Yieldmax JP Option Income StJPOETF
13F holders, Q2 2025 (June 30)9holders +2
5new positions
3sold out
$17.13avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Yieldmax JP Option Income St (JPO) in their 13F filings, up 2 from Q1 2025. 5 opened new positions and 3 sold out. The largest holders were Tidal Investments LLC ($35.7M), Old Mission Capital LLC ($526K) and ZEGA Investments, LLC ($204K).
- Company
- Yieldmax JP Option Income St
- Filed as
- TIDAL TR II (Q2 2025)
- CUSIP
- 88634T436
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $558K |
| Exits | 3 | $240K |
All 13F filers, Q1 2025 → Q2 2025: 335,037 shares bought and 15,420 shares sold, net +319,617 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Tidal Investments LLC | 0.23% | Add +17.0% | 2,081,934 | $35.7M |
| Old Mission Capital LLC | 0.01% | New | 30,725 | $526K |
| ZEGA Investments, LLC | 0.05% | Reduce -5.9% | 11,907 | $204K |
| UBS Group AG | 0.00% | New | 914 | $16K |
| IFP Advisors, Inc | 0.00% | New | 600 | $10K |
| Morgan Stanley | 0.00% | No change | 421 | $7K |
| Tucker Asset Management LLC | 0.00% | Reduce -6.5% | 329 | $6K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 307 | $5K |
| Harbour Investments, Inc. | 0.00% | New | 3 | $54 |
"% of holder's portfolio" is JPO's weight in each manager's 13F, not the share of Yieldmax JP Option Income St the manager owns.