JPL Wealth Management’s Eaton ETN Stock Holding History

JPL 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	$532K	Buy	1,488 +593	+66%	+$211K	0.12%	92
2025 Q4	$285K	Sell	895 -1,394	-61%	-$494K	0.07%	104
2025 Q3	$857K	Sell	2,289 -161	-7%	-$58.6K	0.2%	83
2025 Q2	$875K	Sell	2,450 -45	-2%	-$13.9K	0.24%	79
2025 Q1	$678K	Buy	2,495 +26	+1%	+$8.1K	0.19%	82
2024 Q4	$819K	Buy	+2,469	New	+$867K	0.23%	77
2024 Q2	$874K	Buy	2,786 +1,525	+121%	+$492K	0.43%	68
2024 Q1	$394K	Buy	1,261 +93	+8%	+$25.4K	0.22%	87
2023 Q4	$281K	Buy	+1,168	New	+$258K	0.2%	90

Other funds holding ETN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

JPL Wealth Management increased its Eaton (ETN) stake by 66% in Q1 2026, buying an estimated $211K and bringing the position to 1,488 shares worth $532K. The position accounts for 0.12% of the portfolio, ranked #92.

JPL Wealth Management first reported a position in ETN in Q4 2023 and has held it in 9 quarters since. The position peaked at $875K in Q2 2025. 2,507 funds tracked by Wall St. Rank hold ETN as of Q1 2026.

JPL Wealth Management held 1,488 shares of Eaton worth $532K as of Q1 2026.
JPL Wealth Management bought 593 Eaton shares in Q1 2026, an estimated $211K.
Eaton made up 0.12% of JPL Wealth Management's portfolio in Q1 2026, its #92 holding.
JPL Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 9 quarters since.
JPL Wealth Management's Eaton position peaked at $875K in Q2 2025.
2,507 funds tracked by Wall St. Rank held Eaton as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.