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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
Q2 		$13.6K Sell
310
-52,232
-99% -$2.18M ﹤0.01% 522
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 $6.73T AUM 46.02% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JPL Wealth Management's EQH Position: Q2 2026 in Review

JPL Wealth Management reduced its Equitable Holdings (EQH) stake by 99% in Q2 2026, selling an estimated $2.18M and leaving 310 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #522.

JPL Wealth Management first reported a position in EQH in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.85M in Q2 2025. 482 funds tracked by Wall St. Rank hold EQH as of Q2 2026.

  • JPL Wealth Management held 310 shares of Equitable Holdings worth $13.6K as of Q2 2026.
  • JPL Wealth Management sold 52,232 Equitable Holdings shares in Q2 2026, an estimated $2.18M.
  • Equitable Holdings made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #522 holding.
  • JPL Wealth Management first reported a position in Equitable Holdings in Q2 2025 and has held it in 5 quarters since.
  • JPL Wealth Management's Equitable Holdings position peaked at $3.85M in Q2 2025.
  • 482 funds tracked by Wall St. Rank held Equitable Holdings as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.