JP Morgan Chase
SAM icon

JP Morgan Chase’s Boston Beer SAM Stock Holding History

JP Morgan Chase’s Portfolio SAM Stock Details SAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-8,400
Closed -$2.56M – 7704
2024
Q1 		$2.56M Sell
8,400
-700
-8% -$233K ﹤0.01% 3646
2023
Q4 		$3.14M Buy
+9,100
New +$3.19M ﹤0.01% 3478

Other funds holding SAM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

JP Morgan Chase increased its Boston Beer (SAM) stake by 6.1% in Q2 2026, buying an estimated $416K and bringing the position to 35,905 shares worth $6.61M. The position accounts for ﹤0.01% of the portfolio, ranked #3182.

JP Morgan Chase first reported a position in SAM in Q2 2013 and has held it in 51 quarters since. The position peaked at $422M in Q1 2021. 330 funds tracked by Wall St. Rank hold SAM as of Q2 2026.

  • JP Morgan Chase held 35,905 shares of Boston Beer worth $6.61M as of Q2 2026.
  • JP Morgan Chase bought 2,052 Boston Beer shares in Q2 2026, an estimated $416K.
  • Boston Beer made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3182 holding.
  • JP Morgan Chase first reported a position in Boston Beer in Q2 2013 and has held it in 51 quarters since.
  • JP Morgan Chase's Boston Beer position peaked at $422M in Q1 2021.
  • 330 funds tracked by Wall St. Rank held Boston Beer as of Q2 2026.

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