SEC 13F Intelligence

Jessup Wealth Management, Inc / EQH

Jessup Wealth Management, Inc’s Equitable Hldgs Inc Position

Does Jessup Wealth Management, Inc own Equitable Hldgs Inc (EQH)? Not currently — the last reported position was 143.1K shares worth $7M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$7M
Q4 2025
Shares
143.1K
% of Portfolio
+2.25%
Quarters Held
7
position exited

Position History EQH

Reported value by quarter
Q2 ’24: $5MQ2 ’24Q3 ’24: $6MQ3 ’24Q4 ’24: $6MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $7MQ2 ’25Q3 ’25: $6MQ3 ’25Q4 ’25: $7MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025143.1K$7M+2.25%
Q3 2025126.0K$6M+2.38%
Q2 2025128.0K$7M+2.88%
Q1 2025133.2K$7M+2.92%
Q4 2024123.4K$6M+2.48%
Q3 2024131.9K$6M+2.54%
Q2 2024127.3K$5M+2.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jessup Wealth Management, Inc’s full portfolio or all institutional holders of EQH.