JWM
ETN icon

Jackson Wealth Management’s Eaton ETN Stock Holding History

Jackson Wealth Management’s Portfolio ETN Stock Details ETN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.63M Sell
26,927
-104
-0.4% -$37K 0.99% 28
2025
Q4 		$8.61M Sell
27,031
-141
-0.5% -$50K 0.84% 33
2025
Q3 		$10.2M Buy
27,172
+251
+0.9% +$91.3K 1.02% 28
2025
Q2 		$9.61M Sell
26,921
-239
-0.9% -$73.6K 1.05% 24
2025
Q1 		$7.38M Sell
27,160
-319
-1% -$99.3K 0.9% 29
2024
Q4 		$9.12M Sell
27,479
-302
-1% -$106K 1.03% 23
2024
Q3 		$9.21M Buy
27,781
+11,794
+74% +$3.6M 1.1% 20
2024
Q2 		$5.01M Sell
15,987
-12,270
-43% -$3.96M 1.07% 19
2024
Q1 		$8.84M Buy
28,257
+24
+0.1% +$6.56K 1.1% 18
2023
Q4 		$6.8M Sell
28,233
-604
-2% -$133K 0.9% 25
2023
Q3 		$6.15M Sell
28,837
-74
-0.3% -$16K 0.88% 23
2023
Q2 		$5.81M Buy
+28,911
New +$5.09M 0.85% 26
2023
Q1 		– Sell
-29,947
Closed -$4.7M – 146
2022
Q4 		$4.7M Sell
29,947
-1,980
-6% -$304K 1.73% 18
2022
Q3 		$4.26M Buy
31,927
+17,269
+118% +$2.42M 0.84% 34
2022
Q2 		$1.85M Sell
14,658
-20,450
-58% -$2.86M 0.86% 33
2022
Q1 		$5.33M Sell
35,108
-581
-2% -$91K 0.74% 37
2021
Q4 		$6.17M Sell
35,689
-22
-0.1% -$3.65K 0.78% 40
2021
Q3 		$37K Buy
35,711
+35
+0.1% +$5.59K 0.45% 43
2021
Q2 		$5.29M Buy
35,676
+19
+0.1% +$2.74K 0.67% 42
2021
Q1 		$4.93M Sell
35,657
-181
-0.5% -$23.3K 0.74% 42
2020
Q4 		$4.31M Sell
35,838
-604
-2% -$68.3K 0.59% 46
2020
Q3 		$3.72M Buy
36,442
+1,372
+4% +$134K 0.56% 48
2020
Q2 		$3.07M Buy
35,070
+2,105
+6% +$173K 0.55% 49
2020
Q1 		$2.67M Sell
32,965
-12,336
-27% -$1.13M 0.56% 40
2019
Q4 		$4.39M Buy
45,301
+1,096
+2% +$97.3K 0.73% 42
2019
Q3 		$3.47M Buy
44,205
+8,734
+25% +$708K 0.73% 40
2019
Q2 		$2.9M Buy
35,471
+764
+2% +$61.8K 0.63% 42
2019
Q1 		$2.8M Buy
34,707
+1,279
+4% +$97.5K 0.68% 39
2018
Q4 		$2.23M Sell
33,428
-837
-2% -$62.6K 0.67% 40
2018
Q3 		$2.97M Buy
34,265
+1,515
+5% +$124K 0.63% 37
2018
Q2 		$2.59M Sell
32,750
-262
-0.8% -$20.3K 0.6% 41
2018
Q1 		$2.59M Sell
33,012
-4,552
-12% -$374K 0.72% 35
2017
Q4 		$3.08M Buy
37,564
+172
+0.5% +$13.4K 0.78% 34
2017
Q3 		$2.92M Buy
37,392
+1,776
+5% +$134K 0.79% 29
2017
Q2 		$2.65M Buy
35,616
+3,040
+9% +$232K 0.84% 25
2017
Q1 		$2.43M Buy
32,576
+2,003
+7% +$142K 0.88% 25
2016
Q4 		$2.07M Buy
+30,573
New +$2.01M 0.81% 26

Other funds holding ETN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jackson Wealth Management's ETN Position: Q1 2026 in Review

Jackson Wealth Management reduced its Eaton (ETN) stake by 0.38% in Q1 2026, selling an estimated $37K and leaving 26,927 shares worth $9.63M. The position accounts for 0.99% of the portfolio, ranked #28.

Jackson Wealth Management first reported a position in ETN in Q4 2016 and has held it in 37 quarters since. The position peaked at $10.2M in Q3 2025. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Jackson Wealth Management held 26,927 shares of Eaton worth $9.63M as of Q1 2026.
  • Jackson Wealth Management sold 104 Eaton shares in Q1 2026, an estimated $37K.
  • Eaton made up 0.99% of Jackson Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Jackson Wealth Management first reported a position in Eaton in Q4 2016 and has held it in 37 quarters since.
  • Jackson Wealth Management's Eaton position peaked at $10.2M in Q3 2025.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.