ZEGA Investments’s YieldMax JP Option Income Strategy ETF JPO Stock Holding History

ZEGA Investments’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	$390K	Buy	27,796 +3,603	+15%	+$50.4K	0.04%	206
2026 Q1	$336K	Sell	24,193 -295	-1%	-$4.31K	0.04%	218
2025 Q4	$392K	Buy	24,488 +9,181	+60%	+$149K	0.05%	132
2025 Q3	$265K	Buy	15,307 +3,400	+29%	+$57.4K	0.04%	139
2025 Q2	$204K	Sell	11,907 -749	-6%	-$12K	0.03%	134
2025 Q1	$207K	Buy	12,656 +551	+5%	+$9.94K	0.03%	127
2024 Q4	$233K	Buy	+12,105	New	+$222K	0.06%	114

Other funds holding JPO

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

ZEGA Investments's JPO Position: Q2 2026 in Review

ZEGA Investments increased its YieldMax JP Option Income Strategy ETF (JPO) stake by 15% in Q2 2026, buying an estimated $50.4K and bringing the position to 27,796 shares worth $390K. The position accounts for 0.04% of the portfolio, ranked #206.

ZEGA Investments first reported a position in JPO in Q4 2024 and has held it in 7 quarters since. The position peaked at $392K in Q4 2025. 11 funds tracked by Wall St. Rank hold JPO as of Q2 2026.

ZEGA Investments held 27,796 shares of YieldMax JP Option Income Strategy ETF worth $390K as of Q2 2026.
ZEGA Investments bought 3,603 YieldMax JP Option Income Strategy ETF shares in Q2 2026, an estimated $50.4K.
YieldMax JP Option Income Strategy ETF made up 0.04% of ZEGA Investments's portfolio in Q2 2026, its #206 holding.
ZEGA Investments first reported a position in YieldMax JP Option Income Strategy ETF in Q4 2024 and has held it in 7 quarters since.
ZEGA Investments's YieldMax JP Option Income Strategy ETF position peaked at $392K in Q4 2025.
11 funds tracked by Wall St. Rank held YieldMax JP Option Income Strategy ETF as of Q2 2026.

Based on ZEGA Investments's 13F filing for Q2 2026, filed 31 Jul 2026.