JP Morgan Private Wealth Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $224M | Buy |
+2,737,798
| New | +$238M | 0.64% | 30 |
|
|
2023
Q2 | – | Sell |
-2,450,861
| Closed | -$215M | – | 1746 |
|
|
2023
Q1 | $215M | Buy |
2,450,861
+38,674
| +2% | +$3.61M | 0.46% | 52 |
|
|
2022
Q4 | $205M | Sell |
2,412,187
-132,378
| -5% | -$11.3M | 0.46% | 57 |
|
|
2022
Q3 | $201M | Buy |
2,544,565
+91,083
| +4% | +$7.68M | 0.53% | 49 |
|
|
2022
Q2 | $187M | Buy |
2,453,482
+131,026
| +6% | +$10.7M | 0.48% | 55 |
|
|
2022
Q1 | $203M | Buy |
2,322,456
+293,773
| +14% | +$28.3M | 0.44% | 57 |
|
|
2021
Q4 | $199M | Buy |
2,028,683
+223,845
| +12% | +$22.3M | 0.43% | 57 |
|
|
2021
Q3 | $176M | Buy |
1,804,838
+399,341
| +28% | +$39.6M | 0.43% | 55 |
|
|
2021
Q2 | $129M | Buy |
1,405,497
+229,423
| +20% | +$19.7M | 0.33% | 74 |
|
|
2021
Q1 | $91.3M | Buy |
1,176,074
+26,984
| +2% | +$2.07M | 0.3% | 82 |
|
|
2020
Q4 | $78.7M | Buy |
1,149,090
+106,099
| +10% | +$6.09M | 0.26% | 98 |
|
|
2020
Q3 | $50.4M | Buy |
1,042,991
+50,349
| +5% | +$2.54M | 0.2% | 116 |
|
|
2020
Q2 | $47.9M | Buy |
992,642
+254,675
| +35% | +$10.7M | 0.22% | 113 |
|
|
2020
Q1 | $25.1M | Buy |
737,967
+16,838
| +2% | +$793K | 0.14% | 146 |
|
|
2019
Q4 | $36.9M | Sell |
721,129
-38,939
| -5% | -$1.84M | 0.17% | 136 |
|
|
2019
Q3 | $32.4M | Buy |
760,068
+11,440
| +2% | +$489K | 0.17% | 139 |
|
|
2019
Q2 | $32.8M | Sell |
748,628
-61,200
| -8% | -$2.73M | 0.18% | 129 |
|
|
2019
Q1 | $34.2M | Buy |
809,828
+87,711
| +12% | +$3.69M | 0.18% | 131 |
|
|
2018
Q4 | $28.6M | Sell |
722,117
-71,276
| -9% | -$3.11M | 0.17% | 134 |
|
|
2018
Q3 | $36.9M | Sell |
793,393
-8,217
| -1% | -$401K | 0.18% | 130 |
|
|
2018
Q2 | $38M | Buy |
801,610
+35,714
| +5% | +$1.87M | 0.21% | 115 |
|
|
2018
Q1 | $41.3M | Buy |
765,896
+64,415
| +9% | +$3.57M | 0.28% | 86 |
|
|
2017
Q4 | $36.8M | Buy |
701,481
+21,088
| +3% | +$1.07M | 0.24% | 105 |
|
|
2017
Q3 | $32.8M | Buy |
680,393
+87,846
| +15% | +$4.07M | 0.24% | 108 |
|
|
2017
Q2 | $26.4M | Sell |
592,547
-74,038
| -11% | -$3.19M | 0.2% | 123 |
|
|
2017
Q1 | $28.6M | Buy |
666,585
+140,897
| +27% | +$6.25M | 0.22% | 109 |
|
|
2016
Q4 | $22.2M | Sell |
525,688
-59,806
| -10% | -$2.26M | 0.19% | 117 |
|
|
2016
Q3 | $18.8M | Buy |
585,494
+28,862
| +5% | +$861K | 0.17% | 137 |
|
|
2016
Q2 | $14.5M | Sell |
556,632
-2,882
| -0.5% | -$75.4K | 0.14% | 147 |
|
|
2016
Q1 | $14M | Sell |
559,514
-190,204
| -25% | -$4.85M | 0.13% | 146 |
|
|
2015
Q4 | $23.8M | Buy |
749,718
+20,429
| +3% | +$679K | 0.24% | 109 |
|
|
2015
Q3 | $23M | Buy |
729,289
+11,348
| +2% | +$413K | 0.29% | 98 |
|
|
2015
Q2 | $27.8M | Buy |
717,941
+42,522
| +6% | +$1.62M | 0.32% | 89 |
|
|
2015
Q1 | $24.1M | Buy |
675,419
+52,662
| +8% | +$1.89M | 0.28% | 96 |
|
|
2014
Q4 | $24.2M | Buy |
622,757
+88,528
| +17% | +$3.15M | 0.29% | 93 |
|
|
2014
Q3 | $18.5M | Buy |
534,229
+141,041
| +36% | +$4.7M | 0.24% | 114 |
|
|
2014
Q2 | $12.7M | Buy |
393,188
+62,783
| +19% | +$1.94M | 0.21% | 119 |
|
|
2014
Q1 | $10.3M | Buy |
330,405
+42,997
| +15% | +$1.33M | 0.19% | 131 |
|
|
2013
Q4 | $9.01M | Buy |
287,408
+19,069
| +7% | +$567K | 0.18% | 134 |
|
|
2013
Q3 | $7.23M | Buy |
268,339
+63,277
| +31% | +$1.7M | 0.16% | 148 |
|
|
2013
Q2 | $5.01M | Buy |
+205,062
| New | +$4.86M | 0.12% | 169 |
|
Other funds holding MS
JP Morgan Private Wealth Advisors's MS Position: Q3 2023 in Review
JP Morgan Private Wealth Advisors opened a new position in Morgan Stanley (MS) in Q3 2023: 2,737,798 shares worth $224M. The stake represents 0.64% of the portfolio and ranks #30 among its holdings. This is a return to the name: JP Morgan Private Wealth Advisors previously reported a position in MS as recently as Q1 2023.
JP Morgan Private Wealth Advisors first reported a position in MS in Q2 2013 and has held it in 41 quarters since. 1,664 funds tracked by Wall St. Rank hold MS as of Q3 2023.
- JP Morgan Private Wealth Advisors held 2,737,798 shares of Morgan Stanley worth $224M as of Q3 2023.
- Morgan Stanley was a new JP Morgan Private Wealth Advisors position in Q3 2023.
- Morgan Stanley made up 0.64% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #30 holding.
- JP Morgan Private Wealth Advisors first reported a position in Morgan Stanley in Q2 2013 and has held it in 41 quarters since.
- 1,664 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.