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
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

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $890M AUM 17.33% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Morgan Stanley's JPO Position: Q1 2026 in Review

Morgan Stanley held its YieldMax JP Option Income Strategy ETF (JPO) position steady in Q1 2026 at 421 shares worth $5.84K. The position accounts for ﹤0.01% of the portfolio, ranked #7098.

Morgan Stanley first reported a position in JPO in Q1 2025 and has held it in 5 quarters since. The position peaked at $7.3K in Q3 2025. 14 funds tracked by Wall St. Rank hold JPO as of Q1 2026.

  • Morgan Stanley held 421 shares of YieldMax JP Option Income Strategy ETF worth $5.84K as of Q1 2026.
  • Morgan Stanley left its YieldMax JP Option Income Strategy ETF share count unchanged in Q1 2026.
  • YieldMax JP Option Income Strategy ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #7098 holding.
  • Morgan Stanley first reported a position in YieldMax JP Option Income Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • Morgan Stanley's YieldMax JP Option Income Strategy ETF position peaked at $7.3K in Q3 2025.
  • 14 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.