W.G. Shaheen & Associates Dba Whitney & CO Jp Morgan ETF Tr Ultra Short I 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 2020 Feb 10, 2021	SELL	$50.74 - $50.83 $240,761 - $241,188	-4,745 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$50.71 - $50.88 $240,618 - $241,425	4,745 New	4,745 $241,000

Others Institutions Holding JPST

# of Institutions

1,055

Shares Held

344M

Call Options Held

Put Options Held

Jpmorgan Chase & CO New York, NY

58.3M
Shares

$2.96 Billion
0.26% of portfolio
Morgan Stanley New York, NY

56M
Shares

$2.84 Billion
0.22% of portfolio
Bank Of America Corp Charlotte, NC

14.4M
Shares

$731 Million
0.07% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

13.5M
Shares

$685 Million
0.13% of portfolio
Lpl Financial LLC Fort Mill, SC

10.4M
Shares

$527 Million
0.27% of portfolio

View Full List

About JP MORGAN ETF TR ULTRA-SHORT I

Ticker JPST
Sector ETFs
Industry ETFs

More about JPST

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