Whipplewood Advisors, LLC JP Morgan Investment Management Inc Transaction History

Whipplewood Advisors, LLC

  • $182 Billion
  • Q2 2025
Number of Shares
4,040
Previous 63,329 93.62%
Holding current value
$253 Million
Previous $171 Million 47.45%
% of portfolio
0.14%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025
SELL
N/A
-59,289 Reduced 93.62%
4,040 $253 Million
Q1 2025

Apr 09, 2025
BUY
N/A
60,506 Added 2143.32%
63,329 $171 Million
Q4 2024

Feb 04, 2025
BUY
N/A
2,823 New
2,823 $175 Million
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