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Princeton Global Asset Management LLC: JEPQ position timeline

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

Princeton Global Asset Management LLC held 70,090 JEPQ 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 70,090 shares
    Change vs previous 13F +7,905 shares

    0.62% of the 13F portfolio, value $4,307,730.

    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 62,185 shares
    Change vs previous 13F -5,987 shares

    0.56% of the 13F portfolio, value $3,452,486.

    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 68,172 shares
    Change vs previous 13F +286 shares

    0.64% of the 13F portfolio, value $3,962,141.

    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 67,886 shares
    Change vs previous 13F -1,255 shares

    0.65% of the 13F portfolio, value $3,904,802.

    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 69,141 shares
    Change vs previous 13F +1,826 shares

    0.68% of the 13F portfolio, value $3,761,271.

    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 67,315 shares
    Change vs previous 13F -1,496 shares

    0.69% of the 13F portfolio, value $3,485,563.

    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 68,811 shares
    Change vs previous 13F +2,915 shares

    0.73% of the 13F portfolio, value $3,879,578.

    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 65,896 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,619,680.

    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).