JFG
MS icon

JDM Financial Group’s Morgan Stanley MS Stock Holding History

JDM Financial Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-38
Closed -$6.04K – 280
2025
Q3 		$6.04K Buy
+38
New +$5.61K ﹤0.01% 221
2025
Q2 		– Sell
-10
Closed -$1.17K – 291
2025
Q1 		$1.17K Hold
10
– – ﹤0.01% 268
2024
Q4 		$1.26K Hold
10
– – ﹤0.01% 276
2024
Q3 		$1.04K Buy
+10
New +$1.01K ﹤0.01% 307

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JDM Financial Group's MS Position: Q4 2025 in Review

JDM Financial Group sold out of Morgan Stanley (MS) in Q4 2025, closing a stake of 38 shares — an estimated $6.04K sold.

JDM Financial Group first reported a position in MS in Q3 2024 and held it in 4 quarters. The position peaked at $6.04K in Q3 2025. 2,520 funds tracked by Wall St. Rank hold MS as of Q4 2025.

  • JDM Financial Group reported no remaining Morgan Stanley position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 38 Morgan Stanley shares in Q4 2025, an estimated $6.04K.
  • JDM Financial Group first reported a position in Morgan Stanley in Q3 2024 and held it in 4 quarters.
  • JDM Financial Group's Morgan Stanley position peaked at $6.04K in Q3 2025.
  • 2,520 funds tracked by Wall St. Rank held Morgan Stanley as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.