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Jpmrgn Nsdq Eqty PRM YLD ETF (ROCQ)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
NEW
Shares139,776
Change+139,776
Value$7.9M
Filed 2026-11-06
HighTower Advisors, LLC
INCREASED
Shares137,550 from 89,099
Change+48,451 (+54%)
Value$7.8M (+$2.6M)
Filed 2026-11-10
PMG Family Office LLC
NEW
Shares25,284
Change+25,284
Value$1.4M
Filed 2026-10-19
NBZ Investment Advisors LLC
NEW
Shares22,741
Change+22,741
Value$1.3M
Filed 2026-10-30
Daymark Wealth Partners, LLC
INCREASED
Shares11,335 from 9,939
Change+1,396 (+14%)
Value$641.3K (+$68.2K)
Filed 2026-11-04
Dynamic Advisor Solutions LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$565.8K (-$10.8K)
Filed 2026-10-13
Semus Wealth Partners LLC
NEW
Shares8,212
Change+8,212
Value$464.6K
Filed 2026-10-22
Great Valley Advisor Group, Inc.
NEW
Shares6,846
Change+6,846
Value$387.3K
Filed 2026-11-09
Ulland Investment Advisors, LLC
INCREASED
Shares5,625 from 100
Change+5,525 (+5525%)
Value$318.0K (+$318.0K)
Filed 2026-10-13
Maia Wealth LLC
NEW
Shares4,642
Change+4,642
Value$262.6K
Filed 2026-10-19
Larson Financial Group LLC
UNCHANGED
Shares3,778 from 3,778
Change0 (0%)
Value$213.8K (-$4.1K)
Filed 2026-11-05
Curtis Advisory Group, LLC
NEW
Shares3,662
Change+3,662
Value$207.2K
Filed 2026-10-28
EPG Wealth Management LLC
NEW
Shares3,000
Change+3,000
Value$169.7K
Filed 2026-11-03
Farther Finance Advisors, LLC
UNCHANGED
Shares1,600 from 1,600
Change0 (0%)
Value$90.5K (-$1.7K)
Filed 2026-10-08
High Note Wealth, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$5.7K (-$108)
Filed 2026-10-27
Sigma Planning Corp
CLOSED
Shares0 from 24,004
Change-24,004 (-100%)
Value$0 (-$1.4M)
Filed 2026-10-23
Reyes Financial Architecture, Inc.
CLOSED
Shares0 from 15,735
Change-15,735 (-100%)
Value$0 (-$907.3K)
Filed 2026-10-22
Signaturefd, LLC
CLOSED
Shares0 from 150
Change-150 (-100%)
Value$0 (-$8.6K)
Filed 2026-10-23
JPMorgan Chase & Co
N/A
Shares— from 2,011,017
Change-2,011,017 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 244,888
Change-244,888 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 43,790
Change-43,790 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 21,864
Change-21,864 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 21,114
Change-21,114 (-100%)
Value—
Cary Street Partners Investment Advisory LLC
N/A
Shares— from 20,545
Change-20,545 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 12,372
Change-12,372 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 10,150
Change-10,150 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 9,280
Change-9,280 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 6,886
Change-6,886 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 5,176
Change-5,176 (-100%)
Value—
EP Wealth Advisors, LLC
N/A
Shares— from 2,162
Change-2,162 (-100%)
Value—
Jones Financial Companies Lllp
N/A
Shares— from 364
Change-364 (-100%)
Value—
Ameritas Investment Partners, Inc.
N/A
Shares— from 217
Change-217 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
LPL Financial LLC
NEW139,776—+139,776——$7.9M—2026-11-06
HighTower Advisors, LLC
INCREASED137,55089,099+48,451+54%$5.1M$7.8M+$2.6M2026-11-10
PMG Family Office LLC
NEW25,284—+25,284——$1.4M—2026-10-19
NBZ Investment Advisors LLC
NEW22,741—+22,741——$1.3M—2026-10-30
Daymark Wealth Partners, LLC
INCREASED11,3359,939+1,396+14%$573.1K$641.3K+$68.2K2026-11-04
Dynamic Advisor Solutions LLC
UNCHANGED10,00010,00000%$576.6K$565.8K-$10.8K2026-10-13
Semus Wealth Partners LLC
NEW8,212—+8,212——$464.6K—2026-10-22
Great Valley Advisor Group, Inc.
NEW6,846—+6,846——$387.3K—2026-11-09
Ulland Investment Advisors, LLC
INCREASED5,625100+5,525+5525%$6$318.0K+$318.0K2026-10-13
Maia Wealth LLC
NEW4,642—+4,642——$262.6K—2026-10-19
Larson Financial Group LLC
UNCHANGED3,7783,77800%$217.8K$213.8K-$4.1K2026-11-05
Curtis Advisory Group, LLC
NEW3,662—+3,662——$207.2K—2026-10-28
EPG Wealth Management LLC
NEW3,000—+3,000——$169.7K—2026-11-03
Farther Finance Advisors, LLC
UNCHANGED1,6001,60000%$92.3K$90.5K-$1.7K2026-10-08
High Note Wealth, LLC
UNCHANGED10010000%$5.8K$5.7K-$1082026-10-27
Sigma Planning Corp
CLOSED024,004-24,004-100%$1.4M$0-$1.4M2026-10-23
Reyes Financial Architecture, Inc.
CLOSED015,735-15,735-100%$907.3K$0-$907.3K2026-10-22
Signaturefd, LLC
CLOSED0150-150-100%$8.6K$0-$8.6K2026-10-23
JPMorgan Chase & Co
N/A—2,011,017-2,011,017-100%$114.4M———
Cary Street Partners Financial LLC
N/A—244,888-244,888-100%$14.1M———
Old Mission Capital LLC
N/A—43,790-43,790-100%$2.5M———
Wayfinding Financial, LLC
N/A—21,864-21,864-100%$1.3K———
Susquehanna International Group, LLP
N/A—21,114-21,114-100%$1.2M———
Cary Street Partners Investment Advisory LLC
N/A—20,545-20,545-100%$1.2M———
FAS Wealth Partners, Inc.
N/A—12,372-12,372-100%$713.4K———
MML Investors Services, LLC
N/A—10,150-10,150-100%$585.2K———
Advisory Alpha, LLC
N/A—9,280-9,280-100%$535.1K———
Nicolet Bankshares Inc
N/A—6,886-6,886-100%$387.7K———
Cetera Investment Advisers
N/A—5,176-5,176-100%$298.5K———
EP Wealth Advisors, LLC
N/A—2,162-2,162-100%$124.7K———
Jones Financial Companies Lllp
N/A—364-364-100%$20.3K———
Ameritas Investment Partners, Inc.
N/A—217-217-100%$12.5K———
Wells Fargo & Company
N/A—00—$14———
Showing 33 of 33 institutions