Position in BF-A
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,291,543
+$426,289 QoQ
Shares Held
48,210
+46.6% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in BF-A Over Time
Shares Held
Position Value (USD)
Position in Beverages - Wineries & Distilleries
Consumer Defensive · as of Mar 31, 2026JPMORGAN CHASE & CO holds $52,582,121 across 4 Beverages - Wineries & Distilleries names. BF-A ranks #4 (2.5% of the industry book) .
All Filings in BF-A
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,291,543 | 48,210 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $865,254 | 32,887 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $441,429 | 16,404 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $267,637 | 9,743 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $298,216 | 8,910 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $248,752 | 6,600 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $437,863 | 9,107 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $303,613 | 6,880 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $281,956 | 5,325 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $203,082 | 3,408 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $203,581 | 3,504 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $225,378 | 3,311 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $164,604 | 2,525 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $141,383 | 2,150 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $142,213 | 2,105 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $122,631 | 1,813 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $98,940 | 1,577 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $82,296 | 1,214 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $154,292 | 2,462 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $518,104 | 7,349 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $172,226 | 2,705 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $43,567 | 593 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $35,988 | 524 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $723,192 | 12,562 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $687,103 | 13,373 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||