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Princeton Global Asset Management LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Princeton Global Asset Management LLC on JEPI, newest first. How the timeline and the estimate are built.

Princeton Global Asset Management LLC held 72,079 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,079 shares
    Change vs previous 13F +7,281 shares

    0.58% of the 13F portfolio, value $4,071,031.

    13F-HR 0001767349-26-000003 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 64,798 shares
    Change vs previous 13F +262 shares

    0.6% of the 13F portfolio, value $3,672,770.

    13F-HR 0001767349-26-000002 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 64,536 shares
    Change vs previous 13F -1,718 shares

    0.6% of the 13F portfolio, value $3,694,016.

    13F-HR 0001767349-26-000001 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 66,254 shares
    Change vs previous 13F -1,124 shares

    0.63% of the 13F portfolio, value $3,783,125.

    13F-HR 0001767349-25-000007 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,378 shares
    Change vs previous 13F -9,214 shares

    0.7% of the 13F portfolio, value $3,830,423.

    13F-HR 0001767349-25-000004 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 76,592 shares
    Change vs previous 13F -1,248 shares

    0.87% of the 13F portfolio, value $4,376,461.

    13F-HR 0001767349-25-000003 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 77,840 shares
    Change vs previous 13F -1,619 shares

    0.84% of the 13F portfolio, value $4,478,146.

    13F-HR 0001767349-25-000001 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 79,459 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $4,728,587.

    13F-HR 0001767349-24-000006 filed by Princeton Global Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).