PRINCETON CAPITAL MANAGEMENT LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1167026 RED BANK, NJ

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$7,260,179

+$930,445 QoQ

Shares Held

22,180

+3.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.66%

of 13F equity value

Holder Rank

#1,743

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 96% Shared 0% None 4%

Financial Services · as of Jun 30, 2026

PRINCETON CAPITAL MANAGEMENT LLC holds $18,077,402 across 4 Banks - Diversified names. JPM ranks #1 (40.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	22,180	$7,260,179
2	C	Citigroup Inc	48,961	$6,852,581
3	WFC	Wells Fargo & Company/Mn	24,623	$2,034,844
4	BAC	Bank Of America Corp /De/	33,868	$1,929,798

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,260,179	22,180	+3.1%	Shares	Sole	2026-08-11
2026-03-31	$6,329,734	21,518	+3.6%	Shares	Sole	2026-05-08
2025-12-31	$6,689,609	20,761	+0.6%	Shares	Sole	2026-02-06
2025-09-30	$6,509,213	20,636	+8.0%	Shares	Sole	2025-11-10
2025-06-30	$5,541,049	19,113	+0.6%	Shares	Sole	2025-08-06
2025-03-31	$4,659,964	18,997	+13.3%	Shares	Sole	2025-05-06
2024-12-31	$4,017,779	16,761	+56.5%	Shares	Sole	2025-02-11
2024-09-30	$2,258,310	10,710	+0.9%	Shares	Sole	2024-11-07
2024-06-30	$2,147,192	10,616	-3.7%	Shares	Sole	2024-08-01
2024-03-31	$2,208,307	11,025	-3.0%	Shares	Sole	2024-05-09
2023-12-31	$1,933,016	11,364	+2.4%	Shares	Sole	2024-02-08
2023-09-30	$1,610,157	11,103	+3.1%	Shares	Sole	2023-11-13
2023-06-30	$1,566,679	10,772	-4.2%	Shares	Sole	2023-08-14
2023-03-31	$1,465,205	11,244	+0.9%	Shares	Sole	2023-05-01
2022-12-31	$1,494,946	11,148	+7.1%	Shares	Sole	2023-01-31
2022-09-30	$1,087,427	10,406	+0.5%	Shares	Sole	2022-11-10
2022-06-30	$1,166,076	10,355	+26.0%	Shares	Sole	2022-08-15
2022-03-31	$1,120,277	8,218	+9.2%	Shares	Sole	2022-05-11
2021-12-31	$1,192,058	7,528	+1.2%	Shares	Sole	2022-02-09
2021-09-30	$1,218,180	7,442	-0.5%	Shares	Sole	2021-11-10
2021-06-30	$1,163,128	7,478	+31.6%	Shares	Sole	2021-08-11
2021-03-31	$864,818	5,681	+9.9%	Shares	Sole	2021-05-12
2020-12-31	$656,697	5,168	+2.0%	Shares	Sole	2021-02-11
2020-09-30	$487,800	5,067	-5.4%	Shares	Sole	2020-11-12
2020-06-30	$503,973	5,358	+5.9%	Shares	Sole	2020-08-10
2020-03-31	$455,371	5,058	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.