JFG
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JDM Financial Group’s Eaton ETN Stock Holding History

JDM Financial Group’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
2025
Q4 		– Sell
-110
Closed -$41.2K – 267
2025
Q3 		$41.2K Buy
110
+10
+10% +$3.64K 0.02% 105
2025
Q2 		$35.7K Hold
100
– – 0.02% 107
2025
Q1 		$27.2K Sell
100
-4
-4% -$1.25K 0.01% 113
2024
Q4 		$34.5K Hold
104
– – 0.02% 103
2024
Q3 		$34.5K Buy
104
+4
+4% +$1.22K 0.02% 106
2024
Q2 		$31.4K Hold
100
– – 0.02% 99
2024
Q1 		$31.3K Hold
100
– – 0.02% 91
2023
Q4 		$24.1K Hold
100
– – 0.02% 94
2023
Q3 		$21.3K Hold
100
– – 0.02% 96
2023
Q2 		$20.1K Hold
100
– – 0.02% 99
2023
Q1 		$17.1K Sell
100
-24
-19% -$4K 0.02% 105
2022
Q4 		$19.5K Buy
+124
New +$19K 0.02% 99

Other funds holding ETN

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JDM Financial Group's ETN Position: Q4 2025 in Review

JDM Financial Group sold out of Eaton (ETN) in Q4 2025, closing a stake of 110 shares — an estimated $41.2K sold.

JDM Financial Group first reported a position in ETN in Q4 2022 and held it in 12 quarters. The position peaked at $41.2K in Q3 2025. 2,458 funds tracked by Wall St. Rank hold ETN as of Q4 2025.

  • JDM Financial Group reported no remaining Eaton position as of Q4 2025 after selling out during the quarter.
  • JDM Financial Group sold 110 Eaton shares in Q4 2025, an estimated $41.2K.
  • JDM Financial Group first reported a position in Eaton in Q4 2022 and held it in 12 quarters.
  • JDM Financial Group's Eaton position peaked at $41.2K in Q3 2025.
  • 2,458 funds tracked by Wall St. Rank held Eaton as of Q4 2025.

Based on JDM Financial Group's 13F filing for Q4 2025, filed 2 Feb 2026.