JPMorgan Equity and Options Total Return ETF
JOYT
9 hedge funds and large institutions have $37.4M invested in JPMorgan Equity and Options Total Return ETF in 2026 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 1 reducing their positions, and 2 closing their positions.
300% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 1
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
19% more capital invested
Capital invested by funds: $31.4M → $37.4M (+$5.96M)
13% more funds holding
Funds holding: 8 → 9 (+1)
3.14% less ownership
Funds ownership: 59.18% → 56.04% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$6.62M |
| 2 |
VAM
Vienna Asset Management
Saratoga,
California
|
+$927K |
| 3 |
TWP
Tempus Wealth Planning
Irvine,
California
|
+$548K |
| 4 |
HNWAG
High Net Worth Advisory Group
Naples,
Florida
|
+$299K |
| 5 |
Jane Street
New York
|
+$159K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 2 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$26.3K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.25K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
JP Morgan Chase
New York
| $26M | – | – | – |
|
|
2
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $6.41M | +$6.62M | +120,649 | New |
|
|
VAM
3
Vienna Asset Management
Saratoga,
California
| $2.23M | +$927K | +16,908 | +67% |
|
4
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $738K | +$94.2K | +1,717 | +14% |
|
|
HNWAG
5
High Net Worth Advisory Group
Naples,
Florida
| $687K | +$299K | +5,450 | +73% |
|
|
TWP
6
Tempus Wealth Planning
Irvine,
California
| $532K | +$548K | +10,000 | New |
|
|
7
Jane Street
New York
| $523K | +$159K | +2,902 | +42% |
|
|
ASN
8
Advisory Services Network
Atlanta,
Georgia
| $223K | -$26.3K | -479 | -10% |
|
|
AWM
9
AE Wealth Management
Topeka,
Kansas
| $50.7K | +$52.3K | +953 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.12M | -20,577 | Closed |
|
|
11
UBS Group
Zurich,
Switzerland
| – | -$4.25K | -78 | Closed |
|
JOYT Hedge Fund Activity: Q1 2026 in Review
9 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in JPMorgan Equity and Options Total Return ETF (JOYT) for Q1 2026, worth a combined $37.4M — up 19% from $31.4M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new JOYT positions and 2 closed out — a net gain of 1 holder — while 4 added to existing stakes and 1 trimmed.
The largest buyer was Cambridge Investment Research Advisors, opening a new position worth an estimated $6.62M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.12M sold.
- 9 institutional investors held JPMorgan Equity and Options Total Return ETF (JOYT) as of Q1 2026, up from 8 in Q4 2025.
- Funds reported $37.4M of JPMorgan Equity and Options Total Return ETF stock for Q1 2026, up 19% quarter-over-quarter.
- 3 funds opened new JPMorgan Equity and Options Total Return ETF positions in Q1 2026 and 2 closed out, a net change of +1 holder.
- The largest JPMorgan Equity and Options Total Return ETF buyer in Q1 2026 was Cambridge Investment Research Advisors, an estimated $6.62M added.
- The largest JPMorgan Equity and Options Total Return ETF seller in Q1 2026 was Susquehanna International Group, an estimated $1.12M sold.
Based on aggregated 13F filings for Q1 2026.