JPMORGAN EQUITY PREM YLD ETF (ROCY) Institutional Ownership Changes & 13F Activity
JPMORGAN EQUITY PREM YLD ETF (ROCY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Jpmorgan Chase & Co, Cary Street Partners Financial Llc, Wayfinding Financial, Llc, Benchmark Financial, Llc, and Old Mission Capital Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +3,733 | — | 3,733 | $202.21K | Q2 2026 | Sep 02, 2026 |
| Jane Street Group, Llc | Buy | +29,658 | — | 29,658 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +9,768 | — | 9,768 | $529.12K | Q2 2026 | Aug 14, 2026 |
| Wayfinding Financial, Llc | Buy | +51,337 | — | 51,337 | $2.78M | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +1,963,000 | — | 1,963,000 | $105.65M | Q2 2026 | Aug 12, 2026 |
| Cetera Investment Advisers | Buy | +7,027 | — | 7,027 | $380.68K | Q2 2026 | Aug 12, 2026 |
| Advisory Alpha, Llc | Buy | +6,060 | — | 6,060 | $328.26K | Q2 2026 | Aug 11, 2026 |
| Nicolet Bankshares Inc | Buy | +4,000 | — | 4,000 | $216.68K | Q2 2026 | Aug 11, 2026 |
| Mml Investors Services, Llc | Buy | +11,858 | — | 11,858 | $642.34K | Q2 2026 | Aug 07, 2026 |
| Daymark Wealth Partners, Llc | Buy | +8,371 | — | 8,371 | $453.45K | Q2 2026 | Jul 31, 2026 |
| Fas Wealth Partners, Inc. | Buy | +19,224 | — | 19,224 | $1.04M | Q2 2026 | Jul 29, 2026 |
| Benchmark Financial, Llc | Buy | +32,965 | — | 32,965 | $1.79M | Q2 2026 | Jul 22, 2026 |
| Cary Street Partners Financial Llc | Buy | +169,462 | — | 169,462 | $9.18M | Q2 2026 | Jul 17, 2026 |
| Reyes Financial Architecture, Inc. | Buy | +16,503 | — | 16,503 | $893.95K | Q2 2026 | Jul 17, 2026 |
| Ulland Investment Advisors, Llc | Buy | +300 | — | 300 | $16.00K | Q2 2026 | Jul 16, 2026 |
| Salem Investment Counselors Inc | Buy | +75 | — | 75 | $4.06K | Q2 2026 | Jul 14, 2026 |
| Old Mission Capital Llc | Sell | -32,151 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
Frequently asked questions about ROCY activity
Which institutional owners are buying ROCY?
Institutional owners buying ROCY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in ROCY activity?
"Buy" means an investor increased their reported position in ROCY compared to the prior reporting period. This reflects growing exposure to JPMORGAN EQUITY PREM YLD ETF (ROCY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in ROCY increasing?
Institutional interest in ROCY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.