Back to JPM-PM
W.G. Shaheen & Associates DBA Whitney & Co → JPM-PM
W.G. Shaheen & Associates DBA Whitney & Co JPM-PM Position History
JPM-PM
Quarters held
5
Latest value
$32.3M
Q3 2026
Peak value
$32.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $28.5M |
| Q4 2025 | $32.1M |
| Q1 2026 | $29.2M |
| Q2 2026 | $32.5M |
| Q3 2026 | $32.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $32.3M | 97.5K | — | — |
| Q2 2026 | $32.5M | 99.3K | — | — |
| Q1 2026 | $29.2M | 99.3K | — | — |
| Q4 2025 | $32.1M | 99.6K | — | — |
| Q3 2025 | $28.5M | 90.3K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B