Jpmorgan Chase & CO Morningstar, Inc. Transaction History

Jpmorgan Chase & CO

$1.22 Trillion
Q3 2024

A detailed history of Jpmorgan Chase & CO transactions in Morningstar, Inc. stock. As of the latest transaction made, Jpmorgan Chase & CO holds 202,140 shares of MORN stock, worth $67.9 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

202,140

Previous 244,017 17.16%

Holding current value

$67.9 Million

Previous $72.2 Million 10.65%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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 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 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 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

428

Shares Held

25.8M

Call Options Held

16.7K

Put Options Held

4.7K

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 $14.3B
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...

More about MORN

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jpmorgan Chase & CO, based on Form 13F filings with the SEC.

News

Stay updated on Jpmorgan Chase & CO with notifications on news.

Account

Jpmorgan Chase & CO Morningstar, Inc. Transaction History