JPMorgan Chase & Co’s National Beverage FIZZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.17M | Sell |
96,332
-17,857
| -16% | -$772K | ﹤0.01% | 2824 |
|
|
2025
Q1 | $4.74M | Sell |
114,189
-18,861
| -14% | -$783K | ﹤0.01% | 2706 |
|
|
2024
Q4 | $5.68M | Buy |
133,050
+80,126
| +151% | +$3.42M | ﹤0.01% | 2663 |
|
|
2024
Q3 | $2.48M | Sell |
52,924
-12,984
| -20% | -$609K | ﹤0.01% | 3116 |
|
|
2024
Q2 | $3.38M | Sell |
65,908
-20,126
| -23% | -$1.03M | ﹤0.01% | 2767 |
|
|
2024
Q1 | $4.08M | Buy |
86,034
+13,938
| +19% | +$662K | ﹤0.01% | 2692 |
|
|
2023
Q4 | $3.58M | Sell |
72,096
-36,693
| -34% | -$1.82M | ﹤0.01% | 2777 |
|
|
2023
Q3 | $5.12M | Buy |
108,789
+20,079
| +23% | +$944K | ﹤0.01% | 2424 |
|
|
2023
Q2 | $4.29M | Buy |
88,710
+3,113
| +4% | +$151K | ﹤0.01% | 2597 |
|
|
2023
Q1 | $4.51M | Buy |
85,597
+14,658
| +21% | +$773K | ﹤0.01% | 2514 |
|
|
2022
Q4 | $3.3M | Buy |
70,939
+638
| +0.9% | +$29.7K | ﹤0.01% | 2648 |
|
|
2022
Q3 | $2.71M | Buy |
70,301
+1,650
| +2% | +$63.6K | ﹤0.01% | 2722 |
|
|
2022
Q2 | $3.36M | Buy |
68,651
+36,093
| +111% | +$1.77M | ﹤0.01% | 2672 |
|
|
2022
Q1 | $1.42M | Sell |
32,558
-21,288
| -40% | -$926K | ﹤0.01% | 3407 |
|
|
2021
Q4 | $2.44M | Buy |
53,846
+26,799
| +99% | +$1.22M | ﹤0.01% | 3104 |
|
|
2021
Q3 | $1.42M | Sell |
27,047
-816
| -3% | -$42.8K | ﹤0.01% | 3389 |
|
|
2021
Q2 | $1.32M | Buy |
27,863
+328
| +1% | +$15.5K | ﹤0.01% | 3479 |
|
|
2021
Q1 | $1.35M | Sell |
27,535
-17,917
| -39% | -$876K | ﹤0.01% | 3465 |
|
|
2020
Q4 | $1.93M | Buy |
45,452
+9,318
| +26% | +$395K | ﹤0.01% | 2984 |
|
|
2020
Q3 | $1.24M | Sell |
36,134
-117,292
| -76% | -$4.02M | ﹤0.01% | 2998 |
|
|
2020
Q2 | $4.68M | Sell |
153,426
-331,998
| -68% | -$10.1M | ﹤0.01% | 2193 |
|
|
2020
Q1 | $10.4M | Buy |
485,424
+305,572
| +170% | +$6.52M | ﹤0.01% | 1533 |
|
|
2019
Q4 | $4.59M | Buy |
179,852
+72,064
| +67% | +$1.84M | ﹤0.01% | 2225 |
|
|
2019
Q3 | $2.39M | Sell |
107,788
-76,628
| -42% | -$1.7M | ﹤0.01% | 2634 |
|
|
2019
Q2 | $4.06M | Buy |
184,416
+68,380
| +59% | +$1.51M | ﹤0.01% | 2242 |
|
|
2019
Q1 | $3.35M | Buy |
116,036
+89,888
| +344% | +$2.59M | ﹤0.01% | 2343 |
|
|
2018
Q4 | $939K | Buy |
26,148
+2,526
| +11% | +$90.7K | ﹤0.01% | 3066 |
|
|
2018
Q3 | $1.38M | Buy |
23,622
+1,890
| +9% | +$110K | ﹤0.01% | 2986 |
|
|
2018
Q2 | $1.16M | Sell |
21,732
-61,796
| -74% | -$3.3M | ﹤0.01% | 3068 |
|
|
2018
Q1 | $3.72M | Sell |
83,528
-99,204
| -54% | -$4.42M | ﹤0.01% | 2397 |
|
|
2017
Q4 | $8.9M | Buy |
182,732
+179,856
| +6,254% | +$8.76M | ﹤0.01% | 1890 |
|
|
2017
Q3 | $176K | Buy |
2,876
+54
| +2% | +$3.31K | ﹤0.01% | 3487 |
|
|
2017
Q2 | $132K | Sell |
2,822
-44,934
| -94% | -$2.1M | ﹤0.01% | 3493 |
|
|
2017
Q1 | $2.02M | Buy |
47,756
+46,726
| +4,537% | +$1.97M | ﹤0.01% | 2597 |
|
|
2016
Q4 | $26K | Buy |
+1,030
| New | +$26K | ﹤0.01% | 4123 |
|
|
2016
Q1 | – | Sell |
-288
| Closed | -$7K | – | 4185 |
|
|
2015
Q4 | $7K | Buy |
+288
| New | +$7K | ﹤0.01% | 3680 |
|
|
2013
Q4 | – | Sell |
-26,026
| Closed | -$232K | – | 3664 |
|
|
2013
Q3 | $232K | Buy |
+26,026
| New | +$232K | ﹤0.01% | 3618 |
|