EH
Equitable Holdings’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.7M | Buy |
202,586
+13,446
| +7% | +$3.9M | 0.48% | 43 |
|
|
2025
Q1 | $46.4M | Buy |
189,140
+12,022
| +7% | +$2.95M | 0.44% | 48 |
|
|
2024
Q4 | $42.5M | Sell |
177,118
-749
| -0.4% | -$180K | 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% | +$580K | 0.39% | 55 |
|
|
2024
Q1 | $35.7M | Buy |
178,158
+893
| +0.5% | +$179K | 0.4% | 52 |
|
|
2023
Q4 | $30.2M | Buy |
177,265
+9,844
| +6% | +$1.67M | 0.37% | 59 |
|
|
2023
Q3 | $24.3M | Buy |
167,421
+7,769
| +5% | +$1.13M | 0.35% | 65 |
|
|
2023
Q2 | $23.2M | Buy |
159,652
+8,156
| +5% | +$1.19M | 0.33% | 67 |
|
|
2023
Q1 | $19.7M | Buy |
151,496
+11,261
| +8% | +$1.47M | 0.32% | 70 |
|
|
2022
Q4 | $18.8M | Buy |
140,235
+299
| +0.2% | +$40.1K | 0.33% | 69 |
|
|
2022
Q3 | $14.6M | Buy |
139,936
+12,949
| +10% | +$1.35M | 0.29% | 74 |
|
|
2022
Q2 | $14.3M | Buy |
126,987
+11,390
| +10% | +$1.28M | 0.27% | 74 |
|
|
2022
Q1 | $15.8M | Buy |
115,597
+13,221
| +13% | +$1.8M | 0.26% | 74 |
|
|
2021
Q4 | $16.2M | Buy |
102,376
+6,364
| +7% | +$1.01M | 0.26% | 72 |
|
|
2021
Q3 | $15.7M | Buy |
96,012
+1,630
| +2% | +$267K | 0.27% | 65 |
|
|
2021
Q2 | $14.7M | Buy |
94,382
+4,988
| +6% | +$776K | 0.25% | 63 |
|
|
2021
Q1 | $13.6M | Buy |
89,394
+5,645
| +7% | +$859K | 0.29% | 62 |
|
|
2020
Q4 | $10.6M | Buy |
83,749
+1,583
| +2% | +$201K | 0.24% | 70 |
|
|
2020
Q3 | $7.91M | Buy |
82,166
+23,035
| +39% | +$2.22M | 0.2% | 76 |
|
|
2020
Q2 | $5.56M | Buy |
59,131
+894
| +2% | +$84.1K | 0.16% | 99 |
|
|
2020
Q1 | $5.24M | Buy |
58,237
+2,815
| +5% | +$253K | 0.19% | 87 |
|
|
2019
Q4 | $7.73M | Buy |
+55,422
| New | +$7.73M | 0.23% | 74 |
|