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Upturn AI SWOT - About
YieldMax JPM Option Income Strategy ETF (JPMO)
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Upturn Advisory Summary
10/24/2025: JPMO (1-star) is a SELL. SELL since 3 days. Simulated Profits (11.55%). Updated daily EoD!
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 7.79% | Avg. Invested days 51 | Today’s Advisory SELL |
Upturn Star Rating | Upturn Advisory Performance  4.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 12.63 - 17.39 | Updated Date 06/30/2025 |
52 Weeks Range 12.63 - 17.39 | Updated Date 06/30/2025 |
Upturn AI SWOT
Tidal Trust II
ETF Overview
Overview
The YieldMax JPM Option Income Strategy ETF (JPMO) seeks to generate monthly income by investing in JPM stock and using a synthetic covered call strategy. It aims to provide high current income by foregoing potential capital appreciation.
Reputation and Reliability
YieldMax is a relatively new issuer focused on option income ETFs. Their reputation is building, and reliability is still being established.
Management Expertise
The management team specializes in structured products and options strategies.
Investment Objective
Goal
To generate monthly income by employing a synthetic covered call strategy on JPM stock.
Investment Approach and Strategy
Strategy: The ETF does not track an index. It uses a synthetic covered call strategy, writing call options on JPM to generate income.
Composition The ETF primarily holds JPM stock and utilizes options contracts.
Market Position
Market Share: JPMO is relatively new, so its exact market share is smaller compared to established options-income ETFs.
Total Net Assets (AUM): 34040000
Competitors
Key Competitors
- QYLD
- XYLD
- JEPI
- DIVO
Competitive Landscape
The ETF income market is competitive with numerous established players. JPMO offers a focused strategy on JPM, providing potentially higher yield but also concentrated risk, which can be both advantageous and disadvantageous compared to more diversified ETFs.
Financial Performance
Historical Performance: Since inception, the ETF's performance has been driven by the option income and JPM's stock price fluctuations. Returns fluctuate depending on JPM stock and market volatility.
Benchmark Comparison: A suitable benchmark would be JPM's stock price and an index that tracks covered call strategies.
Expense Ratio: 0.99
Liquidity
Average Trading Volume
The average trading volume is moderate, indicating adequate liquidity for most investors.
Bid-Ask Spread
The bid-ask spread is typically small but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
JPMO's performance is influenced by interest rates, economic growth, and overall market sentiment toward the financial sector and JPM specifically.
Growth Trajectory
The ETF's growth depends on its ability to attract investors seeking high income and the performance of JPM stock. No major changes to strategy or holdings are apparent.
Moat and Competitive Advantages
Competitive Edge
JPMO offers a focused income strategy based solely on JPM stock, which can appeal to investors bullish on JPM. The synthetic covered call strategy is designed to provide consistent monthly income, which differentiates it from traditional dividend ETFs. However, this focused approach also carries higher single-stock risk, limiting its diversity. The ETF also provides potential returns based on the option premiums collected.
Risk Analysis
Volatility
The ETF's volatility is tied to JPM's stock and the sensitivity of the options strategy. Large movements in JPM stock price will impact volatility.
Market Risk
The ETF is exposed to market risk associated with JPM stock, including company-specific risks and broader market downturns affecting the financial sector.
Investor Profile
Ideal Investor Profile
The ideal investor is someone seeking high monthly income from JPM stock and is comfortable with the risks associated with covered call strategies and single-stock concentration.
Market Risk
JPMO may suit active traders and income-focused investors willing to accept higher risk for potentially higher yields, not for passive index followers.
Summary
The YieldMax JPM Option Income Strategy ETF seeks to generate income by using a synthetic covered call strategy on JPM stock. It offers high monthly income potential but carries single-stock concentration risk and potential capital appreciation loss. The ETF is suitable for income-seeking investors with high-risk tolerance who are bullish on JPM stock. Its performance is strongly linked to the financial health and performance of JPMorgan Chase.
Peer Comparison
Sources and Disclaimers
Data Sources:
- YieldMax ETFs website
- ETF.com
- Seeking Alpha
Disclaimers:
This analysis is for informational purposes only and does not constitute investment advice. Investors should conduct their own research before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Tidal Trust II
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
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.
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