JP Morgan Chase’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.8M | Sell |
471,889
-566,016
| -55% | -$24.2M | ﹤0.01% | 2218 |
|
|
2025
Q4 | $49.5M | Sell |
1,037,905
-398,799
| -28% | -$18.9M | ﹤0.01% | 1372 |
|
|
2025
Q3 | $73M | Buy |
1,436,704
+683,595
| +91% | +$36.2M | ﹤0.01% | 1165 |
|
|
2025
Q2 | $42.2M | Sell |
753,109
-276,407
| -27% | -$14.2M | ﹤0.01% | 1428 |
|
|
2025
Q1 | $53.6M | Buy |
1,029,516
+332,703
| +48% | +$17.4M | ﹤0.01% | 1272 |
|
|
2024
Q4 | $32.9M | Sell |
696,813
-211,840
| -23% | -$9.78M | ﹤0.01% | 1594 |
|
|
2024
Q3 | $38.2M | Buy |
908,653
+153,457
| +20% | +$6.3M | ﹤0.01% | 1504 |
|
|
2024
Q2 | $30.9M | Buy |
755,196
+121,102
| +19% | +$4.74M | ﹤0.01% | 1533 |
|
|
2024
Q1 | $24.1M | Buy |
634,094
+63,794
| +11% | +$2.17M | ﹤0.01% | 1756 |
|
|
2023
Q4 | $19M | Buy |
570,300
+432,903
| +315% | +$12.7M | ﹤0.01% | 1906 |
|
|
2023
Q3 | $3.9M | Sell |
137,397
-154,586
| -53% | -$4.36M | ﹤0.01% | 3022 |
|
|
2023
Q2 | $7.93M | Buy |
291,983
+95,468
| +49% | +$2.42M | ﹤0.01% | 2491 |
|
|
2023
Q1 | $4.99M | Sell |
196,515
-210,398
| -52% | -$6.21M | ﹤0.01% | 2822 |
|
|
2022
Q4 | $11.7M | Buy |
406,913
+212,111
| +109% | +$6.28M | ﹤0.01% | 2117 |
|
|
2022
Q3 | $5.13M | Buy |
194,802
+32,430
| +20% | +$922K | ﹤0.01% | 2716 |
|
|
2022
Q2 | $4.23M | Sell |
162,372
-64,757
| -29% | -$1.88M | ﹤0.01% | 2927 |
|
|
2022
Q1 | $7.02M | Buy |
227,129
+193,074
| +567% | +$6.36M | ﹤0.01% | 2711 |
|
|
2021
Q4 | $1.12M | Sell |
34,055
-30,545
| -47% | -$1M | ﹤0.01% | 4311 |
|
|
2021
Q3 | $1.91M | Sell |
64,600
-337,159
| -84% | -$10.2M | ﹤0.01% | 3833 |
|
|
2021
Q2 | $12.2M | Buy |
401,759
+23,465
| +6% | +$765K | ﹤0.01% | 2257 |
|
|
2021
Q1 | $12.3M | Buy |
378,294
+161,559
| +75% | +$4.66M | ﹤0.01% | 2167 |
|
|
2020
Q4 | $5.55M | Sell |
216,735
-1,516,601
| -87% | -$35.5M | ﹤0.01% | 2731 |
|
|
2020
Q3 | $31.8M | Sell |
1,733,336
-544,203
| -24% | -$10.9M | 0.01% | 1210 |
|
|
2020
Q2 | $43.9M | Buy |
2,277,539
+1,450,169
| +175% | +$25.9M | 0.01% | 945 |
|
|
2020
Q1 | $12M | Buy |
827,370
+170,715
| +26% | +$3.73M | ﹤0.01% | 1611 |
|
|
2019
Q4 | $16.3M | Buy |
656,655
+3,964
| +0.6% | +$91.9K | ﹤0.01% | 1743 |
|
|
2019
Q3 | $14.5M | Sell |
652,691
-169,478
| -21% | -$3.64M | ﹤0.01% | 1839 |
|
|
2019
Q2 | $16.7M | Buy |
822,169
+304,070
| +59% | +$6.54M | ﹤0.01% | 1700 |
|
|
2019
Q1 | $10.4M | Buy |
518,099
+514,625
| +14,814% | +$9.82M | ﹤0.01% | 2010 |
|
|
2018
Q4 | $58K | Sell |
3,474
-492
| -12% | -$9.6K | ﹤0.01% | 5032 |
|
|
2018
Q3 | $85K | Buy |
3,966
+3,036
| +326% | +$66.6K | ﹤0.01% | 5009 |
|
|
2018
Q2 | $19K | Buy |
+930
| New | +$19.8K | ﹤0.01% | 5312 |
|
Other funds holding EQH
VPM
VCM
