Janney Montgomery Scott
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Janney Montgomery Scott’s ChargePoint CHPT Stock Holding History

Janney Montgomery Scott’s Portfolio CHPT Stock Details CHPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-772
Closed -$11K – 2876
2025
Q2 		$11K Sell
772
-112
-13% -$1.5K ﹤0.01% 2693
2025
Q1 		$11K Buy
884
+22
+3% +$367 ﹤0.01% 2658
2024
Q4 		$18K Buy
862
+80
+10% +$1.98K ﹤0.01% 2672
2024
Q3 		$21K Buy
782
+62
+9% +$2.16K ﹤0.01% 2635
2024
Q2 		$22K Sell
720
-255
-26% -$8.3K ﹤0.01% 2580
2024
Q1 		$37K Sell
975
-3,677
-79% -$144K ﹤0.01% 2688
2023
Q4 		$218K Sell
4,652
-5,335
-53% -$298K ﹤0.01% 2412
2023
Q3 		$993K Buy
9,987
+310
+3% +$45K ﹤0.01% 1347
2023
Q2 		$1.7M Buy
9,677
+2,445
+34% +$429K 0.01% 1153
2023
Q1 		$1.51M Buy
7,232
+1,754
+32% +$382K 0.01% 1105
2022
Q4 		$1.04M Buy
5,478
+2,018
+58% +$490K ﹤0.01% 1348
2022
Q3 		$1.02M Buy
3,460
+2,949
+577% +$895K ﹤0.01% 1301
2022
Q2 		$147K Buy
+511
New +$142K ﹤0.01% 2196
2021
Q4 		– Sell
-939
Closed -$375K – 2370
2021
Q3 		$375K Sell
939
-248
-21% -$115K ﹤0.01% 1832
2021
Q2 		$825K Buy
+1,187
New +$628K ﹤0.01% 1365

Other funds holding CHPT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Janney Montgomery Scott's CHPT Position: Q3 2025 in Review

Janney Montgomery Scott sold out of ChargePoint (CHPT) in Q3 2025, closing a stake of 772 shares — an estimated $11K sold.

Janney Montgomery Scott first reported a position in CHPT in Q2 2021 and held it in 15 quarters. The position peaked at $1.7M in Q2 2023. 144 funds tracked by Wall St. Rank hold CHPT as of Q3 2025.

  • Janney Montgomery Scott reported no remaining ChargePoint position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 772 ChargePoint shares in Q3 2025, an estimated $11K.
  • Janney Montgomery Scott first reported a position in ChargePoint in Q2 2021 and held it in 15 quarters.
  • Janney Montgomery Scott's ChargePoint position peaked at $1.7M in Q2 2023.
  • 144 funds tracked by Wall St. Rank held ChargePoint as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.