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Disclosery

MORGAN STANLEY: JEPQ position timeline

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

MORGAN STANLEY held 26,020,258 JEPQ 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 26,020,258 shares
    Change vs previous 13F +2,428,587 shares

    0.08% of the 13F portfolio, value $1,599,205,140.

    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 23,591,671 shares
    Change vs previous 13F +1,083,805 shares

    0.08% of the 13F portfolio, value $1,309,809,632.

    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 22,507,866 shares
    Change vs previous 13F +1,408,923 shares

    0.08% of the 13F portfolio, value $1,308,157,220.

    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 21,098,943 shares
    Change vs previous 13F +1,227,346 shares

    0.07% of the 13F portfolio, value $1,213,611,247.

    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 19,871,597 shares
    Change vs previous 13F +353,695 shares

    0.07% of the 13F portfolio, value $1,081,014,937.

    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 19,517,902 shares
    Change vs previous 13F +2,871,805 shares

    0.07% of the 13F portfolio, value $1,010,637,045.

    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 16,646,097 shares
    Change vs previous 13F +1,835,963 shares

    0.07% of the 13F portfolio, value $938,507,021.

    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 14,810,134 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $813,520,695.

    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).