Funds / JPO

JPO YieldMax JP Option Income Strategy ETF

YieldMax ETFs · pays weekly · 1.04% expense ratio

Latest payout

$0.0460

paid Sep 25, 2026

Return of capital

87%

Sep 25 payout · estimated (19a-1)

Next ex-date

Oct 1, 2026

pays ~Oct 2 · projected dates

Distribution rate

17.54%

issuer’s annualized rate, Sep 23, 2026

Payouts per share

$0 $0.075 $0.15Apr 17, 2026: $0.1217 · 94% return of capital (estimated, 19a-1) A2026Apr 24, 2026: $0.1153 · 64% return of capital (estimated, 19a-1) May 1, 2026: $0.1213 · 74% return of capital (estimated, 19a-1) MMay 8, 2026: $0.1022 · 66% return of capital (estimated, 19a-1) May 15, 2026: $0.0647 · 0% return of capital (estimated, 19a-1) May 22, 2026: $0.0651 · 0% return of capital (estimated, 19a-1) May 29, 2026: $0.0651 · 90% return of capital (estimated, 19a-1) Jun 5, 2026: $0.0606 · 45% return of capital (estimated, 19a-1) JJun 12, 2026: $0.0699 · 91% return of capital (estimated, 19a-1) Jun 22, 2026: $0.0852 · 59% return of capital (estimated, 19a-1) Jun 26, 2026: $0.0842 · 93% return of capital (estimated, 19a-1) Jul 6, 2026: $0.1051 · 48% return of capital (estimated, 19a-1) JJul 10, 2026: $0.0930 · 91% return of capital (estimated, 19a-1) Jul 17, 2026: $0.0849 · 91% return of capital (estimated, 19a-1) Jul 24, 2026: $0.0936 · 94% return of capital (estimated, 19a-1) Jul 31, 2026: $0.1047 · 94% return of capital (estimated, 19a-1) Aug 7, 2026: $0.0963 · 59% return of capital (estimated, 19a-1) AAug 14, 2026: $0.0879 · 93% return of capital (estimated, 19a-1) Aug 21, 2026: $0.0721 · 0% return of capital (estimated, 19a-1) Aug 28, 2026: $0.0559 · 0% return of capital (estimated, 19a-1) Sep 4, 2026: $0.0498 · 54% return of capital (estimated, 19a-1) SSep 11, 2026: $0.0522 · 80% return of capital (estimated, 19a-1) Sep 18, 2026: $0.0492 · 0% return of capital (estimated, 19a-1) Sep 25, 2026: $0.0460 · 87% return of capital (estimated, 19a-1) $0 $0.06 $0.12Jul 10, 2026: $0.0930 · 91% return of capital (estimated, 19a-1) J2026Jul 17, 2026: $0.0849 · 91% return of capital (estimated, 19a-1) Jul 24, 2026: $0.0936 · 94% return of capital (estimated, 19a-1) Jul 31, 2026: $0.1047 · 94% return of capital (estimated, 19a-1) Aug 7, 2026: $0.0963 · 59% return of capital (estimated, 19a-1) AAug 14, 2026: $0.0879 · 93% return of capital (estimated, 19a-1) Aug 21, 2026: $0.0721 · 0% return of capital (estimated, 19a-1) Aug 28, 2026: $0.0559 · 0% return of capital (estimated, 19a-1) Sep 4, 2026: $0.0498 · 54% return of capital (estimated, 19a-1) SSep 11, 2026: $0.0522 · 80% return of capital (estimated, 19a-1) Sep 18, 2026: $0.0492 · 0% return of capital (estimated, 19a-1) Sep 25, 2026: $0.0460 · 87% return of capital (estimated, 19a-1)
  • Income (the berries)
  • Return of capital (a cutting from the bush)
  • Return of capital, estimated

What the past year did to your cost basis

Holding 100 shares of JPO through the last 51 payouts, you’d have collected $447.51. About $266.43 of it (60%) was return of capital: not taxed when paid, but it came off your cost basis, which raises the gain when you sell.

Uses the issuer’s final Form 8937 figures where filed and 19a-1 estimates otherwise. Gooseberry does this per lot, with your real purchase dates.

