JP Morgan Chase’s Morgan Stanley MS Stock Holding History
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
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. 2,201 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.
- 2,201 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.