Morgan Stanley’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $20.2B | Buy |
68,544,442
+2,159,174
| +3% | +$655M | 1.21% | 10 |
|
|
2025
Q4 | $21.4B | Buy |
66,385,268
+939,421
| +1% | +$291M | 1.28% | 9 |
|
|
2025
Q3 | $20.6B | Sell |
65,445,847
-1,539,474
| -2% | -$458M | 1.25% | 9 |
|
|
2025
Q2 | $19.4B | Sell |
66,985,321
-2,369,463
| -3% | -$605M | 1.27% | 9 |
|
|
2025
Q1 | $17B | Buy |
69,354,784
+510,135
| +0.7% | +$130M | 1.22% | 9 |
|
|
2024
Q4 | $16.5B | Sell |
68,844,649
-372,239
| -0.5% | -$86.7M | 1.16% | 10 |
|
|
2024
Q3 | $14.6B | Buy |
69,216,888
+1,007,990
| +1% | +$212M | 1.06% | 8 |
|
|
2024
Q2 | $13.8B | Buy |
68,208,898
+1,479,531
| +2% | +$289M | 1.07% | 8 |
|
|
2024
Q1 | $13.4B | Sell |
66,729,367
-62,953,027
| -49% | -$11.4B | 1.07% | 9 |
|
|
2023
Q4 | $22.1B | Buy |
129,682,394
+66,741,051
| +106% | +$10.1B | 0.97% | 9 |
|
|
2023
Q3 | $9.13B | Buy |
62,941,343
+201,441
| +0.3% | +$30.2M | 0.93% | 10 |
|
|
2023
Q2 | $9.12B | Buy |
62,739,902
+2,323,678
| +4% | +$320M | 0.9% | 10 |
|
|
2023
Q1 | $7.87B | Buy |
60,416,224
+1,366,968
| +2% | +$187M | 0.84% | 7 |
|
|
2022
Q4 | $7.92B | Buy |
59,049,256
+8,088,433
| +16% | +$1.02B | 0.9% | 8 |
|
|
2022
Q3 | $5.33B | Buy |
50,960,823
+1,297,577
| +3% | +$149M | 0.73% | 11 |
|
|
2022
Q2 | $5.59B | Buy |
49,663,246
+10,173,938
| +26% | +$1.26B | 0.73% | 12 |
|
|
2022
Q1 | $5.38B | Sell |
39,489,308
-194,373
| -0.5% | -$28.7M | 0.73% | 10 |
|
|
2021
Q4 | $6.28B | Buy |
39,683,681
+1,481,841
| +4% | +$243M | 0.78% | 11 |
|
|
2021
Q3 | $6.25B | Sell |
38,201,840
-86,737
| -0.2% | -$13.6M | 0.84% | 11 |
|
|
2021
Q2 | $5.96B | Buy |
38,288,577
+510,298
| +1% | +$80.1M | 0.79% | 13 |
|
|
2021
Q1 | $5.75B | Sell |
37,778,279
-1,428,724
| -4% | -$206M | 0.84% | 14 |
|
|
2020
Q4 | $4.98B | Buy |
39,207,003
+2,044,249
| +6% | +$228M | 0.77% | 15 |
|
|
2020
Q3 | $3.58B | Sell |
37,162,754
-495,508
| -1% | -$48.7M | 0.69% | 21 |
|
|
2020
Q2 | $3.54B | Sell |
37,658,262
-154,622
| -0.4% | -$14.7M | 0.78% | 15 |
|
|
2020
Q1 | $3.4B | Buy |
37,812,884
+2,262,845
| +6% | +$275M | 0.93% | 7 |
|
|
2019
Q4 | $4.96B | Buy |
35,550,039
+824,314
| +2% | +$106M | 1.15% | 6 |
|
|
2019
Q3 | $4.09B | Sell |
34,725,725
-937,224
| -3% | -$106M | 1.08% | 6 |
|
|
2019
Q2 | $3.99B | Buy |
35,662,949
+1,952,873
| +6% | +$215M | 1.06% | 6 |
|
|
2019
Q1 | $3.41B | Sell |
33,710,076
-4,080,767
| -11% | -$420M | 0.97% | 7 |
|
|
2018
Q4 | $3.69B | Buy |
37,790,843
+271,876
| +0.7% | +$29M | 1.1% | 6 |
|
|
2018
Q3 | $4.23B | Buy |
37,518,967
+3,247,181
| +9% | +$369M | 1.06% | 6 |
|
|
2018
