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Equitable Holdings shares owned by JDM Financial Group

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by JDM Financial Group from 13F filings

Historical chart of JDM Financial Group investment in Equitable Holdings

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All positions including Equitable Holdings held by JDM Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by JDM Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.4k 119 37.11

More positions owned by JDM Financial Group

Bny Mellon Us Large Cap Core Equity Etf Etf (BKLC)
State Street Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Bondbloxx Bloomberg Six Month Target Duration Us Treasury Etf Etf (XHLF)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Vanguard S&p 500 Etf Etf (VOO)
Ishares S&p 500 Index Etf (IVV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Mid Cap Etf (VO)
State Street Spdr Portfolio Emerging Markets Etf Etf (SPEM)
Vanguard Reit Index Etf Etf (VNQ)
State Street Spdr S&p 500 Etf Etf (SPY)
Apple Stock (AAPL)
Innovator U.s. Equity Power Buffer Etf - January Etf (PJAN)
State Street Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
State Street Spdr Portfolio S&p 500 Value Etf Etf (SPYV)

View all positions for JDM Financial Group

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Vanguard Portfolio Management
State Street Corporation
Capital Research and Management Company - Division 3
Wellington Management Company
Diamond Hill Capital Management
Geode Capital Management
Thornburg Investment Management
Bank Of Montreal
Massachusetts Financial Services
Pzena Investment Management
Conifer Management
Northern Trust

View all funds holding Equitable Holdings