JP Morgan Chase’s Morgan Stanley MS Stock Holding History

JP Morgan Chase’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
2026 Q2	$9.39B	Buy	44,363,477 +785,198	+2%	+$155M	0.52%	29
2026 Q1	$6.9B	Buy	43,578,279 +7,863,826	+22%	+$1.36B	0.44%	34
2025 Q4	$6.34B	Sell	35,714,453 -1,698,283	-5%	-$283M	0.4%	41
2025 Q3	$5.95B	Sell	37,412,736 -1,746,073	-4%	-$258M	0.36%	49
2025 Q2	$5.52B	Buy	39,158,809 +579,045	+2%	+$71.1M	0.36%	54
2025 Q1	$4.5B	Sell	38,579,764 -2,449,692	-6%	-$316M	0.33%	65
2024 Q4	$5.16B	Buy	41,029,456 +35,555	+0.1%	+$4.38M	0.38%	43
2024 Q3	$4.27B	Sell	40,993,901 -8,601,830	-17%	-$866M	0.32%	54
2024 Q2	$4.82B	Sell	49,595,731 -683,895	-1%	-$65.1M	0.4%	42
2024 Q1	$4.73B	Sell	50,279,626 -9,660,418	-16%	-$851M	0.4%	50
2023 Q4	$5.59B	Buy	59,940,044 +7,226,094	+14%	+$578M	0.54%	28
2023 Q3	$4.31B	Buy	52,713,950 +2,902,571	+6%	+$252M	0.48%	36
2023 Q2	$4.25B	Buy	49,811,379 +1,526,046	+3%	+$131M	0.46%	36
2023 Q1	$4.24B	Buy	48,285,333 +2,736,539	+6%	+$255M	0.52%	30
2022 Q4	$3.87B	Buy	45,548,794 +1,826,342	+4%	+$156M	0.51%	32
2022 Q3	$3.45B	Buy	43,722,452 +1,233,144	+3%	+$104M	0.5%	32
2022 Q2	$3.23B	Buy	42,489,308 +713,595	+2%	+$58.5M	0.45%	41
2022 Q1	$3.65B	Sell	41,775,713 -716,778	-2%	-$69.2M	0.44%	41
2021 Q4	$4.17B	Buy	42,492,491 +479,225	+1%	+$47.7M	0.48%	34
2021 Q3	$4.09B	Sell	42,013,266 -10,814,433	-20%	-$1.07B	0.51%	29
2021 Q2	$4.84B	Sell	52,827,699 -2,164,159	-4%	-$186M	0.58%	20
2021 Q1	$4.27B	Buy	54,991,858 +1,645,117	+3%	+$126M	0.57%	23
2020 Q4	$3.66B	Buy	53,346,741 +3,094,832	+6%	+$178M	0.54%	28
2020 Q3	$2.37B	Sell	50,251,909 -1,421,238	-3%	-$71.6M	0.4%	49
2020 Q2	$2.5B	Buy	51,673,147 +2,162,360	+4%	+$90.8M	0.48%	36
2020 Q1	$1.68B	Buy	49,510,787 +8,408,768	+20%	+$396M	0.4%	54
2019 Q4	$2.1B	Sell	41,102,019 -2,435,461	-6%	-$115M	0.39%	46
2019 Q3	$1.86B	Buy	43,537,480 +1,570,376	+4%	+$67.1M	0.37%	47
2019 Q2	$1.83B	Sell	41,967,104 -2,169,356	-5%	-$96.8M	0.36%	52
2019 Q1	$1.86B	Buy	44,136,460 +41,363	+0.1%	+$1.74M	0.38%	46
2018 Q4	$1.75B	Sell	44,095,097 -5,855,546	-12%	-$256M	0.4%	45
2018 Q3	$2.33B	Buy	49,950,643 +2,692,896	+6%	+$132M	0.45%	34
2018 Q2	$2.24B	Sell	47,257,747 -317,359	-0.7%	-$16.6M	0.46%	32
2018 Q1	$2.57B	Sell	47,575,106 -1,475,850	-3%	-$81.7M	0.55%	24
2017 Q4	$2.57B	Buy	49,050,956 +40,774	+0.1%	+$2.06M	0.54%	23
2017 Q3	$2.36B	Sell	49,010,182 -559,126	-1%	-$25.9M	0.52%	25
2017 Q2	$2.21B	Buy	49,569,308 +1,058,101	+2%	+$45.6M	0.5%	26
2017 Q1	$2.08B	Buy	48,511,207 +1,101,417	+2%	+$48.9M	0.47%	33
2016 Q4	$2B	Sell	47,409,790 -4,197,495	-8%	-$159M	0.48%	26
2016 Q3	$1.65B	Sell	51,607,285 -6,097,655	-11%	-$182M	0.41%	40
2016 Q2	$1.5B	Sell	57,704,940 -13,087,786	-18%	-$342M	0.37%	46
2016 Q1	$1.77B	Buy	70,792,726 +5,502,975	+8%	+$140M	0.45%	35
2015 Q4	$2.08B	Buy	65,289,751 +722,447	+1%	+$24M	0.52%	28
2015 Q3	$2.03B	Sell	64,567,304 -1,194,207	-2%	-$43.5M	0.54%	28
2015 Q2	$2.55B	Sell	65,761,511 -2,094,552	-3%	-$79.7M	0.6%	23
2015 Q1	$2.42B	Buy	67,856,063 +9,568,805	+16%	+$343M	0.55%	26
2014 Q4	$2.26B	Buy	58,287,258 +4,673,073	+9%	+$166M	0.52%	25
2014 Q3	$1.85B	Buy	53,614,185 +5,999,779	+13%	+$200M	0.44%	38
2014 Q2	$1.54B	Buy	47,614,406 +8,293,808	+21%	+$256M	0.39%	46
2014 Q1	$1.23B	Buy	39,320,598 +1,361,179	+4%	+$42.1M	0.34%	56
2013 Q4	$1.19B	Buy	37,959,419 +305,592	+0.8%	+$9.08M	0.34%	58
2013 Q3	$1.01B	Buy	37,653,827 +3,456,508	+10%	+$92.7M	0.3%	66
2013 Q2	$835M	Buy	+34,197,319	New	+$811M	0.27%	83

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

JP Morgan Chase's MS Position: Q2 2026 in Review

JP Morgan Chase increased its Morgan Stanley (MS) stake by 1.8% in Q2 2026, buying an estimated $155M and bringing the position to 44,363,477 shares worth $9.39B. The position accounts for 0.52% of the portfolio, ranked #29.

JP Morgan Chase first reported a position in MS in Q2 2013 and has held it in 53 quarters since. 2,127 funds tracked by Wall St. Rank hold MS as of Q2 2026.

JP Morgan Chase held 44,363,477 shares of Morgan Stanley worth $9.39B as of Q2 2026.
JP Morgan Chase bought 785,198 Morgan Stanley shares in Q2 2026, an estimated $155M.
Morgan Stanley made up 0.52% of JP Morgan Chase's portfolio in Q2 2026, its #29 holding.
JP Morgan Chase first reported a position in Morgan Stanley in Q2 2013 and has held it in 53 quarters since.
2,127 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.