SEC 13F Intelligence

W.g. Shaheen & Associates Dba Whitney & Co / JPM

W.g. Shaheen & Associates Dba Whitney & Co’s Jpmorgan Chase & Co Position

Does W.g. Shaheen & Associates Dba Whitney & Co own Jpmorgan Chase & Co (JPM)? Yes — 99.3K shares worth $29M (+2.43% of its 13F portfolio) as of Q1 2026, down from 99.6K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
99.3K
% of Portfolio
+2.43%
Quarters Held
30
currently held

Position History JPM

Reported value by quarter
Q4 ’18: $7MQ4 ’18Q1 ’19: $9MQ2 ’19: $8MQ3 ’19: $10MQ4 ’19: $11MQ4 ’19Q1 ’20: $7MQ2 ’20: $9MQ3 ’20: $10MQ4 ’20: $13MQ4 ’20Q1 ’21: $15MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $16MQ4 ’21Q1 ’22: $14MQ2 ’22: $12MQ3 ’22: $11MQ4 ’22: $14MQ4 ’22Q1 ’23: $14MQ2 ’23: $16MQ3 ’23: $15MQ4 ’23: $18MQ4 ’23Q1 ’24: $21MQ2 ’24: $21MQ3 ’24: $22MQ4 ’24: $25MQ4 ’24Q1 ’25: $23MQ2 ’25: $27MQ3 ’25: $28MQ4 ’25: $32MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202699.3K$29M+2.43%
Q4 202599.6K$32M+2.55%
Q3 202590.3K$28M+2.58%
Q2 202592.5K$27M+2.65%
Q1 202593.7K$23M+2.44%
Q4 2024102.7K$25M+2.59%
Q3 2024103.7K$22M+2.34%
Q2 2024103.7K$21M+2.41%
Q1 2024106.1K$21M+2.53%
Q4 2023106.6K$18M+2.35%
Q3 2023106.7K$15M+2.32%
Q2 2023107.3K$16M+2.24%
Q1 2023106.1K$14M+2.19%
Q4 2022104.5K$14M+2.57%
Q3 2022104.5K$11M+2.12%
Q2 2022103.9K$12M+2.13%
Q1 2022103.4K$14M+2.17%
Q4 2021102.4K$16M+2.38%
Q3 2021102.7K$17M+2.69%
Q2 2021102.2K$16M+2.54%
Q1 2021100.8K$15M+2.69%
Q4 2020100.2K$13M+2.13%
Q3 2020100.8K$10M+1.82%
Q2 2020100.0K$9M+1.92%
Q1 202080.3K$7M+1.78%
Q4 201978.7K$11M+2.18%
Q3 201977.8K$10M+2.09%
Q2 201975.3K$8M+1.89%
Q1 201974.4K$9M+1.95%
Q4 201867.0K$7M+1.79%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See W.g. Shaheen & Associates Dba Whitney & Co’s full portfolio or all institutional holders of JPM.