PGAM
Princeton Global Asset Management’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.7M | Sell |
64,611
-182
| -0.3% | -$52.8K | 3.4% | 4 |
|
|
2025
Q1 | $15.9M | Buy |
64,793
+382
| +0.6% | +$93.7K | 3.16% | 4 |
|
|
2024
Q4 | $15.4M | Buy |
64,411
+617
| +1% | +$148K | 2.89% | 5 |
|
|
2024
Q3 | $13.5M | Buy |
63,794
+2,258
| +4% | +$476K | 2.62% | 7 |
|
|
2024
Q2 | $12.4M | Buy |
61,536
+3,151
| +5% | +$637K | 2.75% | 4 |
|
|
2024
Q1 | $11.7M | Sell |
58,385
-2,128
| -4% | -$426K | 2.78% | 6 |
|
|
2023
Q4 | $10.3M | Buy |
60,513
+535
| +0.9% | +$91K | 2.59% | 7 |
|
|
2023
Q3 | $8.7M | Buy |
59,978
+2,396
| +4% | +$347K | 2.47% | 6 |
|
|
2023
Q2 | $8.37M | Sell |
57,582
-6,015
| -9% | -$875K | 2.45% | 7 |
|
|
2023
Q1 | $8.29M | Buy |
63,597
+6,401
| +11% | +$834K | 2.39% | 7 |
|
|
2022
Q4 | $7.67M | Sell |
57,196
-484
| -0.8% | -$64.9K | 2.48% | 5 |
|
|
2022
Q3 | $6.03M | Sell |
57,680
-223
| -0.4% | -$23.3K | 2.1% | 6 |
|
|
2022
Q2 | $6.52M | Buy |
57,903
+321
| +0.6% | +$36.1K | 2.11% | 8 |
|
|
2022
Q1 | $7.85M | Buy |
57,582
+1,556
| +3% | +$212K | 2.18% | 8 |
|
|
2021
Q4 | $8.87M | Buy |
56,026
+144
| +0.3% | +$22.8K | 2.48% | 6 |
|
|
2021
Q3 | $9.15M | Buy |
55,882
+767
| +1% | +$126K | 2.79% | 4 |
|
|
2021
Q2 | $8.57M | Sell |
55,115
-133
| -0.2% | -$20.7K | 2.61% | 3 |
|
|
2021
Q1 | $8.41M | Buy |
55,248
+1,604
| +3% | +$244K | 2.72% | 3 |
|
|
2020
Q4 | $6.82M | Buy |
53,644
+440
| +0.8% | +$55.9K | 2.39% | 5 |
|
|
2020
Q3 | $5.12M | Sell |
53,204
-8,510
| -14% | -$819K | 2.07% | 8 |
|
|
2020
Q2 | $5.8M | Buy |
61,714
+10,131
| +20% | +$953K | 1.81% | 5 |
|
|
2020
Q1 | $4.64M | Buy |
51,583
+2,351
| +5% | +$212K | 2.06% | 5 |
|
|
2019
Q4 | $6.86K | Buy |
49,232
+11,511
| +31% | +$1.61K | 2.77% | 4 |
|
|
2019
Q3 | $4.36M | Buy |
37,721
+1,809
| +5% | +$209K | 2.49% | 5 |
|
|
2019
Q2 | $4.02M | Buy |
35,912
+1,157
| +3% | +$129K | 2.41% | 4 |
|
|
2019
Q1 | $3.52M | Buy |
34,755
+2,667
| +8% | +$270K | 2.41% | 5 |
|
|
2018
Q4 | $3.13M | Buy |
+32,088
| New | +$3.13M | 2.76% | 6 |
|