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JPMorgan Equity Prem YLD ETF (ROCY)

CUSIP: 46654Q518 | NYSE | 33 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

HighTower Advisors, LLC854,633
0.0% of portfolio›$47.0M
LPL Financial LLC240,741
0.0% of portfolio›$13.2M
Truist Financial Corp44,211
0.0% of portfolio›$2.4M
Benchmark Financial, LLC40,227
1.7% of portfolio›$2.2M
Sprinkle Financial Consultants LLC25,035
0.5% of portfolio›$1.4M
NBZ Investment Advisors LLC22,727
0.5% of portfolio›$1.3M
Reyes Financial Architecture, Inc.20,294
0.7% of portfolio›$1.1M
Larson Financial Group LLC13,888
0.0% of portfolio›$764.3K
Daymark Wealth Partners, LLC8,820
0.0% of portfolio›$485.4K
Semus Wealth Partners LLC8,524
0.2% of portfolio›$469.1K
Wedbush Securities Inc5,170
0.0% of portfolio›$285.0K
Wealth Enhancement Advisory Services, LLC5,036
0.0% of portfolio›$278.9K
Fifth Third Bancorp2,419
0.0% of portfolio›$133.1K
Ulland Investment Advisors, LLC2,140
0.0% of portfolio›$118.0K
TD Private Client Wealth LLC1,057
0.0% of portfolio›$58.2K
DeDora Capital, Inc.933
0.0% of portfolio›$51.4K
IFG Advisory, LLC700
0.0% of portfolio›$38.5K
Gamma Investing LLC310
0.0% of portfolio›$17.1K
US Bancorp \de\122
0.0% of portfolio›$6.7K
StyleTurnoverLocationFiled
HighTower Advisors, LLC
854,633$47.0M0.0%IndexLowChicago, IL2026-11-10
LPL Financial LLC
240,741$13.2M0.0%IndexVery LowFort Mill, SC2026-11-06
Truist Financial Corp
44,211$2.4M0.0%CoreLowCharlotte, NC2026-10-30
Benchmark Financial, LLC
40,227$2.2M1.7%ETFVery LowWilmington, DE2026-10-16
Sprinkle Financial Consultants LLC
25,035$1.4M0.5%ETFLowLittleton, CO2026-10-09
NBZ Investment Advisors LLC
22,727$1.3M0.5%ETFLowKnoxville, TN2026-10-30
Reyes Financial Architecture, Inc.
20,294$1.1M0.7%ETFVery HighSan Diego, CA2026-10-22
Larson Financial Group LLC
13,888$764.3K0.0%GrowthLowSt Louis, MO2026-11-05
Daymark Wealth Partners, LLC
8,820$485.4K0.0%CoreLowCincinnati, OH2026-11-04
Semus Wealth Partners LLC
8,524$469.1K0.2%GrowthLowBoca Raton, FL2026-10-22
Wedbush Securities Inc
5,170$285.0K0.0%CoreLowPasadena, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
5,036$278.9K0.0%CoreLowPlymouth, MN2026-10-13
Fifth Third Bancorp
2,419$133.1K0.0%GrowthLowCincinnati, OH2026-11-05
Ulland Investment Advisors, LLC
2,140$118.0K0.0%CoreVery LowMinneapolis, MN2026-10-13
TD Private Client Wealth LLC
1,057$58.2K0.0%ETFLowNew York, NY2026-10-28
DeDora Capital, Inc.
933$51.4K0.0%ETFVery LowNapa, CA2026-10-26
IFG Advisory, LLC
700$38.5K0.0%ETFLowAtlanta, GA2026-11-09
Gamma Investing LLC
310$17.1K0.0%IndexVery LowFoster City, CA2026-10-08
US Bancorp \de\
122$6.7K0.0%CoreLowMinneapolis, MN2026-11-05