Tortoise Investment Management’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Tortoise Investment Management’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	$762K	Buy	+13,399	New	+$748K	0.06%	140

Other funds holding JOYT

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

HNWAG

High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return

CPWA LLC Hood River, Oregon $86.1M AUM

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Tortoise Investment Management's JOYT Position: Q2 2026 in Review

Tortoise Investment Management opened a new position in JPMorgan Equity and Options Total Return ETF (JOYT) in Q2 2026: 13,399 shares worth $762K. The stake represents 0.06% of the portfolio and ranks #140 among its holdings.

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

Tortoise Investment Management held 13,399 shares of JPMorgan Equity and Options Total Return ETF worth $762K as of Q2 2026.
JPMorgan Equity and Options Total Return ETF was a new Tortoise Investment Management position in Q2 2026.
JPMorgan Equity and Options Total Return ETF made up 0.06% of Tortoise Investment Management's portfolio in Q2 2026, its #140 holding.
5 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.