YieldMax JP Option Income Strategy ETF
9 hedge funds and large institutions have $36.4M invested in YieldMax JP Option Income Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 2 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
29% more funds holding
Funds holding: 7 → 9 (+2)
23% more capital invested
Capital invested by funds: $29.6M → $36.4M (+$6.84M)
0.82% less ownership
Funds ownership: 58.31% → 57.49% (-0.82%)
50% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
+$4.86M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$493K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.7K |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$9.63K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$4.93K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$236K |
| 2 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
-$12K |
| 3 |
CA
CoreCap Advisors
Southfield,
Michigan
|
-$2.1K |
| 4 |
Simplex Trading
Chicago,
Illinois
|
-$2K |
| 5 |
TAM
Tucker Asset Management
Littleton,
Colorado
|
-$369 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $35.7M | +$4.86M | +302,488 | +17% |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $526K | +$493K | +30,725 | New |
|
|
ZI
3
ZEGA Investments
Palm Beach Gardens,
Florida
| $204K | -$12K | -749 | -6% |
|
|
4
UBS Group
Zurich,
Switzerland
| $15.7K | +$14.7K | +914 | New |
|
|
IA
5
IFP Advisors
Tampa,
Florida
| $10.3K | +$9.63K | +600 | New |
|
6
Morgan Stanley
New York
| $7.21K | – | – | – |
|
|
TAM
7
Tucker Asset Management
Littleton,
Colorado
| $5.63K | -$369 | -23 | -7% |
|
|
SPIA
8
Steward Partners Investment Advisory
New York
| $5.26K | +$4.93K | +307 | New |
|
|
HI
9
Harbour Investments
Madison,
Wisconsin
| $54 | +$48 | +3 | New |
|
|
10
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$236K | -14,390 | Closed |
|
|
11
Simplex Trading
Chicago,
Illinois
| – | -$2K | -130 | Closed |
|
|
CA
12
CoreCap Advisors
Southfield,
Michigan
| – | -$2.1K | -128 | Closed |
|
JPO Hedge Fund Activity: Q2 2025 in Review
9 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q2 2025, worth a combined $36.4M — up 23% from $29.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPO positions and 3 closed out — a net gain of 2 holders — while 1 added to existing stakes and 2 trimmed.
The largest buyer was Tidal Investments, adding an estimated $4.86M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $236K sold.
- 9 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q2 2025, up from 7 in Q1 2025.
- Funds reported $36.4M of YieldMax JP Option Income Strategy ETF stock for Q2 2025, up 23% quarter-over-quarter.
- 5 funds opened new YieldMax JP Option Income Strategy ETF positions in Q2 2025 and 3 closed out, a net change of +2 holders.
- The largest YieldMax JP Option Income Strategy ETF buyer in Q2 2025 was Tidal Investments, an estimated $4.86M added.
- The largest YieldMax JP Option Income Strategy ETF seller in Q2 2025 was Susquehanna International Group, an estimated $236K sold.
Based on aggregated 13F filings for Q2 2025.