W.G. Shaheen & Associates DBA Whitney & Co JPM Holdings History
W.G. Shaheen & Associates DBA Whitney & Co's JPMorgan Chase & Co Holding Summary
As of 2025-03-31, W.G. Shaheen & Associates DBA Whitney & Co held 93,700.00 shares of JPMorgan Chase & Co(JPM), totaling $22.98 Mil. This investment constitutes 2.44% of their stock portfolio, and W.G. Shaheen & Associates DBA Whitney & Co now holds 0% of the outstanding JPMorgan Chase & Co(JPM) stock.
The initial trade took place in 2013Q4. And since then W.G. Shaheen & Associates DBA Whitney & Co has made 27 purchases of JPM, at an average price of $94.53, for a total of 108,641.00 shares. In addition, there have been 9 sales at an average price of $223.43 for 14,941.00 shares. Based on historical transaction data and JPM's current price of $296.55, W.G. Shaheen & Associates DBA Whitney & Co's estimated gain on his JPM holdings is $20.86 Mil, reflecting a 203.07% gain to date.
W.G. Shaheen & Associates DBA Whitney & Co JPM ($296.55) Holding Chart
W.G. Shaheen & Associates DBA Whitney & Co JPM ($296.55) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
