JF
MS icon

Jump Financial’s Morgan Stanley MS Stock Holding History

Jump Financial’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
Q2 		$1.76M Sell
8,400
-104,597
-93% -$20.7M 0.01% 954
2026
Q1 		$18.6M Sell
112,997
-2,205
-2% -$382K 0.25% 90
2025
Q4 		$20.5M Buy
115,202
+94,483
+456% +$15.8M 0.25% 86
2025
Q3 		$3.29M Sell
20,719
-4,148
-17% -$612K 0.04% 538
2025
Q2 		$3.5M Buy
+24,867
New +$3.05M 0.04% 535
2025
Q1 		– Sell
-13,598
Closed -$1.71M – 1865
2024
Q4 		$1.71M Buy
13,598
+7,666
+129% +$944K 0.04% 565
2024
Q3 		$618K Sell
5,932
-4,456
-43% -$449K 0.01% 1019
2024
Q2 		$1.01M Sell
10,388
-696
-6% -$66.3K 0.02% 814
2024
Q1 		$1.04M Buy
+11,084
New +$976K 0.03% 778
2023
Q4 		– Sell
-4,814
Closed -$393K – 2064
2023
Q3 		$393K Buy
4,814
+323
+7% +$28K 0.01% 1142
2023
Q2 		$384K Buy
+4,491
New +$384K 0.01% 1165
2023
Q1 		– Sell
-4,503
Closed -$383K – 1883
2022
Q4 		$383K Buy
+4,503
New +$384K 0.02% 899
2022
Q2 		– Sell
-5,112
Closed -$447K – 1866
2022
Q1 		$447K Buy
+5,112
New +$493K 0.02% 867
2021
Q3 		– Sell
-3,521
Closed -$322K – 1355
2021
Q2 		$322K Sell
3,521
-4,824
-58% -$414K 0.03% 642
2021
Q1 		$648K Buy
+8,345
New +$640K 0.06% 339

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jump Financial's MS Position: Q2 2026 in Review

Jump Financial reduced its Morgan Stanley (MS) stake by 93% in Q2 2026, selling an estimated $20.7M and leaving 8,400 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #954.

Jump Financial first reported a position in MS in Q1 2021 and has held it in 15 quarters since. The position peaked at $20.5M in Q4 2025. 2,724 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Jump Financial held 8,400 shares of Morgan Stanley worth $1.76M as of Q2 2026.
  • Jump Financial sold 104,597 Morgan Stanley shares in Q2 2026, an estimated $20.7M.
  • Morgan Stanley made up 0.01% of Jump Financial's portfolio in Q2 2026, its #954 holding.
  • Jump Financial first reported a position in Morgan Stanley in Q1 2021 and has held it in 15 quarters since.
  • Jump Financial's Morgan Stanley position peaked at $20.5M in Q4 2025.
  • 2,724 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Jump Financial's 13F filing for Q2 2026, filed 13 Aug 2026.