Morningstar

YieldMax JP Option Income Strategy ETF JPO

Morningstar Medalist Rating
Medalist Rating as of | See YieldMax ETFs Investment Hub

Morningstar’s Analysis JPO

Will JPO outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable JPO’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the JPO management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of JPO’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

YieldMax JP Option Income Strategy ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings JPO

More JPO Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings −10.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 2.38%

34.49 10M
Government

OTHER ASSETS AND LIABILITIES

26.42 8M
—

United States Treasury Notes 3.38%

20.05 6M
Government

United States Treasury Bills 0%

17.11 5M
Government

United States Treasury Bills 0%

8.17 2M
Government

Jpm 11/20/2026 360.01 C

3.87 1M
—

Cash Offset

2.41 701,351
—

United States Treasury Bills 0%

1.12 324,786
Government

JPM US 10/30/26 C342.5

0.39 113,971
—

US DOLLARS

0.30 86,000
Cash and Equivalents

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