Ownership history in Equitable Holdings, Inc. Β· 15 quarters on record
This page tracks every 13F SEC filing in which Equitable Holdings, Inc. reported a position in J P MORGAN EXCHANGE TRADED F (JEPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Equitable Holdings, Inc. underperformed the S&P 500 by β10.7% annually on this JEPI position. Timing score: 71% (10/14 decisions correct). Average cost basis: $56.18. Maximum drawdown during holding period: β4.8%.
β Significantly underperformed the S&P 500 by 10.7% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
10 of 14 add/trim decisions correct
Best entry: $38.17 (2022 Q3) Β· Worst: $56.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 4 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Equitable Holdings, Inc. has been actively increasing its JEPI allocation β a bullish signal from insiders.
Currently 0.73% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size