UBS Group
JOYT

UBS Group’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

UBS Group’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
Q1 		– Sell
-78
Closed -$4.25K – 11688
2025
Q4 		$4.25K Sell
78
-429
-85% -$22.7K ﹤0.01% 8865
2025
Q3 		$26.2K Buy
+507
New +$25.7K ﹤0.01% 7987

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
VAM
Vienna Asset Management Saratoga, California $143M AUM 12.11% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
HNWAG
High Net Worth Advisory Group Naples, Florida $471M AUM 22.07% 1-Year Est. Return
TWP
Tempus Wealth Planning Irvine, California $511M AUM 28.39% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

UBS Group's JOYT Position: Q1 2026 in Review

UBS Group sold out of JPMorgan Equity and Options Total Return ETF (JOYT) in Q1 2026, closing a stake of 78 shares — an estimated $4.25K sold.

UBS Group first reported a position in JOYT in Q3 2025 and held it in 2 quarters. The position peaked at $26.2K in Q3 2025. 9 funds tracked by Wall St. Rank hold JOYT as of Q1 2026.

  • UBS Group reported no remaining JPMorgan Equity and Options Total Return ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 78 JPMorgan Equity and Options Total Return ETF shares in Q1 2026, an estimated $4.25K.
  • UBS Group first reported a position in JPMorgan Equity and Options Total Return ETF in Q3 2025 and held it in 2 quarters.
  • UBS Group's JPMorgan Equity and Options Total Return ETF position peaked at $26.2K in Q3 2025.
  • 9 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.