ROCQ Institutional Ownership & Shareholders
JPMRGN NSDQ EQTY PRM YLD ETF (ROCQ) is currently held by 26 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $142.52M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Jpmorgan Chase & Co is currently the largest disclosed institutional shareholder of ROCQ tracked by InsiderSet, reporting ownership valued at approximately $114.43M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $105.50M, representing an estimated loss of -7.80% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed ROCQ value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Cary Street Partners Financial Llc, Old Mission Capital Llc, and several other long-term asset managers with concentrated positions in JPMRGN NSDQ EQTY PRM YLD ETF (ROCQ).
This page ranks the largest institutional ROCQ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
26
Total Reported Value
$142.52M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$114.43M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Jpmorgan Chase & Co | 0.01% | 2,011,017 | $114,426,867 | $105,497,952 | -$8,928,915 | -7.80% | |
| Cary Street Partners Financial Llc | 0.31% | 244,888 | $14,120,242 | $12,846,824 | -$1,273,418 | -9.02% | |
| Old Mission Capital Llc | 0.06% | 43,790 | $2,524,931 | $2,297,223 | -$227,708 | -9.02% | |
| Pmg Family Office Llc | 1.32% | 25,284 | $1,430,533 | $1,326,399 | -$104,134 | -7.28% | |
| Nbz Investment Advisors Llc | 0.50% | 22,741 | $1,286,632 | $1,192,993 | -$93,639 | -7.28% | |
| Wayfinding Financial, Llc | 0.48% | 21,864 | $1,260,000 | $1,146,985 | -$113,015 | -8.97% | |
| Susquehanna International Group, Llp | 0.00% | 21,114 | $1,217,433 | $1,107,640 | -$109,793 | -9.02% | |
| Cary Street Partners Investment Advisory Llc | 0.24% | 20,545 | $1,184,625 | $1,077,791 | -$106,834 | -9.02% | |
| Fas Wealth Partners, Inc. | 0.04% | 12,372 | $713,374 | $649,035 | -$64,339 | -9.02% | |
| Mml Investors Services, Llc | 0.00% | 10,150 | $585,249 | $532,469 | -$52,780 | -9.02% | |
| Daymark Wealth Partners, Llc | 0.01% | 9,939 | $573,083 | $521,400 | -$51,683 | -9.02% | |
| Dynamic Advisor Solutions Llc | 0.02% | 10,000 | $565,786 | $524,600 | -$41,186 | -7.28% | |
| Advisory Alpha, Llc | 0.01% | 9,280 | $535,085 | $486,829 | -$48,256 | -9.02% | |
| Semus Wealth Partners Llc | 0.21% | 8,212 | $464,616 | $430,802 | -$33,814 | -7.28% | |
| Nicolet Bankshares Inc | 0.01% | 6,886 | $387,682 | $361,240 | -$26,442 | -6.82% | |
| Cetera Investment Advisers | 0.00% | 5,176 | $298,482 | $271,533 | -$26,949 | -9.03% | |
| Maia Wealth Llc | 0.04% | 4,642 | $262,643 | $243,519 | -$19,124 | -7.28% | |
| Larson Financial Group Llc | 0.01% | 3,778 | $217,839 | $198,194 | -$19,645 | -9.02% | |
| Curtis Advisory Group, Llc | 0.04% | 3,662 | $207,191 | $192,109 | -$15,082 | -7.28% | |
| Ep Wealth Advisors, Llc | 0.00% | 2,162 | $124,661 | $113,419 | -$11,242 | -9.02% | |
| Farther Finance Advisors, Llc | 0.00% | 1,600 | $90,526 | $83,936 | -$6,590 | -7.28% | |
| Jones Financial Companies Lllp | 0.00% | 364 | $20,345 | $19,095 | -$1,250 | -6.14% | |
| Ameritas Investment Partners, Inc. | 0.00% | 217 | $12,504 | $11,384 | -$1,120 | -8.96% | |
| High Note Wealth, Llc | 0.00% | 100 | $5,658 | $5,246 | -$412 | -7.28% | |
| Ulland Investment Advisors, Llc | 0.22% | 5,625 | $318 | $295,088 | +$294,770 | +92694.81% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $14 | — | — | — |
Frequently asked questions about ROCQ
Who are the largest institutional holders of ROCQ?
The largest institutional holders of ROCQ reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Cary Street Partners Financial Llc, Old Mission Capital Llc, Pmg Family Office Llc, and Nbz Investment Advisors Llc. InsiderSet ranks institutional holders by their latest reported ROCQ position.
What is ROCQ institutional ownership?
This page tracks ROCQ positions reported by institutional investment managers through SEC Form 13F. JPMRGN NSDQ EQTY PRM YLD ETF (ROCQ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROCQ?
InsiderSet currently tracks 26 institutional managers reporting ROCQ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ROCQ shareholders.
How much ROCQ stock do institutions own?
Institutional investment managers disclosed approximately $142.52M in ROCQ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROCQ institutional ownership last updated?
The latest ROCQ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ROCQ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ROCQ position after the reporting date.
Are institutions buying or selling ROCQ?
Institutional buying and selling can be analyzed by comparing ROCQ positions across consecutive 13F reporting periods. InsiderSet's ROCQ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROCQ ownership changes.
How has ROCQ institutional ownership changed over time?
InsiderSet tracks ROCQ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.