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

W.G. Shaheen & Associates Dba Whitney & CO

$910 Million
Q4 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

3.11M

Call Options Held

Put Options Held

Planning Alternatives LTD

526K
Shares

$60 Million
9.3% of portfolio
St Germain D J CO Inc Springfield, MA

436K
Shares

$49.7 Million
2.44% of portfolio
Modera Wealth Management, LLC

308K
Shares

$35.1 Million
0.43% of portfolio
Bank Of America Corp Charlotte, NC

263K
Shares

$30 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

205K
Shares

$23.4 Million
0.07% of portfolio

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