Morgan Stanley shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $305k | 3.2k | 94.16 |
| 2023-12-31 | $307k | 3.3k | 93.25 |
| 2023-09-30 | $267k | 3.3k | 81.67 |
| 2023-06-30 | $285k | 3.3k | 85.40 |
| 2023-03-31 | $293k | 3.3k | 87.80 |
| 2022-12-31 | $289k | 3.4k | 85.02 |
| 2022-09-30 | $271k | 3.4k | 78.82 |
| 2022-06-30 | $256k | 3.4k | 75.43 |
| 2022-03-31 | $280k | 3.3k | 84.03 |
| 2021-12-31 | $324k | 3.2k | 101.57 |
| 2021-09-30 | $307k | 3.2k | 97.24 |
| 2021-06-30 | $289k | 3.2k | 91.54 |
| 2021-03-31 | $3.3M | 42k | 77.66 |
| 2020-12-31 | $220k | 3.0k | 72.15 |