Morgan Stanley shares owned by Jamison Private Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Jamison Private Wealth Management
from 13F filings
Historical chart of Jamison Private Wealth Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Jamison Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 9.9k | 158.96 |
| 2025-06-30 | $1.1M | 7.5k | 140.85 |
| 2025-03-31 | $870k | 7.5k | 116.67 |
| 2024-12-31 | $825k | 6.6k | 125.71 |
| 2024-09-30 | $271k | 2.6k | 104.24 |
| 2024-06-30 | $109k | 1.1k | 97.15 |
| 2024-03-31 | $82k | 865 | 94.20 |
| 2023-12-31 | $62k | 661 | 93.25 |
| 2023-09-30 | $29k | 350 | 81.67 |
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