Morgan Stanley
JPO

Morgan Stanley’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

Morgan Stanley’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
2026
Q2 		$1.71K Sell
122
-299
-71% -$4.18K ﹤0.01% 7437
2026
Q1 		$5.84K Hold
421
– – ﹤0.01% 7098
2025
Q4 		$6.74K Hold
421
– – ﹤0.01% 6990
2025
Q3 		$7.3K Hold
421
– – ﹤0.01% 6990
2025
Q2 		$7.21K Hold
421
– – ﹤0.01% 6939
2025
Q1 		$6.89K Buy
+421
New +$7.59K ﹤0.01% 6909

Other funds holding JPO

TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Morgan Stanley's JPO Position: Q2 2026 in Review

Morgan Stanley reduced its YieldMax JP Option Income Strategy ETF (JPO) stake by 71% in Q2 2026, selling an estimated $4.18K and leaving 122 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #7437.

Morgan Stanley first reported a position in JPO in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.3K in Q3 2025. 11 funds tracked by Wall St. Rank hold JPO as of Q2 2026.

  • Morgan Stanley held 122 shares of YieldMax JP Option Income Strategy ETF worth $1.71K as of Q2 2026.
  • Morgan Stanley sold 299 YieldMax JP Option Income Strategy ETF shares in Q2 2026, an estimated $4.18K.
  • YieldMax JP Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7437 holding.
  • Morgan Stanley first reported a position in YieldMax JP Option Income Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Morgan Stanley's YieldMax JP Option Income Strategy ETF position peaked at $7.3K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.