Compass Financial Management’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Compass Financial 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	$616K	Buy	+10,460	New	+$584K	0.07%	242

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

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

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Compass Financial Management's JOYT Position: Q2 2026 in Review

Compass Financial Management opened a new position in JPMorgan Equity and Options Total Return ETF (JOYT) in Q2 2026: 10,460 shares worth $616K. The stake represents 0.07% of the portfolio and ranks #242 among its holdings.

15 funds tracked by Wall St. Rank hold JOYT as of Q2 2026.

Compass Financial Management held 10,460 shares of JPMorgan Equity and Options Total Return ETF worth $616K as of Q2 2026.
JPMorgan Equity and Options Total Return ETF was a new Compass Financial Management position in Q2 2026.
JPMorgan Equity and Options Total Return ETF made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #242 holding.
15 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.