MORGAN STANLEY JPM Holdings History

Number of Shares
69.35 Mil
Current Holdings Value*
$17.01 Bil
% of Portfolio
1.22%
Total Estimate Gain
$16.78 Bil
% of Total Estimate Gain
56.47%

MORGAN STANLEY's JPMorgan Chase & Co Holding Summary

As of 2025-03-31, MORGAN STANLEY held 69.35 Mil shares of JPMorgan Chase & Co(JPM), totaling $17.01 Bil. This investment constitutes 1.22% of their stock portfolio, and MORGAN STANLEY now holds 2.5% of the outstanding JPMorgan Chase & Co(JPM) stock.

The initial trade took place in 2014Q3. And since then MORGAN STANLEY has made 22 purchases of JPM, at an average price of $142.25, for a total of 208.86 Mil shares. In addition, there have been 9 sales at an average price of $191.15 for 139.51 Mil shares. Based on historical transaction data and JPM's current price of $285.82, MORGAN STANLEY's estimated gain on his JPM holdings is $16.78 Bil, reflecting a 56.47% gain to date.

MORGAN STANLEY JPM ($285.82) Holding Chart

MORGAN STANLEY JPM ($285.82) 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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