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JPL Wealth Management’s Equitable Holdings EQH Stock Holding History

JPL Wealth Management’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
2026
Q1 		$1.95M Sell
52,542
-1,781
-3% -$76.3K 0.45% 67
2025
Q4 		$2.59M Sell
54,323
-15,228
-22% -$722K 0.63% 64
2025
Q3 		$3.53M Buy
69,551
+1,006
+1% +$53.3K 0.84% 51
2025
Q2 		$3.85M Buy
+68,545
New +$3.53M 1.04% 44

Other funds holding EQH

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JPL Wealth Management's EQH Position: Q1 2026 in Review

JPL Wealth Management reduced its Equitable Holdings (EQH) stake by 3.3% in Q1 2026, selling an estimated $76.3K and leaving 52,542 shares worth $1.95M. The position accounts for 0.45% of the portfolio, ranked #67.

JPL Wealth Management first reported a position in EQH in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.85M in Q2 2025. 539 funds tracked by Wall St. Rank hold EQH as of Q1 2026.

  • JPL Wealth Management held 52,542 shares of Equitable Holdings worth $1.95M as of Q1 2026.
  • JPL Wealth Management sold 1,781 Equitable Holdings shares in Q1 2026, an estimated $76.3K.
  • Equitable Holdings made up 0.45% of JPL Wealth Management's portfolio in Q1 2026, its #67 holding.
  • JPL Wealth Management first reported a position in Equitable Holdings in Q2 2025 and has held it in 4 quarters since.
  • JPL Wealth Management's Equitable Holdings position peaked at $3.85M in Q2 2025.
  • 539 funds tracked by Wall St. Rank held Equitable Holdings as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.