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 		$93.4M Sell
589,500
-147,000
-20% -$25.4M 0.01% 1027
2025
Q4 		$131M Buy
736,500
+5,400
+0.7% +$901K 0.01% 827
2025
Q3 		$116M Sell
731,100
-243,500
-25% -$36M 0.01% 919
2025
Q2 		$137M Buy
974,600
+113,600
+13% +$14M 0.01% 810
2025
Q1 		$100M Sell
861,000
-977,500
-53% -$126M 0.01% 926
2024
Q4 		$231M Buy
1,838,500
+203,600
+12% +$25.1M 0.02% 614
2024
Q3 		$170M Buy
1,634,900
+287,600
+21% +$29M 0.01% 742
2024
Q2 		$131M Buy
1,347,300
+518,500
+63% +$49.4M 0.01% 805
2024
Q1 		$78M Sell
828,800
-132,400
-14% -$11.7M 0.01% 1062
2023
Q4 		$89.6M Buy
961,200
+219,000
+30% +$17.5M 0.01% 940
2023
Q3 		$60.6M Buy
742,200
+331,400
+81% +$28.8M 0.01% 1022
2023
Q2 		$35.1M Sell
410,800
-487,200
-54% -$41.7M ﹤0.01% 1295
2023
Q1 		$78.8M Sell
898,000
-276,000
-24% -$25.8M 0.01% 891
2022
Q4 		$99.8M Buy
1,174,000
+245,400
+26% +$20.9M 0.01% 769
2022
Q3 		$73.4M Buy
928,600
+602,200
+184% +$50.8M 0.01% 855
2022
Q2 		$24.8M Sell
326,400
-45,400
-12% -$3.72M ﹤0.01% 1446
2022
Q1 		$32.5M Sell
371,800
-322,800
-46% -$31.1M ﹤0.01% 1411
2021
Q4 		$68.2M Hold
694,600
– – 0.01% 1054
2021
Q3 		$67.6M Sell
694,600
-68,300
-9% -$6.77M 0.01% 1039
2021
Q2 		$70M Buy
762,900
+201,000
+36% +$17.2M 0.01% 1068
2021
Q1 		$43.6M Sell
561,900
-482,800
-46% -$37M 0.01% 1221
2020
Q4 		$71.6M Buy
1,044,700
+274,700
+36% +$15.8M 0.01% 919
2020
Q3 		$36.4M Buy
770,000
+316,100
+70% +$15.9M 0.01% 1137
2020
Q2 		$21.9M Buy
453,900
+155,100
+52% +$6.51M ﹤0.01% 1318
2020
Q1 		$10.2M Sell
298,800
-727,700
-71% -$34.3M ﹤0.01% 1729
2019
Q4 		$52.5M Buy
1,026,500
+110,000
+12% +$5.21M 0.01% 933
2019
Q3 		$39.1M Sell
916,500
-762,000
-45% -$32.6M 0.01% 1086
2019
Q2 		$73M Sell
1,678,500
-426,100
-20% -$19M 0.01% 796
2019
Q1 		$88.8M Sell
2,104,600
-396,900
-16% -$16.7M 0.02% 693
2018
Q4 		$99.2M Buy
2,501,500
+246,500
+11% +$10.8M 0.02% 628
2018
Q3 		$105M Buy
2,255,000
+507,500
+29% +$24.8M 0.02% 667
2018
Q2 		$82.8M Buy
1,747,500
+319,800
+22% +$16.7M 0.02% 722
2018
Q1 		$77M Sell
1,427,700
-107,000
-7% -$5.92M 0.02% 743
2017
Q4 		$80.5M Buy
1,534,700
+485,700
+46% +$24.6M 0.02% 754
2017
Q3 		$50.5M Buy
1,049,000
+34,500
+3% +$1.6M 0.01% 923
2017
Q2 		$45.2M Buy
1,014,500
+260,300
+35% +$11.2M 0.01% 957
2017
Q1 		$32.3M Sell
754,200
-520,800
-41% -$23.1M 0.01% 1167
2016
Q4 		$53.9M Buy
1,275,000
+62,300
+5% +$2.36M 0.01% 855
2016
Q3 		$38.9M Sell
1,212,700
-566,600
-32% -$16.9M 0.01% 954
2016
Q2 		$46.2M Buy
1,779,300
+919,300
+107% +$24M 0.01% 868
2016
Q1 		$21.5M Sell
860,000
-602,200
-41% -$15.4M 0.01% 1289
2015
Q4 		$46.5M Sell
1,462,200
-168,500
-10% -$5.6M 0.01% 837
2015
Q3 		$51.4M Buy
+1,630,700
New +$59.4M 0.01% 770

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.