JP Morgan Chase
EQH icon

JP Morgan Chase’s Equitable Holdings EQH Stock Holding History

JP Morgan Chase’s Portfolio EQH Stock Details EQH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-74,200
Closed -$2.43M – 6702
2021
Q4 		$2.43M Buy
+74,200
New +$2.44M ﹤0.01% 3706

Other funds holding EQH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

JP Morgan Chase's EQH Position: Q2 2026 in Review

JP Morgan Chase increased its Equitable Holdings (EQH) stake by 46% in Q2 2026, buying an estimated $9.1M and bringing the position to 689,495 shares worth $31M. The position accounts for ﹤0.01% of the portfolio, ranked #1852.

JP Morgan Chase first reported a position in EQH in Q2 2018 and has held it in 33 quarters since. The position peaked at $73M in Q3 2025. 355 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • JP Morgan Chase held 689,495 shares of Equitable Holdings worth $31M as of Q2 2026.
  • JP Morgan Chase bought 217,606 Equitable Holdings shares in Q2 2026, an estimated $9.1M.
  • Equitable Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1852 holding.
  • JP Morgan Chase first reported a position in Equitable Holdings in Q2 2018 and has held it in 33 quarters since.
  • JP Morgan Chase's Equitable Holdings position peaked at $73M in Q3 2025.
  • 355 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.