Janney Montgomery Scott
JPM.PRB.CL

Janney Montgomery Scott’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Janney Montgomery Scott’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-12,737
Closed -$343K – 2194
2015
Q1 		$343K Sell
12,737
-11,053
-46% -$293K 0.01% 1659
2014
Q4 		$629K Buy
23,790
+5,652
+31% +$147K 0.01% 1135
2014
Q3 		$464K Buy
18,138
+9,483
+110% +$244K 0.01% 1336
2014
Q2 		$224K Buy
+8,655
New +$222K ﹤0.01% 1858

Other funds holding JPM.PRB.CL

EHC
Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return
FBB
Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return
RIG
Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SOAMC
Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return
LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Janney Montgomery Scott's JPM.PRB.CL Position: Q2 2015 in Review

Janney Montgomery Scott sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q2 2015, closing a stake of 12,737 shares — an estimated $343K sold.

Janney Montgomery Scott first reported a position in JPM.PRB.CL in Q2 2014 and held it in 4 quarters. The position peaked at $629K in Q4 2014. 13 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q2 2015.

  • Janney Montgomery Scott reported no remaining JPMorgan Chase & Co. position as of Q2 2015 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,737 JPMorgan Chase & Co. shares in Q2 2015, an estimated $343K.
  • Janney Montgomery Scott first reported a position in JPMorgan Chase & Co. in Q2 2014 and held it in 4 quarters.
  • Janney Montgomery Scott's JPMorgan Chase & Co. position peaked at $629K in Q4 2014.
  • 13 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2015.

Based on Janney Montgomery Scott's 13F filing for Q2 2015, filed 4 Aug 2015.