MORGAN STANLEY BBEM — J P MORGAN EXCHANGE TRADED F

Ownership history in MORGAN STANLEY  ·  7 quarters on record

AI Ownership Summary

MORGAN STANLEY reported J P MORGAN EXCHANGE TRADED F (BBEM) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows BBEM at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BBEM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MORGAN STANLEY's position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

BBEM was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MORGAN STANLEY held BBEM — position size vs. price
% of Fund (quarterly)    BBEM price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 39.6% -2.0% ✅ 157,447 -103,225 -39.6% 0.00% $12.4M 2026-08-13 $76.26
2025 Q3 REDUCED 50.7% +5.1% ❌ 260,672 -267,582 -50.7% 0.00% $16.5M 2025-11-14 $61.83
2025 Q2 ADDED — — — 528,254 +52,290 +11.0% 0.00% $30.7M 2025-08-14 $56.66
2025 Q1 ADDED — — — 475,964 +381,554 +404.1% 0.00% $25.1M 2025-05-15 $52.07
2024 Q4 REDUCED 78.5% +3.6% ❌ 94,410 -344,166 -78.5% 0.00% $4.8M 2025-02-14 $49.89
2024 Q3 ADDED — — — 438,576 +376,485 +606.3% 0.00% $24.4M 2024-11-14 $48.13
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MORGAN STANLEY and BBEM

These are the practical questions this page is built to answer before you even open the full history table.

How long has MORGAN STANLEY reported owning BBEM?

MORGAN STANLEY reported BBEM across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

What was the largest reported BBEM position in MORGAN STANLEY's portfolio?

The largest reported portfolio weight for BBEM was 0.00% in 2025 Q2.

What is the latest reported BBEM position on this page?

The most recent filing on this page is 2026 Q2, when MORGAN STANLEY reported 157,447 shares, equal to 0.00% of portfolio, with an estimated market value of $12.4M.

What does the chart on this BBEM ownership page compare?

The chart compares MORGAN STANLEY's quarterly BBEM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MORGAN STANLEY time their BBEM position?

Based on 13F filing dates vs. subsequent BBEM price moves, MORGAN STANLEY correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on BBEM relative to SPY over the holding period was -0.3%.

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