JP Morgan Chase’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.78M | Buy |
33,853
+10,844
| +47% | +$2.44M | ﹤0.01% | 2916 |
|
|
2025
Q4 | $4.49M | Buy |
23,009
+611
| +3% | +$126K | ﹤0.01% | 3402 |
|
|
2025
Q3 | $4.74M | Buy |
22,398
+147
| +0.7% | +$31.3K | ﹤0.01% | 3419 |
|
|
2025
Q2 | $4.25M | Sell |
22,251
-417
| -2% | -$96K | ﹤0.01% | 3303 |
|
|
2025
Q1 | $5.41M | Sell |
22,668
-319
| -1% | -$77.7K | ﹤0.01% | 3094 |
|
|
2024
Q4 | $6.9M | Sell |
22,987
-14,309
| -38% | -$4.32M | ﹤0.01% | 3051 |
|
|
2024
Q3 | $10.8M | Sell |
37,296
-13,613
| -27% | -$3.8M | ﹤0.01% | 2537 |
|
|
2024
Q2 | $15.5M | Sell |
50,909
-8,258
| -14% | -$2.36M | ﹤0.01% | 2066 |
|
|
2024
Q1 | $18M | Buy |
59,167
+28,458
| +93% | +$9.49M | ﹤0.01% | 1972 |
|
|
2023
Q4 | $10.6M | Buy |
30,709
+5,992
| +24% | +$2.1M | ﹤0.01% | 2411 |
|
|
2023
Q3 | $9.63M | Sell |
24,717
-11,071
| -31% | -$3.88M | ﹤0.01% | 2276 |
|
|
2023
Q2 | $11M | Buy |
35,788
+10,188
| +40% | +$3.28M | ﹤0.01% | 2212 |
|
|
2023
Q1 | $8.41M | Buy |
25,600
+6,118
| +31% | +$2.1M | ﹤0.01% | 2427 |
|
|
2022
Q4 | $6.42M | Buy |
19,482
+2,867
| +17% | +$1.04M | ﹤0.01% | 2624 |
|
|
2022
Q3 | $5.38M | Sell |
16,615
-414
| -2% | -$143K | ﹤0.01% | 2683 |
|
|
2022
Q2 | $5.16M | Buy |
17,029
+419
| +3% | +$146K | ﹤0.01% | 2772 |
|
|
2022
Q1 | $6.45M | Buy |
16,610
+333
| +2% | +$139K | ﹤0.01% | 2780 |
|
|
2021
Q4 | $8.22M | Sell |
16,277
-265,481
| -94% | -$133M | ﹤0.01% | 2621 |
|
|
2021
Q3 | $144M | Sell |
281,758
-109,794
| -28% | -$74.6M | 0.02% | 695 |
|
|
2021
Q2 | $400M | Buy |
391,552
+41,958
| +12% | +$47.1M | 0.05% | 402 |
|
|
2021
Q1 | $422M | Buy |
349,594
+53,787
| +18% | +$56.4M | 0.06% | 344 |
|
|
2020
Q4 | $294M | Buy |
295,807
+48,529
| +20% | +$46.6M | 0.05% | 419 |
|
|
2020
Q3 | $218M | Buy |
247,278
+237,647
| +2,468% | +$188M | 0.04% | 452 |
|
|
2020
Q2 | $5.17M | Sell |
9,631
-17,740
| -65% | -$8.59M | ﹤0.01% | 2431 |
|
|
2020
Q1 | $10.1M | Buy |
27,371
+943
| +4% | +$350K | ﹤0.01% | 1738 |
|
|
2019
Q4 | $9.99M | Sell |
26,428
-62,578
| -70% | -$23.6M | ﹤0.01% | 2119 |
|
|
2019
Q3 | $32.4M | Buy |
89,006
+75,407
| +555% | +$29.6M | 0.01% | 1225 |
|
|
2019
Q2 | $4.97M | Sell |
13,599
-2,507
| -16% | -$794K | ﹤0.01% | 2661 |
|
|
2019
Q1 | $4.75M | Sell |
16,106
-51,990
| -76% | -$14.2M | ﹤0.01% | 2629 |
|
|
2018
Q4 | $16.4M | Sell |
68,096
-15,967
| -19% | -$4.47M | ﹤0.01% | 1629 |
|
|
2018
Q3 | $24.2M | Buy |
84,063
+32,093
| +62% | +$9.64M | 0.01% | 1514 |
|
|
2018
Q2 | $15.6M | Buy |
51,970
+4,554
| +10% | +$1.11M | ﹤0.01% | 1788 |
|
|
2018
Q1 | $8.96M | Sell |
47,416
-22,278
| -32% | -$4.1M | ﹤0.01% | 2106 |
|
|
2017
Q4 | $13.3M | Sell |
69,694
-48,557
| -41% | -$8.67M | ﹤0.01% | 1898 |
|
|
2017
Q3 | $18.8M | Buy |
118,251
+96,481
| +443% | +$14.1M | ﹤0.01% | 1536 |
|
|
2017
Q2 | $2.88M | Buy |
21,770
+1,276
| +6% | +$179K | ﹤0.01% | 2829 |
|
|
2017
Q1 | $2.96M | Buy |
20,494
+312
| +2% | +$48.8K | ﹤0.01% | 2795 |
|
|
2016
Q4 | $3.43M | Sell |
20,182
-26,030
| -56% | -$4.31M | ﹤0.01% | 2727 |
|
|
2016
Q3 | $7.18M | Sell |
46,212
-107,127
| -70% | -$18.7M | ﹤0.01% | 1998 |
|
|
2016
Q2 | $26.2M | Sell |
153,339
-32,683
| -18% | -$5.29M | 0.01% | 1208 |
|
|
2016
Q1 | $34.4M | Sell |
186,022
-3,446
| -2% | -$628K | 0.01% | 1007 |
|
|
2015
Q4 | $38.3M | Buy |
189,468
+61,111
| +48% | +$13.4M | 0.01% | 943 |
|
|
2015
Q3 | $27M | Buy |
128,357
+125,729
| +4,784% | +$27.8M | 0.01% | 1084 |
|
|
2015
Q2 | $609K | Buy |
2,628
+176
| +7% | +$45.3K | ﹤0.01% | 3493 |
|
|
2015
Q1 | $655K | Buy |
2,452
+258
| +12% | +$74.8K | ﹤0.01% | 3421 |
|
|
2014
Q4 | $636K | Buy |
2,194
+245
| +13% | +$62.1K | ﹤0.01% | 3569 |
|
|
2014
Q3 | $432K | Buy |
+1,949
| New | +$436K | ﹤0.01% | 3725 |
|
|
2014
Q1 | – | Sell |
-15,866
| Closed | -$3.84M | – | 3891 |
|
|
2013
Q4 | $3.84M | Sell |
15,866
-443
| -3% | -$106K | ﹤0.01% | 2342 |
|
|
2013
Q3 | $3.98M | Sell |
16,309
-4,092
| -20% | -$846K | ﹤0.01% | 2337 |
|
|
2013
Q2 | $3.48M | Buy |
+20,401
| New | +$3.24M | ﹤0.01% | 2385 |
|
Other funds holding SAM
VPM
VCM
QCM
