Princeton Capital Management’s JPMorgan Chase JPM Stock Holding History

Princeton Capital Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.33M	Buy	21,518 +757	+4%	+$230K	1.73%	12
2025 Q4	$6.69M	Buy	20,761 +125	+0.6%	+$38.7K	1.73%	10
2025 Q3	$6.51M	Buy	20,636 +1,523	+8%	+$453K	1.75%	11
2025 Q2	$5.54M	Buy	19,113 +116	+0.6%	+$29.6K	1.65%	14
2025 Q1	$4.66M	Buy	18,997 +2,236	+13%	+$570K	1.64%	12
2024 Q4	$4.02M	Buy	16,761 +6,051	+56%	+$1.41M	1.24%	17
2024 Q3	$2.26M	Buy	10,710 +94	+0.9%	+$19.8K	0.71%	27
2024 Q2	$2.15M	Sell	10,616 -409	-4%	-$80K	0.7%	28
2024 Q1	$2.21M	Sell	11,025 -339	-3%	-$61.2K	0.8%	27
2023 Q4	$1.93M	Buy	11,364 +261	+2%	+$39.6K	0.78%	28
2023 Q3	$1.61M	Buy	11,103 +331	+3%	+$49.6K	0.74%	33
2023 Q2	$1.57M	Sell	10,772 -472	-4%	-$64.9K	0.65%	36
2023 Q1	$1.47M	Buy	11,244 +96	+0.9%	+$13.2K	0.63%	39
2022 Q4	$1.49M	Buy	11,148 +742	+7%	+$94K	0.66%	40
2022 Q3	$1.09M	Buy	10,406 +51	+0.5%	+$5.85K	0.48%	47
2022 Q2	$1.17M	Buy	10,355 +2,137	+26%	+$265K	0.45%	48
2022 Q1	$1.12M	Buy	8,218 +690	+9%	+$102K	0.35%	55
2021 Q4	$1.19M	Buy	7,528 +86	+1%	+$14.1K	0.34%	57
2021 Q3	$1.22M	Sell	7,442 -36	-0.5%	-$5.64K	0.39%	53
2021 Q2	$1.16M	Buy	7,478 +1,797	+32%	+$282K	0.36%	54
2021 Q1	$865K	Buy	5,681 +513	+10%	+$73.8K	0.29%	56
2020 Q4	$657K	Buy	5,168 +101	+2%	+$11.3K	0.24%	57
2020 Q3	$488K	Sell	5,067 -291	-5%	-$28.6K	0.2%	65
2020 Q2	$504K	Buy	5,358 +300	+6%	+$28.5K	0.22%	60
2020 Q1	$457K	Buy	5,058 +1,299	+35%	+$158K	0.24%	58
2019 Q4	$516K	Buy	3,759 +500	+15%	+$64.1K	0.23%	63
2019 Q3	$384K	Hold	3,259	–	–	0.19%	66
2019 Q2	$364K	Hold	3,259	–	–	0.18%	65
2019 Q1	$330K	Buy	3,259 +270	+9%	+$27.8K	0.17%	68
2018 Q4	$292K	Hold	2,989	–	–	0.17%	68
2018 Q3	$337K	Buy	2,989 +22	+0.7%	+$2.5K	0.14%	74
2018 Q2	$309K	Buy	2,967 +750	+34%	+$82.3K	0.13%	74
2018 Q1	$244K	Buy	2,217 +218	+11%	+$24.7K	0.11%	85
2017 Q4	$214K	Buy	+1,999	New	+$202K	0.1%	88
2016 Q4	$1.33M	Buy	+15,390	New	+$1.17M	1.92%	10
2016 Q1	–	Sell	-9,883	Closed	-$653K	–	80
2015 Q4	$653K	Sell	9,883 -9,217	-48%	-$600K	0.74%	57
2015 Q3	$1.17M	Buy	19,100 +65	+0.3%	+$4.26K	1.32%	45
2015 Q2	$1.29M	Buy	19,035 +80	+0.4%	+$5.22K	1.31%	39
2015 Q1	$1.15M	Sell	18,955 -100	-0.5%	-$5.92K	1.12%	54
2014 Q4	$1.19M	Sell	19,055 -29,966	-61%	-$1.8M	1.18%	52
2014 Q3	$2.95M	Sell	49,021 -2,056	-4%	-$120K	2.69%	2
2014 Q2	$2.94M	Buy	51,077 +4,704	+10%	+$264K	2.48%	2
2014 Q1	$2.81M	Sell	46,373 -3,910	-8%	-$226K	2.37%	2
2013 Q4	$2.94M	Sell	50,283 -319	-0.6%	-$17.5K	2.44%	2
2013 Q3	$2.62M	Sell	50,602 -3,032	-6%	-$163K	2.38%	2
2013 Q2	$2.83M	Buy	+53,634	New	+$2.73M	2.68%	2