CL
JOYT

CPWA LLC’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

CPWA LLC’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 		$201K Buy
+3,543
New +$198K 0.23% 93

Other funds holding JOYT

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

CPWA LLC's JOYT Position: Q2 2026 in Review

CPWA LLC opened a new position in JPMorgan Equity and Options Total Return ETF (JOYT) in Q2 2026: 3,543 shares worth $201K. The stake represents 0.23% of the portfolio and ranks #93 among its holdings.

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

  • CPWA LLC held 3,543 shares of JPMorgan Equity and Options Total Return ETF worth $201K as of Q2 2026.
  • JPMorgan Equity and Options Total Return ETF was a new CPWA LLC position in Q2 2026.
  • JPMorgan Equity and Options Total Return ETF made up 0.23% of CPWA LLC's portfolio in Q2 2026, its #93 holding.
  • 5 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on CPWA LLC's 13F filing for Q2 2026, filed 30 Jul 2026.