JOYT

J.P. Morgan$59.35+0.54 (+0.91%)
AUM $107.8MER 0.35%NAV $59.06Holdings 113

Price Chart

Key Statistics

Previous Close

$58.81

Day Range

$59.23$59.65

52-Week Range

$50.85$59.65

Avg Volume

8.9K

Dividend Yield

Expense Ratio

0.35%

AUM

$107.8M

Shares Outstanding

1.2M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology38.51%
Financial Services12.32%
Communication Services9.23%
Healthcare9.18%
Consumer Cyclical8.46%
Industrials7.29%
Consumer Defensive4.18%
Energy3.55%
Cash & Others2.47%
Utilities2.31%
Real Estate1.50%
Basic Materials1.00%

Country Allocation

CountryWeight %
United States94.85%
Ireland1.94%
Other1.79%
Netherlands1.00%
Sweden0.18%
United Kingdom0.17%
Switzerland0.07%

Fund Information

Category
Technology
Inception Date
Aug 18, 2025
Exchange
BATS
Description
To implement its investment objective, the fund manager uses a multi-pronged approach to total return, sourced from dividends, options premium and capital appreciation. Under normal circumstances, the fund invests at least 80% of its assets in equity securities and call options on S&P 500 ETFs or on the index.

Similar ETFs

SymbolNameAUM
VTIVanguard Morningstar Total Stock Market ETF$2.30T
VOOVanguard S&P 500 ETF$1.70T
IVViShares Core S&P 500 ETF$839.60B
SPYState Street SPDR S&P 500 ETF$803.52B
QQQInvesco QQQ Trust, Series 1$481.71B

The JPMorgan Equity and Options Total Return ETF (JOYT) is an exchange-traded fund issued by J.P. Morgan that launched on Aug 18, 2025. It currently manages $107.8M in assets under management. The fund charges an expense ratio of 0.35%. The fund holds 113 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 42.8% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK8.72%42,867$9.4M
2AAPLAPPLE INC COMMON STOCK7.24%23,782$7.8M
3MSFTMICROSOFT CORP COMMON6.27%13,660$6.7M
4GOOGLALPHABET INC-CL A -4.74%15,281$5.1M
5AMZNAMAZON.COM INC COMMON4.19%17,848$4.5M
6METAMETA PLATFORMS INC2.65%4,413$2.8M
7MUMICRON TECHNOLOGY INC2.42%2,662$2.6M
8AVGOBROADCOM INC COMMON2.38%7,076$2.6M
9WFCWELLS FARGO & CO COMMON2.22%26,693$2.4M
10JPMORGAN PRIME MONEY2.02%2,163,419$2.2M
11XOMEXXONMOBIL HOLDINGS CORP1.89%12,252$2.0M
12MAMASTERCARD INC COMMON1.65%3,136$1.8M
13ABBVABBVIE INC COMMON STOCK1.42%5,964$1.5M
14AMDADVANCED MICRO DEVICES1.40%2,976$1.5M
15BACBANK OF AMERICA CORP1.38%23,646$1.5M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.91%
1W
-0.45%
1M
-0.14%
3M
+3.58%
6M
+9.00%
YTD
+8.70%
1Y
+15.95%
3Y
+18.99%
5Y
+18.99%

Moving Averages

20-Day MA

$59.20

Above 20-Day MA
50-Day MA

$58.48

Above 50-Day MA
200-Day MA

$55.95

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$59.65

Current Price

$59.35

52-Week Low

$50.85

$50.85$59.65

Current Yield

Annual Dividend

$0.2582

Frequency

Quarterlyx/year

Last Ex-Date

Mar 24, 2026

Dividend History

Ex-DateAmountPay Date
Mar 24, 2026$0.1040Mar 26, 2026
Dec 16, 2025$0.1410Dec 18, 2025
Sep 23, 2025$0.0132Sep 25, 2025

Dividend Payments Over Time

Category Comparison

MetricJOYTTechnology(1660 ETFs)
Fund Info
Expense Ratio0.35%0.61%
AUM$107.8M$6.83B
Dividend Yield2.94%
Avg Volume8.9K432.5K
Holdings113198
Performance
1-Month Return-0.28%-0.32%
6-Month Return+7.51%+8.18%
YTD Return+8.90%+13.83%
1-Year Return+10.34%+27.29%

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