High Net Worth Advisory Group’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History
Bought
Maintained
Sold
Other funds holding JOYT
VAM
TWP
ASN
AWM
High Net Worth Advisory Group's JOYT Position: Q1 2026 in Review
High Net Worth Advisory Group increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 73% in Q1 2026, buying an estimated $299K and bringing the position to 12,926 shares worth $687K. The position accounts for 0.16% of the portfolio, ranked #123.
High Net Worth Advisory Group first reported a position in JOYT in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold JOYT as of Q1 2026.
- High Net Worth Advisory Group held 12,926 shares of JPMorgan Equity and Options Total Return ETF worth $687K as of Q1 2026.
- High Net Worth Advisory Group bought 5,450 JPMorgan Equity and Options Total Return ETF shares in Q1 2026, an estimated $299K.
- JPMorgan Equity and Options Total Return ETF made up 0.16% of High Net Worth Advisory Group's portfolio in Q1 2026, its #123 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 2 quarters since.
- 9 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q1 2026.
Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.