Morgan Stanley shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $471k | 2.3k | 209.05 |
| 2025-03-31 | $474k | 4.1k | 116.75 |
| 2024-03-31 | $242k | 2.6k | 94.24 |
| 2023-12-31 | $2.8M | 30k | 93.26 |
| 2023-09-30 | $3.6M | 44k | 81.66 |
| 2023-06-30 | $3.9M | 46k | 85.39 |
| 2022-12-31 | $3.4M | 40k | 85.02 |
| 2022-09-30 | $4.6M | 58k | 79.01 |
| 2022-06-30 | $1.8M | 23k | 76.05 |
| 2022-03-31 | $4.8M | 55k | 87.39 |