Princeton Portfolio Strategies Group LLC: JPM position timeline

Princeton Portfolio Strategies Group LLC held 59,167 JPM shares at 2021-06-30 per its 13F-HR filed 2021-08-02.

the latest 13F is the newest step

1. period ended2021-06-30

   13F 59,167 shares

   Change vs previous 13F -9,435 shares

   1.78% of the 13F portfolio, value $9,203,000.

   13F-HR 0001568289-21-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

2. period ended2021-03-31

   13F 68,602 shares

   Change vs previous 13F -10,182 shares

   2.02% of the 13F portfolio, value $10,443,000.

   13F-HR 0001568289-21-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

3. period ended2020-12-31

   13F 78,784 shares

   Change vs previous 13F +11,385 shares

   1.98% of the 13F portfolio, value $10,011,000.

   13F-HR 0001568289-21-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2021-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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

4. period ended2020-09-30

   13F 67,399 shares

   Change vs previous 13F -1,036 shares

   1.42% of the 13F portfolio, value $6,489,000.

   13F-HR 0001568289-20-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:48:21 UTC

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

5. period ended2020-06-30

   13F 68,435 shares

   Change vs previous 13F +903 shares

   1.54% of the 13F portfolio, value $6,437,000.

   13F-HR 0001568289-20-000003 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:52:28 UTC

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

6. period ended2020-03-31

   13F 67,532 shares

   Change vs previous 13F +167 shares

   1.76% of the 13F portfolio, value $6,080,000.

   13F-HR 0001568289-20-000002 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:53:21 UTC

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

7. period ended2019-12-31

   13F 67,365 shares

   Change vs previous 13F -105 shares

   2.21% of the 13F portfolio, value $9,391,000.

   13F-HR 0001568289-20-000001 filed by Princeton Portfolio Strategies Group LLC
   Filed 2020-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:54:20 UTC

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

8. period ended2019-09-30

   13F 67,470 shares

   Change vs previous 13F not available

   1.99% of the 13F portfolio, value $7,941,000.

   13F-HR 0001568289-19-000004 filed by Princeton Portfolio Strategies Group LLC
   Filed 2019-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:55:06 UTC

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