Morgan Stanley’s JPMorgan Chase JPM Stock Holding History

Morgan Stanley’s Portfolio JPM Stock Details JPM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$19.4B	Sell	66,985,321 -2,369,463	-3%	-$687M	1.27%	9
2025 Q1	$17B	Buy	69,354,784 +510,135	+0.7%	+$125M	1.22%	9
2024 Q4	$16.5B	Sell	68,844,649 -372,239	-0.5%	-$89.2M	1.16%	10
2024 Q3	$14.6B	Buy	69,216,888 +1,007,990	+1%	+$213M	1.06%	8
2024 Q2	$13.8B	Buy	68,208,898 +1,479,531	+2%	+$299M	1.07%	8
2024 Q1	$13.4B	Sell	66,729,367 -62,953,027	-49%	-$12.6B	1.07%	9
2023 Q4	$22.1B	Buy	129,682,394 +66,741,051	+106%	+$11.4B	0.97%	9
2023 Q3	$9.13B	Buy	62,941,343 +201,441	+0.3%	+$29.2M	0.93%	10
2023 Q2	$9.12B	Buy	62,739,902 +2,323,678	+4%	+$338M	0.9%	10
2023 Q1	$7.87B	Buy	60,416,224 +1,366,968	+2%	+$178M	0.84%	7
2022 Q4	$7.92B	Buy	59,049,256 +8,088,433	+16%	+$1.08B	0.9%	8
2022 Q3	$5.33B	Buy	50,960,823 +1,297,577	+3%	+$136M	0.73%	11
2022 Q2	$5.59B	Buy	49,663,246 +10,173,938	+26%	+$1.15B	0.73%	12
2022 Q1	$5.38B	Sell	39,489,308 -194,373	-0.5%	-$26.5M	0.73%	10
2021 Q4	$6.28B	Buy	39,683,681 +1,481,841	+4%	+$235M	0.78%	11
2021 Q3	$6.25B	Sell	38,201,840 -86,737	-0.2%	-$14.2M	0.84%	11
2021 Q2	$5.96B	Buy	38,288,577 +510,298	+1%	+$79.4M	0.79%	13
2021 Q1	$5.75B	Sell	37,778,279 -1,428,724	-4%	-$217M	0.84%	14
2020 Q4	$4.98B	Buy	39,207,003 +2,044,249	+6%	+$260M	0.77%	15
2020 Q3	$3.58B	Sell	37,162,754 -495,508	-1%	-$47.7M	0.69%	21
2020 Q2	$3.54B	Sell	37,658,262 -154,622	-0.4%	-$14.5M	0.78%	15
2020 Q1	$3.4B	Buy	37,812,884 +2,262,845	+6%	+$204M	0.93%	7
2019 Q4	$4.96B	Buy	35,550,039 +824,314	+2%	+$115M	1.15%	6
2019 Q3	$4.09B	Sell	34,725,725 -937,224	-3%	-$110M	1.08%	6
2019 Q2	$3.99B	Buy	35,662,949 +1,952,873	+6%	+$218M	1.06%	6
2019 Q1	$3.41B	Sell	33,710,076 -4,080,767	-11%	-$413M	0.97%	7
2018 Q4	$3.69B	Buy	37,790,843 +271,876	+0.7%	+$26.5M	1.1%	6
2018 Q3	$4.23B	Buy	37,518,967 +3,247,181	+9%	+$366M	1.06%	6
2018 Q2	$3.57B	Buy	34,271,786 +741,116	+2%	+$77.2M	0.96%	7
2018 Q1	$3.69B	Sell	33,530,670 -1,610,997	-5%	-$177M	1.02%	5
2017 Q4	$3.76B	Buy	35,141,667 +952,370	+3%	+$102M	1.03%	6
2017 Q3	$3.27B	Buy	34,189,297 +763,310	+2%	+$72.9M	0.98%	6
2017 Q2	$3.06B	Sell	33,425,987 -3,249,912	-9%	-$297M	0.92%	7
2017 Q1	$3.22B	Buy	36,675,899 +1,065,907	+3%	+$93.6M	0.99%	6
2016 Q4	$3.07B	Buy	35,609,992 +598,300	+2%	+$51.6M	1.01%	7
2016 Q3	$2.33B	Buy	35,011,692 +2,050,455	+6%	+$137M	0.8%	9
2016 Q2	$2.05B	Sell	32,961,237 -1,127,923	-3%	-$70.1M	0.74%	9
2016 Q1	$2.02B	Buy	34,089,160 +363,224	+1%	+$21.5M	0.78%	7
2015 Q4	$2.23B	Buy	33,725,936 +91,238	+0.3%	+$6.02M	0.81%	8
2015 Q3	$2.05B	Buy	33,634,698 +2,543,859	+8%	+$155M	0.76%	8
2015 Q2	$2.11B	Sell	31,090,839 -714,933	-2%	-$48.4M	0.73%	10
2015 Q1	$1.93B	Buy	31,805,772 +773,991	+2%	+$46.9M	0.71%	8
2014 Q4	$1.94B	Buy	31,031,781 +2,513,654	+9%	+$157M	0.71%	6
2014 Q3	$1.72B	Buy	28,518,127 +420,145	+1%	+$25.3M	0.66%	8
2014 Q2	$1.62B	Sell	28,097,982 -488,678	-2%	-$28.2M	0.63%	9
2014 Q1	$1.74B	Sell	28,586,660 -1,193,211	-4%	-$72.4M	0.73%	6
2013 Q4	$1.74B	Buy	29,779,871 +1,460,768	+5%	+$85.4M	0.74%	6
2013 Q3	$1.46B	Buy	28,319,103 +1,146,263	+4%	+$59.3M	0.69%	10
2013 Q2	$1.43B	Buy	+27,172,840	New	+$1.43B	0.72%	10