Janney Montgomery Scott LLC
CIK
1329948
City
PHILADELPHIA
State / Country
PA
Top Portfolio Positions
1,649 positions ·
$21,909,638,657 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
4,792,927 | $1,216,396,943 | 5.55% | |
| MSFT |
Microsoft Corp
Technology
|
2,238,486 | $828,620,362 | 3.78% | |
| NVDA |
Nvidia Corp
Technology
|
4,477,669 | $780,905,473 | 3.56% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
2,749,966 | $572,735,418 | 2.61% | |
| AVGO |
Broadcom Inc.
Technology
|
1,774,688 | $549,283,682 | 2.51% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
1,778,198 | $523,074,723 | 2.39% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,779,495 | $511,711,582 | 2.34% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
850,685 | $490,998,368 | 2.24% | |
| JNJ |
Johnson & Johnson
Healthcare
|
1,366,010 | $333,907,484 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
550,613 | $315,022,215 | 1.44% |
Portfolio Trend
25 quarters · across all stocks
Holdings in CPZ
Shares Held
Position Value (USD)
20 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,138,577 | 83,904 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,165,901 | 79,747 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,270,499 | 78,620 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,035,960 | 63,830 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $810,722 | 52,103 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $524,329 | 35,356 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $505,090 | 32,196 | Shares | Sole | 2024-10-29 | |
| 2024-03-31 | $394,514 | 25,568 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $347,378 | 24,040 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $250,690 | 16,950 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $293,156 | 18,950 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $292,777 | 18,950 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $277,217 | 18,250 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $198,087 | 13,250 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $202,125 | 12,250 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $249,532 | 12,250 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $209,410 | 10,750 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $218,762 | 10,750 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $223,385 | 10,750 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $216,935 | 10,750 | Shares | Sole | 2021-04-27 | |
| No 13F history on record for this holder in this stock. | ||||||