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MORGAN STANLEY: JHEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on JHEM, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 57,836 JHEM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,836 shares
    Change vs previous 13F +10,324 shares

    <0.01% of the 13F portfolio, value $2,327,581.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,512 shares
    Change vs previous 13F +23,858 shares

    <0.01% of the 13F portfolio, value $1,627,680.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 23,654 shares
    Change vs previous 13F +200 shares

    <0.01% of the 13F portfolio, value $778,257.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 23,454 shares
    Change vs previous 13F -329 shares

    <0.01% of the 13F portfolio, value $742,438.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,783 shares
    Change vs previous 13F -1,366 shares

    <0.01% of the 13F portfolio, value $694,239.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 25,149 shares
    Change vs previous 13F +502 shares

    <0.01% of the 13F portfolio, value $670,507.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 24,647 shares
    Change vs previous 13F +462 shares

    <0.01% of the 13F portfolio, value $637,126.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 24,185 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $691,718.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).