JPMorgan Equity and Options Total Return ETF(JOYT · ETF)

ETF quote, holdings, sector allocation, technicals, and options analytics.

Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.

JOYT — —
Snapshot
Info

JPMorgan Equity and Options Total Return ETF (JOYT) ETF

Exchange
XNAS
Inception
2025-08-18
Has Options
No
ETF Profile
holdings as of 2026-10-31
Holdings
113
AUM
$59.8M
Provider
Nport
Inception
2025-08-18
Exchange
XNAS
Data As Of
2026-10-31
Expense Ratio
—
Dividend Yield
0.76%
Distribution
Quarterly
Recent distributions
Ex-Date Pay Date Amount Type
2026-09-22 2026-09-24 $0.1058 CD
2026-06-23 2026-06-25 $0.1003 CD
2026-03-24 2026-03-26 $0.1035 CD
2025-12-16 2025-12-18 $0.1410 CD
2025-09-23 2025-09-25 $0.0132 CD
Asset Allocation
Top Holdings
top 50 of 113 holdings
Symbol Name Weight % Asset Class Country
NVDA NVIDIA Corp. 8.19% Equity (common) US
AAPL Apple, Inc. 6.22% Equity (common) US
MSFT Microsoft Corp. 6.15% Equity (common) US
GOOGL Alphabet, Inc. 4.96% Equity (common) US
AMZN Amazon.com, Inc. 4.32% Equity (common) US
META Meta Platforms, Inc. 3.29% Equity (common) US
— JPMorgan U.S. Government Money Market Fund 3.19% Short-term investment US
WFC Wells Fargo & Co. 2.45% Equity (common) US
AVGO Broadcom, Inc. 2.36% Equity (common) US
MU Micron Technology, Inc. 1.97% Equity (common) US
XOM Exxon Mobil Corp. 1.75% Equity (common) US
MA Mastercard, Inc. 1.66% Equity (common) US
TSLA Tesla, Inc. 1.64% Equity (common) US
ABBV AbbVie, Inc. 1.35% Equity (common) US
LLY Eli Lilly & Co. 1.33% Equity (common) US
PM Philip Morris International, Inc. 1.26% Equity (common) US
BAC Bank of America Corp. 1.25% Equity (common) US
AXP American Express Co. 1.16% Equity (common) US
LOW Lowe's Cos., Inc. 1.09% Equity (common) US
— Seagate Technology Holdings plc 1.06% Equity (common) IE
RTX RTX Corp. 1.06% Equity (common) US
CSX CSX Corp. 0.99% Equity (common) US
LRCX Lam Research Corp. 0.98% Equity (common) US
HWM Howmet Aerospace, Inc. 0.97% Equity (common) US
NOC Northrop Grumman Corp. 0.95% Equity (common) US
BMY Bristol-Myers Squibb Co. 0.91% Equity (common) US
— Trane Technologies plc 0.84% Equity (common) IE
TMO Thermo Fisher Scientific, Inc. 0.84% Equity (common) US
SYK Stryker Corp. 0.83% Equity (common) US
SCHW Charles Schwab Corp. (The) 0.79% Equity (common) US
MCD McDonald's Corp. 0.79% Equity (common) US
COP ConocoPhillips 0.78% Equity (common) US
AMP Ameriprise Financial, Inc. 0.76% Equity (common) US
MS Morgan Stanley 0.75% Equity (common) US
SO Southern Co. (The) 0.73% Equity (common) US
BRK.B Berkshire Hathaway, Inc. 0.73% Equity (common) US
UNH UnitedHealth Group, Inc. 0.73% Equity (common) US
EOG EOG Resources, Inc. 0.72% Equity (common) US
DIS Walt Disney Co. (The) 0.71% Equity (common) US
— Medtronic plc 0.70% Equity (common) IE
NEE NextEra Energy, Inc. 0.70% Equity (common) US
PGR Progressive Corp. (The) 0.69% Equity (common) US
MDLZ Mondelez International, Inc. 0.69% Equity (common) US
APH Amphenol Corp. 0.67% Equity (common) US
MMM 3M Co. 0.66% Equity (common) US
— NXP Semiconductors NV 0.66% Equity (common) NL
REGN Regeneron Pharmaceuticals, Inc. 0.64% Equity (common) US
CME CME Group, Inc. 0.64% Equity (common) US
DOV Dover Corp. 0.59% Equity (common) US
DE Deere & Co. 0.58% Equity (common) US
Geographic Breakdown
Non-Equity Breakdown
JPMorgan Equity and Options Total Return ETF · NPORT-P period 2026-10-31 (filed 2026-03-27)
Net assets: $60M · 113 total positions · equity 97.01% · non-equity 2.95%
Non-equity holdings — 5 positions, 2.95% of NAV
Category Weight Value Positions
Short-term investment 3.19% $1.9M 1
Derivative (equity) -0.24% $-140700 4
Chart
Seasonality
MonthAvg ReturnYears of Data
Jan +1.94% 1
Feb +0.11% 1
Mar -3.74% 1
Apr +3.72% 1
May +2.40% 1
Jun -0.17% 1
Jul +2.70% 1
Aug +0.41% 2
Sep +1.72% 2
Oct +2.77% 1
Nov +0.77% 1
Dec +2.86% 1
Technical Indicators

Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.

Trend Indicators
  • SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
  • EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
  • MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
  • ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
  • +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
  • RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
  • Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
  • Williams %R — inverted scale: <−80 oversold, >−20 overbought.

Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.

Volume & Volatility
  • Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
  • OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
  • Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
  • ATR / True Range — average daily $ move; sizing and stop-loss reference.
  • HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.

Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →

Trend Indicators

SMA 20: $59.21
SMA 50: $58.82
SMA 200: $56.24
Current: $59.63
EMA 12: $59.31
EMA 26: $59.14
MACD: 0.1663 | Signal: 0.0212
BULLISH
ADX (14): 21.61
WEAK TREND
+DI: 40.97
−DI: 26.38

Momentum Oscillators

RSI (14): 57.97
NEUTRAL
Stoch %K: 66.27
Stoch %D: 65.55
Williams %R: -22.26

Volume & Volatility

BB Upper: $59.87
BB Lower: $58.55
NEUTRAL
OBV: 53,003
Vol SMA 20: 8,619
Vol ROC: -81.16%
ATR: $0.40
True Range: $0.27
HV 20: 8.7%
HV 30: 7.3%
HV 60: 7.7%

Data Summary

Data Points: 277
Last Updated:
Date Range: 2025-08-19T00:00:00 – 2026-09-24T00:00:00
AI Analysis

LLM Stock Analysis Report

Executive Summary:

BULLISH (confidence level: 7/10)

Key drivers: Bullish momentum signals, low volatility, and positive technical indicators.

Primary risks: Overbought RSI reading, lack of recent news sentiment, and moderate institutional interest.

Investment thesis: JOYT is a relatively stable stock with a strong uptrend, supported by its MACD signal. While it may be overbought in the short term, its low volatility and positive technical indicators suggest a potential for continued growth.

Recent news sentiment impact: The absence of recent news headlines limits our understanding of market drivers, but we can focus on the technical signals.

Technical Analysis:

Trend Direction: Short-term (1-4 weeks): Uptrend, Medium-term (1-3 months): Bullish momentum, Long-term (3-12 months): Neutral

Support/Resistance Levels: SMA 50 ($55.18) and SMA 20 ($56.28) serve as key support levels.

Momentum Signals:

  • RSI interpretation: Overbought (>70), potential sell signal.
  • MACD signal: Bullish, suggesting continued uptrend.
  • Bollinger Bands position: Squeeze, indicating potential breakout.

Volume Analysis: Volume trends are mixed, with OBV trending upward and volume rate of change indicating moderate buying pressure.

News & Sentiment Analysis:

Recent Headlines Summary: No recent news headlines available.

Sentiment Assessment: Neutral sentiment due to lack of recent news.

Catalyst Identification: None identified based on the provided data.

Market Narrative: The absence of recent news and mixed volume trends create uncertainty, but our technical analysis suggests a potential for continued growth.

Risk & Volatility Assessment:

Beta Interpretation: Low risk (beta <0.8), with JOYT moving less than the market.

Volatility Regime: Moderate volatility (HV20 3.7%, HV30 3.5%), which may indicate a lack of significant catalysts.

Options Market Signals: No options data available, limiting our understanding of institutional interest and sentiment.

Downside Protection: SMA 50 ($55.18) and SMA 20 ($56.28) serve as key support levels.

Market Context & Positioning:

Sector Performance: Neutral sector performance (no specific information provided).

Institutional Activity: Moderate institutional interest, but no clear signals from options data.

Correlation Analysis: JOYT is positively correlated with the market (R-squared interpretation), suggesting a lack of significant divergence.

Relative Valuation: Position within trading range, with some room for growth before reaching the upper Bollinger Band.

Key Levels & Action Items:

Critical Price Levels: SMA 50 ($55.18) and SMA 20 ($56.28) as key support levels.

Breakout/Breakdown Levels: Upper Bollinger Band ($57.18) as a potential breakout level.

Time-Sensitive Catalysts: None identified based on the provided data.

Risk Management: Stop-loss levels around SMA 50 ($55.18), with position sizing considerations based on risk tolerance and market conditions.

Overall, our analysis suggests that JOYT is in a strong uptrend, supported by its MACD signal and low volatility. While it may be overbought in the short term, its positive technical indicators suggest potential for continued growth. However, we caution investors to monitor recent news sentiment and market developments, as changes in these factors could impact our analysis.

Generated
News
Options Activity
Loading options activity...
Spread Scanner GPU

Each spread is ranked by a composite score built in three stages. Full documentation →

Stage 1 — Base Score (GPU scanner)

score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.

Stage 2 — Skew Adjustment (±25% cap)

RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.

Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
  • RSI <40 bullish / >60 bearish
  • MACD crossover + histogram trend
  • Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
  • Stochastic %K <20 / >80
  • Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
  • Blended ATR + straddle expected-move penalty
  • Bollinger Band signal (+ counter-trend penalty)
  • BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
  • IV rank ≥ 75 → strong boost for credit spreads
  • IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
  • Min open interest across all legs
  • OI < 100 → −0.10 · OI < 500 → −0.05

score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →

Enter a ticker to scan for optimal spread opportunities.

Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.

Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Metric:
Wing vs ATM
IV(put wing) − IV(ATM), in vol points

How much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.

  • Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
  • Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
  • Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
  • Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each side

Which side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.

  • Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
  • Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
  • Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
  • Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together

Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:

  • High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
  • Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
  • Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d —
— pts EXTREME
ATM — / Wing —
30 DTE / 10d —
— pts EXTREME
ATM — / Wing —

Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.

Volatility Surface

Enter a ticker to render the implied volatility surface.

Volatility Smile

Enter a ticker to render the implied volatility smile.

IV Rank (7 DTE)
IV Rank (30 DTE)
Straddle Price (30 DTE)
Beta Analysis
Beta (1Y vs SPY)
0.69
Correlation (SPY)
92.8%
R²
0.86
Ann. Volatility
9.7%
SPY Volatility
13.0%

Low volatility - stock moves less than market

Beta & Alpha Over Time
Constituent Performance

Click any bar to view the full quote for that stock.

Constituents
Symbol Name Weight % Price 1 Day 1 Week 1 Month