JP Morgan Chase
MS icon

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
Q1 		$75.4M Sell
475,900
-42,000
-8% -$7.27M ﹤0.01% 1130
2025
Q4 		$91.9M Buy
517,900
+129,600
+33% +$21.6M 0.01% 982
2025
Q3 		$61.7M Sell
388,300
-226,000
-37% -$33.4M ﹤0.01% 1280
2025
Q2 		$86.5M Sell
614,300
-134,600
-18% -$16.5M 0.01% 1002
2025
Q1 		$87.4M Sell
748,900
-530,600
-41% -$68.4M 0.01% 995
2024
Q4 		$161M Sell
1,279,500
-170,300
-12% -$21M 0.01% 742
2024
Q3 		$151M Buy
1,449,800
+274,100
+23% +$27.6M 0.01% 790
2024
Q2 		$114M Buy
1,175,700
+516,900
+78% +$49.2M 0.01% 853
2024
Q1 		$62M Sell
658,800
-269,900
-29% -$23.8M 0.01% 1170
2023
Q4 		$86.6M Buy
928,700
+217,600
+31% +$17.4M 0.01% 961
2023
Q3 		$58.1M Buy
711,100
+382,300
+116% +$33.2M 0.01% 1041
2023
Q2 		$28.1M Buy
328,800
+170,400
+108% +$14.6M ﹤0.01% 1454
2023
Q1 		$13.9M Sell
158,400
-289,800
-65% -$27M ﹤0.01% 1971
2022
Q4 		$38.1M Buy
448,200
+99,000
+28% +$8.44M 0.01% 1250
2022
Q3 		$27.6M Buy
349,200
+94,300
+37% +$7.95M ﹤0.01% 1366
2022
Q2 		$19.4M Sell
254,900
-61,800
-20% -$5.06M ﹤0.01% 1640
2022
Q1 		$27.7M Sell
316,700
-2,300
-0.7% -$222K ﹤0.01% 1519
2021
Q4 		$31.3M Sell
319,000
-197,500
-38% -$19.7M ﹤0.01% 1472
2021
Q3 		$50.3M Buy
516,500
+111,500
+28% +$11M 0.01% 1172
2021
Q2 		$37.1M Buy
405,000
+303,400
+299% +$26M ﹤0.01% 1375
2021
Q1 		$7.89M Sell
101,600
-87,200
-46% -$6.68M ﹤0.01% 2577
2020
Q4 		$12.9M Sell
188,800
-7,300
-4% -$419K ﹤0.01% 1988
2020
Q3 		$9.26M Sell
196,100
-270,900
-58% -$13.6M ﹤0.01% 2097
2020
Q2 		$22.6M Buy
467,000
+413,300
+770% +$17.4M ﹤0.01% 1297
2020
Q1 		$1.83M Sell
53,700
-1,026,900
-95% -$48.4M ﹤0.01% 3038
2019
Q4 		$55.2M Buy
1,080,600
+485,400
+82% +$23M 0.01% 912
2019
Q3 		$25.4M Buy
595,200
+25,000
+4% +$1.07M 0.01% 1410
2019
Q2 		$24.8M Buy
570,200
+90,300
+19% +$4.03M ﹤0.01% 1410
2019
Q1 		$20.3M Sell
479,900
-260,900
-35% -$11M ﹤0.01% 1526
2018
Q4 		$29.4M Buy
740,800
+163,600
+28% +$7.14M 0.01% 1201
2018
Q3 		$26.9M Buy
577,200
+145,000
+34% +$7.08M 0.01% 1429
2018
Q2 		$20.5M Sell
432,200
-148,000
-26% -$7.73M ﹤0.01% 1560
2018
Q1 		$31.3M Buy
580,200
+267,000
+85% +$14.8M 0.01% 1225
2017
Q4 		$16.4M Buy
313,200
+43,700
+16% +$2.21M ﹤0.01% 1727
2017
Q3 		$13M Sell
269,500
-60,276
-18% -$2.8M ﹤0.01% 1795
2017
Q2 		$14.7M Buy
329,776
+134,676
+69% +$5.81M ﹤0.01% 1677
2017
Q1 		$8.36M Sell
195,100
-861,600
-82% -$38.2M ﹤0.01% 2056
2016
Q4 		$44.6M Buy
1,056,700
+170,000
+19% +$6.43M 0.01% 954
2016
Q3 		$28.4M Buy
886,700
+136,700
+18% +$4.08M 0.01% 1148
2016
Q2 		$19.5M Buy
750,000
+50,000
+7% +$1.31M ﹤0.01% 1416
2016
Q1 		$17.5M Sell
700,000
-13,800
-2% -$352K ﹤0.01% 1418
2015
Q4 		$22.7M Sell
713,800
-9,700
-1% -$322K 0.01% 1246
2015
Q3 		$22.8M Buy
+723,500
New +$26.3M 0.01% 1187

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase's MS Position: Q1 2026 in Review

JP Morgan Chase increased its Morgan Stanley (MS) stake by 22% in Q1 2026, buying an estimated $1.36B and bringing the position to 43,578,279 shares worth $6.9B. The position accounts for 0.44% of the portfolio, ranked #34.

JP Morgan Chase first reported a position in MS in Q2 2013 and has held it in 52 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • JP Morgan Chase held 43,578,279 shares of Morgan Stanley worth $6.9B as of Q1 2026.
  • JP Morgan Chase bought 7,863,826 Morgan Stanley shares in Q1 2026, an estimated $1.36B.
  • Morgan Stanley made up 0.44% of JP Morgan Chase's portfolio in Q1 2026, its #34 holding.
  • JP Morgan Chase first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.