buy	+10,200	New	+$220K	﹤0.01%	4579
2019 Q2	–	Sell	-18,000	Closed	-$520K	–	5827
2019 Q1	$520K	Buy	+18,000	New	+$640K	﹤0.01%	4191

Other funds holding FIZZ

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase's FIZZ Position: Q1 2026 in Review

JP Morgan Chase increased its National Beverage (FIZZ) stake by 4.8% in Q1 2026, buying an estimated $88K and bringing the position to 55,340 shares worth $1.87M. The position accounts for ﹤0.01% of the portfolio, ranked #4153.

JP Morgan Chase first reported a position in FIZZ in Q3 2013 and has held it in 40 quarters since. The position peaked at $10.4M in Q1 2020. 241 funds tracked by Wall St. Rank hold FIZZ as of Q1 2026.

JP Morgan Chase held 55,340 shares of National Beverage worth $1.87M as of Q1 2026.
JP Morgan Chase bought 2,538 National Beverage shares in Q1 2026, an estimated $88K.
National Beverage made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4153 holding.
JP Morgan Chase first reported a position in National Beverage in Q3 2013 and has held it in 40 quarters since.
JP Morgan Chase's National Beverage position peaked at $10.4M in Q1 2020.
241 funds tracked by Wall St. Rank held National Beverage as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.