Who owns JPO?
YieldMax JP Option Income Strategy ETF · YieldMax
12 institutions reported holding JPO, worth $9.0M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of JPO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Tidal Investments LLC | Milwaukee, WI | $8.0M | 571,699 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $439K | 31,219 | −7,377 shares |
| ZEGA Investments, LLC | Palm Beach Gardens, FL | $390K | 27,796 | +3,603 shares |
| Allworth Financial LP | Folsom, CA | $98K | 7,000 | No change |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $22K | 1,549 | No change |
| UBS Group AG | Zurich, Switzerland | $21K | 1,520 | +787 shares |
| IFP Advisors, Inc | Tampa, FL | $8K | 600 | No change |
| Lanark Financial, Inc. | Birmingham, AL | $7K | 511 | No change |
| Morgan Stanley | New York, NY | $2K | 122 | −299 shares |
| FMR LLC | Boston, MA | $112 | 8 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns JPO?
12 institutional managers reported holding JPO in Form 13F filings for June 30, 2026, worth $9.0M in total. The largest reported position was held by Tidal Investments LLC, at $8.0M.
Did institutions buy or sell JPO last quarter?
Reported 13F value rose 315.5% from March 31, 2026, which includes price moves as well as buying and selling. 2 firms reported a new position and 5 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is JPO ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.