JPMorgan Equity and Options Total Return ETF
JOYT
8 hedge funds and large institutions have $31.4M invested in JPMorgan Equity and Options Total Return ETF in 2025 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
60% more funds holding
Funds holding: 5 → 8 (+3)
11% more capital invested
Capital invested by funds: $28.2M → $31.4M (+$3.19M)
11.25% less ownership
Funds ownership: 70.43% → 59.18% (-11%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vienna Asset Management
Saratoga,
California
|
+$1.33M |
| 2 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$644K |
| 3 |
HNWAG
High Net Worth Advisory Group
Naples,
Florida
|
+$396K |
| 4 |
Jane Street
New York
|
+$367K |
| 5 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$50.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$768K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$339K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$22.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $27.2M | – | – | – |
|
|
VAM
2
Vienna Asset Management
Saratoga,
California
| $1.37M | +$1.33M | +25,127 | New |
|
|
3
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| $1.12M | -$768K | -14,489 | -41% |
|
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $662K | +$644K | +12,161 | New |
|
|
HNWAG
5
High Net Worth Advisory Group
Naples,
Florida
| $407K | +$396K | +7,476 | New |
|
|
6
Jane Street
New York
| $377K | +$367K | +6,926 | New |
|
|
ASN
7
Advisory Services Network
Atlanta,
Georgia
| $254K | +$50.4K | +952 | +26% |
|
|
8
UBS Group
Zurich,
Switzerland
| $4.25K | -$22.7K | -429 | -85% |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$339K | -6,558 | Closed |
|
JOYT Hedge Fund Activity: Q4 2025 in Review
8 of the 8,252 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity and Options Total Return ETF (JOYT) for Q4 2025, worth a combined $31.4M — up 11% from $28.2M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new JOYT positions and 1 closed out — a net gain of 3 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Vienna Asset Management, opening a new position worth an estimated $1.33M. The largest seller was Susquehanna International Group, cutting an estimated $768K.
- 8 institutional investors held JPMorgan Equity and Options Total Return ETF (JOYT) as of Q4 2025, up from 5 in Q3 2025.
- Funds reported $31.4M of JPMorgan Equity and Options Total Return ETF stock for Q4 2025, up 11% quarter-over-quarter.
- 4 funds opened new JPMorgan Equity and Options Total Return ETF positions in Q4 2025 and 1 closed out, a net change of +3 holders.
- The largest JPMorgan Equity and Options Total Return ETF buyer in Q4 2025 was Vienna Asset Management, an estimated $1.33M added.
- The largest JPMorgan Equity and Options Total Return ETF seller in Q4 2025 was Susquehanna International Group, an estimated $768K sold.
Based on aggregated 13F filings for Q4 2025.