KWM
JPO

Keebeck Wealth Management’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Keebeck Wealth Management’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
-12,905
Closed -$234K – 288
2024
Q4 		$234K Hold
12,905
– – 0.03% 248
2024
Q3 		$233K Buy
+12,905
New +$244K 0.03% 235

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

Keebeck Wealth Management's JPO Position: Q1 2025 in Review

Keebeck Wealth Management sold out of YieldMax JP Option Income Strategy ETF (JPO) in Q1 2025, closing a stake of 12,905 shares — an estimated $234K sold.

Keebeck Wealth Management first reported a position in JPO in Q3 2024 and held it in 2 quarters. The position peaked at $234K in Q4 2024. 7 funds tracked by Wall St. Rank hold JPO as of Q1 2025.

  • Keebeck Wealth Management reported no remaining YieldMax JP Option Income Strategy ETF position as of Q1 2025 after selling out during the quarter.
  • Keebeck Wealth Management sold 12,905 YieldMax JP Option Income Strategy ETF shares in Q1 2025, an estimated $234K.
  • Keebeck Wealth Management first reported a position in YieldMax JP Option Income Strategy ETF in Q3 2024 and held it in 2 quarters.
  • Keebeck Wealth Management's YieldMax JP Option Income Strategy ETF position peaked at $234K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q1 2025.

Based on Keebeck Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.