Question 1

How many shares of JEPI does MORGAN STANLEY own?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY holds 47.5M shares of JEPI (J P MORGAN EXCHANGE TRADED F).

Question 2

What is MORGAN STANLEY's JEPI position worth?

Accepted Answer

As of 2026-Q1, MORGAN STANLEY's JEPI position is worth $2.7B.

Question 3

Is MORGAN STANLEY buying or selling JEPI?

Accepted Answer

In 2026-Q1, MORGAN STANLEY increased their JEPI position (+0.5% 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 8 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q1 Latest	Increased	47.5M	+0.5%	$2.7B	0.2%	$58.83	38
2025-Q4	Increased	47.2M	+0.6%	$2.7B	0.2%	$57.21	38
2025-Q3	Increased	47M	+2.5%	$2.7B	0.2%	$55.16	39
2025-Q2	Increased	45.8M	+4.4%	$2.6B	0.2%	$53.79	40
2025-Q1	Increased	43.9M	+5.8%	$2.5B	0.2%	$52.44	40
2024-Q4	Increased	41.5M	+5.3%	$2.4B	0.2%	$52.68	40
2024-Q3	Increased	39.4M	+3.3%	$2.3B	0.2%	$52.94	39
2024-Q2	New	38.1M	-	$2.2B	0.2%	$49.62	53

JEPI8 quarters

JEPI
8 quarters