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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

JPL Wealth Management's ETN Position: Q2 2026 in Review

JPL Wealth Management reduced its Eaton (ETN) stake by 0.07% in Q2 2026, selling an estimated $403 and leaving 1,487 shares worth $634K. The position accounts for 0.13% of the portfolio, ranked #94.

JPL Wealth Management first reported a position in ETN in Q4 2023 and has held it in 10 quarters since. The position peaked at $875K in Q2 2025. 2,670 funds tracked by Wall St. Rank hold ETN as of Q2 2026.

  • JPL Wealth Management held 1,487 shares of Eaton worth $634K as of Q2 2026.
  • JPL Wealth Management sold 1 Eaton share in Q2 2026, an estimated $403.
  • Eaton made up 0.13% of JPL Wealth Management's portfolio in Q2 2026, its #94 holding.
  • JPL Wealth Management first reported a position in Eaton in Q4 2023 and has held it in 10 quarters since.
  • JPL Wealth Management's Eaton position peaked at $875K in Q2 2025.
  • 2,670 funds tracked by Wall St. Rank held Eaton as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.