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 $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

JP Morgan Chase increased its Boston Beer (SAM) stake by 47% in Q1 2026, buying an estimated $2.44M and bringing the position to 33,853 shares worth $7.78M. The position accounts for ﹤0.01% of the portfolio, ranked #2916.

JP Morgan Chase first reported a position in SAM in Q2 2013 and has held it in 50 quarters since. The position peaked at $422M in Q1 2021. 367 funds tracked by Wall St. Rank hold SAM as of Q1 2026.

  • JP Morgan Chase held 33,853 shares of Boston Beer worth $7.78M as of Q1 2026.
  • JP Morgan Chase bought 10,844 Boston Beer shares in Q1 2026, an estimated $2.44M.
  • Boston Beer made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2916 holding.
  • JP Morgan Chase first reported a position in Boston Beer in Q2 2013 and has held it in 50 quarters since.
  • JP Morgan Chase's Boston Beer position peaked at $422M in Q1 2021.
  • 367 funds tracked by Wall St. Rank held Boston Beer as of Q1 2026.

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