JFS Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1M | Sell |
2,352
-4
| -0.2% | -$1.61K | 0.05% | 168 |
|
|
2026
Q1 | $843K | Sell |
2,356
-9
| -0.4% | -$3.2K | 0.05% | 174 |
|
|
2025
Q4 | $753K | Buy |
2,365
+40
| +2% | +$14.2K | 0.04% | 184 |
|
|
2025
Q3 | $870K | Sell |
2,325
-200
| -8% | -$72.7K | 0.05% | 170 |
|
|
2025
Q2 | $901K | Sell |
2,525
-3
| -0.1% | -$924 | 0.06% | 155 |
|
|
2025
Q1 | $687K | Sell |
2,528
-174
| -6% | -$54.2K | 0.05% | 174 |
|
|
2024
Q4 | $897K | Sell |
2,702
-208
| -7% | -$73K | 0.06% | 147 |
|
|
2024
Q3 | $965K | Buy |
2,910
+1,252
| +76% | +$383K | 0.06% | 149 |
|
|
2024
Q2 | $520K | Sell |
1,658
-107
| -6% | -$34.5K | 0.04% | 152 |
|
|
2024
Q1 | $552K | Sell |
1,765
-36
| -2% | -$9.84K | 0.04% | 152 |
|
|
2023
Q4 | $434K | Buy |
1,801
+129
| +8% | +$28.5K | 0.04% | 154 |
|
|
2023
Q3 | $357K | Hold |
1,672
| – | – | 0.03% | 167 |
|
|
2023
Q2 | $336K | Buy |
1,672
+554
| +50% | +$97.4K | 0.03% | 169 |
|
|
2023
Q1 | $192K | Sell |
1,118
-5
| -0.4% | -$832 | 0.02% | 222 |
|
|
2022
Q4 | $176K | Sell |
1,123
-76
| -6% | -$11.7K | 0.02% | 226 |
|
|
2022
Q3 | $160K | Buy |
1,199
+65
| +6% | +$9.1K | 0.02% | 239 |
|
|
2022
Q2 | $143K | Sell |
1,134
-48
| -4% | -$6.71K | 0.02% | 249 |
|
|
2022
Q1 | $179K | Buy |
1,182
+26
| +2% | +$4.07K | 0.02% | 236 |
|
|
2021
Q4 | $200K | Sell |
1,156
-35
| -3% | -$5.8K | 0.02% | 225 |
|
|
2021
Q3 | $178K | Buy |
1,191
+1,113
| +1,427% | +$178K | 0.02% | 230 |
|
|
2021
Q2 | $12K | Hold |
78
| – | – | ﹤0.01% | 425 |
|
|
2021
Q1 | $11K | Hold |
78
| – | – | ﹤0.01% | 406 |
|
|
2020
Q4 | $9K | Buy |
+78
| New | +$8.81K | ﹤0.01% | 424 |
|
|
2020
Q3 | – | Sell |
-200
| Closed | -$17K | – | 569 |
|
|
2020
Q2 | $17K | Buy |
+200
| New | +$16.5K | ﹤0.01% | 322 |
|
|
2016
Q2 | – | Sell |
-26
| Closed | -$2K | – | 537 |
|
|
2016
Q1 | $2K | Buy |
+26
| New | +$1.44K | ﹤0.01% | 516 |
|
|
2015
Q4 | – | Sell |
-36
| Closed | -$2K | – | 543 |
|
|
2015
Q3 | $2K | Sell |
36
-158
| -81% | -$9.33K | ﹤0.01% | 439 |
|
|
2015
Q2 | $13K | Sell |
194
-5
| -3% | -$353 | 0.01% | 332 |
|
|
2015
Q1 | $14K | Sell |
199
-147
| -42% | -$9.99K | 0.01% | 318 |
|
|
2014
Q4 | $24K | Buy |
346
+205
| +145% | +$13.5K | ﹤0.01% | 269 |
|
|
2014
Q3 | $9K | Buy |
141
+9
| +7% | +$638 | ﹤0.01% | 343 |
|
|
2014
Q2 | $10K | Buy |
+132
| New | +$9.8K | ﹤0.01% | 329 |
|
Other funds holding ETN
CAM
VNIM
BCWM
AAMU
ORIO
JFS Wealth Advisors's ETN Position: Q2 2026 in Review
JFS Wealth Advisors reduced its Eaton (ETN) stake by 0.17% in Q2 2026, selling an estimated $1.61K and leaving 2,352 shares worth $1M. The position accounts for 0.05% of the portfolio, ranked #168.
JFS Wealth Advisors first reported a position in ETN in Q2 2014 and has held it in 31 quarters since. 1,043 funds tracked by Wall St. Rank hold ETN as of Q2 2026.
- JFS Wealth Advisors held 2,352 shares of Eaton worth $1M as of Q2 2026.
- JFS Wealth Advisors sold 4 Eaton shares in Q2 2026, an estimated $1.61K.
- Eaton made up 0.05% of JFS Wealth Advisors's portfolio in Q2 2026, its #168 holding.
- JFS Wealth Advisors first reported a position in Eaton in Q2 2014 and has held it in 31 quarters since.
- 1,043 funds tracked by Wall St. Rank held Eaton as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.