JPMorgan U.S. Value Fund MS Holdings History
JPMorgan U.S. Value Fund's Morgan Stanley Holding Summary
As of 2025-03-31, JPMorgan U.S. Value Fund held 709,044.00 shares of Morgan Stanley(MS), totaling $82.72 Mil. This investment constitutes 1.37% of their stock portfolio, and JPMorgan U.S. Value Fund now holds 0.04% of the outstanding Morgan Stanley(MS) stock.
The initial trade took place in 2019Q3. And since then JPMorgan U.S. Value Fund has made 11 purchases of MS, at an average price of $73.13, for a total of 1.24 Mil shares. In addition, there have been 8 sales at an average price of $104.14 for 535,000.00 shares. Based on historical transaction data and MS's current price of $142.21, JPMorgan U.S. Value Fund's estimated gain on his MS holdings is $65.57 Mil, reflecting a 72.07% gain to date.
JPMorgan U.S. Value Fund MS ($142.21) Holding Chart
JPMorgan U.S. Value Fund MS ($142.21) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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