JP Morgan Chase’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

JP Morgan Chase’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 Q3	$30M	Buy	505,072 +3,931	+0.8%	+$230K	﹤0.01%	1871
2026 Q2	$28.3M	Buy	501,141 +1,141	+0.2%	+$63.7K	﹤0.01%	1929
2026 Q1	$26M	Hold	500,000	–	–	﹤0.01%	1864
2025 Q4	$27.2M	Hold	500,000	–	–	﹤0.01%	1814
2025 Q3	$25.8M	Buy	+500,000	New	+$25.4M	﹤0.01%	1893

Other funds holding JOYT

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Tortoise Investment Management White Plains, New York $1.33B AUM 8.17% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Compass Financial Management Tampa, Florida $926M AUM

Pasadena Private Wealth Pasadena, California $834M AUM 13.4% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $23.2B AUM 20.52% 1-Year Est. Return

JP Morgan Chase's JOYT Position: Q3 2026 in Review

JP Morgan Chase increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 0.78% in Q3 2026, buying an estimated $230K and bringing the position to 505,072 shares worth $30M. The position accounts for ﹤0.01% of the portfolio, ranked #1871.

JP Morgan Chase first reported a position in JOYT in Q3 2025 and has held it in 5 quarters since. 10 funds tracked by Wall St. Rank hold JOYT as of Q3 2026.

JP Morgan Chase held 505,072 shares of JPMorgan Equity and Options Total Return ETF worth $30M as of Q3 2026.
JP Morgan Chase bought 3,931 JPMorgan Equity and Options Total Return ETF shares in Q3 2026, an estimated $230K.
JPMorgan Equity and Options Total Return ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #1871 holding.
JP Morgan Chase first reported a position in JPMorgan Equity and Options Total Return ETF in Q3 2025 and has held it in 5 quarters since.
10 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.