Jpmorgan Chase & CO Morningstar, Inc. Transaction History

Jpmorgan Chase & CO

$1.23 Trillion
Q4 2024

A detailed history of Jpmorgan Chase & CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 190,655 shares of MORN stock, worth $54.2 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

190,655

Previous 202,140 5.68%

Holding current value

$54.2 Million

Previous $64.5 Million 0.47%

% of portfolio

0.01%

Previous 0.01%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$312.56 - $358.78 $3.59 Million - $4.12 Million	-11,485 Reduced 5.68%	190,655 $64.2 Million
Q3 2024 Dec 26, 2024	SELL	$295.85 - $326.31 $12.4 Million - $13.7 Million	-41,877 Reduced 17.16%	202,140 $64.5 Million
Q3 2024 Nov 08, 2024	SELL	$295.85 - $326.31 $12.4 Million - $13.7 Million	-41,877 Reduced 17.16%	202,140 $64.5 Million
Q2 2024 Dec 26, 2024	BUY	$282.65 - $315.06 $11.8 Million - $13.2 Million	41,877 Added 20.72%	244,017 $72.2 Million
Q2 2024 Aug 12, 2024	SELL	$282.65 - $315.06 $5.43 Million - $6.05 Million	-19,195 Reduced 7.29%	244,017 $72.2 Million
Q1 2024 Dec 26, 2024	BUY	$272.04 - $310.74 $16.6 Million - $19 Million	61,072 Added 30.21%	263,212 $81.2 Million
Q1 2024 May 10, 2024	SELL	$272.04 - $310.74 $2.53 Million - $2.89 Million	-9,311 Reduced 3.42%	263,212 $81.2 Million
Q4 2023 Dec 26, 2024	BUY	$220.07 - $288.88 $15.5 Million - $20.3 Million	70,383 Added 34.82%	272,523 $78 Million
Q4 2023 Feb 12, 2024	SELL	$220.07 - $288.88 $15.6 Million - $20.5 Million	-71,041 Reduced 20.68%	272,523 $78 Million
Q3 2023 Nov 14, 2023	SELL	$194.0 - $255.43 $83.4 Million - $110 Million	-429,852 Reduced 55.58%	343,564 $80.5 Million
Q2 2023 Aug 11, 2023	SELL	$172.03 - $209.11 $16.8 Million - $20.5 Million	-97,946 Reduced 11.24%	773,416 $152 Million
Q1 2023 May 18, 2023	BUY	$181.22 - $256.64 $2.53 Million - $3.59 Million	13,978 Added 1.63%	871,362 $177 Million
Q1 2023 May 11, 2023	BUY	$181.22 - $256.64 $4.17 Million - $5.91 Million	23,020 Added 2.76%	857,384 $174 Million
Q4 2022 Feb 13, 2023	BUY	$209.09 - $249.98 $8.16 Million - $9.76 Million	39,036 Added 4.91%	834,364 $181 Million
Q3 2022 Nov 14, 2022	BUY	$209.97 - $260.0 $1.67 Million - $2.07 Million	7,972 Added 1.01%	795,328 $169 Million
Q2 2022 Aug 11, 2022	BUY	$223.6 - $291.12 $12 Million - $15.6 Million	53,747 Added 7.33%	787,356 $190 Million
Q1 2022 May 11, 2022	BUY	$255.56 - $336.03 $40.2 Million - $52.8 Million	157,262 Added 27.29%	733,609 $200 Million
Q4 2021 Feb 10, 2022	BUY	$255.01 - $346.61 $25 Million - $33.9 Million	97,873 Added 20.46%	576,347 $197 Million
Q3 2021 Nov 12, 2021	BUY	$244.27 - $281.46 $117 Million - $135 Million	478,474 New	478,474 $124 Million

Others Institutions Holding MORN

# of Institutions

472

Shares Held

26.2M

Call Options Held

14K

Put Options Held

2.9K

View Full List

About Morningstar, Inc.

Ticker MORN
Exchange NASDAQ
Sector Financial Services
Industry Financial Data & Stock Exchanges
Shares Outstandng 42,446,200
Market Cap $12.1B
Description
Morningstar, Inc. provides independent investment research services in North America, Europe, Australia, and Asia. The company offers web-based tools; investment data, fundamental equity and manager research, private capital markets research, credit and fund rating, and index, as well as environmental, social, and governance (ESG) rating service...

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Jpmorgan Chase & CO Morningstar, Inc. Transaction History