LPL Financial’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

LPL Financial’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	$1.81M	Buy	+30,592	New	+$1.79M	﹤0.01%	3907

Other funds holding JOYT

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

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 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

LPL Financial's JOYT Position: Q3 2026 in Review

LPL Financial opened a new position in JPMorgan Equity and Options Total Return ETF (JOYT) in Q3 2026: 30,592 shares worth $1.81M. The stake represents ﹤0.01% of the portfolio and ranks #3907 among its holdings.

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

LPL Financial held 30,592 shares of JPMorgan Equity and Options Total Return ETF worth $1.81M as of Q3 2026.
JPMorgan Equity and Options Total Return ETF was a new LPL Financial position in Q3 2026.
JPMorgan Equity and Options Total Return ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3907 holding.
7 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.