Janney Montgomery Scott’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $497M | Sell |
1,714,994
-19,933
| -1% | -$5.78M | 1.3% | 7 |
|
|
2025
Q1 | $426M | Sell |
1,734,927
-60,300
| -3% | -$14.8M | 1.21% | 9 |
|
|
2024
Q4 | $430M | Buy |
1,795,227
+1,960
| +0.1% | +$470K | 1.19% | 9 |
|
|
2024
Q3 | $378M | Buy |
1,793,267
+14,224
| +0.8% | +$3M | 1.06% | 10 |
|
|
2024
Q2 | $360M | Buy |
1,779,043
+9,937
| +0.6% | +$2.01M | 1.1% | 9 |
|
|
2024
Q1 | $354M | Buy |
1,769,106
+5,389
| +0.3% | +$1.08M | 1.05% | 10 |
|
|
2023
Q4 | $300M | Buy |
1,763,717
+12,070
| +0.7% | +$2.05M | 0.97% | 11 |
|
|
2023
Q3 | $254M | Buy |
1,751,647
+20,485
| +1% | +$2.97M | 0.95% | 13 |
|
|
2023
Q2 | $252M | Buy |
1,731,162
+7,740
| +0.4% | +$1.13M | 0.88% | 14 |
|
|
2023
Q1 | $225M | Buy |
1,723,422
+26,285
| +2% | +$3.43M | 0.92% | 11 |
|
|
2022
Q4 | $228M | Buy |
1,697,137
+39,498
| +2% | +$5.3M | 0.89% | 11 |
|
|
2022
Q3 | $173M | Buy |
1,657,639
+66,274
| +4% | +$6.93M | 0.74% | 20 |
|
|
2022
Q2 | $183M | Buy |
1,591,365
+11,395
| +0.7% | +$1.31M | 0.83% | 14 |
|
|
2022
Q1 | $215M | Buy |
1,579,970
+54,050
| +4% | +$7.37M | 0.92% | 13 |
|
|
2021
Q4 | $242M | Buy |
1,525,920
+48,585
| +3% | +$7.69M | 0.94% | 13 |
|
|
2021
Q3 | $242M | Buy |
1,477,335
+25,818
| +2% | +$4.23M | 1.03% | 11 |
|
|
2021
Q2 | $226M | Buy |
1,451,517
+18,877
| +1% | +$2.94M | 1% | 11 |
|
|
2021
Q1 | $218M | Buy |
1,432,640
+42,411
| +3% | +$6.46M | 1.06% | 12 |
|
|
2020
Q4 | $177M | Buy |
1,390,229
+8,814
| +0.6% | +$1.12M | 0.85% | 17 |
|
|
2020
Q3 | $133M | Buy |
1,381,415
+62,440
| +5% | +$6.01M | 0.76% | 21 |
|
|
2020
Q2 | $124M | Buy |
1,318,975
+83,470
| +7% | +$7.85M | 0.78% | 19 |
|
|
2020
Q1 | $111M | Buy |
1,235,505
+34,991
| +3% | +$3.15M | 0.88% | 14 |
|
|
2019
Q4 | $167M | Buy |
1,200,514
+32,370
| +3% | +$4.51M | 1.1% | 8 |
|
|
2019
Q3 | $137M | Buy |
1,168,144
+59,584
| +5% | +$7.01M | 1% | 9 |
|
|
2019
Q2 | $124M | Buy |
1,108,560
+28,989
| +3% | +$3.24M | 0.95% | 9 |
|
|
2019
Q1 | $109M | Buy |
1,079,571
+34,492
| +3% | +$3.49M | 0.9% | 12 |
|
|
2018
Q4 | $102M | Buy |
1,045,079
+21,153
| +2% | +$2.06M | 0.98% | 11 |
|
|
2018
Q3 | $116M | Buy |
1,023,926
+11,879
| +1% | +$1.34M | 0.99% | 9 |
|
|
2018
Q2 | $105M | Buy |
1,012,047
+35,469
| +4% | +$3.7M | 1.01% | 10 |
|
|
2018
Q1 | $107M | Buy |
976,578
+26,637
| +3% | +$2.93M | 1.08% | 8 |
|
|
2017
Q4 | $102M | Buy |
949,941
+37,711
| +4% | +$4.03M | 1.06% | 9 |
|
|
2017
Q3 | $87.1M | Buy |
912,230
+66,454
| +8% | +$6.35M | 0.99% | 10 |
|
|
2017
Q2 | $77.3M | Buy |
845,776
+19,800
| +2% | +$1.81M | 0.97% | 11 |
|
|
2017
Q1 | $72.6M | Buy |
825,976
+72,186
| +10% | +$6.34M | 0.97% | 11 |
|
|
2016
Q4 | $65M | Buy |
753,790
+39,348
| +6% | +$3.4M | 0.98% | 10 |
|
|
2016
Q3 | $47.6M | Buy |
+714,442
| New | +$47.6M | 0.84% | 16 |
|
|
2016
Q2 | – | Sell |
-551,138
| Closed | -$32.6M | – | 945 |
|
|
2016
Q1 | $32.6M | Buy |
551,138
+35,948
| +7% | +$2.13M | 0.85% | 19 |
|
|
2015
Q4 | $34M | Buy |
515,190
+29,947
| +6% | +$1.98M | 0.88% | 14 |
|
|
2015
Q3 | $29.6M | Buy |
485,243
+31,353
| +7% | +$1.91M | 0.84% | 15 |
|
|
2015
Q2 | $30.8M | Buy |
453,890
+46,987
| +12% | +$3.18M | 0.64% | 15 |
|
|
2015
Q1 | $24.7M | Buy |
406,903
+2,020
| +0.5% | +$122K | 0.46% | 24 |
|
|
2014
Q4 | $25.3M | Buy |
404,883
+8,541
| +2% | +$534K | 0.51% | 20 |
|
|
2014
Q3 | $23.9M | Buy |
396,342
+2,618
| +0.7% | +$158K | 0.5% | 22 |
|
|
2014
Q2 | $22.7M | Buy |
393,724
+12,627
| +3% | +$728K | 0.49% | 23 |
|
|
2014
Q1 | $23.1M | Buy |
381,097
+48,997
| +15% | +$2.97M | 0.56% | 21 |
|
|
2013
Q4 | $19.4M | Buy |
332,100
+6,261
| +2% | +$366K | 0.51% | 25 |
|
|
2013
Q3 | $16.8M | Buy |
325,839
+218,707
| +204% | +$11.3M | 0.51% | 26 |
|
|
2013
Q2 | $5.66M | Buy |
+107,132
| New | +$5.66M | 0.59% | 33 |
|