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

W.G. Shaheen & Associates Dba Whitney & CO

$910 Million
Q4 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding JPUS

# of Institutions

Shares Held

3.14M

Call Options Held

Put Options Held

Planning Alternatives LTD

526K
Shares

$57.7 Million
9.3% of portfolio
St Germain D J CO Inc Springfield, MA

436K
Shares

$47.8 Million
2.44% of portfolio
Modera Wealth Management, LLC

308K
Shares

$33.7 Million
0.43% of portfolio
Bank Of America Corp Charlotte, NC

263K
Shares

$28.8 Million
0.0% of portfolio
Captrust Financial Advisors Raleigh, NC

205K
Shares

$22.4 Million
0.07% of portfolio

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