Ownership history in Jupiter Wealth Management LLC · 24 quarters on record
This page tracks every 13F SEC filing in which Jupiter Wealth Management LLC reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 55,688 | +2,613 | +4.9% | 4.17% | $9.4M | $176.56 |
| 2025 Q3 | ADDED | 53,075 | +250 | +0.5% | 3.99% | $8.4M | $157.13 |
| 2025 Q2 | ADDED | 52,825 | +3,807 | +7.8% | 3.94% | $7.8M | $138.28 |
| 2025 Q1 | ADDED | 49,018 | +792 | +1.6% | 3.88% | $6.4M | $113.62 |
| 2024 Q4 | ADDED | 48,226 | +2,298 | +5.0% | 3.04% | $6.1M | $121.63 |
| 2024 Q3 | UNCHANGED | 45,928 | — | 0% | 2.45% | $4.8M | $100.05 |
| 2024 Q2 | REDUCED | 45,928 | -1,680 | -3.5% | 2.51% | $4.7M | $92.46 |
| 2024 Q1 | ADDED | 47,608 | +1,200 | +2.6% | 2.41% | $4.6M | $88.75 |
| 2023 Q4 | ADDED | 46,408 | +5,331 | +13.0% | 2.55% | $4.3M | $87.04 |
| 2023 Q3 | REDUCED | 41,077 | -2,524 | -5.8% | 2.01% | $3.1M | $75.31 |
As of 2025 Q4 — sorted by position size