Vienna Asset Management’s JPMorgan Equity and Options Total Return ETF JOYT Stock Holding History

Vienna Asset 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 Q1	$2.23M	Buy	42,035 +16,908	+67%	+$927K	1.74%	23
2025 Q4	$1.37M	Buy	+25,127	New	+$1.33M	0.78%	34

Other funds holding JOYT

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 New York $777B AUM 61.18% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Vienna Asset Management's JOYT Position: Q1 2026 in Review

Vienna Asset Management increased its JPMorgan Equity and Options Total Return ETF (JOYT) stake by 67% in Q1 2026, buying an estimated $927K and bringing the position to 42,035 shares worth $2.23M. The position accounts for 1.74% of the portfolio, ranked #23.

Vienna Asset Management first reported a position in JOYT in Q4 2025 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold JOYT as of Q1 2026.

Vienna Asset Management held 42,035 shares of JPMorgan Equity and Options Total Return ETF worth $2.23M as of Q1 2026.
Vienna Asset Management bought 16,908 JPMorgan Equity and Options Total Return ETF shares in Q1 2026, an estimated $927K.
JPMorgan Equity and Options Total Return ETF made up 1.74% of Vienna Asset Management's portfolio in Q1 2026, its #23 holding.
Vienna Asset Management first reported a position in JPMorgan Equity and Options Total Return ETF in Q4 2025 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held JPMorgan Equity and Options Total Return ETF as of Q1 2026.

Based on Vienna Asset Management's 13F filing for Q1 2026, filed 12 May 2026.