JP Morgan Chase
MSTY icon

JP Morgan Chase’s YieldMax MSTR Option Income Strategy ETF MSTY Stock Holding History

JP Morgan Chase’s Portfolio MSTY Stock Details MSTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$576K Buy
35,590
+22,990
+182% +$322K ﹤0.01% 5115
2026
Q2 		$162K Buy
12,600
+11,600
+1,160% +$249K ﹤0.01% 5731
2026
Q1 		$20.8K Buy
+1,000
New +$25.6K ﹤0.01% 6527
2025
Q3 		– Hold
0
– – – 7351
2025
Q2 		– Sell
-149
Closed -$15.1K – 7736
2025
Q1 		$15.1K Buy
149
+142
+2,029% +$17.6K ﹤0.01% 6219
2024
Q4 		$901 Buy
+7
New +$1.11K ﹤0.01% 6746

Other funds holding MSTY

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
FNY Investment Advisers
FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
EAP
Elevation Advisory Partners Orlando, Florida $103M AUM
Instrumental Wealth
Instrumental Wealth Tampa, Florida $206M AUM 16.83% 1-Year Est. Return
Merit Financial Group
Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
180 Wealth Advisors
180 Wealth Advisors Federal Way, Washington $1.04B AUM 41.44% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $171B AUM 106.6% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $100B AUM 26.06% 1-Year Est. Return

JP Morgan Chase's MSTY Position: Q3 2026 in Review

JP Morgan Chase increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 182% in Q3 2026, buying an estimated $322K and bringing the position to 35,590 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #5115.

JP Morgan Chase first reported a position in MSTY in Q4 2024 and has held it in 5 quarters since. 41 funds tracked by Wall St. Rank hold MSTY as of Q3 2026.

  • JP Morgan Chase held 35,590 shares of YieldMax MSTR Option Income Strategy ETF worth $576K as of Q3 2026.
  • JP Morgan Chase bought 22,990 YieldMax MSTR Option Income Strategy ETF shares in Q3 2026, an estimated $322K.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #5115 holding.
  • JP Morgan Chase first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2024 and has held it in 5 quarters since.
  • 41 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.