JPMorgan Chase & Co’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $42.2M | Sell |
753,109
-276,407
| -27% | -$15.5M | ﹤0.01% | 1292 |
|
|
2025
Q1 | $53.6M | Buy |
1,029,516
+332,703
| +48% | +$17.3M | ﹤0.01% | 1145 |
|
|
2024
Q4 | $32.9M | Sell |
696,813
-211,840
| -23% | -$9.99M | ﹤0.01% | 1391 |
|
|
2024
Q3 | $38.2M | Buy |
908,653
+153,457
| +20% | +$6.45M | ﹤0.01% | 1325 |
|
|
2024
Q2 | $30.9M | Buy |
755,196
+121,102
| +19% | +$4.95M | ﹤0.01% | 1377 |
|
|
2024
Q1 | $24.1M | Buy |
634,094
+63,794
| +11% | +$2.42M | ﹤0.01% | 1577 |
|
|
2023
Q4 | $19M | Buy |
570,300
+432,903
| +315% | +$14.4M | ﹤0.01% | 1677 |
|
|
2023
Q3 | $3.9M | Sell |
137,397
-154,586
| -53% | -$4.39M | ﹤0.01% | 2578 |
|
|
2023
Q2 | $7.93M | Buy |
291,983
+95,468
| +49% | +$2.59M | ﹤0.01% | 2201 |
|
|
2023
Q1 | $4.99M | Sell |
196,515
-210,398
| -52% | -$5.34M | ﹤0.01% | 2443 |
|
|
2022
Q4 | $11.7M | Buy |
406,913
+212,111
| +109% | +$6.09M | ﹤0.01% | 1804 |
|
|
2022
Q3 | $5.13M | Buy |
194,802
+32,430
| +20% | +$855K | ﹤0.01% | 2321 |
|
|
2022
Q2 | $4.23M | Sell |
162,372
-64,757
| -29% | -$1.69M | ﹤0.01% | 2507 |
|
|
2022
Q1 | $7.02M | Buy |
227,129
+193,074
| +567% | +$5.97M | ﹤0.01% | 2316 |
|
|
2021
Q4 | $1.12M | Sell |
34,055
-30,545
| -47% | -$1M | ﹤0.01% | 3611 |
|
|
2021
Q3 | $1.91M | Sell |
64,600
-337,159
| -84% | -$9.99M | ﹤0.01% | 3216 |
|
|
2021
Q2 | $12.2M | Buy |
401,759
+23,465
| +6% | +$715K | ﹤0.01% | 1991 |
|
|
2021
Q1 | $12.3M | Buy |
378,294
+161,559
| +75% | +$5.27M | ﹤0.01% | 1963 |
|
|
2020
Q4 | $5.55M | Sell |
216,735
-1,516,601
| -87% | -$38.8M | ﹤0.01% | 2361 |
|
|
2020
Q3 | $31.8M | Sell |
1,733,336
-544,203
| -24% | -$9.98M | 0.01% | 1082 |
|
|
2020
Q2 | $43.9M | Buy |
2,277,539
+1,450,169
| +175% | +$28M | 0.01% | 882 |
|
|
2020
Q1 | $12M | Buy |
827,370
+170,715
| +26% | +$2.47M | ﹤0.01% | 1448 |
|
|
2019
Q4 | $16.3M | Buy |
656,655
+3,964
| +0.6% | +$98.2K | ﹤0.01% | 1485 |
|
|
2019
Q3 | $14.5M | Sell |
652,691
-169,478
| -21% | -$3.76M | ﹤0.01% | 1560 |
|
|
2019
Q2 | $16.7M | Buy |
822,169
+304,070
| +59% | +$6.17M | ﹤0.01% | 1453 |
|
|
2019
Q1 | $10.4M | Buy |
518,099
+514,625
| +14,814% | +$10.4M | ﹤0.01% | 1692 |
|
|
2018
Q4 | $58K | Sell |
3,474
-492
| -12% | -$8.21K | ﹤0.01% | 4220 |
|
|
2018
Q3 | $85K | Buy |
3,966
+3,036
| +326% | +$65.1K | ﹤0.01% | 4172 |
|
|
2018
Q2 | $19K | Buy |
+930
| New | +$19K | ﹤0.01% | 4541 |
|