JPMorgan Chase & Co’s Morgan Stanley MS Stock Holding History

JPMorgan Chase & Co’s Portfolio MS Stock Details MS Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$5.52B	Buy	39,158,809 +579,045	+2%	+$81.6M	0.36%	52
2025 Q1	$4.5B	Sell	38,579,764 -2,449,692	-6%	-$286M	0.33%	63
2024 Q4	$5.16B	Buy	41,029,456 +35,555	+0.1%	+$4.47M	0.38%	42
2024 Q3	$4.27B	Sell	40,993,901 -8,601,830	-17%	-$897M	0.32%	52
2024 Q2	$4.82B	Sell	49,595,731 -683,895	-1%	-$66.5M	0.4%	41
2024 Q1	$4.73B	Sell	50,279,626 -9,660,418	-16%	-$910M	0.4%	48
2023 Q4	$5.59B	Buy	59,940,044 +7,226,094	+14%	+$674M	0.54%	27
2023 Q3	$4.31B	Buy	52,713,950 +2,902,571	+6%	+$237M	0.48%	36
2023 Q2	$4.25B	Buy	49,811,379 +1,526,046	+3%	+$130M	0.46%	35
2023 Q1	$4.24B	Buy	48,285,333 +2,736,539	+6%	+$240M	0.52%	29
2022 Q4	$3.87B	Buy	45,548,794 +1,826,342	+4%	+$155M	0.51%	29
2022 Q3	$3.45B	Buy	43,722,452 +1,233,144	+3%	+$97.4M	0.5%	29
2022 Q2	$3.23B	Buy	42,489,308 +713,595	+2%	+$54.3M	0.45%	39
2022 Q1	$3.65B	Sell	41,775,713 -716,778	-2%	-$62.6M	0.44%	39
2021 Q4	$4.17B	Buy	42,492,491 +479,225	+1%	+$47M	0.48%	32
2021 Q3	$4.09B	Sell	42,013,266 -10,814,433	-20%	-$1.05B	0.51%	28
2021 Q2	$4.84B	Sell	52,827,699 -2,164,159	-4%	-$198M	0.58%	17
2021 Q1	$4.27B	Buy	54,991,858 +1,645,117	+3%	+$128M	0.57%	21
2020 Q4	$3.66B	Buy	53,346,741 +3,094,832	+6%	+$212M	0.54%	24
2020 Q3	$2.37B	Sell	50,251,909 -1,421,238	-3%	-$67.1M	0.4%	45
2020 Q2	$2.5B	Buy	51,673,147 +2,162,360	+4%	+$104M	0.48%	34
2020 Q1	$1.68B	Buy	49,510,787 +8,408,768	+20%	+$286M	0.4%	50
2019 Q4	$2.1B	Sell	41,102,019 -2,435,461	-6%	-$125M	0.39%	42
2019 Q3	$1.86B	Buy	43,537,480 +1,570,376	+4%	+$67M	0.37%	42
2019 Q2	$1.83B	Sell	41,967,104 -2,169,356	-5%	-$94.3M	0.36%	49
2019 Q1	$1.86B	Buy	44,136,460 +41,363	+0.1%	+$1.75M	0.38%	41
2018 Q4	$1.75B	Sell	44,095,097 -5,855,546	-12%	-$232M	0.4%	41
2018 Q3	$2.33B	Buy	49,950,643 +2,692,896	+6%	+$125M	0.45%	31
2018 Q2	$2.24B	Sell	47,257,747 -317,359	-0.7%	-$15M	0.46%	30
2018 Q1	$2.57B	Sell	47,575,106 -1,475,850	-3%	-$79.6M	0.55%	22
2017 Q4	$2.57B	Buy	49,050,956 +40,774	+0.1%	+$2.14M	0.54%	22
2017 Q3	$2.36B	Sell	49,010,182 -559,126	-1%	-$26.9M	0.52%	23
2017 Q2	$2.21B	Buy	49,569,308 +1,058,101	+2%	+$47.1M	0.5%	25
2017 Q1	$2.08B	Buy	48,511,207 +1,101,417	+2%	+$47.2M	0.47%	28
2016 Q4	$2B	Sell	47,409,790 -4,197,495	-8%	-$177M	0.48%	24
2016 Q3	$1.65B	Sell	51,607,285 -6,097,655	-11%	-$195M	0.41%	37
2016 Q2	$1.5B	Sell	57,704,940 -13,087,786	-18%	-$340M	0.37%	43
2016 Q1	$1.77B	Buy	70,792,726 +5,502,975	+8%	+$138M	0.45%	33
2015 Q4	$2.08B	Buy	65,289,751 +722,447	+1%	+$23M	0.52%	28
2015 Q3	$2.03B	Sell	64,567,304 -1,194,207	-2%	-$37.6M	0.54%	28
2015 Q2	$2.55B	Sell	65,761,511 -2,094,552	-3%	-$81.2M	0.6%	23
2015 Q1	$2.42B	Buy	67,856,063 +9,568,805	+16%	+$342M	0.55%	24
2014 Q4	$2.26B	Buy	58,287,258 +4,673,073	+9%	+$181M	0.52%	25
2014 Q3	$1.85B	Buy	53,614,185 +5,999,779	+13%	+$207M	0.44%	35
2014 Q2	$1.54B	Buy	47,614,406 +8,293,808	+21%	+$268M	0.39%	46
2014 Q1	$1.23B	Buy	39,320,598 +1,361,179	+4%	+$42.4M	0.34%	54
2013 Q4	$1.19B	Buy	37,959,419 +305,592	+0.8%	+$9.58M	0.34%	56
2013 Q3	$1.01B	Buy	37,653,827 +3,456,508	+10%	+$93.2M	0.3%	63
2013 Q2	$835M	Buy	+34,197,319	New	+$835M	0.27%	79