Morgan Stanley shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $588k | 3.7k | 158.96 |
| 2025-06-30 | $87k | 615 | 140.86 |
| 2025-03-31 | $79k | 677 | 116.67 |
| 2024-12-31 | $85k | 678 | 125.72 |
| 2024-09-30 | $70k | 674 | 104.24 |
| 2024-06-30 | $93k | 958 | 97.19 |
| 2024-03-31 | $116k | 1.2k | 94.12 |
| 2023-12-31 | $106k | 1.1k | 93.22 |
| 2023-09-30 | $94k | 1.1k | 81.68 |
| 2023-06-30 | $104k | 1.2k | 85.42 |
| 2023-03-31 | $111k | 1.3k | 87.80 |
| 2022-12-31 | $106k | 1.2k | 85.02 |
| 2022-09-30 | $38k | 475 | 80.00 |
| 2022-06-30 | $17k | 217 | 78.34 |
| 2022-03-31 | $34k | 391 | 86.96 |
| 2021-12-31 | $26k | 265 | 98.11 |
| 2021-09-30 | $16k | 164 | 97.56 |
| 2021-06-30 | $8.0k | 85 | 94.12 |
| 2021-03-31 | $7.0k | 85 | 82.35 |
| 2020-12-31 | $6.0k | 85 | 70.59 |
| 2017-12-31 | $16k | 312 | 51.28 |