UBS Group
JPO

UBS Group’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

UBS Group’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 		$21.4K Buy
1,520
+787
+107% +$11K ﹤0.01% 8124
2026
Q1 		$10.2K Buy
+733
New +$10.7K ﹤0.01% 8380
2025
Q3 		– Sell
-914
Closed -$15.7K – 10620
2025
Q2 		$15.7K Buy
+914
New +$14.7K ﹤0.01% 8600
2024
Q2 		– Sell
-260
Closed -$5.68K – 9804
2024
Q1 		$5.68K Buy
260
+83
+47% +$1.71K ﹤0.01% 7517
2023
Q4 		$3.55K Buy
+177
New +$3.43K ﹤0.01% 7955

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
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
Morgan Stanley New York $1.89T AUM 35.08% 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

UBS Group's JPO Position: Q2 2026 in Review

UBS Group increased its YieldMax JP Option Income Strategy ETF (JPO) stake by 107% in Q2 2026, buying an estimated $11K and bringing the position to 1,520 shares worth $21.4K. The position accounts for ﹤0.01% of the portfolio, ranked #8124.

UBS Group first reported a position in JPO in Q4 2023 and has held it in 5 quarters since. 11 funds tracked by Wall St. Rank hold JPO as of Q2 2026.

  • UBS Group held 1,520 shares of YieldMax JP Option Income Strategy ETF worth $21.4K as of Q2 2026.
  • UBS Group bought 787 YieldMax JP Option Income Strategy ETF shares in Q2 2026, an estimated $11K.
  • YieldMax JP Option Income Strategy ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #8124 holding.
  • UBS Group first reported a position in YieldMax JP Option Income Strategy ETF in Q4 2023 and has held it in 5 quarters since.
  • 11 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.