JP Morgan Chase’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $70.8M | Buy |
430,056
+64,496
| +18% | +$12M | ﹤0.01% | 1169 |
|
|
2025
Q4 | $79.4M | Buy |
365,560
+47,082
| +15% | +$10.2M | 0.01% | 1061 |
|
|
2025
Q3 | $73.9M | Buy |
318,478
+82,154
| +35% | +$21.9M | ﹤0.01% | 1158 |
|
|
2025
Q2 | $74.2M | Buy |
236,324
+35,561
| +18% | +$10.5M | 0.01% | 1093 |
|
|
2025
Q1 | $60.2M | Buy |
200,763
+10,108
| +5% | +$3.18M | ﹤0.01% | 1210 |
|
|
2024
Q4 | $64.2M | Sell |
190,655
-11,485
| -6% | -$3.92M | 0.01% | 1172 |
|
|
2024
Q3 | $64.5M | Sell |
202,140
-41,877
| -17% | -$13M | 0.01% | 1174 |
|
|
2024
Q2 | $72.2M | Sell |
244,017
-19,195
| -7% | -$5.68M | 0.01% | 1074 |
|
|
2024
Q1 | $81.2M | Sell |
263,212
-9,311
| -3% | -$2.68M | 0.01% | 1037 |
|
|
2023
Q4 | $78M | Sell |
272,523
-71,041
| -21% | -$18.5M | 0.01% | 1003 |
|
|
2023
Q3 | $80.5M | Sell |
343,564
-429,852
| -56% | -$97M | 0.01% | 895 |
|
|
2023
Q2 | $152M | Sell |
773,416
-97,946
| -11% | -$19.4M | 0.02% | 643 |
|
|
2023
Q1 | $177M | Buy |
871,362
+36,998
| +4% | +$8.13M | 0.02% | 580 |
|
|
2022
Q4 | $181M | Buy |
834,364
+39,036
| +5% | +$8.9M | 0.03% | 548 |
|
|
2022
Q3 | $169M | Buy |
795,328
+7,972
| +1% | +$1.9M | 0.03% | 538 |
|
|
2022
Q2 | $190M | Buy |
787,356
+53,747
| +7% | +$13.5M | 0.03% | 523 |
|
|
2022
Q1 | $200M | Buy |
733,609
+157,262
| +27% | +$44.4M | 0.03% | 560 |
|
|
2021
Q4 | $197M | Buy |
576,347
+97,873
| +20% | +$30.3M | 0.02% | 574 |
|
|
2021
Q3 | $124M | Sell |
478,474
-75,122
| -14% | -$19.7M | 0.02% | 769 |
|
|
2021
Q2 | $142M | Sell |
553,596
-43,571
| -7% | -$10.6M | 0.02% | 743 |
|
|
2021
Q1 | $134M | Sell |
597,167
-84,067
| -12% | -$19.7M | 0.02% | 723 |
|
|
2020
Q4 | $158M | Sell |
681,234
-146,793
| -18% | -$29.2M | 0.03% | 613 |
|
|
2020
Q3 | $132M | Buy |
828,027
+2,607
| +0.3% | +$412K | 0.02% | 601 |
|
|
2020
Q2 | $116M | Buy |
825,420
+34,246
| +4% | +$4.83M | 0.02% | 607 |
|
|
2020
Q1 | $92M | Buy |
791,174
+77,554
| +11% | +$11.2M | 0.02% | 591 |
|
|
2019
Q4 | $108M | Buy |
713,620
+26,022
| +4% | +$4M | 0.02% | 639 |
|
|
2019
Q3 | $100M | Buy |
687,598
+6,444
| +0.9% | +$992K | 0.02% | 669 |
|
|
2019
Q2 | $97.6M | Buy |
681,154
+11,227
| +2% | +$1.55M | 0.02% | 678 |
|
|
2019
Q1 | $84.4M | Buy |
669,927
+33,458
| +5% | +$4.02M | 0.02% | 716 |
|
|
2018
Q4 | $69.9M | Buy |
636,469
+49,074
| +8% | +$5.75M | 0.02% | 755 |
|
|
2018
Q3 | $74M | Sell |
587,395
-60,392
| -9% | -$8.14M | 0.02% | 832 |
|
|
2018
Q2 | $83.1M | Sell |
647,787
-203,300
| -24% | -$23.2M | 0.02% | 721 |
|
|
2018
Q1 | $81.3M | Sell |
851,087
-34,766
| -4% | -$3.34M | 0.02% | 717 |
|
|
2017
Q4 | $85.9M | Sell |
885,853
-125,909
| -12% | -$11.3M | 0.02% | 724 |
|
|
2017
Q3 | $85.9M | Sell |
1,011,762
-291,624
| -22% | -$23.8M | 0.02% | 681 |
|
|
2017
Q2 | $102M | Sell |
1,303,386
-96,322
| -7% | -$7.27M | 0.02% | 609 |
|
|
2017
Q1 | $110M | Buy |
1,399,708
+119,983
| +9% | +$9.33M | 0.03% | 594 |
|
|
2016
Q4 | $94.1M | Buy |
1,279,725
+311,738
| +32% | +$22.9M | 0.02% | 608 |
|
|
2016
Q3 | $76.7M | Buy |
967,987
+151,210
| +19% | +$12.4M | 0.02% | 660 |
|
|
2016
Q2 | $66.8M | Buy |
816,777
+71,788
| +10% | +$6M | 0.02% | 707 |
|
|
2016
Q1 | $65.8M | Buy |
744,989
+55,654
| +8% | +$4.44M | 0.02% | 699 |
|
|
2015
Q4 | $55.4M | Sell |
689,335
-16,637
| -2% | -$1.35M | 0.01% | 767 |
|
|
2015
Q3 | $56.7M | Sell |
705,972
-46,147
| -6% | -$3.77M | 0.02% | 736 |
|
|
2015
Q2 | $59.8M | Buy |
752,119
+14,666
| +2% | +$1.12M | 0.01% | 807 |
|
|
2015
Q1 | $55.2M | Buy |
737,453
+34,918
| +5% | +$2.48M | 0.01% | 847 |
|
|
2014
Q4 | $45.5M | Buy |
702,535
+57,210
| +9% | +$3.79M | 0.01% | 975 |
|
|
2014
Q3 | $43.8M | Buy |
645,325
+82,167
| +15% | +$5.62M | 0.01% | 960 |
|
|
2014
Q2 | $40.4M | Buy |
563,158
+58,375
| +12% | +$4.27M | 0.01% | 964 |
|
|
2014
Q1 | $39.9M | Sell |
504,783
-638
| -0.1% | -$50.8K | 0.01% | 934 |
|
|
2013
Q4 | $39.5M | Buy |
505,421
+6,664
| +1% | +$530K | 0.01% | 931 |
|
|
2013
Q3 | $39.5M | Buy |
498,757
+13,933
| +3% | +$1.08M | 0.01% | 918 |
|
|
2013
Q2 | $37.6M | Buy |
+484,824
| New | +$33.6M | 0.01% | 875 |
|
Other funds holding MORN
VPM
VCM
