JSW
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Journey Strategic Wealth’s Eaton ETN Stock Holding History

Journey Strategic Wealth’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 		$1.04M Buy
2,904
+725
+33% +$258K 0.03% 173
2025
Q4 		$694K Sell
2,179
-340
-13% -$120K 0.02% 239
2025
Q3 		$943K Buy
2,519
+205
+9% +$74.6K 0.03% 179
2025
Q2 		$826K Buy
2,314
+738
+47% +$227K 0.03% 201
2025
Q1 		$428K Buy
1,576
+79
+5% +$24.6K 0.01% 259
2024
Q4 		$497K Sell
1,497
-111
-7% -$39K 0.02% 218
2024
Q3 		$533K Buy
1,608
+157
+11% +$48K 0.02% 207
2024
Q2 		$455K Buy
1,451
+652
+82% +$211K 0.02% 179
2024
Q1 		$250K Buy
+799
New +$218K 0.01% 225
2023
Q1 		– Sell
-2,403
Closed -$377K – 264
2022
Q4 		$377K Buy
2,403
+298
+14% +$45.7K 0.04% 125
2022
Q3 		$281K Buy
+2,105
New +$295K 0.04% 112
2022
Q2 		– Sell
-2,558
Closed -$388K – 152
2022
Q1 		$388K Sell
2,558
-4
-0.2% -$626 0.04% 77
2021
Q4 		$443K Buy
+2,562
New +$425K 0.05% 84

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

Journey Strategic Wealth's ETN Position: Q1 2026 in Review

Journey Strategic Wealth increased its Eaton (ETN) stake by 33% in Q1 2026, buying an estimated $258K and bringing the position to 2,904 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #173.

Journey Strategic Wealth first reported a position in ETN in Q4 2021 and has held it in 13 quarters since. 2,508 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

  • Journey Strategic Wealth held 2,904 shares of Eaton worth $1.04M as of Q1 2026.
  • Journey Strategic Wealth bought 725 Eaton shares in Q1 2026, an estimated $258K.
  • Eaton made up 0.03% of Journey Strategic Wealth's portfolio in Q1 2026, its #173 holding.
  • Journey Strategic Wealth first reported a position in Eaton in Q4 2021 and has held it in 13 quarters since.
  • 2,508 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.