JWM
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JPL Wealth Management’s Entergy ETR Stock Holding History

JPL Wealth Management’s Portfolio ETR Stock Details ETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$18.8K Buy
+167
New +$16.8K ﹤0.01% 407
2025
Q4 		– Sell
-167
Closed -$15.6K – 432
2025
Q3 		$15.6K Buy
+167
New +$14.7K ﹤0.01% 456

Other funds holding ETR

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JPL Wealth Management opened a new position in Entergy (ETR) in Q1 2026: 167 shares worth $18.8K. The stake represents ﹤0.01% of the portfolio and ranks #407 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in ETR as recently as Q3 2025.

JPL Wealth Management first reported a position in ETR in Q3 2025 and has held it in 2 quarters since. 1,278 funds tracked by Wall St. Rank hold ETR as of Q1 2026.

  • JPL Wealth Management held 167 shares of Entergy worth $18.8K as of Q1 2026.
  • Entergy was a new JPL Wealth Management position in Q1 2026.
  • Entergy made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #407 holding.
  • JPL Wealth Management first reported a position in Entergy in Q3 2025 and has held it in 2 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Entergy as of Q1 2026.

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