JPMB J P MORGAN EXCHANGE TRADED F

Ownership history in Equitable Holdings, Inc.  ·  12 quarters on record

AI Ownership Summary

Equitable Holdings, Inc. reported J P MORGAN EXCHANGE TRADED F (JPMB) in 12 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.02% in 2025 Q1. The latest visible filing shows JPMB at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this JPMB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Equitable Holdings, Inc.'s position in J P MORGAN EXCHANGE TRADED F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

JPMB was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Equitable Holdings, Inc. held JPMB — position size vs. price
% of Fund (quarterly)    JPMB price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 55,462 -415 -0.7% 0.02% $2.2M 2026-02-14 (Est.) $40.53
2025 Q3 ADDED 55,877 +2,371 +4.4% 0.02% $2.3M 2025-11-14 $39.59
2025 Q2 ADDED 53,506 +1,353 +2.6% 0.02% $2.1M 2025-08-15 $38.20
2025 Q1 ADDED 52,153 +16,827 +47.6% 0.02% $2.0M 2025-05-13 $36.19
2024 Q4 ADDED 35,326 +2,557 +7.8% 0.01% $1.3M 2025-02-12 $35.71
2024 Q3 ADDED 32,769 +1,038 +3.3% 0.01% $1.3M 2024-11-14 $35.57
2024 Q2 REDUCED 31,731 -11,354 -26.4% 0.01% $1.2M 2024-08-14 $35.72
2024 Q1 ADDED 43,085 +19,864 +85.5% 0.02% $1.7M 2024-05-14 $34.33
2023 Q4 ADDED 23,221 +256 +1.1% 0.01% $926K 2024-02-13 $33.66
2023 Q3 ADDED 22,965 +1,070 +4.9% 0.01% $856K 2023-11-14 $32.35
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Equitable Holdings, Inc. and JPMB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Equitable Holdings, Inc. reported owning JPMB?

Equitable Holdings, Inc. reported JPMB across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported JPMB position in Equitable Holdings, Inc.'s portfolio?

The largest reported portfolio weight for JPMB was 0.02% in 2025 Q1.

What is the latest reported JPMB position on this page?

The most recent filing on this page is 2025 Q4, when Equitable Holdings, Inc. reported 55,462 shares, equal to 0.02% of portfolio, with an estimated market value of $2.2M.

What does the chart on this JPMB ownership page compare?

The chart compares Equitable Holdings, Inc.'s quarterly JPMB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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