Jupiter Wealth Management’s Eaton ETN Stock Holding History

Jupiter 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
2021 Q4	–	Sell	-4,000	Closed	-$687K	–	94
2021 Q3	$687K	Hold	4,000	–	–	0.32%	61
2021 Q2	$651K	Hold	4,000	–	–	0.31%	57
2021 Q1	$580K	Hold	4,000	–	–	0.29%	57
2020 Q4	$481K	Hold	4,000	–	–	0.29%	50
2020 Q3	$408K	Sell	4,000 -475	-11%	-$46.4K	0.29%	45
2020 Q2	$415K	Buy	+4,475	New	+$368K	0.21%	53

Other funds holding ETN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Jupiter Wealth Management's ETN Position: Q4 2021 in Review

Jupiter Wealth Management sold out of Eaton (ETN) in Q4 2021, closing a stake of 4,000 shares — an estimated $687K sold.

Jupiter Wealth Management first reported a position in ETN in Q2 2020 and held it in 6 quarters. The position peaked at $687K in Q3 2021. 1,451 funds tracked by Wall St. Rank hold ETN as of Q4 2021.

Jupiter Wealth Management reported no remaining Eaton position as of Q4 2021 after selling out during the quarter.
Jupiter Wealth Management sold 4,000 Eaton shares in Q4 2021, an estimated $687K.
Jupiter Wealth Management first reported a position in Eaton in Q2 2020 and held it in 6 quarters.
Jupiter Wealth Management's Eaton position peaked at $687K in Q3 2021.
1,451 funds tracked by Wall St. Rank held Eaton as of Q4 2021.

Based on Jupiter Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.