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

W.G. Shaheen & Associates Dba Whitney & CO

$856 Million
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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

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