Upcoming dates

Ex-datePay datePer shareStatus
Oct 1, 2026Oct 2, 2026—Projected
Oct 8, 2026Oct 9, 2026—Projected
Oct 15, 2026Oct 16, 2026—Projected
Oct 22, 2026Oct 23, 2026—Projected
Oct 29, 2026Oct 30, 2026—Projected
Nov 5, 2026Nov 6, 2026—Projected
Nov 12, 2026Nov 13, 2026—Projected
Nov 19, 2026Nov 20, 2026—Projected
Nov 26, 2026Nov 27, 2026—Projected
Dec 3, 2026Dec 4, 2026—Projected
Dec 10, 2026Dec 11, 2026—Projected
Dec 17, 2026Dec 18, 2026—Projected

To be paid, you need to own shares before the ex-date. “Projected” dates are estimated from the fund’s usual schedule until the issuer announces them.

Payout history

PaidEx-datePer shareReturn of capitalSource
Sep 25, 2026 Sep 24, 2026 $0.0460 87% estimated (19a-1) 19a-1
Sep 18, 2026 Sep 17, 2026 $0.0492 0% estimated (19a-1) 19a-1
Sep 11, 2026 Sep 10, 2026 $0.0522 80% estimated (19a-1) 19a-1
Sep 4, 2026 Sep 3, 2026 $0.0498 54% estimated (19a-1) 19a-1
Aug 28, 2026 Aug 27, 2026 $0.0559 0% estimated (19a-1) 19a-1
Aug 21, 2026 Aug 20, 2026 $0.0721 0% estimated (19a-1) 19a-1
Aug 14, 2026 Aug 13, 2026 $0.0879 93% estimated (19a-1) 19a-1
Aug 7, 2026 Aug 6, 2026 $0.0963 59% estimated (19a-1) 19a-1
Jul 31, 2026 Jul 30, 2026 $0.1047 94% estimated (19a-1) 19a-1
Jul 24, 2026 Jul 23, 2026 $0.0936 94% estimated (19a-1) 19a-1
Jul 17, 2026 Jul 16, 2026 $0.0849 91% estimated (19a-1) 19a-1
Jul 10, 2026 Jul 9, 2026 $0.0930 91% estimated (19a-1) 19a-1
Jul 6, 2026 Jul 2, 2026 $0.1051 48% estimated (19a-1) 19a-1
Jun 26, 2026 Jun 25, 2026 $0.0842 93% estimated (19a-1) 19a-1
Jun 22, 2026 Jun 18, 2026 $0.0852 59% estimated (19a-1) 19a-1
Jun 12, 2026 Jun 11, 2026 $0.0699 91% estimated (19a-1) 19a-1
Jun 5, 2026 Jun 4, 2026 $0.0606 45% estimated (19a-1) 19a-1
May 29, 2026 May 28, 2026 $0.0651 90% estimated (19a-1) 19a-1
May 22, 2026 May 21, 2026 $0.0651 0% estimated (19a-1) 19a-1
May 15, 2026 May 14, 2026 $0.0647 0% estimated (19a-1) 19a-1
May 8, 2026 May 7, 2026 $0.1022 66% estimated (19a-1) 19a-1
May 1, 2026 Apr 30, 2026 $0.1213 74% estimated (19a-1) 19a-1
Apr 24, 2026 Apr 23, 2026 $0.1153 64% estimated (19a-1) 19a-1
Apr 17, 2026 Apr 16, 2026 $0.1217 94% estimated (19a-1) 19a-1
Show 52 earlier payouts
Apr 10, 2026 Apr 9, 2026 $0.0745 87% estimated (19a-1) 19a-1
Apr 6, 2026 Apr 2, 2026 $0.0717 0% estimated (19a-1) 19a-1
Mar 27, 2026 Mar 26, 2026 $0.0689 0% estimated (19a-1) 19a-1
Mar 20, 2026 Mar 19, 2026 $0.0706 90% estimated (19a-1) 19a-1
Mar 13, 2026 Mar 12, 2026 $0.0678 12% estimated (19a-1) 19a-1
Mar 6, 2026 Mar 5, 2026 $0.0741 0% estimated (19a-1) 19a-1
Feb 27, 2026 Feb 26, 2026 $0.0730 90% estimated (19a-1) 19a-1
Feb 20, 2026 Feb 19, 2026 $0.0571 0% estimated (19a-1) 19a-1
Feb 13, 2026 Feb 12, 2026 $0.0620 88% estimated (19a-1) 19a-1
Feb 6, 2026 Feb 5, 2026 $0.0746 87% estimated (19a-1) 19a-1
