JPMorgan Chase & Co’s Boston Beer SAM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.25M | Sell |
22,251
-417
| -2% | -$79.6K | ﹤0.01% | 2814 |
|
2025
Q1 | $5.41M | Sell |
22,668
-319
| -1% | -$76.2K | ﹤0.01% | 2616 |
|
2024
Q4 | $6.9M | Sell |
22,987
-14,309
| -38% | -$4.29M | ﹤0.01% | 2521 |
|
2024
Q3 | $10.8M | Sell |
37,296
-13,613
| -27% | -$3.94M | ﹤0.01% | 2111 |
|
2024
Q2 | $15.5M | Sell |
50,909
-8,258
| -14% | -$2.52M | ﹤0.01% | 1808 |
|
2024
Q1 | $18M | Buy |
59,167
+28,458
| +93% | +$8.66M | ﹤0.01% | 1752 |
|
2023
Q4 | $10.6M | Buy |
30,709
+5,992
| +24% | +$2.07M | ﹤0.01% | 2065 |
|
2023
Q3 | $9.63M | Sell |
24,717
-11,071
| -31% | -$4.31M | ﹤0.01% | 1997 |
|
2023
Q2 | $11M | Buy |
35,788
+10,188
| +40% | +$3.14M | ﹤0.01% | 1975 |
|
2023
Q1 | $8.41M | Buy |
25,600
+6,118
| +31% | +$2.01M | ﹤0.01% | 2118 |
|
2022
Q4 | $6.42M | Buy |
19,482
+2,867
| +17% | +$945K | ﹤0.01% | 2212 |
|
2022
Q3 | $5.38M | Sell |
16,615
-414
| -2% | -$134K | ﹤0.01% | 2296 |
|
2022
Q2 | $5.16M | Buy |
17,029
+419
| +3% | +$127K | ﹤0.01% | 2387 |
|
2022
Q1 | $6.45M | Buy |
16,610
+333
| +2% | +$129K | ﹤0.01% | 2372 |
|
2021
Q4 | $8.22M | Sell |
16,277
-265,481
| -94% | -$134M | ﹤0.01% | 2228 |
|
2021
Q3 | $144M | Sell |
281,758
-109,794
| -28% | -$56M | 0.02% | 654 |
|
2021
Q2 | $400M | Buy |
391,552
+41,958
| +12% | +$42.8M | 0.05% | 378 |
|
2021
Q1 | $422M | Buy |
349,594
+53,787
| +18% | +$64.9M | 0.06% | 321 |
|
2020
Q4 | $294M | Buy |
295,807
+48,529
| +20% | +$48.3M | 0.04% | 392 |
|
2020
Q3 | $218M | Buy |
247,278
+237,647
| +2,468% | +$209M | 0.04% | 426 |
|
2020
Q2 | $5.17M | Sell |
9,631
-17,740
| -65% | -$9.52M | ﹤0.01% | 2131 |
|
2020
Q1 | $10.1M | Buy |
27,371
+943
| +4% | +$347K | ﹤0.01% | 1550 |
|
2019
Q4 | $9.99M | Sell |
26,428
-62,578
| -70% | -$23.6M | ﹤0.01% | 1771 |
|
2019
Q3 | $32.4M | Buy |
89,006
+75,407
| +555% | +$27.5M | 0.01% | 1080 |
|
2019
Q2 | $4.97M | Sell |
13,599
-2,507
| -16% | -$916K | ﹤0.01% | 2140 |
|
2019
Q1 | $4.75M | Sell |
16,106
-51,990
| -76% | -$15.3M | ﹤0.01% | 2137 |
|
2018
Q4 | $16.4M | Sell |
68,096
-15,967
| -19% | -$3.85M | ﹤0.01% | 1377 |
|
2018
Q3 | $24.2M | Buy |
84,063
+32,093
| +62% | +$9.23M | ﹤0.01% | 1319 |
|
2018
Q2 | $15.6M | Buy |
51,970
+4,554
| +10% | +$1.36M | ﹤0.01% | 1549 |
|
2018
Q1 | $8.96M | Sell |
47,416
-22,278
| -32% | -$4.21M | ﹤0.01% | 1838 |
|
2017
Q4 | $13.3M | Sell |
69,694
-48,557
| -41% | -$9.28M | ﹤0.01% | 1639 |
|
2017
Q3 | $18.8M | Buy |
118,251
+96,481
| +443% | +$15.3M | ﹤0.01% | 1364 |
|
2017
Q2 | $2.88M | Buy |
21,770
+1,276
| +6% | +$169K | ﹤0.01% | 2431 |
|
2017
Q1 | $2.96M | Buy |
20,494
+312
| +2% | +$45.1K | ﹤0.01% | 2404 |
|
2016
Q4 | $3.43M | Sell |
20,182
-26,030
| -56% | -$4.42M | ﹤0.01% | 2378 |
|
2016
Q3 | $7.18M | Sell |
46,212
-107,127
| -70% | -$16.6M | ﹤0.01% | 1781 |
|
2016
Q2 | $26.2M | Sell |
153,339
-32,683
| -18% | -$5.59M | 0.01% | 1078 |
|
2016
Q1 | $34.4M | Sell |
186,022
-3,446
| -2% | -$638K | 0.01% | 915 |
|
2015
Q4 | $38.3M | Buy |
189,468
+61,111
| +48% | +$12.3M | 0.01% | 852 |
|
2015
Q3 | $27M | Buy |
128,357
+125,729
| +4,784% | +$26.5M | 0.01% | 997 |
|
2015
Q2 | $609K | Buy |
2,628
+176
| +7% | +$40.8K | ﹤0.01% | 3013 |
|
2015
Q1 | $655K | Buy |
2,452
+258
| +12% | +$68.9K | ﹤0.01% | 2995 |
|
2014
Q4 | $636K | Buy |
2,194
+245
| +13% | +$71K | ﹤0.01% | 2950 |
|
2014
Q3 | $432K | Buy |
+1,949
| New | +$432K | ﹤0.01% | 3056 |
|
2014
Q1 | – | Sell |
-15,866
| Closed | -$3.84M | – | 3589 |
|
2013
Q4 | $3.84M | Sell |
15,866
-443
| -3% | -$107K | ﹤0.01% | 2176 |
|
2013
Q3 | $3.98M | Sell |
16,309
-4,092
| -20% | -$999K | ﹤0.01% | 2168 |
|
2013
Q2 | $3.48M | Buy |
+20,401
| New | +$3.48M | ﹤0.01% | 2180 |
|