JOYT

J.P. Morgan$59.10-0.01 (-0.02%)
AUM $103.1MER 0.35%NAV $58.91Holdings 113

Price Chart

Key Statistics

Previous Close

$59.12

Day Range

$59.06$59.18

52-Week Range

$50.07$59.43

Avg Volume

9.3K

Dividend Yield

Expense Ratio

0.35%

AUM

$103.1M

Shares Outstanding

1.2M

ETF Grades

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Sector Breakdown

SectorWeight %
Technology37.31%
Financial Services12.60%
Communication Services9.56%
Healthcare9.38%
Consumer Cyclical9.17%
Industrials8.64%
Consumer Defensive4.56%
Energy3.59%
Utilities2.51%
Real Estate1.61%
Basic Materials1.07%

Country Allocation

CountryWeight %
United States94.94%
Ireland2.02%
Singapore1.25%
Netherlands1.04%
Other0.33%
United Kingdom0.18%
Sweden0.17%
Switzerland0.08%

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$889.43B
SPYState Street SPDR S&P 500 ETF$820.11B
QQQInvesco QQQ Trust, Series 1$485.37B

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 $103.1M 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 42.1% of the fund

RankSymbolNameWeight %SharesMarket Value
1NVDANVIDIA CORP COMMON STOCK8.65%41,106$8.9M
2AAPLAPPLE INC COMMON STOCK6.89%22,804$7.1M
3MSFTMICROSOFT CORP COMMON6.12%13,099$6.3M
4GOOGLALPHABET INC-CL A -4.84%14,654$5.0M
5AMZNAMAZON.COM INC COMMON4.32%17,116$4.5M
6MUMICRON TECHNOLOGY INC2.41%2,554$2.5M
7AVGOBROADCOM INC COMMON2.40%6,785$2.5M
8METAMETA PLATFORMS INC2.24%4,233$2.3M
9JPMORGAN PRIME MONEY2.17%2,234,920$2.2M
10WFCWELLS FARGO & CO COMMON2.08%25,595$2.1M
11XOMEXXONMOBIL HOLDINGS CORP1.89%11,748$2.0M
12MAMASTERCARD INC COMMON1.67%3,007$1.7M
13ABBVABBVIE INC COMMON STOCK1.45%5,718$1.5M
14LLYELI LILLY AND COMPANY1.45%1,203$1.5M
15BACBANK OF AMERICA CORP1.36%22,674$1.4M
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
-0.02%
1W
-0.17%
1M
+2.87%
3M
+3.98%
6M
+6.57%
YTD
+8.41%
1Y
+17.53%
3Y
+18.67%
5Y
+18.67%

Moving Averages

20-Day MA

$58.89

Above 20-Day MA
50-Day MA

$57.86

Above 50-Day MA
200-Day MA

$55.56

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$59.43

Current Price

$59.10

52-Week Low

$50.07

$50.07$59.43

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(1499 ETFs)
Fund Info
Expense Ratio0.35%0.60%
AUM$103.1M$7.66B
Dividend Yield3.03%
Avg Volume9.3K588.2K
Holdings113215
Performance
1-Month Return+1.52%+4.68%
6-Month Return+7.98%+12.96%
YTD Return+8.64%+13.86%
1-Year Return+10.15%+12.60%

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