PCM
Princeton Capital Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Buy |
19,113
+116
| +0.6% | +$33.6K | 1.65% | 14 |
|
|
2025
Q1 | $4.66M | Buy |
18,997
+2,236
| +13% | +$548K | 1.64% | 12 |
|
|
2024
Q4 | $4.02M | Buy |
16,761
+6,051
| +56% | +$1.45M | 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% | -$82.7K | 0.7% | 28 |
|
|
2024
Q1 | $2.21M | Sell |
11,025
-339
| -3% | -$67.9K | 0.8% | 27 |
|
|
2023
Q4 | $1.93M | Buy |
11,364
+261
| +2% | +$44.4K | 0.78% | 28 |
|
|
2023
Q3 | $1.61M | Buy |
11,103
+331
| +3% | +$48K | 0.74% | 33 |
|
|
2023
Q2 | $1.57M | Sell |
10,772
-472
| -4% | -$68.6K | 0.65% | 36 |
|
|
2023
Q1 | $1.47M | Buy |
11,244
+96
| +0.9% | +$12.5K | 0.63% | 39 |
|
|
2022
Q4 | $1.49M | Buy |
11,148
+742
| +7% | +$99.5K | 0.66% | 40 |
|
|
2022
Q3 | $1.09M | Buy |
10,406
+51
| +0.5% | +$5.33K | 0.48% | 47 |
|
|
2022
Q2 | $1.17M | Buy |
10,355
+2,137
| +26% | +$241K | 0.45% | 48 |
|
|
2022
Q1 | $1.12M | Buy |
8,218
+690
| +9% | +$94K | 0.35% | 55 |
|
|
2021
Q4 | $1.19M | Buy |
7,528
+86
| +1% | +$13.6K | 0.34% | 57 |
|
|
2021
Q3 | $1.22M | Sell |
7,442
-36
| -0.5% | -$5.89K | 0.39% | 53 |
|
|
2021
Q2 | $1.16M | Buy |
7,478
+1,797
| +32% | +$279K | 0.36% | 54 |
|
|
2021
Q1 | $865K | Buy |
5,681
+513
| +10% | +$78.1K | 0.29% | 56 |
|
|
2020
Q4 | $657K | Buy |
5,168
+101
| +2% | +$12.8K | 0.24% | 57 |
|
|
2020
Q3 | $488K | Sell |
5,067
-291
| -5% | -$28K | 0.2% | 65 |
|
|
2020
Q2 | $504K | Buy |
5,358
+300
| +6% | +$28.2K | 0.22% | 60 |
|
|
2020
Q1 | $457K | Buy |
5,058
+1,299
| +35% | +$117K | 0.24% | 58 |
|
|
2019
Q4 | $516K | Buy |
3,759
+500
| +15% | +$68.6K | 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% | +$27.3K | 0.17% | 68 |
|
|
2018
Q4 | $292K | Hold |
2,989
| – | – | 0.17% | 68 |
|
|
2018
Q3 | $337K | Buy |
2,989
+22
| +0.7% | +$2.48K | 0.14% | 74 |
|
|
2018
Q2 | $309K | Buy |
2,967
+750
| +34% | +$78.1K | 0.13% | 74 |
|
|
2018
Q1 | $244K | Buy |
2,217
+218
| +11% | +$24K | 0.11% | 85 |
|
|
2017
Q4 | $214K | Buy |
+1,999
| New | +$214K | 0.1% | 88 |
|
|
2016
Q4 | $1.33M | Buy |
+15,390
| New | +$1.33M | 1.92% | 10 |
|
|
2016
Q1 | – | Sell |
-9,883
| Closed | -$653K | – | 80 |
|
|
2015
Q4 | $653K | Sell |
9,883
-9,217
| -48% | -$609K | 0.74% | 57 |
|
|
2015
Q3 | $1.17M | Buy |
19,100
+65
| +0.3% | +$3.97K | 1.32% | 45 |
|
|
2015
Q2 | $1.29M | Buy |
19,035
+80
| +0.4% | +$5.42K | 1.31% | 39 |
|
|
2015
Q1 | $1.15M | Sell |
18,955
-100
| -0.5% | -$6.06K | 1.12% | 54 |
|
|
2014
Q4 | $1.19M | Sell |
19,055
-29,966
| -61% | -$1.87M | 1.18% | 52 |
|
|
2014
Q3 | $2.95M | Sell |
49,021
-2,056
| -4% | -$124K | 2.69% | 2 |
|
|
2014
Q2 | $2.94M | Buy |
51,077
+4,704
| +10% | +$271K | 2.48% | 2 |
|
|
2014
Q1 | $2.82M | Sell |
46,373
-3,910
| -8% | -$237K | 2.37% | 2 |
|
|
2013
Q4 | $2.94M | Sell |
50,283
-319
| -0.6% | -$18.7K | 2.44% | 2 |
|
|
2013
Q3 | $2.62M | Sell |
50,602
-3,032
| -6% | -$157K | 2.38% | 2 |
|
|
2013
Q2 | $2.83M | Buy |
+53,634
| New | +$2.83M | 2.68% | 2 |
|