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Disclosery

Equitable Holdings, Inc.: JEPQ position timeline

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

Equitable Holdings, Inc. held 2,152,109 JEPQ 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 2,152,109 shares
    Change vs previous 13F -2,838 shares

    0.77% of the 13F portfolio, value $129,639,319.

    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 2,154,947 shares
    Change vs previous 13F +232,391 shares

    0.51% of the 13F portfolio, value $78,954,800.

    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 1,922,556 shares
    Change vs previous 13F +1,231,809 shares

    0.76% of the 13F portfolio, value $111,738,955.

    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 690,747 shares
    Change vs previous 13F +57,485 shares

    0.29% of the 13F portfolio, value $39,731,768.

    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 633,262 shares
    Change vs previous 13F +64,123 shares

    0.28% of the 13F portfolio, value $34,449,453.

    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 569,139 shares
    Change vs previous 13F +89,340 shares

    0.28% of the 13F portfolio, value $29,470,018.

    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 479,799 shares
    Change vs previous 13F +15,204 shares

    0.26% of the 13F portfolio, value $27,051,067.

    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 464,595 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $25,520,203.

    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).