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Equitable Holdings’s JPMorgan Chase JPM Stock Holding History

Equitable Holdings’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$86.3M Sell
263,530
-25,590
-9% -$7.95M 0.52% 43
2026
Q1 		$91.4M Buy
289,120
+79,490
+38% +$24.1M 0.59% 37
2025
Q4 		$67.5M Buy
209,630
+3,896
+2% +$1.21M 0.46% 47
2025
Q3 		$64.9M Buy
205,734
+3,148
+2% +$936K 0.48% 42
2025
Q2 		$58.7M Buy
202,586
+13,446
+7% +$3.43M 0.48% 43
2025
Q1 		$46.4M Buy
189,140
+12,022
+7% +$3.06M 0.44% 48
2024
Q4 		$42.5M Sell
177,118
-749
-0.4% -$174K 0.4% 52
2024
Q3 		$37.5M Sell
177,867
-3,160
-2% -$666K 0.36% 56
2024
Q2 		$36.6M Buy
181,027
+2,869
+2% +$561K 0.39% 55
2024
Q1 		$35.7M Buy
178,158
+893
+0.5% +$161K 0.4% 52
2023
Q4 		$30.2M Buy
177,265
+9,844
+6% +$1.49M 0.37% 59
2023
Q3 		$24.3M Buy
167,421
+7,769
+5% +$1.16M 0.35% 65
2023
Q2 		$23.2M Buy
159,652
+8,156
+5% +$1.12M 0.33% 67
2023
Q1 		$19.7M Buy
151,496
+11,261
+8% +$1.54M 0.32% 70
2022
Q4 		$18.8M Buy
140,235
+299
+0.2% +$37.9K 0.33% 69
2022
Q3 		$14.6M Buy
139,936
+12,949
+10% +$1.49M 0.29% 74
2022
Q2 		$14.3M Buy
126,987
+11,390
+10% +$1.41M 0.27% 74
2022
Q1 		$15.8M Buy
115,597
+13,221
+13% +$1.95M 0.26% 74
2021
Q4 		$16.2M Buy
102,376
+6,364
+7% +$1.05M 0.26% 72
2021
Q3 		$15.7M Buy
96,012
+1,630
+2% +$256K 0.27% 65
2021
Q2 		$14.7M Buy
94,382
+4,988
+6% +$783K 0.25% 63
2021
Q1 		$13.6M Buy
89,394
+5,645
+7% +$812K 0.29% 62
2020
Q4 		$10.6M Buy
83,749
+1,583
+2% +$177K 0.24% 70
2020
Q3 		$7.91M Buy
82,166
+23,035
+39% +$2.26M 0.2% 76
2020
Q2 		$5.56M Buy
59,131
+894
+2% +$84.8K 0.16% 99
2020
Q1 		$5.24M Buy
58,237
+2,815
+5% +$342K 0.19% 87
2019
Q4 		$7.73M Buy
+55,422
New +$7.11M 0.23% 74

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Equitable Holdings's JPM Position: Q2 2026 in Review

Equitable Holdings reduced its JPMorgan Chase (JPM) stake by 8.9% in Q2 2026, selling an estimated $7.95M and leaving 263,530 shares worth $86.3M. The position accounts for 0.52% of the portfolio, ranked #43.

Equitable Holdings first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $91.4M in Q1 2026. 5,109 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Equitable Holdings held 263,530 shares of JPMorgan Chase worth $86.3M as of Q2 2026.
  • Equitable Holdings sold 25,590 JPMorgan Chase shares in Q2 2026, an estimated $7.95M.
  • JPMorgan Chase made up 0.52% of Equitable Holdings's portfolio in Q2 2026, its #43 holding.
  • Equitable Holdings first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Equitable Holdings's JPMorgan Chase position peaked at $91.4M in Q1 2026.
  • 5,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.