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Disclosery

Equitable Holdings, Inc.: JEPI position timeline

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

Equitable Holdings, Inc. held 2,533,724 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,533,724 shares
    Change vs previous 13F +389,284 shares

    0.85% of the 13F portfolio, value $142,436,943.

    13F-HR 0001333986-26-000042 filed by Equitable Holdings, Inc.
    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 2,144,440 shares
    Change vs previous 13F +290,673 shares

    0.75% of the 13F portfolio, value $116,355,214.

    13F-HR 0001333986-26-000027 filed by Equitable Holdings, Inc.
    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 1,853,767 shares
    Change vs previous 13F +1,801,951 shares

    0.73% of the 13F portfolio, value $106,109,623.

    13F-HR 0001333986-26-000006 filed by Equitable Holdings, Inc.
    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 51,816 shares
    Change vs previous 13F +6,138 shares

    0.02% of the 13F portfolio, value $2,958,694.

    13F-HR 0001333986-25-000070 filed by Equitable Holdings, Inc.
    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 45,678 shares
    Change vs previous 13F -6,147 shares

    0.02% of the 13F portfolio, value $2,596,795.

    13F-HR 0001532155-25-000165 filed by Equitable Holdings, Inc.
    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 51,825 shares
    Change vs previous 13F +5,562 shares

    0.03% of the 13F portfolio, value $2,961,281.

    13F-HR 0001532155-25-000072 filed by Equitable Holdings, Inc.
    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 46,263 shares
    Change vs previous 13F +1,427 shares

    0.03% of the 13F portfolio, value $2,661,510.

    13F-HR 0001532155-25-000044 filed by Equitable Holdings, Inc.
    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 44,836 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,668,190.

    13F-HR 0001532155-24-000158 filed by Equitable Holdings, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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