Skip to content
Disclosery

W.G. Shaheen & Associates DBA Whitney & Co: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of W.G. Shaheen & Associates DBA Whitney & Co on JPM, newest first. How the timeline and the estimate are built.

W.G. Shaheen & Associates DBA Whitney & Co held 99,281 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 99,281 shares
    Change vs previous 13F -31 shares

    2.37% of the 13F portfolio, value $32,497,639.

    13F-HR 0001577001-26-000004 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 99,312 shares
    Change vs previous 13F -239 shares

    2.43% of the 13F portfolio, value $29,213,640.

    13F-HR 0001577001-26-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,551 shares
    Change vs previous 13F +9,219 shares

    2.55% of the 13F portfolio, value $32,077,184.

    13F-HR 0001577001-26-000001 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 90,332 shares
    Change vs previous 13F -2,161 shares

    2.58% of the 13F portfolio, value $28,493,271.

    13F-HR 0001577001-25-000003 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 92,493 shares
    Change vs previous 13F -1,207 shares

    2.65% of the 13F portfolio, value $26,814,542.

    13F-HR 0001765380-25-000284 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 93,700 shares
    Change vs previous 13F -9,015 shares

    2.44% of the 13F portfolio, value $22,984,729.

    13F-HR 0001765380-25-000169 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 102,715 shares
    Change vs previous 13F -979 shares

    2.59% of the 13F portfolio, value $24,621,756.

    13F-HR 0001765380-25-000039 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 103,694 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $21,864,841.

    13F-HR 0001765380-24-000407 filed by W.G. Shaheen & Associates DBA Whitney & Co
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).