Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$362,893
+$3,802 QoQ
Shares Held
1,736
-20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,017
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026JGP Wealth Management, LLC holds $737,099 across 2 Capital Markets names. MS ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
370 | $374,206 | |
| 2 | MS |
Morgan Stanley
This page
|
1,736 | $362,893 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,893 | 1,736 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $359,091 | 2,182 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $489,627 | 2,758 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $402,804 | 2,534 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $502,165 | 3,565 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $430,045 | 3,686 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $426,945 | 3,396 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $359,628 | 3,450 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $313,340 | 3,224 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $304,795 | 3,237 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $306,792 | 3,290 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $267,305 | 3,273 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $284,894 | 3,336 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $292,900 | 3,336 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $288,897 | 3,398 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $271,636 | 3,438 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $258,147 | 3,394 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $291,216 | 3,332 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $313,130 | 3,190 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $307,207 | 3,157 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $289,465 | 3,157 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $3,258,846 | 41,963 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $208,947 | 3,049 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||