High Net Worth Advisory Group’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$757K Hold
12,765
– – 0.16% 125
2026
Q2
$726K Sell
12,765
-161
-1% -$8.99K 0.15% 131
2026
Q1
$687K Buy
12,926
+5,450
+73% +$299K 0.16% 123
2025
Q4
$407K Buy
+7,476
New +$396K 0.09% 156

Other funds holding JOYT

High Net Worth Advisory Group's JOYT Position: Q3 2026 in Review

High Net Worth Advisory Group held its JPMorgan Equity and Options Total Return ETF (JOYT) position steady in Q3 2026 at 12,765 shares worth $757K. The position accounts for 0.16% of the portfolio, ranked #125.

High Net Worth Advisory Group first reported a position in JOYT in Q4 2025 and has held it in 4 quarters since. 7 funds tracked by Wall St. Rank hold JOYT as of Q3 2026.

  • High Net Worth Advisory Group held 12,765 shares of JPMorgan Equity and Options Total Return ETF worth $757K as of Q3 2026.
  • High Net Worth Advisory Group left its JPMorgan Equity and Options Total Return ETF share count unchanged in Q3 2026.
  • JPMorgan Equity and Options Total Return ETF made up 0.16% of High Net Worth Advisory Group's portfolio in Q3 2026, its #125 holding.
  • High Net Worth Advisory Group first reported a position in JPMorgan Equity and Options Total Return ETF in Q4 2025 and has held it in 4 quarters since.
  • 7 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q3 2026.

Based on High Net Worth Advisory Group's 13F filing for Q3 2026, filed 26 Oct 2026.