A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 106,138 shares of JPM stock, worth $21.5 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
106,138
Previous 106,581 0.42%
Holding current value
$21.5 Million
Previous $18.1 Million 17.27%
% of portfolio
2.58%
Previous 2.37%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024

SELL
$167.09 - $200.3 $74,020 - $88,732
-443 Reduced 0.42%
106,138 $21.3 Million
Q4 2023

Feb 08, 2024

SELL
$135.69 - $170.3 $13,569 - $17,030
-100 Reduced 0.09%
106,581 $18.1 Million
Q3 2023

Nov 08, 2023

SELL
$143.21 - $158.0 $93,802 - $103,490
-655 Reduced 0.61%
106,681 $15.5 Million
Q2 2023

Aug 14, 2023

BUY
$127.47 - $145.44 $153,601 - $175,255
1,205 Added 1.14%
107,336 $15.6 Million
Q1 2023

May 03, 2023

BUY
$124.91 - $143.8 $206,726 - $237,989
1,655 Added 1.58%
106,131 $13.8 Million
Q4 2022

Feb 03, 2023

BUY
$101.96 - $137.84 $203 - $275
2 Added 0.0%
104,476 $14 Million
Q3 2022

Nov 09, 2022

BUY
$20.73 - $120.58 $11,691 - $68,007
564 Added 0.54%
104,474 $10.9 Million
Q2 2022

Aug 05, 2022

BUY
$112.61 - $135.91 $58,444 - $70,537
519 Added 0.5%
103,910 $11.7 Million
Q1 2022

May 13, 2022

BUY
$128.3 - $168.44 $129,967 - $170,629
1,013 Added 0.99%
103,391 $14.1 Million
Q4 2021

Feb 11, 2022

SELL
$153.94 - $171.78 $42,179 - $47,067
-274 Reduced 0.27%
102,378 $16.2 Million
Q3 2021

Nov 12, 2021

BUY
$146.97 - $166.98 $66,430 - $75,474
452 Added 0.44%
102,652 $16.8 Million
Q2 2021

Aug 13, 2021

BUY
$147.37 - $166.44 $204,107 - $230,519
1,385 Added 1.37%
102,200 $15.9 Million
Q1 2021

May 11, 2021

BUY
$125.65 - $157.65 $77,149 - $96,797
614 Added 0.61%
100,815 $15.3 Million
Q4 2020

Feb 10, 2021

SELL
$96.54 - $127.07 $58,889 - $77,512
-610 Reduced 0.61%
100,201 $13.2 Million
Q3 2020

Nov 13, 2020

BUY
$91.28 - $103.82 $73,845 - $83,990
809 Added 0.81%
100,811 $9.71 Million
Q2 2020

Aug 13, 2020

BUY
$84.03 - $113.45 $1.66 Million - $2.23 Million
19,698 Added 24.53%
100,002 $9.41 Million
Q1 2020

May 05, 2020

BUY
$79.03 - $141.09 $128,028 - $228,565
1,620 Added 2.06%
80,304 $7.23 Million
Q4 2019

Feb 06, 2020

BUY
$111.82 - $139.4 $94,487 - $117,793
845 Added 1.09%
78,684 $11 Million
Q3 2019

Nov 07, 2019

BUY
$104.8 - $120.23 $269,126 - $308,750
2,568 Added 3.41%
77,839 $10 Million
Q2 2019

Aug 06, 2019

BUY
$104.64 - $116.12 $92,606 - $102,766
885 Added 1.19%
75,271 $8.42 Million
Q1 2019

May 06, 2019

BUY
$97.11 - $107.19 $713,370 - $787,417
7,346 Added 10.96%
74,386 $8.63 Million
Q4 2018

Feb 07, 2019

BUY
$92.14 - $115.32 $656,221 - $821,309
7,122 Added 11.89%
67,040 $6.99 Million
Q3 2018

Nov 13, 2018

BUY
$103.61 - $118.63 $632,849 - $724,592
6,108 Added 11.35%
59,918 $6.73 Million
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $705,542 - $781,057
6,834 Added 14.55%
53,810 $5.61 Million
Q1 2018

May 11, 2018

BUY
$107.01 - $118.77 $353,668 - $392,534
3,305 Added 7.57%
46,976 $5.17 Million
Q4 2017

Feb 12, 2018

BUY
$95.86 - $107.83 $30,387 - $34,182
317 Added 0.73%
43,671 $4.67 Million
Q2 2017

Aug 11, 2017

BUY
N/A
43,354
43,354 $3.96 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $593B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
Track This Portfolio

Track W.G. Shaheen & Associates Dba Whitney & CO Portfolio

Follow W.G. Shaheen & Associates Dba Whitney & CO and customize your updates to receive the information that matters most to you.

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.