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JP Morgan Private Wealth Advisors’s Equitable Holdings EQH Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$1.81M Buy
63,912
+10,923
+21% +$308K 0.01% 774
2023
Q2 		$1.44M Sell
52,989
-7,813
-13% -$198K 0.01% 663
2023
Q1 		$1.54M Buy
60,802
+22,508
+59% +$664K ﹤0.01% 980
2022
Q4 		$1.1M Buy
38,294
+20,680
+117% +$612K ﹤0.01% 1100
2022
Q3 		$464K Sell
17,614
-6,271
-26% -$178K ﹤0.01% 1494
2022
Q2 		$623K Sell
23,885
-11,709
-33% -$339K ﹤0.01% 1366
2022
Q1 		$1.1M Buy
35,594
+4,880
+16% +$161K ﹤0.01% 1179
2021
Q4 		$1.01M Buy
30,714
+4,748
+18% +$156K ﹤0.01% 1238
2021
Q3 		$770K Buy
25,966
+9,492
+58% +$287K ﹤0.01% 1325
2021
Q2 		$502K Buy
16,474
+5,320
+48% +$174K ﹤0.01% 1478
2021
Q1 		$364K Sell
11,154
-9,396
-46% -$271K ﹤0.01% 1449
2020
Q4 		$526K Sell
20,550
-4,049
-16% -$94.7K ﹤0.01% 1269
2020
Q3 		$449K Sell
24,599
-464
-2% -$9.33K ﹤0.01% 1202
2020
Q2 		$483K Buy
25,063
+8,338
+50% +$149K ﹤0.01% 1120
2020
Q1 		$241K Buy
+16,725
New +$365K ﹤0.01% 1218

Other funds holding EQH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Private Wealth Advisors's EQH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Equitable Holdings (EQH) stake by 21% in Q3 2023, buying an estimated $308K and bringing the position to 63,912 shares worth $1.81M. The position accounts for 0.01% of the portfolio, ranked #774.

JP Morgan Private Wealth Advisors first reported a position in EQH in Q1 2020 and has held it in 15 quarters since. 386 funds tracked by Wall St. Rank hold EQH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 63,912 shares of Equitable Holdings worth $1.81M as of Q3 2023.
  • JP Morgan Private Wealth Advisors bought 10,923 Equitable Holdings shares in Q3 2023, an estimated $308K.
  • Equitable Holdings made up 0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #774 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Equitable Holdings in Q1 2020 and has held it in 15 quarters since.
  • 386 funds tracked by Wall St. Rank held Equitable Holdings as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.