Princeton Global Asset Management LLC
Position in JPM — Jpmorgan Chase & Co
CIK 1767349
PRINCETON, NJ
Position in JPM
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$21,071,214
+$2,119,956 QoQ
Shares Held
64,373
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.85%
of 13F equity value
Holder Rank
#971
of 5,058 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Princeton Global Asset Management LLC holds $31,072,248 across 10 Banks - Diversified names. JPM ranks #1 (67.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
64,373 | $21,071,214 | |
| 2 | BAC |
Bank Of America Corp /De/
|
132,375 | $7,542,727 | |
| 3 | WFC |
Wells Fargo & Company/Mn
|
24,726 | $2,043,356 | |
| 4 | BNY |
Bank of New York Mellon Corp
|
974 | $140,850 | |
| 5 | C |
Citigroup Inc
|
974 | $136,321 | |
| 6 | BNS |
Bank Of Nova Scotia
|
650 | $56,446 | |
| 7 | SAN |
Banco Santander, S.A.
|
3,000 | $41,400 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
100 | $17,670 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,071,214 | 64,373 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $18,951,258 | 64,425 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $20,796,078 | 64,540 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $20,236,727 | 64,156 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,731,375 | 64,611 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $15,893,722 | 64,793 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $15,439,960 | 64,411 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,451,602 | 63,794 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $12,446,271 | 61,536 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $11,694,515 | 58,385 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,293,261 | 60,513 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $8,698,009 | 59,978 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $8,374,726 | 57,582 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,287,325 | 63,597 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $7,669,983 | 57,196 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $6,027,560 | 57,680 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,520,456 | 57,903 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $7,849,578 | 57,582 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $8,871,717 | 56,026 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $9,147,324 | 55,882 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $8,572,587 | 55,115 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $8,410,403 | 55,248 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $6,816,543 | 53,644 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $5,121,949 | 53,204 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $5,804,818 | 61,714 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,644,017 | 51,583 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||