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JPMORGAN CHASE & CO
> MORN
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | Morningstar, Inc. | MORN | 773,416 | -97,946 | 151,643,767,000 | -25,267,233,000 | $196,070.12 |
03/31/2023 | Morningstar, Inc. | MORN | 871,362 | 76,034 | 176,911,000,000 | 176,742,137,000 | $203,028.13 |
09/30/2022 | Morningstar, Inc. | MORN | 795,328 | 7,972 | 168,863,000 | -21,544,000 | $212.32 |
06/30/2022 | Morningstar, Inc. | MORN | 787,356 | 53,747 | 190,407,000 | -9,995,000 | $241.83 |
03/31/2022 | Morningstar, Inc. | MORN | 733,609 | 157,262 | 200,402,000 | 3,298,000 | $273.17 |
12/31/2021 | Morningstar, Inc. | MORN | 576,347 | 97,873 | 197,104,000 | 73,166,000 | $341.99 |
09/30/2021 | Morningstar, Inc. | MORN | 478,474 | -75,122 | 123,938,000 | -18,397,000 | $259.03 |
06/30/2021 | Morningstar, Inc. | MORN | 553,596 | -43,571 | 142,335,000 | 7,948,000 | $257.11 |
03/31/2021 | Morningstar, Inc. | MORN | 597,167 | -84,067 | 134,387,000 | -23,367,000 | $225.04 |
12/31/2020 | Morningstar, Inc. | MORN | 681,234 | -146,793 | 157,754,000 | 25,850,000 | $231.57 |
09/30/2020 | Morningstar, Inc. | MORN | 828,027 | 2,607 | 131,904,000 | 15,544,000 | $159.30 |
06/30/2020 | Morningstar, Inc. | MORN | 825,420 | 34,246 | 116,360,000 | 24,386,000 | $140.97 |
03/31/2020 | Morningstar, Inc. | MORN | 791,174 | 77,554 | 91,974,000 | -16,004,000 | $116.25 |
12/31/2019 | Morningstar, Inc. | MORN | 713,620 | 26,022 | 107,978,000 | 7,492,000 | $151.31 |
09/30/2019 | Morningstar, Inc. | MORN | 687,598 | 6,444 | 100,486,000 | 2,931,000 | $146.14 |
06/30/2019 | Morningstar, Inc. | MORN | 681,154 | 11,227 | 97,555,000 | 13,150,000 | $143.22 |
03/31/2019 | Morningstar, Inc. | MORN | 669,927 | 33,458 | 84,405,000 | 14,496,000 | $125.99 |
12/31/2018 | Morningstar, Inc. | MORN | 636,469 | 49,074 | 69,909,000 | -4,045,000 | $109.84 |
09/30/2018 | Morningstar, Inc. | MORN | 587,395 | -60,392 | 73,954,000 | -9,126,000 | $125.90 |
06/30/2018 | Morningstar, Inc. | MORN | 647,787 | -203,300 | 83,080,000 | 1,785,000 | $128.25 |
03/31/2018 | Morningstar, Inc. | MORN | 851,087 | -34,766 | 81,295,000 | -4,607,000 | $95.52 |
12/31/2017 | Morningstar, Inc. | MORN | 885,853 | -125,909 | 85,902,000 | -38,000 | $96.97 |
09/30/2017 | Morningstar, Inc. | MORN | 1,011,762 | -291,624 | 85,940,000 | -16,166,000 | $84.94 |
06/30/2017 | Morningstar, Inc. | MORN | 1,303,386 | -96,322 | 102,106,000 | -7,912,000 | $78.34 |
03/31/2017 | Morningstar, Inc. | MORN | 1,399,708 | 119,983 | 110,018,000 | 15,882,000 | $78.60 |
12/31/2016 | Morningstar, Inc. | MORN | 1,279,725 | 311,738 | 94,136,000 | 17,404,000 | $73.56 |
09/30/2016 | Morningstar, Inc. | MORN | 967,987 | 967,987 | 76,732,000 | 76,732,000 | $79.27 |
06/30/2016 | Morningstar, Inc. | MORN | 816,777 | 816,777 | 66,797,000 | 66,797,000 | $81.78 |
03/31/2016 | Morningstar, Inc. | MORN | 744,989 | 744,989 | 65,761,000 | 65,761,000 | $88.27 |
03/31/2015 | Morningstar, Inc. | MORN | 0 | -702,535 | 0 | -45,461,000 | |
12/31/2014 | Morningstar, Inc. | MORN | 702,535 | 702,535 | 45,461,000 | 45,461,000 | $64.71 |
09/30/2014 | Morningstar, Inc. | MORN | 645,325 | 645,325 | 43,818,000 | 43,818,000 | $67.90 |
06/30/2014 | Morningstar, Inc. | MORN | 563,158 | 563,158 | 40,441,000 | 40,441,000 | $71.81 |
03/31/2014 | Morningstar, Inc. | MORN | 504,783 | 504,783 | 39,887,000 | 39,887,000 | $79.02 |
12/31/2013 | Morningstar, Inc. | MORN | 505,421 | 505,421 | 39,469,000 | 39,469,000 | $78.09 |
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