Question 1

How many shares of JEPI does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY holds 48.7M shares of JEPI (JPMORGAN EQUITY PREMIUM INCO).

Question 2

What is MORGAN STANLEY's JEPI position worth?

Accepted Answer

As of 2026-Q2, MORGAN STANLEY's JEPI position is worth $2.8B.

Question 3

Is MORGAN STANLEY buying or selling JEPI?

Accepted Answer

In 2026-Q2, MORGAN STANLEY increased their JEPI position (+2.6% change in shares).

Question 4

When did MORGAN STANLEY first buy JEPI?

Accepted Answer

Based on available 13F filings, MORGAN STANLEY first reported a position in JEPI in 2024-Q2. They have held the position across 9 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	48.7M	+2.6%	$2.8B	0.1%	$55.73	39
2026-Q1	Increased	47.5M	+0.5%	$2.7B	0.2%	$54.70	38
2025-Q4	Increased	47.2M	+0.6%	$2.7B	0.2%	$54.60	38
2025-Q3	Increased	47M	+2.5%	$2.7B	0.2%	$53.05	39
2025-Q2	Increased	45.8M	+4.4%	$2.6B	0.2%	$51.78	40
2025-Q1	Increased	43.9M	+5.8%	$2.5B	0.2%	$50.72	40
2024-Q4	Increased	41.5M	+5.3%	$2.4B	0.2%	$50.51	40
2024-Q3	Increased	39.4M	+3.3%	$2.3B	0.2%	$50.88	39
2024-Q2	New	38.1M	-	$2.2B	0.2%	$47.61	53

JEPI9 quarters

JEPI
9 quarters