Janney Montgomery Scott
JXI icon

Janney Montgomery Scott’s iShares Global Utilities ETF JXI Stock Holding History

Janney Montgomery Scott’s Portfolio JXI Stock Details JXI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$943K Buy
10,926
+1,870
+21% +$157K ﹤0.01% 1683
2025
Q4 		$712K Buy
9,056
+4,004
+79% +$320K ﹤0.01% 1959
2025
Q3 		$392K Buy
5,052
+325
+7% +$24.4K ﹤0.01% 2317
2025
Q2 		$349K Buy
+4,727
New +$338K ﹤0.01% 2252
2024
Q4 		– Sell
-2,874
Closed -$203K – 2775
2024
Q3 		$203K Buy
+2,874
New +$187K ﹤0.01% 2504
2023
Q4 		– Sell
-4,580
Closed -$247K – 2704
2023
Q3 		$247K Sell
4,580
-263
-5% -$15.3K ﹤0.01% 2263
2023
Q2 		$290K Sell
4,843
-370
-7% -$22.5K ﹤0.01% 2241
2023
Q1 		$315K Hold
5,213
– – ﹤0.01% 2016
2022
Q4 		$314K Sell
5,213
-162
-3% -$9.39K ﹤0.01% 2089
2022
Q3 		$294K Hold
5,375
– – ﹤0.01% 2020
2022
Q2 		$323K Buy
5,375
+27
+0.5% +$1.72K ﹤0.01% 1870
2022
Q1 		$352K Sell
5,348
-200
-4% -$12.5K ﹤0.01% 1812
2021
Q4 		$359K Sell
5,548
-271
-5% -$16.7K ﹤0.01% 1907
2021
Q3 		$343K Buy
5,819
+163
+3% +$10.1K ﹤0.01% 1884
2021
Q2 		$336K Sell
5,656
-16
-0.3% -$991 ﹤0.01% 1856
2021
Q1 		$343K Sell
5,672
-102
-2% -$6.04K ﹤0.01% 1791
2020
Q4 		$347K Buy
5,774
+11
+0.2% +$655 ﹤0.01% 1792
2020
Q3 		$324K Hold
5,763
– – ﹤0.01% 1656
2020
Q2 		$307K Sell
5,763
-243
-4% -$12.8K ﹤0.01% 1616
2020
Q1 		$304K Hold
6,006
– – ﹤0.01% 1473
2019
Q4 		$353K Buy
6,006
+345
+6% +$19.9K ﹤0.01% 1622
2019
Q3 		$330K Buy
+5,661
New +$316K ﹤0.01% 1635
2015
Q2 		– Sell
-13,425
Closed -$624K – 2097
2015
Q1 		$624K Buy
+13,425
New +$643K 0.01% 1197

Other funds holding JXI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAM
NTV Asset Management Charleston, West Virginia $910M AUM 27.02% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Janney Montgomery Scott increased its iShares Global Utilities ETF (JXI) stake by 21% in Q1 2026, buying an estimated $157K and bringing the position to 10,926 shares worth $943K. The position accounts for ﹤0.01% of the portfolio, ranked #1683.

Janney Montgomery Scott first reported a position in JXI in Q1 2015 and has held it in 23 quarters since. 78 funds tracked by Wall St. Rank hold JXI as of Q1 2026.

  • Janney Montgomery Scott held 10,926 shares of iShares Global Utilities ETF worth $943K as of Q1 2026.
  • Janney Montgomery Scott bought 1,870 iShares Global Utilities ETF shares in Q1 2026, an estimated $157K.
  • iShares Global Utilities ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1683 holding.
  • Janney Montgomery Scott first reported a position in iShares Global Utilities ETF in Q1 2015 and has held it in 23 quarters since.
  • 78 funds tracked by Wall St. Rank held iShares Global Utilities ETF as of Q1 2026.

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