Equitable Holdings’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7M | Buy |
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|
2025
Q1 | $46.4M | Buy |
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|
2024
Q4 | $42.5M | Sell |
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|
2024
Q3 | $37.5M | Sell |
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|
2024
Q2 | $36.6M | Buy |
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|
2024
Q1 | $35.7M | Buy |
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|
2023
Q4 | $30.2M | Buy |
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|
2023
Q3 | $24.3M | Buy |
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|
2023
Q2 | $23.2M | Buy |
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|
2023
Q1 | $19.7M | Buy |
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|
2022
Q4 | $18.8M | Buy |
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|
2022
Q3 | $14.6M | Buy |
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|
2022
Q2 | $14.3M | Buy |
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|
2022
Q1 | $15.8M | Buy |
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|
2021
Q4 | $16.2M | Buy |
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|
2021
Q3 | $15.7M | Buy |
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|
2021
Q2 | $14.7M | Buy |
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|
2021
Q1 | $13.6M | Buy |
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|
2020
Q4 | $10.6M | Buy |
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|
2020
Q3 | $7.91M | Buy |
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|
2020
Q2 | $5.56M | Buy |
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|
2020
Q1 | $5.24M | Buy |
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|
2019
Q4 | $7.73M | Buy |
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