JP Morgan Chase
FIZZ icon

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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase's FIZZ Position: Q2 2026 in Review

JP Morgan Chase reduced its National Beverage (FIZZ) stake by 4.7% in Q2 2026, selling an estimated $90.6K and leaving 52,740 shares worth $1.71M. The position accounts for ﹤0.01% of the portfolio, ranked #4300.

JP Morgan Chase first reported a position in FIZZ in Q3 2013 and has held it in 41 quarters since. The position peaked at $10.4M in Q1 2020. 259 funds tracked by Wall St. Rank hold FIZZ as of Q2 2026.

  • JP Morgan Chase held 52,740 shares of National Beverage worth $1.71M as of Q2 2026.
  • JP Morgan Chase sold 2,600 National Beverage shares in Q2 2026, an estimated $90.6K.
  • National Beverage made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #4300 holding.
  • JP Morgan Chase first reported a position in National Beverage in Q3 2013 and has held it in 41 quarters since.
  • JP Morgan Chase's National Beverage position peaked at $10.4M in Q1 2020.
  • 259 funds tracked by Wall St. Rank held National Beverage as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.