YieldMax JP Option Income Strategy ETF
12 hedge funds and large institutions have $32.5M invested in YieldMax JP Option Income Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
33% more funds holding
Funds holding: 9 → 12 (+3)
10.68% less ownership
Funds ownership: 57.49% → 46.81% (-11%)
11% less capital invested
Capital invested by funds: $36.4M → $32.5M (-$3.96M)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $418K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Belvedere Trading
Chicago,
Illinois
|
+$344K |
| 2 |
Jane Street
New York
|
+$238K |
| 3 |
ZI
ZEGA Investments
Palm Beach Gardens,
Florida
|
+$57.4K |
| 4 |
WWA
Wealth Watch Advisors
Englewood,
Colorado
|
+$17.8K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
+$4.96K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TI
Tidal Investments
Milwaukee,
Wisconsin
|
-$4.43M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$526K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$15.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TI
1
Tidal Investments
Milwaukee,
Wisconsin
| $31.5M | -$4.43M | -262,690 | -13% |
|
|
2
Belvedere Trading
Chicago,
Illinois
| $354K | +$344K | +20,390 | New |
|
|
ZI
3
ZEGA Investments
Palm Beach Gardens,
Florida
| $265K | +$57.4K | +3,400 | +29% |
|
|
4
Jane Street
New York
| $244K | +$238K | +14,094 | New |
|
|
WWA
5
Wealth Watch Advisors
Englewood,
Colorado
| $18.3K | +$17.8K | +1,057 | New |
|
|
SPIA
6
Steward Partners Investment Advisory
New York
| $10.4K | +$4.96K | +294 | +96% |
|
|
IA
7
IFP Advisors
Tampa,
Florida
| $10.4K | – | – | – |
|
8
Morgan Stanley
New York
| $7.3K | – | – | – |
|
|
TAM
9
Tucker Asset Management
Littleton,
Colorado
| $5.71K | – | – | – |
|
|
QCG
10
Quadrant Capital Group
Cincinnati,
Ohio
| $4.33K | +$4.22K | +250 | New |
|
|
ASN
11
Advisory Services Network
Atlanta,
Georgia
| $3.47K | +$3.37K | +200 | New |
|
|
HI
12
Harbour Investments
Madison,
Wisconsin
| $58 | – | – | – |
|
|
OMC
13
Old Mission Capital
Chicago,
Illinois
| – | -$526K | -30,725 | Closed |
|
|
14
UBS Group
Zurich,
Switzerland
| – | -$15.7K | -914 | Closed |
|
JPO Hedge Fund Activity: Q3 2025 in Review
12 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in YieldMax JP Option Income Strategy ETF (JPO) for Q3 2025, worth a combined $32.5M — down 11% from $36.4M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new JPO positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was Belvedere Trading, opening a new position worth an estimated $344K. The largest seller was Tidal Investments, cutting an estimated $4.43M.
- 12 institutional investors held YieldMax JP Option Income Strategy ETF (JPO) as of Q3 2025, up from 9 in Q2 2025.
- Funds reported $32.5M of YieldMax JP Option Income Strategy ETF stock for Q3 2025, down 11% quarter-over-quarter.
- 5 funds opened new YieldMax JP Option Income Strategy ETF positions in Q3 2025 and 2 closed out, a net change of +3 holders.
- The largest YieldMax JP Option Income Strategy ETF buyer in Q3 2025 was Belvedere Trading, an estimated $344K added.
- The largest YieldMax JP Option Income Strategy ETF seller in Q3 2025 was Tidal Investments, an estimated $4.43M sold.
Based on aggregated 13F filings for Q3 2025.