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JPMO Institutional Ownership

YieldMax JPM Option Income Strategy ETF
1W: +0.6% 1M: -1.9% 3M: -8.1% YTD: -8.6% 1Y: +1.6%
$14.34
Last traded 2026-03-02 — delisted
ETF AMEX · AUM $49.0M

Institutional Ownership — JPMO

17
Institutional Holders
-2 vs prior quarter
0.0%
Ownership
+0.00pp
9M
Total Invested
2
New Positions
3
Increased
7
Reduced
5
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (20 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Tidal Investments LLC NEW 571,699 8M — +0.0% 1Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 31,219 448K -7,377 -19.1% 2Q SEC ↗
3 ZEGA Investments, LLC 27,796 399K +3,603 +14.9% 7Q SEC ↗
4 Allworth Financial LP 7,000 100K — +0.0% 3Q SEC ↗
5 Steward Partners Investment Advisory, 1,549 22K — +0.0% 5Q SEC ↗
6 UBS Group AG 1,520 22K +787 +107.4% 2Q SEC ↗
7 IFP Advisors, Inc 600 9K — +0.0% 5Q SEC ↗
8 LANARK FINANCIAL, INC. 511 7K — +0.0% 2Q SEC ↗
9 MORGAN STANLEY 122 2K -299 -71.0% 6Q SEC ↗
10 FMR LLC NEW 8 0K — +0.0% 1Q SEC ↗
11 HARBOUR INVESTMENTS, INC. 4 0K +1 +33.3% 5Q SEC ↗
12 Advisory Services Network, LLC 0 0K -200 -100.0% 1Q SEC ↗
13 WELLS FARGO & COMPANY/MN 0 0K — — 3Q SEC ↗
14 JANE STREET GROUP, LLC 0 0K -37,661 -100.0% 3Q SEC ↗
15 SIMPLEX TRADING, LLC 0 0K -15 -100.0% 1Q SEC ↗
16 TUCKER ASSET MANAGEMENT LLC 0 0K -307 -100.0% 8Q SEC ↗
17 Belvedere Trading LLC 0 0K -23,938 -100.0% 3Q SEC ↗
18 Innovative Asset Advisors Group, LLC 0 0K -131 -100.0% 1Q SEC ↗
19 OLD MISSION CAPITAL LLC 0 0K -20,867 -100.0% 2Q SEC ↗
20 Wealth Watch Advisors, INC 0 0K -5,610 -100.0% 2Q SEC ↗

Recent Activity

New Positions (2)
HolderSharesValue
Tidal Investments LLC 571,699 8M
FMR LLC 8 0K
Biggest Increases (3)
HolderAddedChange %Total Shares
ZEGA Investments, LLC +3,603 +14.9% 27,796
UBS Group AG +787 +107.4% 1,520
HARBOUR INVESTMENTS, INC. +1 +33.3% 4
Biggest Decreases (2)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -7,377 -19.1% 31,219
MORGAN STANLEY -299 -71.0% 122

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms