Janney Montgomery Scott
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Janney Montgomery Scott’s JPMorgan Chase JPM Stock Holding History

Janney Montgomery Scott’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523M Buy
1,778,198
+81,495
+5% +$24.7M 1.29% 8
2025
Q4 		$547M Sell
1,696,703
-5,672
-0.3% -$1.76M 1.25% 9
2025
Q3 		$537M Sell
1,702,375
-12,619
-0.7% -$3.75M 1.27% 9
2025
Q2 		$497M Sell
1,714,994
-19,933
-1% -$5.09M 1.3% 7
2025
Q1 		$426M Sell
1,734,927
-60,300
-3% -$15.4M 1.21% 9
2024
Q4 		$430M Buy
1,795,227
+1,960
+0.1% +$457K 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% +$1.94M 1.1% 9
2024
Q1 		$354M Buy
1,769,106
+5,389
+0.3% +$972K 1.05% 10
2023
Q4 		$300M Buy
1,763,717
+12,070
+0.7% +$1.83M 0.97% 11
2023
Q3 		$254M Buy
1,751,647
+20,485
+1% +$3.07M 0.95% 13
2023
Q2 		$252M Buy
1,731,162
+7,740
+0.4% +$1.06M 0.88% 14
2023
Q1 		$225M Buy
1,723,422
+26,285
+2% +$3.6M 0.92% 11
2022
Q4 		$228M Buy
1,697,137
+39,498
+2% +$5M 0.89% 11
2022
Q3 		$173M Buy
1,657,639
+66,274
+4% +$7.61M 0.74% 20
2022
Q2 		$183M Buy
1,591,365
+11,395
+0.7% +$1.41M 0.83% 14
2022
Q1 		$215M Buy
1,579,970
+54,050
+4% +$7.98M 0.92% 13
2021
Q4 		$242M Buy
1,525,920
+48,585
+3% +$7.98M 0.94% 13
2021
Q3 		$242M Buy
1,477,335
+25,818
+2% +$4.05M 1.03% 11
2021
Q2 		$226M Buy
1,451,517
+18,877
+1% +$2.96M 1% 11
2021
Q1 		$218M Buy
1,432,640
+42,411
+3% +$6.1M 1.06% 12
2020
Q4 		$177M Buy
1,390,229
+8,814
+0.6% +$985K 0.85% 17
2020
Q3 		$133M Buy
1,381,415
+62,440
+5% +$6.13M 0.76% 21
2020
Q2 		$124M Buy
1,318,975
+83,470
+7% +$7.92M 0.78% 19
2020
Q1 		$111M Buy
1,235,505
+34,991
+3% +$4.25M 0.88% 14
2019
Q4 		$167M Buy
1,200,514
+32,370
+3% +$4.15M 1.1% 8
2019
Q3 		$137M Buy
1,168,144
+59,584
+5% +$6.74M 1% 9
2019
Q2 		$124M Buy
1,108,560
+28,989
+3% +$3.2M 0.95% 9
2019
Q1 		$109M Buy
1,079,571
+34,492
+3% +$3.55M 0.9% 12
2018
Q4 		$102M Buy
1,045,079
+21,153
+2% +$2.25M 0.98% 11
2018
Q3 		$116M Buy
1,023,926
+11,879
+1% +$1.35M 0.99% 9
2018
Q2 		$105M Buy
1,012,047
+35,469
+4% +$3.89M 1.01% 10
2018
Q1 		$107M Buy
976,578
+26,637
+3% +$3.02M 1.08% 8
2017
Q4 		$102M Buy
949,941
+37,711
+4% +$3.82M 1.06% 9
2017
Q3 		$87.1M Buy
912,230
+66,454
+8% +$6.13M 0.99% 10
2017
Q2 		$77.3M Buy
845,776
+19,800
+2% +$1.71M 0.97% 11
2017
Q1 		$72.6M Buy
825,976
+72,186
+10% +$6.37M 0.97% 11
2016
Q4 		$65M Buy
753,790
+39,348
+6% +$3M 0.98% 10
2016
Q3 		$47.6M Buy
+714,442
New +$46.6M 0.84% 16
2016
Q2 		– Sell
-551,138
Closed -$32.6M – 945
2016
Q1 		$32.6M Buy
551,138
+35,948
+7% +$2.1M 0.85% 19
2015
Q4 		$34M Buy
515,190
+29,947
+6% +$1.95M 0.88% 14
2015
Q3 		$29.6M Buy
485,243
+31,353
+7% +$2.05M 0.84% 15
2015
Q2 		$30.8M Buy
453,890
+46,987
+12% +$3.07M 0.64% 15
2015
Q1 		$24.6M Buy
406,903
+2,020
+0.5% +$120K 0.46% 24
2014
Q4 		$25.3M Buy
404,883
+8,541
+2% +$514K 0.51% 20
2014
Q3 		$23.9M Buy
396,342
+2,618
+0.7% +$153K 0.5% 22
2014
Q2 		$22.7M Buy
393,724
+12,627
+3% +$710K 0.49% 23
2014
Q1 		$23.1M Buy
381,097
+48,997
+15% +$2.83M 0.56% 21
2013
Q4 		$19.4M Buy
332,100
+6,261
+2% +$343K 0.51% 25
2013
Q3 		$16.8M Buy
325,839
+218,707
+204% +$11.7M 0.51% 26
2013
Q2 		$5.66M Buy
+107,132
New +$5.45M 0.59% 33

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Janney Montgomery Scott's JPM Position: Q1 2026 in Review

Janney Montgomery Scott increased its JPMorgan Chase (JPM) stake by 4.8% in Q1 2026, buying an estimated $24.7M and bringing the position to 1,778,198 shares worth $523M. The position accounts for 1.29% of the portfolio, ranked #8.

Janney Montgomery Scott first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $547M in Q4 2025. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Janney Montgomery Scott held 1,778,198 shares of JPMorgan Chase worth $523M as of Q1 2026.
  • Janney Montgomery Scott bought 81,495 JPMorgan Chase shares in Q1 2026, an estimated $24.7M.
  • JPMorgan Chase made up 1.29% of Janney Montgomery Scott's portfolio in Q1 2026, its #8 holding.
  • Janney Montgomery Scott first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • Janney Montgomery Scott's JPMorgan Chase position peaked at $547M in Q4 2025.
  • 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.