JPMorgan Eq and Optin TR ETFJOYTETF
13F holders, Q1 2026 (March 31)9holders +1
3new positions
2sold out
$52.30avg. 13F price*
At the end of Q1 2026, 9 institutions reported holding JPMorgan Eq and Optin TR ETF (JOYT) in their 13F filings, up 1 from Q4 2025. 3 opened new positions and 2 sold out. The largest holders were JPMorgan Chase & Co. ($26.0M), Cambridge Investment Research Advisors, Inc. ($6.4M) and Vienna Asset Management LLC ($2.2M).
- Company
- JPMorgan Eq and Optin TR ETF
- CUSIP
- 46654Q567
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $7.0M |
| Exits | 2 | $1.1M |
All 13F filers, Q4 2025 → Q1 2026: 158,579 shares bought and 21,134 shares sold, net +137,445 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| JPMorgan Chase & Co. | 0.00% | No change | 500,000 | $26.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | New | 120,649 | $6.4M |
| Vienna Asset Management LLC | 1.77% | Add +67.3% | 42,035 | $2.2M |
| Cwm, LLC | 0.00% | Add +14.1% | 13,878 | $738K |
| High Net Worth Advisory Group LLC | 0.16% | Add +72.9% | 12,926 | $687K |
| Tempus Wealth Planning, LLC | 0.12% | New | 10,000 | $532K |
| Jane Street Group, LLC | 0.00% | Add +41.9% | 9,828 | $523K |
| Advisory Services Network, LLC | 0.00% | Reduce -10.3% | 4,193 | $223K |
| AE Wealth Management LLC | 0.00% | New | 953 | $51K |
"% of holder's portfolio" is JOYT's weight in each manager's 13F, not the share of JPMorgan Eq and Optin TR ETF the manager owns.