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Position history for Equitable Holdings, Inc.Equitable Holdings, Inc.'s holdings in J P MORGAN EXCHANGE TRADED F

Equitable Holdings, Inc. holds 2.5M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $142.4M as of 2026-Q2. The position was increased (+18.1% shares). JEPI represents 0.9% of Equitable Holdings, Inc.'s portfolio.

Current Value

$142.4M

Current Shares

2.5M

Total Value Change

+$139.8M

Total Shares Change

+2.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.5M
+18.1%
$142.4M0.9%$55.37
50
2026-Q1
Increased
2.1M
+15.7%
$116.4M0.7%$54.35
49
2025-Q4
Increased
1.9M
+3477.6%
$106.1M0.7%$54.24
68
2025-Q3
Increased
51,816
+13.4%
$3M0.0%$52.71
30
2025-Q2
Decreased
45,678
-11.9%
$2.6M0.0%$51.45
0
2025-Q1
Increased
51,825
+12.0%
$3M0.0%$50.40
30
2024-Q4
Increased
46,263
+3.2%
$2.7M0.0%$50.18
27
2024-Q3
Decreased
44,836
-7.0%
$2.7M0.0%$50.55
0

Other major holders of JEPI: MORGAN STANLEY

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