Position in MORN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$36,870,018
-$35,830,944 QoQ
Shares Held
236,316
-45.0% QoQ
Ownership
0.630%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#19
of 419 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in MORN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026JPMORGAN CHASE & CO holds $4,110,101,189 across 13 Financial Data & Stock Exchanges names. MORN ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CME |
Cme Group Inc.
|
5,767,731 | $1,273,688,023 | |
| 2 | SPGI |
S&P Global Inc.
|
1,974,426 | $760,742,502 | |
| 3 | ICE |
Intercontinental Exchange, Inc.
|
5,724,952 | $704,798,831 | |
| 4 | MSCI |
MSCI Inc.
|
581,611 | $325,725,418 | |
| 5 | NDAQ |
Nasdaq, Inc.
|
3,655,221 | $288,104,512 | |
| 6 | MCO |
Moodys Corp /De/
|
539,316 | $244,266,994 | |
| 7 | COIN |
Coinbase Global, Inc.
|
1,395,552 | $204,015,739 | |
| 8 | TRU |
TransUnion
|
2,054,588 | $148,217,973 |
All Filings in MORN
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,870,018 | 236,316 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $72,700,962 | 430,056 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $79,439,837 | 365,560 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $73,890,076 | 318,478 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $74,189,188 | 236,324 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $60,202,794 | 200,763 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $64,204,972 | 190,655 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $64,506,912 | 202,140 | Shares | Other | 2024-12-26 | |
| 2024-06-30 | $72,192,424 | 244,017 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $81,166,679 | 263,212 | Shares | Sole | 2024-12-26 | |
| 2023-12-31 | $78,006,978 | 272,523 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $80,476,427 | 343,564 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $151,643,671 | 773,416 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $176,912,623 | 871,362 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $180,714,895 | 834,364 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $168,864,039 | 795,328 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $190,406,298 | 787,356 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $200,399,969 | 733,609 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $197,104,908 | 576,347 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $123,939,117 | 478,474 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $142,335,065 | 553,596 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $134,386,459 | 597,167 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $157,753,354 | 681,234 | Shares | Other | 2021-02-19 | |
| 2020-09-30 | $132,989,414 | 828,027 | Shares | Other | 2020-11-12 | |
| 2020-06-30 | $116,359,455 | 825,420 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $91,973,975 | 791,174 | Shares | Other | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||