DOSSIER · 13F-HR · Q1 2026

Janney Montgomery Scott LLC

$40.4B in tracked AUM across 2,740 positions as of Q1 2026.

JM
CIK 0001329948 · last filed Mar 31, 2026
Total AUM
$40.4B
as of Q1 2026
Holdings
2,740
positions
Whale Score
51
51
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Janney Montgomery Scott LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$1.2B4.8M3.0%
02
IVV
ISHS CORE SP 500 ETF
$923M1.4M2.3%
03
MSFT
MICROSOFT CORP
$829M2.2M2.1%
04
NVDA
NVIDIA CORP
$781M4.5M1.9%
05
XLK
ST STR TECH SEL SPDR ETF
$628M4.7M1.6%
06
AMZN
AMAZONCOM INC
$573M2.7M1.4%
07
AVGO
BROADCOM INC
$549M1.8M1.4%
08
JPM
JPMORGAN CHASE CO
$523M1.8M1.3%
09
GOOGL
ALPHABET INC A
$512M1.8M1.3%
10
QQQ
INV QQQ ETF
$491M851K1.2%

Filing history

2026Q1Mar 31
$40.4B 7.3%
2,740 positionsView →
2025Q4Dec 31
$43.6B 3.3%
2,909 positionsView →
2025Q3Sep 30
$42.2B 10.3%
2,852 positionsView →
2025Q2Jun 30
$38.3B 8.5%
2,698 positionsLocked
2025Q1Mar 31
$35.3B 2.2%
2,664 positionsLocked
2024Q4Dec 31
$36.1B 0.7%
2,679 positionsLocked
2024Q3Sep 30
$35.8B 9.2%
2,652 positionsLocked
2024Q2Jun 30
$32.8B 2.5%
2,599 positionsLocked
2024Q1Mar 31
$33.6B 9.1%
2,712 positionsLocked
2023Q4Dec 31
$30.8B 14.9%
3,526 positionsLocked
2023Q3Sep 30
$26.8B 6.4%
3,364 positionsLocked
2023Q2Jun 30
$28.7B 17.0%
2,626 positionsLocked
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