Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$12,293,015
+$2,870,231 QoQ
Shares Held
58,807
+2.7% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
5.67%
of 13F equity value
Holder Rank
#509
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Jupiter Wealth Management LLC holds $15,327,125 across 2 Capital Markets names. MS ranks #1 (80.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
58,807 | $12,293,015 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,000 | $3,034,110 |
All Filings in MS
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,293,015 | 58,807 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $9,422,784 | 57,257 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,886,290 | 55,688 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,436,802 | 53,075 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $7,440,929 | 52,825 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,718,930 | 49,018 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $6,062,972 | 48,226 | Shares | Sole | 2025-02-20 | |
| 2024-09-30 | $4,787,534 | 45,928 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $4,463,742 | 45,928 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,482,769 | 47,608 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,327,546 | 46,408 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $3,354,758 | 41,077 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,723,525 | 43,601 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,819,300 | 43,500 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $4,154,247 | 48,862 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,763,483 | 47,633 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,524,468 | 46,338 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,313,539 | 49,354 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $7,491,767 | 76,322 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $8,182,992 | 84,092 | Shares | Sole | 2021-11-17 | |
| 2021-06-30 | $8,374,872 | 91,339 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $7,581,945 | 97,630 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $6,455,526 | 94,200 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,386,312 | 90,720 | Shares | Sole | 2020-11-19 | |
| 2020-06-30 | $6,027,646 | 124,796 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $4,447,404 | 130,806 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||