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Disclosery

Equitable Holdings, Inc.: JPM position timeline

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

Equitable Holdings, Inc. held 263,530 JPM 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 263,530 shares
    Change vs previous 13F -25,590 shares

    0.52% of the 13F portfolio, value $86,261,023.

    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 289,120 shares
    Change vs previous 13F +79,490 shares

    0.59% of the 13F portfolio, value $91,351,716.

    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 209,630 shares
    Change vs previous 13F +3,896 shares

    0.46% of the 13F portfolio, value $67,546,979.

    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 205,734 shares
    Change vs previous 13F +3,148 shares

    0.48% of the 13F portfolio, value $64,894,676.

    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 202,586 shares
    Change vs previous 13F +13,446 shares

    0.48% of the 13F portfolio, value $58,731,707.

    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 189,140 shares
    Change vs previous 13F +12,022 shares

    0.44% of the 13F portfolio, value $46,396,042.

    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 177,118 shares
    Change vs previous 13F -749 shares

    0.4% of the 13F portfolio, value $42,456,956.

    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 177,867 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $37,505,036.

    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).