AE Wealth Management’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

AE Wealth Management’s Portfolio JOYT Stock Details JOYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$54.3K	Buy	955 +2	+0.2%	+$112	﹤0.01%	2069
2026 Q1	$50.7K	Buy	+953	New	+$52.3K	﹤0.01%	1953

Other funds holding JOYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VAM

Vienna Asset Management Saratoga, California $143M AUM 12.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

TIM

Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return

HNWAG

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AE Wealth Management's JOYT Position: Q2 2026 in Review

AE Wealth Management increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 0.21% in Q2 2026, buying an estimated $112 and bringing the position to 955 shares worth $54.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2069.

AE Wealth Management first reported a position in JOYT in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold JOYT as of Q2 2026.

AE Wealth Management held 955 shares of JPMorgan Equity and Options Total Return ETF worth $54.3K as of Q2 2026.
AE Wealth Management bought 2 JPMorgan Equity and Options Total Return ETF shares in Q2 2026, an estimated $112.
JPMorgan Equity and Options Total Return ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2069 holding.
AE Wealth Management first reported a position in JPMorgan Equity and Options Total Return ETF in Q1 2026 and has held it in 2 quarters since.
15 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.