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 Q3	$608K	Sell	1,415 -72	-5%	-$30K	0.15%	91
2026 Q2	$634K	Sell	1,487 -1	-0.1%	-$403	0.13%	94
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

JPL Wealth Management's ETN Position: Q3 2026 in Review

JPL Wealth Management reduced its Eaton (ETN) stake by 4.8% in Q3 2026, selling an estimated $30K and leaving 1,415 shares worth $608K. The position accounts for 0.15% of the portfolio, ranked #91.

JPL Wealth Management first reported a position in ETN in Q4 2023 and has held it in 11 quarters since. The position peaked at $875K in Q2 2025. 2,205 funds tracked by Wall St. Rank hold ETN as of Q3 2026.

JPL Wealth Management held 1,415 shares of Eaton worth $608K as of Q3 2026.
JPL Wealth Management sold 72 Eaton shares in Q3 2026, an estimated $30K.
Eaton made up 0.15% of JPL Wealth Management's portfolio in Q3 2026, its #91 holding.
JPL Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 11 quarters since.
JPL Wealth Management's Eaton position peaked at $875K in Q2 2025.
2,205 funds tracked by Wall St. Rank held Eaton as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.