ROCY Institutional Ownership & Shareholders
JPMORGAN EQUITY PREM YLD ETF (ROCY) is currently held by 25 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $132.28M 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 ROCY tracked by InsiderSet, reporting ownership valued at approximately $105.65M 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 $107.36M, representing an estimated gain of +1.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 97% of the total disclosed ROCY value among the investors covered in this analysis. Major shareholders include Jpmorgan Chase & Co, Cary Street Partners Financial Llc, Wayfinding Financial, Llc, and several other long-term asset managers with concentrated positions in JPMORGAN EQUITY PREM YLD ETF (ROCY).
This page ranks the largest institutional ROCY 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
25
Total Reported Value
$132.28M
Largest Holder
Jpmorgan Chase & Co
Largest Position
$105.65M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
26
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% | 1,963,000 | $105,651,408 | $107,356,470 | +$1,705,062 | +1.61% | |
| Cary Street Partners Financial Llc | 0.20% | 169,462 | $9,179,613 | $9,267,877 | +$88,264 | +0.96% | |
| Wayfinding Financial, Llc | 1.05% | 51,337 | $2,780,000 | $2,807,621 | +$27,621 | +0.99% | |
| Truist Financial Corp | 0.00% | 44,211 | $2,432,931 | $2,417,900 | -$15,031 | -0.62% | |
| Benchmark Financial, Llc | 1.70% | 40,227 | $2,213,692 | $2,200,015 | -$13,677 | -0.62% | |
| Jane Street Group, Llc | 0.00% | 29,658 | $1,606,544 | $1,621,996 | +$15,452 | +0.96% | |
| Sprinkle Financial Consultants Llc | 0.54% | 25,035 | $1,377,599 | $1,369,164 | -$8,435 | -0.61% | |
| Nbz Investment Advisors Llc | 0.48% | 22,727 | $1,250,677 | $1,242,940 | -$7,737 | -0.62% | |
| Reyes Financial Architecture, Inc. | 0.69% | 20,294 | $1,116,779 | $1,109,879 | -$6,900 | -0.62% | |
| Fas Wealth Partners, Inc. | 0.05% | 19,224 | $1,041,345 | $1,051,361 | +$10,016 | +0.96% | |
| Mml Investors Services, Llc | 0.00% | 11,858 | $642,336 | $648,514 | +$6,178 | +0.96% | |
| Susquehanna International Group, Llp | 0.00% | 9,768 | $529,123 | $534,212 | +$5,089 | +0.96% | |
| Semus Wealth Partners Llc | 0.21% | 8,524 | $469,054 | $466,178 | -$2,876 | -0.61% | |
| Daymark Wealth Partners, Llc | 0.01% | 8,371 | $453,449 | $457,810 | +$4,361 | +0.96% | |
| Cetera Investment Advisers | 0.00% | 7,027 | $380,684 | $384,307 | +$3,623 | +0.95% | |
| Advisory Alpha, Llc | 0.01% | 6,060 | $328,264 | $331,421 | +$3,157 | +0.96% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 5,036 | $278,931 | $275,419 | -$3,512 | -1.26% | |
| Nicolet Bankshares Inc | 0.01% | 4,000 | $216,676 | $218,760 | +$2,084 | +0.96% | |
| Citadel Advisors Llc | 0.00% | 3,733 | $202,213 | $204,158 | +$1,945 | +0.96% | |
| Td Private Client Wealth Llc | 0.00% | 1,057 | $58,167 | $57,807 | -$360 | -0.62% | |
| Dedora Capital, Inc. | 0.01% | 933 | $51,358 | $51,026 | -$332 | -0.65% | |
| Gamma Investing Llc | 0.00% | 310 | $17,059 | $16,954 | -$105 | -0.62% | |
| Wedbush Securities Inc | 0.01% | 5,170 | $285 | $282,747 | +$282,462 | +99109.58% | |
| Ulland Investment Advisors, Llc | 0.08% | 2,140 | $118 | $117,037 | +$116,919 | +99083.56% | |
| Wells Fargo & Company/Mn | 0.00% | 0 | $20 | — | — | — |
Frequently asked questions about ROCY
Who are the largest institutional holders of ROCY?
The largest institutional holders of ROCY reported in the latest SEC Form 13F filings include Jpmorgan Chase & Co, Cary Street Partners Financial Llc, Wayfinding Financial, Llc, Truist Financial Corp, and Benchmark Financial, Llc. InsiderSet ranks institutional holders by their latest reported ROCY position.
What is ROCY institutional ownership?
This page tracks ROCY positions reported by institutional investment managers through SEC Form 13F. JPMORGAN EQUITY PREM YLD ETF (ROCY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ROCY?
InsiderSet currently tracks 25 institutional managers reporting ROCY 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 ROCY shareholders.
How much ROCY stock do institutions own?
Institutional investment managers disclosed approximately $132.28M in ROCY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ROCY institutional ownership last updated?
The latest ROCY 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 ROCY 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 ROCY position after the reporting date.
Are institutions buying or selling ROCY?
Institutional buying and selling can be analyzed by comparing ROCY positions across consecutive 13F reporting periods. InsiderSet's ROCY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ROCY ownership changes.
How has ROCY institutional ownership changed over time?
InsiderSet tracks ROCY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.