Tempus Wealth Planning’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Tempus Wealth Planning’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	–	Sell	-10,000	Closed	-$532K	–	300
2026 Q1	$532K	Buy	+10,000	New	+$548K	0.12%	170

Other funds holding JOYT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

VAM

Vienna Asset Management Saratoga, California $143M AUM 12.11% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

CFM

Compass Financial Management Tampa, Florida $829M AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Tempus Wealth Planning's JOYT Position: Q2 2026 in Review

Tempus Wealth Planning sold out of JPMorgan Equity and Options Total Return ETF (JOYT) in Q2 2026, closing a stake of 10,000 shares — an estimated $532K sold.

Tempus Wealth Planning first reported a position in JOYT in Q1 2026 and held it in 1 quarter. The position peaked at $532K in Q1 2026. 15 funds tracked by Wall St. Rank hold JOYT as of Q2 2026.

Tempus Wealth Planning reported no remaining JPMorgan Equity and Options Total Return ETF position as of Q2 2026 after selling out during the quarter.
Tempus Wealth Planning sold 10,000 JPMorgan Equity and Options Total Return ETF shares in Q2 2026, an estimated $532K.
Tempus Wealth Planning first reported a position in JPMorgan Equity and Options Total Return ETF in Q1 2026 and held it in 1 quarter.
Tempus Wealth Planning's JPMorgan Equity and Options Total Return ETF position peaked at $532K in Q1 2026.
15 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.