Morningstar shares owned by Jpmorgan Chase & Co
Quarter-by-quarter ownership of Morningstar (MORN) shares owned by Jpmorgan Chase & Co
from 13F filings
Historical chart of Jpmorgan Chase & Co investment in Morningstar
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Quarterly reported holdings in Morningstar by Jpmorgan Chase & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $78M | 273k | 286.24 |
| 2023-09-30 | $81M | 344k | 234.24 |
| 2023-06-30 | $152M | 773k | 196.07 |
| 2023-03-31 | $174M | 857k | 202.57 |
| 2022-12-31 | $181M | 834k | 216.83 |
| 2022-06-30 | $190M | 787k | 241.83 |
| 2022-03-31 | $367M | 734k | 500.00 |
| 2021-12-31 | $197M | 576k | 342.04 |
| 2021-03-31 | $134M | 597k | 225.10 |
| 2020-12-31 | $157M | 681k | 230.00 |
| 2020-09-30 | $131M | 828k | 157.89 |
| 2020-06-30 | $117M | 825k | 141.59 |
| 2020-03-31 | $99M | 791k | 125.00 |
| 2019-12-31 | $108M | 714k | 150.58 |
| 2019-09-30 | $102M | 688k | 147.98 |
| 2019-06-30 | $98M | 681k | 143.21 |
| 2019-03-31 | $84M | 670k | 125.47 |
| 2018-12-31 | $70M | 637k | 109.45 |
| 2018-09-30 | $75M | 587k | 126.87 |
| 2018-06-30 | $83M | 648k | 128.25 |
| 2018-03-31 | $81M | 851k | 95.52 |
| 2017-12-31 | $86M | 886k | 96.98 |
| 2017-06-30 | $102M | 1.3M | 78.34 |
| 2017-03-31 | $110M | 1.4M | 78.60 |
| 2016-12-31 | $94M | 1.3M | 73.58 |
| 2016-09-30 | $77M | 968k | 79.26 |
| 2016-06-30 | $67M | 817k | 81.80 |
| 2016-03-31 | $66M | 745k | 88.46 |
| 2015-12-31 | $55M | 689k | 80.00 |
| 2015-09-30 | $57M | 706k | 80.26 |
| 2015-06-30 | $60M | 752k | 79.56 |
| 2015-03-31 | $55M | 738k | 74.90 |
| 2014-12-31 | $46M | 703k | 64.70 |
| 2014-09-30 | $44M | 645k | 67.89 |
| 2014-06-30 | $40M | 563k | 71.80 |
| 2014-03-31 | $40M | 505k | 79.00 |
| 2013-12-31 | $40M | 505k | 78.10 |
| 2013-09-30 | $40M | 499k | 79.28 |
| 2013-06-30 | $38M | 485k | 77.56 |
| 2012-06-30 | $30M | 510k | 57.84 |
| 2010-12-31 | $35M | 667k | 53.08 |