JPO – YieldMax JP Option Income Strategy ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks current income; the secondary investment objective is to seek exposure to the share price of the common stock of JPMorgan Chase & Co. (“JPM”), subject to a limit on potential investment gains. The fund will employ its investment strategy as it relates to JPM regardless of whether there are periods of adverse market, economic, or other conditions and will not take temporary defensive positions during such periods. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
JPO	YieldMax JP Option Income Strategy ETF	ETF	Open			Sep 11, 2023	$31.31M	0.990%	—	—	−$32.11M

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