JPMORGAN CHASE & CO - MORNINGSTAR INC ownership

MORNINGSTAR INC's ticker is MORN and the CUSIP is 617700109. A total of 332 filers reported holding MORNINGSTAR INC in Q1 2022. The put-call ratio across all filers is 5.62 and the average weighting 0.2%.

Quarter-by-quarter ownership
JPMORGAN CHASE & CO ownership history of MORNINGSTAR INC
ValueSharesWeighting
Q3 2023$80,476,432
-46.9%
343,564
-55.6%
0.01%
-43.8%
Q2 2023$151,643,767
-14.3%
773,416
-11.2%
0.02%
-27.3%
Q1 2023$176,911,000
+97795.0%
871,362
+4.4%
0.02%
-8.3%
Q4 2022$180,715
-99.9%
834,364
+4.9%
0.02%0.0%
Q3 2022$168,863,000
-11.3%
795,328
+1.0%
0.02%
-11.1%
Q2 2022$190,407,000
-5.0%
787,356
+7.3%
0.03%
+12.5%
Q1 2022$200,402,000
+1.7%
733,609
+27.3%
0.02%
+4.3%
Q4 2021$197,104,000
+59.0%
576,347
+20.5%
0.02%
+53.3%
Q3 2021$123,938,000
-12.9%
478,474
-13.6%
0.02%
-11.8%
Q2 2021$142,335,000
+5.9%
553,596
-7.3%
0.02%
-5.6%
Q1 2021$134,387,000
-14.8%
597,167
-12.3%
0.02%
-21.7%
Q4 2020$157,754,000
+19.6%
681,234
-17.7%
0.02%
+4.5%
Q3 2020$131,904,000
+13.4%
828,027
+0.3%
0.02%0.0%
Q2 2020$116,360,000
+26.5%
825,420
+4.3%
0.02%0.0%
Q1 2020$91,974,000
-14.8%
791,174
+10.9%
0.02%
+10.0%
Q4 2019$107,978,000
+7.5%
713,620
+3.8%
0.02%0.0%
Q3 2019$100,486,000
+3.0%
687,598
+0.9%
0.02%
+5.3%
Q2 2019$97,555,000
+15.6%
681,154
+1.7%
0.02%
+11.8%
Q1 2019$84,405,000
+20.7%
669,927
+5.3%
0.02%
+6.2%
Q4 2018$69,909,000
-5.5%
636,469
+8.4%
0.02%
+14.3%
Q3 2018$73,954,000
-11.0%
587,395
-9.3%
0.01%
-17.6%
Q2 2018$83,080,000
+2.2%
647,787
-23.9%
0.02%0.0%
Q1 2018$81,295,000
-5.4%
851,087
-3.9%
0.02%
-5.6%
Q4 2017$85,902,000
-0.0%
885,853
-12.4%
0.02%
-5.3%
Q3 2017$85,940,000
-15.8%
1,011,762
-22.4%
0.02%
-17.4%
Q2 2017$102,106,000
-7.2%
1,303,386
-6.9%
0.02%
-8.0%
Q1 2017$110,018,000
+16.9%
1,399,708
+9.4%
0.02%
+8.7%
Q4 2016$94,136,000
+22.7%
1,279,725
+32.2%
0.02%
+21.1%
Q3 2016$76,732,000
+14.9%
967,987
+18.5%
0.02%
+11.8%
Q2 2016$66,797,000
+1.6%
816,777
+9.6%
0.02%0.0%
Q1 2016$65,761,000
+18.6%
744,989
+8.1%
0.02%
+21.4%
Q4 2015$55,429,000
-2.2%
689,335
-2.4%
0.01%
-6.7%
Q3 2015$56,661,000
-5.3%
705,972
-6.1%
0.02%
+7.1%
Q2 2015$59,830,000
+8.3%
752,119
+2.0%
0.01%
+7.7%
Q1 2015$55,243,000
+21.5%
737,453
+5.0%
0.01%
+30.0%
Q4 2014$45,461,000
+3.7%
702,535
+8.9%
0.01%0.0%
Q3 2014$43,818,000
+8.4%
645,325
+14.6%
0.01%0.0%
Q2 2014$40,441,000
+1.4%
563,158
+11.6%
0.01%
-9.1%
Q1 2014$39,887,000
+1.1%
504,783
-0.1%
0.01%0.0%
Q4 2013$39,469,000
-0.2%
505,421
+1.3%
0.01%
-8.3%
Q3 2013$39,532,000
+5.1%
498,757
+2.9%
0.01%0.0%
Q2 2013$37,613,000484,8240.01%
Other shareholders
MORNINGSTAR INC shareholders Q1 2022
NameSharesValueWeighting ↓
Praesidium Investment Management Company, LLC 200,750$47,023,6806.06%
Select Equity Group, L.P. 3,598,908$843,008,2103.45%
Liontrust Investment Partners LLP 453,130$106,145,5191.70%
CEERA INVESTMENTS, LLC 12,456$2,917,6931.59%
AMERICAN CAPITAL MANAGEMENT INC 161,787$37,896,9871.46%
CRAMER ROSENTHAL MCGLYNN LLC 109,026$25,538,2501.43%
2Xideas AG 54,634$12,797,4681.42%
Alamar Capital Management, LLC 5,841$1,368,1901.29%
Kensington Investment Counsel, LLC 8,238$1,929,6691.20%
Covey Capital Advisors, LLC 3,439$805,5511.14%
View complete list of MORNINGSTAR INC shareholders