W.G. Shaheen & Associates Dba Whitney & CO Jpmorgan Diversified Return Us Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 07, 2019	SELL	N/A	-120 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	120 New	120 $9,000

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.02M

Call Options Held

Put Options Held

Planning Alternatives LTD

517K
Shares

$60.5 Million
9.14% of portfolio
St Germain D J CO Inc Springfield, MA

466K
Shares

$54.5 Million
2.63% of portfolio
Modera Wealth Management, LLC

320K
Shares

$37.5 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

234K
Shares

$27.3 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

214K
Shares

$25.1 Million
0.08% of portfolio

View Full List

About JPMORGAN DIVERSIFIED RETURN US

Ticker JPUS
Sector ETFs
Industry ETFs

More about JPUS

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of W.G. Shaheen & Associates Dba Whitney & CO, based on Form 13F filings with the SEC.

News

Stay updated on W.G. Shaheen & Associates Dba Whitney & CO with notifications on news.

Account