Ownership history in MORGAN STANLEY · 108 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in D MORGAN J P & CO INC COM COM (JPM). 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 | 66,385,268 | +939,421 | +1.4% | 1.28% | $21.39B | $320.77 |
| 2025 Q3 | REDUCED | 65,445,847 | -1,539,474 | -2.3% | 1.25% | $20.64B | $312.49 |
| 2025 Q2 | REDUCED | 66,985,321 | -2,369,463 | -3.4% | 1.27% | $19.42B | $285.83 |
| 2025 Q1 | ADDED | 69,354,784 | +510,135 | +0.7% | 1.22% | $17.01B | $240.37 |
| 2024 Q4 | REDUCED | 68,844,649 | -372,239 | -0.5% | 1.16% | $16.50B | $233.69 |
| 2024 Q3 | ADDED | 69,216,888 | +1,007,990 | +1.5% | 1.06% | $14.60B | $204.31 |
| 2024 Q2 | ADDED | 68,208,898 | +1,479,531 | +2.2% | 1.07% | $13.80B | $194.90 |
| 2024 Q1 | ADDED | 66,729,367 | +1,888,170 | +2.9% | 1.07% | $13.37B | $191.89 |
| 2023 Q4 | ADDED | 64,841,197 | +1,899,854 | +3.0% | 0.97% | $11.03B | $161.96 |
| 2023 Q3 | ADDED | 62,941,343 | +201,441 | +0.3% | 0.93% | $9.13B | $137.07 |
As of 2025 Q4 — sorted by position size