JOYT Institutional Ownership
JPMorgan Equity and Options Total Return ETF
1W: +0.0%
1M: +0.7%
3M: +4.1%
YTD: +11.5%
$59.63
+0.34 (+0.57%)
Weekly Expected Move ±1.1%
$58
$59
$60
$60
$61
Overview
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Holdings
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Institutional Ownership — JOYT
16
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
42M
Total Invested
8
New Positions
3
Increased
5
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (18 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 501,141 | 30M | +1,141 | +0.2% | 4Q | SEC ↗ |
| 2 | Cambridge Investment Research Advisors | 125,686 | 7M | +5,037 | +4.2% | 2Q | SEC ↗ |
| 3 | Vienna Asset Management LLC | 28,694 | 2M | -13,341 | -31.7% | 3Q | SEC ↗ |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 15,144 | 903K | — | +0.0% | 1Q | SEC ↗ |
| 5 | CWM, LLC | 13,878 | 828K | +1,717 | +14.1% | 2Q | SEC ↗ |
| 6 | Tortoise Investment Management, LLC NEW | 13,399 | 799K | — | +0.0% | 1Q | SEC ↗ |
| 7 | High Net Worth Advisory Group LLC | 12,765 | 761K | -161 | -1.2% | 3Q | SEC ↗ |
| 8 | OSAIC HOLDINGS, INC. NEW | 11,206 | 668K | — | +0.0% | 1Q | SEC ↗ |
| 9 | OLD MISSION CAPITAL LLC NEW | 10,991 | 655K | — | +0.0% | 1Q | SEC ↗ |
| 10 | COMPASS FINANCIAL MANAGEMENT LLC NEW | 10,460 | 624K | — | +0.0% | 1Q | SEC ↗ |
| 11 | JANE STREET GROUP, LLC | 5,090 | 304K | -4,738 | -48.2% | 3Q | SEC ↗ |
| 12 | Advisory Services Network, LLC | 3,954 | 236K | -239 | -5.7% | 4Q | SEC ↗ |
| 13 | Pasadena Private Wealth, LLC NEW | 3,800 | 227K | — | +0.0% | 1Q | SEC ↗ |
| 14 | CPWA, LLC NEW | 3,543 | 211K | — | +0.0% | 1Q | SEC ↗ |
| 15 | ROYAL BANK OF CANADA NEW | 3,074 | 183K | — | +0.0% | 1Q | SEC ↗ |
| 16 | AE Wealth Management LLC | 955 | 57K | +2 | +0.2% | 2Q | SEC ↗ |
| 17 | UBS Group AG | 0 | 0K | -78 | -100.0% | 2Q | SEC ↗ |
| 18 | Tempus Wealth Planning, LLC | 0 | 0K | -10,000 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (8)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 15,144 | 903K |
| Tortoise Investment Management, LLC | 13,399 | 799K |
| OSAIC HOLDINGS, INC. | 11,206 | 668K |
| OLD MISSION CAPITAL LLC | 10,991 | 655K |
| COMPASS FINANCIAL MANAGEMENT LLC | 10,460 | 624K |
| Pasadena Private Wealth, LLC | 3,800 | 227K |
| CPWA, LLC | 3,543 | 211K |
| ROYAL BANK OF CANADA | 3,074 | 183K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Tempus Wealth Planning, LLC | 10,000 | 596K |
| UBS Group AG | 78 | 5K |
Biggest Increases (4)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Cambridge Investment Research Advis | +5,037 | +4.2% | 125,686 |
| CWM, LLC | +1,717 | +14.1% | 13,878 |
| JPMORGAN CHASE & CO | +1,141 | +0.2% | 501,141 |
| AE Wealth Management LLC | +2 | +0.2% | 955 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Vienna Asset Management LLC | -13,341 | -31.7% | 28,694 |
| JANE STREET GROUP, LLC | -4,738 | -48.2% | 5,090 |
| Advisory Services Network, LLC | -239 | -5.7% | 3,954 |
| High Net Worth Advisory Group LLC | -161 | -1.2% | 12,765 |