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

High Net Worth Advisory Group’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	$726K	Sell	12,765 -161	-1%	-$8.99K	0.15%	130
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

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

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

ASN

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

High Net Worth Advisory Group's JOYT Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 1.2% in Q2 2026, selling an estimated $8.99K and leaving 12,765 shares worth $726K. The position accounts for 0.15% of the portfolio, ranked #130.

High Net Worth Advisory Group first reported a position in JOYT in Q4 2025 and has held it in 3 quarters since. 15 funds tracked by Wall St. Rank hold JOYT as of Q2 2026.

High Net Worth Advisory Group held 12,765 shares of JPMorgan Equity and Options Total Return ETF worth $726K as of Q2 2026.
High Net Worth Advisory Group sold 161 JPMorgan Equity and Options Total Return ETF shares in Q2 2026, an estimated $8.99K.
JPMorgan Equity and Options Total Return ETF made up 0.15% of High Net Worth Advisory Group's portfolio in Q2 2026, its #130 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 3 quarters since.
15 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.