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JPO

YieldMax JP Option Income Strategy ETF
JPO

5 hedge funds and large institutions have $11.7M invested in YieldMax JP Option Income Strategy ETF in 2024 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

25% more funds holding

Funds holding: 4 → 5 (+1)

0% more repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 1

6.17% less ownership

Funds ownership: 57.7% → 51.53% (-6.2%)

13% less capital invested

Capital invested by funds: $13.3M → $11.7M (-$1.7M)

Holders
5
Holders Change
+1
Holders Change %
+25%
% of All Funds
0.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
1
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WAM
Worth Asset Management
Texas
+$393K
2
KWM
Keebeck Wealth Management
Illinois
+$244K
3
CAS
Coppell Advisory Solutions
Texas
+$13.8K

Top Sellers

Rank Fund Capital Flow
1
TI
Tidal Investments
Wisconsin
-$1.15M
2
ZF
Zega Financial
Florida
-$203K
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
1
Tidal Investments
Wisconsin
$11M -$1.15M -60,825 -9%
WAM
2
Worth Asset Management
Texas
$376K +$393K +20,797 New
KWM
3
Keebeck Wealth Management
Illinois
$233K +$244K +12,905 New
CAS
4
Coppell Advisory Solutions
Texas
$45.7K +$13.8K +728 +40%
TAM
5
Tucker Asset Management
Colorado
$6.48K – – –
ZF
6
Zega Financial
Florida
– -$203K -10,329 Closed

JPO Hedge Fund Activity: Q3 2024 in Review

5 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q3 2024, worth a combined $11.7M — down 13% from $13.3M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new JPO positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.

The largest buyer was Worth Asset Management, opening a new position worth an estimated $393K. The largest seller was Tidal Investments, cutting an estimated $1.15M.

  • 5 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q3 2024, up from 4 in Q2 2024.
  • Funds reported $11.7M of YieldMax JP Option Income Strategy ETF stock for Q3 2024, down 13% quarter-over-quarter.
  • 2 funds opened new YieldMax JP Option Income Strategy ETF positions in Q3 2024 and 1 closed out, a net change of +1 holder.
  • The largest YieldMax JP Option Income Strategy ETF buyer in Q3 2024 was Worth Asset Management, an estimated $393K added.
  • The largest YieldMax JP Option Income Strategy ETF seller in Q3 2024 was Tidal Investments, an estimated $1.15M sold.

Based on aggregated 13F filings for Q3 2024.