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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
EAP
Elevation Advisory Partners Orlando, Florida $97.7M AUM
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase's MSTY Position: Q2 2026 in Review

JP Morgan Chase increased its YieldMax MSTR Option Income Strategy ETF (MSTY) stake by 1,160% in Q2 2026, buying an estimated $249K and bringing the position to 12,600 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #5731.

JP Morgan Chase first reported a position in MSTY in Q4 2024 and has held it in 4 quarters since. 68 funds tracked by Wall St. Rank hold MSTY as of Q2 2026.

  • JP Morgan Chase held 12,600 shares of YieldMax MSTR Option Income Strategy ETF worth $162K as of Q2 2026.
  • JP Morgan Chase bought 11,600 YieldMax MSTR Option Income Strategy ETF shares in Q2 2026, an estimated $249K.
  • YieldMax MSTR Option Income Strategy ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #5731 holding.
  • JP Morgan Chase first reported a position in YieldMax MSTR Option Income Strategy ETF in Q4 2024 and has held it in 4 quarters since.
  • 68 funds tracked by Wall St. Rank held YieldMax MSTR Option Income Strategy ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.