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Disclosery

MORGAN STANLEY: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on JEPI, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 48,733,339 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 48,733,339 shares
    Change vs previous 13F +1,244,985 shares

    0.15% of the 13F portfolio, value $2,752,459,078.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 47,488,354 shares
    Change vs previous 13F +254,045 shares

    0.16% of the 13F portfolio, value $2,691,639,987.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 47,234,309 shares
    Change vs previous 13F +261,872 shares

    0.16% of the 13F portfolio, value $2,703,691,914.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 46,972,437 shares
    Change vs previous 13F +1,139,279 shares

    0.16% of the 13F portfolio, value $2,682,126,273.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 45,833,158 shares
    Change vs previous 13F +1,921,645 shares

    0.17% of the 13F portfolio, value $2,605,615,168.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,911,513 shares
    Change vs previous 13F +2,397,056 shares

    0.18% of the 13F portfolio, value $2,509,103,903.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 41,514,457 shares
    Change vs previous 13F +2,107,737 shares

    0.17% of the 13F portfolio, value $2,388,326,834.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 39,406,720 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $2,345,093,915.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).