AE Wealth Management’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History
Bought
Maintained
Sold
Other funds holding JOYT
AE Wealth Management's JOYT Position: Q3 2026 in Review
AE Wealth Management increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 0.1% in Q3 2026, buying an estimated $59 and bringing the position to 956 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2120.
AE Wealth Management first reported a position in JOYT in Q1 2026 and has held it in 3 quarters since. 10 funds tracked by Wall St. Rank hold JOYT as of Q3 2026.
- AE Wealth Management held 956 shares of JPMorgan Equity and Options Total Return ETF worth $56.7K as of Q3 2026.
- AE Wealth Management bought 1 JPMorgan Equity and Options Total Return ETF share in Q3 2026, an estimated $59.
- JPMorgan Equity and Options Total Return ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q3 2026, its #2120 holding.
- AE Wealth Management first reported a position in JPMorgan Equity and Options Total Return ETF in Q1 2026 and has held it in 3 quarters since.
- 10 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q3 2026.
Based on AE Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.