JP Morgan Private Wealth Advisors’s Boston Beer SAM Stock Holding History

JP Morgan Private Wealth Advisors’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
2021 Q3	–	Sell	-343	Closed	-$350K	–	1974
2021 Q2	$350K	Buy	343 +35	+11%	+$39.3K	﹤0.01%	1626
2021 Q1	$372K	Buy	308 +1	+0.3%	+$1.05K	﹤0.01%	1437
2020 Q4	$305K	Buy	307 +42	+16%	+$40.3K	﹤0.01%	1490
2020 Q3	$234K	Buy	+265	New	+$209K	﹤0.01%	1471

Other funds holding SAM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Private Wealth Advisors's SAM Position: Q3 2021 in Review

JP Morgan Private Wealth Advisors sold out of Boston Beer (SAM) in Q3 2021, closing a stake of 343 shares — an estimated $350K sold.

JP Morgan Private Wealth Advisors first reported a position in SAM in Q3 2020 and held it in 4 quarters. The position peaked at $372K in Q1 2021. 374 funds tracked by Wall St. Rank hold SAM as of Q3 2021.

JP Morgan Private Wealth Advisors reported no remaining Boston Beer position as of Q3 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 343 Boston Beer shares in Q3 2021, an estimated $350K.
JP Morgan Private Wealth Advisors first reported a position in Boston Beer in Q3 2020 and held it in 4 quarters.
JP Morgan Private Wealth Advisors's Boston Beer position peaked at $372K in Q1 2021.
374 funds tracked by Wall St. Rank held Boston Beer as of Q3 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.