Janney Montgomery Scott
JPM.WS

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

Janney Montgomery Scott’s Portfolio JPM.WS Stock Details JPM.WS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,200
Closed -$262K – 1896
2017
Q2 		$262K Sell
5,200
-2,500
-32% -$113K ﹤0.01% 1504
2017
Q1 		$357K Buy
+7,700
New +$359K ﹤0.01% 1333

Other funds holding JPM.WS

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
RCG
Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
CAM
Chou Associates Management Toronto, Ontario, Canada $210M AUM 15.42% 1-Year Est. Return
CIM
Courant Investment Management Franklin, Tennessee $103M AUM 14.55% 1-Year Est. Return
VIA
Vantis Investment Advisers Miami, Florida $96.6M AUM 2.92% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return

Janney Montgomery Scott's JPM.WS Position: Q3 2017 in Review

Janney Montgomery Scott sold out of JPMorgan Chase (JPM.WS) in Q3 2017, closing a stake of 5,200 shares — an estimated $262K sold.

Janney Montgomery Scott first reported a position in JPM.WS in Q1 2017 and held it in 2 quarters. The position peaked at $357K in Q1 2017. 55 funds tracked by Wall St. Rank hold JPM.WS as of Q3 2017.

  • Janney Montgomery Scott reported no remaining JPMorgan Chase position as of Q3 2017 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,200 JPMorgan Chase shares in Q3 2017, an estimated $262K.
  • Janney Montgomery Scott first reported a position in JPMorgan Chase in Q1 2017 and held it in 2 quarters.
  • Janney Montgomery Scott's JPMorgan Chase position peaked at $357K in Q1 2017.
  • 55 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2017.

Based on Janney Montgomery Scott's 13F filing for Q3 2017, filed 15 Nov 2017.