Osaic Holdings’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$998K Buy
16,830
+5,624
+50% +$330K ﹤0.01% 2965
2026
Q2
$637K Buy
+11,206
New +$626K ﹤0.01% 3445

Other funds holding JOYT

Osaic Holdings's JOYT Position: Q3 2026 in Review

Osaic Holdings increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 50% in Q3 2026, buying an estimated $330K and bringing the position to 16,830 shares worth $998K. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

Osaic Holdings first reported a position in JOYT in Q2 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold JOYT as of Q3 2026.

  • Osaic Holdings held 16,830 shares of JPMorgan Equity and Options Total Return ETF worth $998K as of Q3 2026.
  • Osaic Holdings bought 5,624 JPMorgan Equity and Options Total Return ETF shares in Q3 2026, an estimated $330K.
  • JPMorgan Equity and Options Total Return ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #2965 holding.
  • Osaic Holdings first reported a position in JPMorgan Equity and Options Total Return ETF in Q2 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.