Q2 | $3.57B | Buy |
34,271,786
+741,116
| +2% | +$81.3M | 0.96% | 7 |
|
|
2018
Q1 | $3.69B | Sell |
33,530,670
-1,610,997
| -5% | -$182M | 1.02% | 5 |
|
|
2017
Q4 | $3.76B | Buy |
35,141,667
+952,370
| +3% | +$96.4M | 1.03% | 6 |
|
|
2017
Q3 | $3.27B | Buy |
34,189,297
+763,310
| +2% | +$70.4M | 0.98% | 6 |
|
|
2017
Q2 | $3.06B | Sell |
33,425,987
-3,249,912
| -9% | -$280M | 0.92% | 7 |
|
|
2017
Q1 | $3.22B | Buy |
36,675,899
+1,065,907
| +3% | +$94M | 0.99% | 6 |
|
|
2016
Q4 | $3.07B | Buy |
35,609,992
+598,300
| +2% | +$45.6M | 1.01% | 7 |
|
|
2016
Q3 | $2.33B | Buy |
35,011,692
+2,050,455
| +6% | +$134M | 0.8% | 9 |
|
|
2016
Q2 | $2.05B | Sell |
32,961,237
-1,127,923
| -3% | -$70.5M | 0.74% | 9 |
|
|
2016
Q1 | $2.02B | Buy |
34,089,160
+363,224
| +1% | +$21.2M | 0.78% | 7 |
|
|
2015
Q4 | $2.23B | Buy |
33,725,936
+91,238
| +0.3% | +$5.94M | 0.81% | 8 |
|
|
2015
Q3 | $2.05B | Buy |
33,634,698
+2,543,859
| +8% | +$167M | 0.76% | 8 |
|
|
2015
Q2 | $2.11B | Sell |
31,090,839
-714,933
| -2% | -$46.7M | 0.73% | 10 |
|
|
2015
Q1 | $1.93B | Buy |
31,805,772
+773,991
| +2% | +$45.8M | 0.71% | 8 |
|
|
2014
Q4 | $1.94B | Buy |
31,031,781
+2,513,654
| +9% | +$151M | 0.71% | 6 |
|
|
2014
Q3 | $1.72B | Buy |
28,518,127
+420,145
| +1% | +$24.6M | 0.66% | 8 |
|
|
2014
Q2 | $1.62B | Sell |
28,097,982
-488,678
| -2% | -$27.5M | 0.63% | 9 |
|
|
2014
Q1 | $1.74B | Sell |
28,586,660
-1,193,211
| -4% | -$69M | 0.73% | 6 |
|
|
2013
Q4 | $1.74B | Buy |
29,779,871
+1,460,768
| +5% | +$80M | 0.74% | 6 |
|
|
2013
Q3 | $1.46B | Buy |
28,319,103
+1,146,263
| +4% | +$61.5M | 0.69% | 10 |
|
|
2013
Q2 | $1.43B | Buy |
+27,172,840
| New | +$1.38B | 0.72% | 10 |
|
Other funds holding JPM
VCM
VPM
Morgan Stanley's JPM Position: Q1 2026 in Review
Morgan Stanley increased its JPMorgan Chase (JPM) stake by 3.3% in Q1 2026, buying an estimated $655M and bringing the position to 68,544,442 shares worth $20.2B. The position accounts for 1.21% of the portfolio, ranked #10.
Morgan Stanley first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $22.1B in Q4 2023. 5,057 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Morgan Stanley held 68,544,442 shares of JPMorgan Chase worth $20.2B as of Q1 2026.
- Morgan Stanley bought 2,159,174 JPMorgan Chase shares in Q1 2026, an estimated $655M.
- JPMorgan Chase made up 1.21% of Morgan Stanley's portfolio in Q1 2026, its #10 holding.
- Morgan Stanley first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Morgan Stanley's JPMorgan Chase position peaked at $22.1B in Q4 2023.
- 5,057 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.