JWM
MS icon

JPL Wealth Management’s Morgan Stanley MS Stock Holding History

JPL Wealth Management’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 		$2.88M Sell
17,514
-242
-1% -$41.9K 0.66% 56
2025
Q4 		$3.15M Sell
17,756
-642
-3% -$107K 0.77% 55
2025
Q3 		$2.92M Buy
18,398
+14
+0.1% +$2.07K 0.69% 60
2025
Q2 		$2.59M Buy
18,384
+376
+2% +$46.2K 0.7% 64
2025
Q1 		$2.1M Buy
18,008
+405
+2% +$52.2K 0.6% 68
2024
Q4 		$2.21M Buy
+17,603
New +$2.17M 0.63% 67

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

JPL Wealth Management's MS Position: Q1 2026 in Review

JPL Wealth Management reduced its Morgan Stanley (MS) stake by 1.4% in Q1 2026, selling an estimated $41.9K and leaving 17,514 shares worth $2.88M. The position accounts for 0.66% of the portfolio, ranked #56.

JPL Wealth Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.15M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • JPL Wealth Management held 17,514 shares of Morgan Stanley worth $2.88M as of Q1 2026.
  • JPL Wealth Management sold 242 Morgan Stanley shares in Q1 2026, an estimated $41.9K.
  • Morgan Stanley made up 0.66% of JPL Wealth Management's portfolio in Q1 2026, its #56 holding.
  • JPL Wealth Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
  • JPL Wealth Management's Morgan Stanley position peaked at $3.15M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.