CAS
JPO

Coppell Advisory Solutions’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Coppell Advisory Solutions’s Portfolio JPO Stock Details JPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-2,980
Closed -$53.8K – 1141
2024
Q4 		$53.8K Buy
2,980
+452
+18% +$8.31K 0.01% 558
2024
Q3 		$45.7K Buy
2,528
+728
+40% +$13.8K 0.01% 579
2024
Q2 		$35.3K Buy
+1,800
New +$35.9K 0.01% 585

Other funds holding JPO

TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Coppell Advisory Solutions's JPO Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of YieldMax JP Option Income Strategy ETF (JPO) in Q1 2025, closing a stake of 2,980 shares — an estimated $53.8K sold.

Coppell Advisory Solutions first reported a position in JPO in Q2 2024 and held it in 3 quarters. The position peaked at $53.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold JPO as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining YieldMax JP Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 2,980 YieldMax JP Option Income Strategy ETF shares in Q1 2025, an estimated $53.8K.
  • Coppell Advisory Solutions first reported a position in YieldMax JP Option Income Strategy ETF in Q2 2024 and held it in 3 quarters.
  • Coppell Advisory Solutions's YieldMax JP Option Income Strategy ETF position peaked at $53.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.