SEC 13F Intelligence

Janney Montgomery Scott LLC / JPM

Janney Montgomery Scott LLC’s Jpmorgan Chase & Co Position

Does Janney Montgomery Scott LLC own Jpmorgan Chase & Co (JPM)? Yes — 1.78M shares worth $523M (+1.29% of its 13F portfolio) as of Q1 2026, up from 1.70M shares the prior filed quarter.

Position Value
$523M
Q1 2026
Shares
1.78M
% of Portfolio
+1.29%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $102MQ4 ’18Q1 ’19: $109MQ2 ’19: $124MQ3 ’19: $137MQ4 ’19: $167MQ4 ’19Q1 ’20: $111MQ2 ’20: $124MQ3 ’20: $133MQ4 ’20: $177MQ4 ’20Q1 ’21: $218MQ2 ’21: $226MQ3 ’21: $242MQ4 ’21: $242MQ4 ’21Q1 ’22: $215MQ2 ’22: $183MQ3 ’22: $173MQ4 ’22: $228MQ4 ’22Q1 ’23: $225MQ2 ’23: $252MQ3 ’23: $254MQ4 ’23: $300MQ4 ’23Q1 ’24: $354MQ2 ’24: $360MQ3 ’24: $378MQ4 ’24: $430MQ4 ’24Q1 ’25: $426MQ2 ’25: $497MQ3 ’25: $537MQ4 ’25: $547MQ4 ’25Q1 ’26: $523Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.78M$523M+1.29%
Q4 20251.70M$547M+1.25%
Q3 20251.70M$537M+1.27%
Q2 20251.71M$497M+1.30%
Q1 20251.73M$426M+1.21%
Q4 20241.80M$430M+1.19%
Q3 20241.79M$378M+1.06%
Q2 20241.78M$360M+1.10%
Q1 20241.77M$354M+1.05%
Q4 20231.76M$300M+0.97%
Q3 20231.75M$254M+0.95%
Q2 20231.73M$252M+0.88%
Q1 20231.72M$225M+0.92%
Q4 20221.70M$228M+0.89%
Q3 20221.66M$173M+0.74%
Q2 20221.59M$183M+0.83%
Q1 20221.58M$215M+0.92%
Q4 20211.53M$242M+0.94%
Q3 20211.48M$242M+1.03%
Q2 20211.45M$226M+1.00%
Q1 20211.43M$218M+1.06%
Q4 20201.39M$177M+0.85%
Q3 20201.38M$133M+0.76%
Q2 20201.32M$124M+0.78%
Q1 20201.24M$111M+0.88%
Q4 20191.20M$167M+1.10%
Q3 20191.17M$137M+1.00%
Q2 20191.11M$124M+0.95%
Q1 20191.08M$109M+0.90%
Q4 20181.05M$102M+0.98%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Janney Montgomery Scott LLC’s full portfolio or all institutional holders of JPM.