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Disclosery

MORGAN STANLEY: JPM position timeline

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

MORGAN STANLEY held 67,092,426 JPM 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 67,092,426 shares
    Change vs previous 13F -1,452,016 shares

    1.16% of the 13F portfolio, value $21,961,364,484.

    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 68,544,442 shares
    Change vs previous 13F +2,159,174 shares

    1.21% of the 13F portfolio, value $20,163,033,832.

    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 66,385,268 shares
    Change vs previous 13F +939,421 shares

    1.28% of the 13F portfolio, value $21,390,662,171.

    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 65,445,847 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $20,643,584,581.

    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).