Morgan Stanley’s JPMorgan Chase JPM.WS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-162,799
| Closed | -$11.8M | – | 6938 |
|
|
2018
Q3 | $11.8M | Sell |
162,799
-25,797
| -14% | -$1.89M | ﹤0.01% | 2246 |
|
|
2018
Q2 | $12M | Sell |
188,596
-7,773
| -4% | -$540K | ﹤0.01% | 2167 |
|
|
2018
Q1 | $13.7M | Sell |
196,369
-320
| -0.2% | -$23.3K | ﹤0.01% | 2045 |
|
|
2017
Q4 | $13.1M | Sell |
196,689
-3,920
| -2% | -$235K | ﹤0.01% | 2121 |
|
|
2017
Q3 | $10.8M | Sell |
200,609
-6,229
| -3% | -$317K | ﹤0.01% | 2193 |
|
|
2017
Q2 | $10.4M | Buy |
206,838
+990
| +0.5% | +$44.6K | ﹤0.01% | 2148 |
|
|
2017
Q1 | $9.53M | Sell |
205,848
-30,877
| -13% | -$1.44M | ﹤0.01% | 2242 |
|
|
2016
Q4 | $10.5M | Sell |
236,725
-35,521
| -13% | -$1.23M | ﹤0.01% | 2205 |
|
|
2016
Q3 | $6.71M | Sell |
272,246
-11,376
| -4% | -$267K | ﹤0.01% | 2393 |
|
|
2016
Q2 | $5.74M | Buy |
283,622
+108
| +0% | +$2.25K | ﹤0.01% | 2486 |
|
|
2016
Q1 | $5.02M | Buy |
283,514
+197,791
| +231% | +$3.53M | ﹤0.01% | 2530 |
|
|
2015
Q4 | $2.03M | Sell |
85,723
-3,518
| -4% | -$81.6K | ﹤0.01% | 3476 |
|
|
2015
Q3 | $1.78M | Buy |
89,241
+5,662
| +7% | +$134K | ﹤0.01% | 3626 |
|
|
2015
Q2 | $2.07M | Buy |
83,579
+13,610
| +19% | +$331K | ﹤0.01% | 3597 |
|
|
2015
Q1 | $1.54M | Sell |
69,969
-17,521
| -20% | -$338K | ﹤0.01% | 3802 |
|
|
2014
Q4 | $1.82M | Buy |
87,490
+573
| +0.7% | +$11.2K | ﹤0.01% | 3648 |
|
|
2014
Q3 | $1.75M | Buy |
86,917
+18,408
| +27% | +$357K | ﹤0.01% | 3558 |
|
|
2014
Q2 | $1.32M | Sell |
68,509
-139
| -0.2% | -$2.63K | ﹤0.01% | 3819 |
|
|
2014
Q1 | $1.39M | Buy |
68,648
+1,361
| +2% | +$25.6K | ﹤0.01% | 3729 |
|
|
2013
Q4 | $1.3M | Buy |
67,287
+1,927
| +3% | +$33.6K | ﹤0.01% | 3716 |
|
|
2013
Q3 | $1.1M | Buy |
65,360
+35,611
| +120% | +$599K | ﹤0.01% | 3720 |
|
|
2013
Q2 | $464K | Buy |
+29,749
| New | +$436K | ﹤0.01% | 4307 |
|
Morgan Stanley's JPM.WS Position: Q4 2018 in Review
Morgan Stanley sold out of JPMorgan Chase (JPM.WS) in Q4 2018, closing a stake of 162,799 shares — an estimated $11.8M sold.
Morgan Stanley first reported a position in JPM.WS in Q2 2013 and held it in 22 quarters. The position peaked at $13.7M in Q1 2018. 0 funds tracked by Wall St. Rank hold JPM.WS as of Q4 2018.
- Morgan Stanley reported no remaining JPMorgan Chase position as of Q4 2018 after selling out during the quarter.
- Morgan Stanley sold 162,799 JPMorgan Chase shares in Q4 2018, an estimated $11.8M.
- Morgan Stanley first reported a position in JPMorgan Chase in Q2 2013 and held it in 22 quarters.
- Morgan Stanley's JPMorgan Chase position peaked at $13.7M in Q1 2018.
- 0 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2018.
Based on Morgan Stanley's 13F filing for Q4 2018, filed 14 Feb 2019.