Jan 30, 2026 Jan 29, 2026 $0.0585 0% estimated (19a-1) 19a-1
Jan 23, 2026 Jan 22, 2026 $0.0567 0% estimated (19a-1) 19a-1
Jan 16, 2026 Jan 15, 2026 $0.0768 0% estimated (19a-1) 19a-1
Jan 9, 2026 Jan 8, 2026 $0.0542 0% estimated (19a-1) 19a-1
Jan 5, 2026 Jan 2, 2026 $0.0812 93% estimated (19a-1) 19a-1
Dec 29, 2025 Dec 26, 2025 $0.0626 60% estimated (19a-1) 19a-1
Dec 19, 2025 Dec 18, 2025 $0.0712 1% estimated (19a-1) 19a-1
Dec 12, 2025 Dec 11, 2025 $0.0755 92% estimated (19a-1) 19a-1
Dec 5, 2025 Dec 4, 2025 $0.1903 97% estimated (19a-1) 19a-1
Dec 1, 2025 Nov 28, 2025 $0.0807 24% estimated (19a-1) 19a-1
Nov 21, 2025 Nov 20, 2025 $0.0729 91% estimated (19a-1) 19a-1
Nov 14, 2025 Nov 13, 2025 $0.1088 0% estimated (19a-1) 19a-1
Nov 7, 2025 Nov 6, 2025 $0.1501 98% estimated (19a-1) 19a-1
Oct 31, 2025 Oct 30, 2025 $0.1310 63% estimated (19a-1) 19a-1
Oct 24, 2025 Oct 23, 2025 $0.0843 0% estimated (19a-1) 19a-1
Oct 17, 2025 Oct 16, 2025 $0.0571 0% estimated (19a-1) 19a-1
Oct 10, 2025 Oct 9, 2025 $0.4229 93% estimated (19a-1) 19a-1
Sep 12, 2025 Sep 11, 2025 $0.2709 25% estimated (19a-1) 19a-1
Aug 15, 2025 Aug 14, 2025 $0.2824 89% estimated (19a-1) 19a-1
Jul 18, 2025 Jul 17, 2025 $0.5085 0% estimated (19a-1) 19a-1
Jun 23, 2025 Jun 20, 2025 $0.2774 87% estimated (19a-1) 19a-1
May 23, 2025 May 22, 2025 $0.3923 92% estimated (19a-1) 19a-1
Apr 25, 2025 Apr 24, 2025 $0.5612 93% estimated (19a-1) 19a-1
Mar 28, 2025 Mar 27, 2025 $0.3717 42% estimated (19a-1) 19a-1
Feb 28, 2025 Feb 27, 2025 $0.2951 0% estimated (19a-1) 19a-1
Jan 31, 2025 Jan 30, 2025 $0.6929 93% estimated (19a-1) 19a-1
Jan 6, 2025 Jan 3, 2025 $0.3011 31% estimated (19a-1) 19a-1
Dec 6, 2024 Dec 5, 2024 $0.3193 Not published
Nov 8, 2024 Nov 7, 2024 $0.3501 Not published
Oct 11, 2024 Oct 10, 2024 $0.3768 Not published
Sep 9, 2024 Sep 6, 2024 $0.5233 Not published
Aug 8, 2024 Aug 7, 2024 $0.3710 Not published
Jul 8, 2024 Jul 5, 2024 $0.2205 Not published
Jun 7, 2024 Jun 6, 2024 $0.3483 Not published
May 8, 2024 May 6, 2024 $0.4171 Not published
Apr 8, 2024 Apr 4, 2024 $0.6495 Not published
Mar 8, 2024 Mar 6, 2024 $0.4927 Not published
Feb 9, 2024 Feb 7, 2024 $0.2376 Not published
Jan 9, 2024 Jan 5, 2024 $0.2489 Not published
Dec 13, 2023 Dec 7, 2023 $0.2009 Not published
Nov 16, 2023 Nov 8, 2023 $0.5175 Not published
Oct 16, 2023 Oct 6, 2023 $0.2520 Not published

Fund facts

Issuer
YieldMax ETFs
Exchange
NYSE Arca
Pays
Weekly
Inception
Sep 11, 2023
Expense ratio
1.04%
Net assets
$32M
Price
$13.39 · Sep 29, 2026
NAV total return, 1 yr
14.33% · as of Aug 31, 2026
CUSIP
88634T436

Issuer documents

Latest 19a-1 notices

Data from YieldMax ETFs’s public disclosures, updated Sep 30, 2026, 12:43 PM ET. Not investment or tax advice.