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JEPI
Showing 8 of 16 quarters

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

Equitable Holdings, Inc. holds 2.1M shares of JEPI (J P MORGAN EXCHANGE TRADED F), worth $116.4M as of 2026-Q1. The position was increased (+15.7% shares). JEPI represents 0.7% of Equitable Holdings, Inc.'s portfolio.

Current Value

$116.4M

Current Shares

2.1M

Total Value Change

+$113.6M

Total Shares Change

+2.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.1M
+15.7%
$116.4M0.7%$58.83
49
2025-Q4
Increased
1.9M
+3477.6%
$106.1M0.7%$57.21
68
2025-Q3
Increased
51,816
+13.4%
$3M0.0%$55.16
30
2025-Q2
Decreased
45,678
-11.9%
$2.6M0.0%$53.79
0
2025-Q1
Increased
51,825
+12.0%
$3M0.0%$52.44
30
2024-Q4
Increased
46,263
+3.2%
$2.7M0.0%$52.68
27
2024-Q3
Decreased
44,836
-7.0%
$2.7M0.0%$52.94
0
2024-Q2
Increased
48,225
+8.2%
$2.7M0.0%$49.62
28

Other major holders of JEPI: MORGAN STANLEY

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