JPMO

YieldMax JPM Option Income Strategy ETFYieldMax
AUM$48.6M
Expense Ratio0.99%
NAV$14.73
Holdings6
InceptionSep 11, 2023

Price Chart

Key Statistics

Previous Close

N/A

Day Range

N/A

52-Week Range

$14.12$17.42

Avg Volume

126.1K

Dividend Yield

N/A

Expense Ratio

0.99%

AUM

$48.6M

Shares Outstanding

N/A

Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
United States91.64%
Other8.36%

Fund Information

Issuer
YieldMax
Subcategory
Cash & Others
Inception Date
Sep 11, 2023
Description
The YieldMax JPM Option Income Strategy ETF (JPMO) is an actively managed exchange-traded fund that seeks to generate weekly income by selling call options or call spreads on JPM. The strategy is designed to capture option premiums while providing participation in the share price appreciation of JPM.

Similar ETFs

SymbolNameAUMExpense RatioHoldings
BNDVanguard Total Bond Market ETF$389.20B0.03%346
VWOVanguard FTSE Emerging Markets ETF$151.80B0.06%5,942
AGGiShares Core U.S. Aggregate Bond ETF$139.38B0.03%13,204
SGOViShares 0-3 Month Treasury Bond ETF$77.64B0.09%24
BSVVanguard Short-Term Bond ETF$69.20B0.03%30

The YieldMax JPM Option Income Strategy ETF (JPMO) is an exchange-traded fund issued by YieldMax that launched on Sep 11, 2023. It currently manages $48.6M in assets under management. The fund charges an expense ratio of 0.99%. The fund holds 6 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 99.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1912797RG4United States Treasury Bill 08/06/202616.76%10,133,000$10.0M
2912797RF6United States Treasury Bill 07/09/202615.13%9,124,000$9.0M
3912797TR8United States Treasury Bill 05/12/202614.82%8,882,000$8.8M
4Cash & Other13.90%8,273,648$8.3M
5912797SL2United States Treasury Bill 04/09/202611.38%6,797,000$6.8M
6912797QX8United States Treasury Bill 06/11/20269.56%5,748,000$5.7M
7912797RS8United States Treasury Bill 09/03/20268.45%5,123,000$5.0M
82JPM 260320P00325010JPM 03/20/2026 325.01 P7.08%-1,675$-4217015
9FGXXXFirst American Government Obligations Fund 12/01/20312.03%1,210,396$1.2M
10JPM 260320C00325000JPM US 03/20/26 C3250.28%1,675$167K
11JPM 260306C00300000JPMORGAN CLL OPT 03/26 3000.18%-200$-105000
12JPM 260306C00302500JPMORGAN CLL OPT 03/26 302.5000.12%-175$-71312
13JPM 260306C00307500JPM US 03/06/26 C307.50.11%-325$-65162
14JPM 260306C00305000JPM US 03/06/26 C3050.10%-200$-59800
15JPM 260306C00310000JPM US 03/06/26 C3100.04%175$23K

Detailed Returns

PeriodReturnETFCat. Avgvs Avg
1D
N/A
1W
N/A
1M
-6.21%
3M
-9.92%
6M
-15.60%
YTD
-10.93%
1Y
-10.07%
3Y
-28.50%
5Y
-28.50%

Moving Averages

20-Day MA

N/A

50-Day MA

N/A

200-Day MA

N/A

Price with Moving Averages

Support & Resistance

52-Week High

$17.42

Current Price

N/A

52-Week Low

$14.12

Current Yield

N/A

Annual Dividend

N/A

Frequency

N/A

Last Ex-Date

N/A

Dividends

No dividend data available for this ETF.

Category Comparison

MetricJPMOCash & Others(1031 ETFs)Cash & Others(140 ETFs)
Fund Info
Expense Ratio0.99%0.61%0.61%
AUM$48.6M$2.64B$1.82B
Dividend Yield9.23%14.65%
Avg Volume126.1K1.9M599.4K
Holdings6386357
Performance
1-Month Return-0.30%+0.26%
6-Month Return-1.06%-3.01%
YTD Return+0.13%-0.12%
1-Year Return+2.38%-0.74%

Compare with Another ETF

Search for an ETF to compare with JPMO: