Kestra Private Wealth Services’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Kestra Private Wealth Services’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	$1.54M	Buy	+25,952	New	+$1.52M	0.02%	686

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

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

Kestra Private Wealth Services's JOYT Position: Q3 2026 in Review

Kestra Private Wealth Services opened a new position in JPMorgan Equity and Options Total Return ETF (JOYT) in Q3 2026: 25,952 shares worth $1.54M. The stake represents 0.02% of the portfolio and ranks #686 among its holdings.

7 funds tracked by Wall St. Rank hold JOYT as of Q3 2026.

Kestra Private Wealth Services held 25,952 shares of JPMorgan Equity and Options Total Return ETF worth $1.54M as of Q3 2026.
JPMorgan Equity and Options Total Return ETF was a new Kestra Private Wealth Services position in Q3 2026.
JPMorgan Equity and Options Total Return ETF made up 0.02% of Kestra Private Wealth Services's portfolio in Q3 2026, its #686 holding.
7 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.