JPMorgan EQ and Optin TR ETF (JOYT)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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Cambridge Investment Research Advisors, Inc.

INCREASED

Shares144,126 from 125,686

Change+18,440 (+15%)

Value$8.5M (+$1.4M)

Filed 2026-11-02

LPL Financial LLC

NEW

Shares30,592

Change+30,592

Value$1.8M

Filed 2026-11-06

Kestra Private Wealth Services, LLC

NEW

Shares25,952

Change+25,952

Value$1.5M

Filed 2026-11-06

Tortoise Investment Management, LLC

UNCHANGED

Shares13,399 from 13,399

Change0 (0%)

Value$794.6K (+$32.9K)

Filed 2026-11-06

High Net Worth Advisory Group LLC

UNCHANGED

Shares12,765 from 12,765

Change0 (0%)

Value$757.0K (+$31.3K)

Filed 2026-10-26

Compass Financial Management LLC

DECREASED

Shares4,730 from 10,460

Change-5,730 (-55%)

Value$280.5K (-$335.1K)

Filed 2026-10-30

CLOSED

Shares0 from 3,543

Change-3,543 (-100%)

Value$0 (-$201.4K)

Filed 2026-11-04

JPMorgan Chase & Co

N/A

Shares— from 501,141

Change-501,141 (-100%)

Value—

Vienna Asset Management LLC

N/A

Shares— from 28,694

Change-28,694 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 15,144

Change-15,144 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 11,206

Change-11,206 (-100%)

Value—

Old Mission Capital LLC

N/A

Shares— from 10,991

Change-10,991 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 5,090

Change-5,090 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 3,954

Change-3,954 (-100%)

Value—

Pasadena Private Wealth, LLC

N/A

Shares— from 3,800

Change-3,800 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 3,074

Change-3,074 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 955

Change-955 (-100%)

Value—

	Status
Cambridge Investment Research Advisors, Inc.	INCREASED	144,126	125,686	+18,440	+15%	$7.1M	$8.5M	+$1.4M	2026-11-02
LPL Financial LLC	NEW	30,592	—	+30,592	—	—	$1.8M	—	2026-11-06
Kestra Private Wealth Services, LLC	NEW	25,952	—	+25,952	—	—	$1.5M	—	2026-11-06
Tortoise Investment Management, LLC	UNCHANGED	13,399	13,399	0	0%	$761.7K	$794.6K	+$32.9K	2026-11-06
High Net Worth Advisory Group LLC	UNCHANGED	12,765	12,765	0	0%	$725.6K	$757.0K	+$31.3K	2026-10-26
Compass Financial Management LLC	DECREASED	4,730	10,460	-5,730	-55%	$615.6K	$280.5K	-$335.1K	2026-10-30
Cpwa, LLC	CLOSED	0	3,543	-3,543	-100%	$201.4K	$0	-$201.4K	2026-11-04
JPMorgan Chase & Co	N/A	—	501,141	-501,141	-100%	$28.3M	—	—	—
Vienna Asset Management LLC	N/A	—	28,694	-28,694	-100%	$1.6M	—	—	—
Susquehanna International Group, LLP	N/A	—	15,144	-15,144	-100%	$860.9K	—	—	—
Osaic Holdings, Inc.	N/A	—	11,206	-11,206	-100%	$637.1K	—	—	—
Old Mission Capital LLC	N/A	—	10,991	-10,991	-100%	$624.8K	—	—	—
Jane Street Group, LLC	N/A	—	5,090	-5,090	-100%	$289.3K	—	—	—
Advisory Services Network, LLC	N/A	—	3,954	-3,954	-100%	$224.8K	—	—	—
Pasadena Private Wealth, LLC	N/A	—	3,800	-3,800	-100%	$216.0K	—	—	—
Royal Bank of Canada	N/A	—	3,074	-3,074	-100%	$175.0K	—	—	—
AE Wealth Management LLC	N/A	—	955	-955	-100%	$54.3K	—	—	—

Showing 17 of 17 institutions