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Equitable Holdings shares owned by JPL Wealth Management

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by JPL Wealth Management from 13F filings

Historical chart of JPL Wealth Management investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by JPL Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Equitable Holdings by JPL Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.5M 70k 50.78
2025-06-30 $3.8M 69k 56.10

More positions owned by JPL Wealth Management

Schwab Strategic Tr Sht Tm Us Tres (SCHO)
UnitedHealth (UNH)
Broadcom (AVGO)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Mcp Etf (IJH)
Chevron Corporation (CVX)
Caterpillar (CAT)
Abbvie (ABBV)
Costco Wholesale Corporation (COST)
Ishares Tr S&p 100 Etf (OEF)

View all positions for JPL Wealth Management

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
Canada Pension Plan Investment Board
Wellington Management Company
State Street Corporation
Capital Research and Management Company - Division 3
Geode Capital Management
Thornburg Investment Management
Invesco
Massachusetts Financial Services
Pzena Investment Management
Morgan Stanley
Conifer Management
Northern Trust
Nordea Investment Management Ab

View all funds holding Equitable Holdings