Manager × security

MORGAN STANLEY JPM holdings history

JPMORGAN CHASE & CO · CUSIP 46625H100 · CIK 895421

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Citable facts

As of 2026-06-30, MORGAN STANLEY reported 67.09M JPM (shares), valued at $21.96B, or 1.16% of its reported non-derivative portfolio. Filed 2026-08-13.

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Portfolio weight and quantity history

Reported portfolio weight

1.16%

67.09M

67,092,426

Reported value

$21.96B

USD

Shares decreased 2.12%; reported value increased 8.92%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.

Left: % · Right: Shares · Independently scaled axes

Exact data and methodology

Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.

Quarter	Weight	Quantity	Source
Q2 2026	1.16%	67,092,426	SEC filing ↗Filed Aug 13, 2026Combination report
Q1 2026	1.21%	68,544,442	SEC filing ↗Filed May 15, 2026Combination report
Q4 2025	1.28%	66,385,268	SEC filing ↗Filed May 27, 2026AmendedCombination report
Q3 2025	1.25%	65,445,847	SEC filing ↗Filed May 27, 2026AmendedCombination report
Q2 2025	1.27%	66,985,321	SEC filing ↗Filed Aug 14, 2025Combination report
Q1 2025	1.22%	69,354,784	SEC filing ↗Filed May 15, 2025Combination report
Q4 2024	1.16%	68,844,649	SEC filing ↗Filed May 15, 2025AmendedCombination report
Q3 2024	1.06%	69,216,888	SEC filing ↗Filed May 14, 2025AmendedCombination report
Q2 2024	1.07%	68,208,898	SEC filing ↗Filed May 14, 2025AmendedCombination report
Q1 2024	1.07%	66,729,367	SEC filing ↗Filed Oct 17, 2024Amended
Q4 2023	0.97%	64,841,197	SEC filing ↗Filed Aug 16, 2024AmendedCombination report
Q3 2023	0.93%	62,941,343	SEC filing ↗Filed Nov 15, 2023Combination report

History & evidence by quarter

Quarter	Weight	Quantity	Value	Change explained	Source
Q3 2023	0.93%	62,941,343	$9.13B	The prior quarter is outside the free window. Sign in for the comparison.	SEC filing ↗ Filed Nov 15, 2023
Q4 2023	0.97%	64,841,197	$11.03B	Shares increased 3.02%; reported value increased 20.83%, and weight changed +0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 16, 2024
Q1 2024	1.07%	66,729,367	$13.37B	Shares increased 2.91%; reported value increased 21.18%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Oct 17, 2024
Q2 2024	1.07%	68,208,898	$13.80B	Shares increased 2.22%; reported value increased 3.22%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 14, 2025
Q3 2024	1.06%	69,216,888	$14.60B	Shares increased 1.48%; reported value increased 5.79%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 14, 2025
Q4 2024	1.16%	68,844,649	$16.50B	Shares decreased 0.54%; reported value increased 13.07%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 15, 2025
Q1 2025	1.22%	69,354,784	$17.01B	Shares increased 0.74%; reported value increased 3.09%, and weight changed +0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 15, 2025
Q2 2025	1.27%	66,985,321	$19.42B	Shares decreased 3.42%; reported value increased 14.15%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 14, 2025
Q3 2025	1.25%	65,445,847	$20.64B	Shares decreased 2.30%; reported value increased 6.30%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 27, 2026
Q4 2025	1.28%	66,385,268	$21.39B	Shares increased 1.44%; reported value increased 3.62%, and weight changed +0.03 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 27, 2026
Q1 2026	1.21%	68,544,442	$20.16B	Shares increased 3.25%; reported value decreased 5.74%, and weight changed -0.07 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed May 15, 2026
Q2 2026	1.16%	67,092,426	$21.96B	Shares decreased 2.12%; reported value increased 8.92%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.	SEC filing ↗ Filed Aug 13, 2026

MORGAN STANLEY · JPMORGAN CHASE & CO

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This page includes 12 of 12 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

13F reports quarter-end long positions in securities traded on US exchanges, filed by managers holding at least $100 million of such securities; it is not the manager's full portfolio, not assets under management, and value changes are not returns. Weights use the reported total value as denominator. Option rows show notional value, not premium or net exposure. Amendments are merged into the quarter when Akkru could match them.