PPW
JOYT

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

Pasadena Private Wealth’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
Q2 		$216K Buy
+3,800
New +$212K 0.03% 232

Other funds holding JOYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TIM
Tortoise Investment Management White Plains, New York $1.34B AUM 16.05% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
CFML
COMPASS FINANCIAL MANAGEMENT LLC Tampa, Florida $829M AUM
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
CL
CPWA LLC Hood River, Oregon $86.1M AUM
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Pasadena Private Wealth's JOYT Position: Q2 2026 in Review

Pasadena Private Wealth opened a new position in JPMorgan Equity and Options Total Return ETF (JOYT) in Q2 2026: 3,800 shares worth $216K. The stake represents 0.03% of the portfolio and ranks #232 among its holdings.

9 funds tracked by Wall St. Rank hold JOYT as of Q2 2026.

  • Pasadena Private Wealth held 3,800 shares of JPMorgan Equity and Options Total Return ETF worth $216K as of Q2 2026.
  • JPMorgan Equity and Options Total Return ETF was a new Pasadena Private Wealth position in Q2 2026.
  • JPMorgan Equity and Options Total Return ETF made up 0.03% of Pasadena Private Wealth's portfolio in Q2 2026, its #232 holding.
  • 9 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on Pasadena Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.