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JPMorgan Equity Prem YLD ETF (ROCY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
HighTower Advisors, LLC
INCREASED
Shares854,633 from 627,149
Change+227,484 (+36%)
Value$47.0M (+$13.1M)
Filed 2026-11-10
LPL Financial LLC
NEW
Shares240,741
Change+240,741
Value$13.2M
Filed 2026-11-06
Truist Financial Corp
NEW
Shares44,211
Change+44,211
Value$2.4M
Filed 2026-10-30
Benchmark Financial, LLC
INCREASED
Shares40,227 from 32,965
Change+7,262 (+22%)
Value$2.2M (+$428.0K)
Filed 2026-10-16
Sprinkle Financial Consultants LLC
NEW
Shares25,035
Change+25,035
Value$1.4M
Filed 2026-10-09
NBZ Investment Advisors LLC
NEW
Shares22,727
Change+22,727
Value$1.3M
Filed 2026-10-30
Reyes Financial Architecture, Inc.
INCREASED
Shares20,294 from 16,503
Change+3,791 (+23%)
Value$1.1M (+$222.8K)
Filed 2026-10-22
Larson Financial Group LLC
NEW
Shares13,888
Change+13,888
Value$764.3K
Filed 2026-11-05
Daymark Wealth Partners, LLC
INCREASED
Shares8,820 from 8,371
Change+449 (+5%)
Value$485.4K (+$31.9K)
Filed 2026-11-04
Semus Wealth Partners LLC
NEW
Shares8,524
Change+8,524
Value$469.1K
Filed 2026-10-22
Wedbush Securities Inc
NEW
Shares5,170
Change+5,170
Value$285.0K
Filed 2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW
Shares5,036
Change+5,036
Value$278.9K
Filed 2026-10-13
Fifth Third Bancorp
NEW
Shares2,419
Change+2,419
Value$133.1K
Filed 2026-11-05
Ulland Investment Advisors, LLC
INCREASED
Shares2,140 from 300
Change+1,840 (+613%)
Value$118.0K (+$102.0K)
Filed 2026-10-13
TD Private Client Wealth LLC
NEW
Shares1,057
Change+1,057
Value$58.2K
Filed 2026-10-28
DeDora Capital, Inc.
NEW
Shares933
Change+933
Value$51.4K
Filed 2026-10-26
IFG Advisory, LLC
NEW
Shares700
Change+700
Value$38.5K
Filed 2026-11-09
Gamma Investing LLC
NEW
Shares310
Change+310
Value$17.1K
Filed 2026-10-08
US Bancorp \de\
NEW
Shares122
Change+122
Value$6.7K
Filed 2026-11-05
Salem Investment Counselors Inc
CLOSED
Shares0 from 75
Change-75 (-100%)
Value$0 (-$4.1K)
Filed 2026-10-13
JPMorgan Chase & Co
N/A
Shares— from 1,963,000
Change-1,963,000 (-100%)
Value—
Cary Street Partners Financial LLC
N/A
Shares— from 169,462
Change-169,462 (-100%)
Value—
Wayfinding Financial, LLC
N/A
Shares— from 51,337
Change-51,337 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 29,658
Change-29,658 (-100%)
Value—
FAS Wealth Partners, Inc.
N/A
Shares— from 19,224
Change-19,224 (-100%)
Value—
MML Investors Services, LLC
N/A
Shares— from 11,858
Change-11,858 (-100%)
Value—
Susquehanna International Group, LLP
N/A
Shares— from 9,768
Change-9,768 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 7,027
Change-7,027 (-100%)
Value—
Advisory Alpha, LLC
N/A
Shares— from 6,060
Change-6,060 (-100%)
Value—
Nicolet Bankshares Inc
N/A
Shares— from 4,000
Change-4,000 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 3,733
Change-3,733 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 0
Change0
Value—
Status
HighTower Advisors, LLC
INCREASED854,633627,149+227,484+36%$34.0M$47.0M+$13.1M2026-11-10
LPL Financial LLC
NEW240,741—+240,741——$13.2M—2026-11-06
Truist Financial Corp
NEW44,211—+44,211——$2.4M—2026-10-30
Benchmark Financial, LLC
INCREASED40,22732,965+7,262+22%$1.8M$2.2M+$428.0K2026-10-16
Sprinkle Financial Consultants LLC
NEW25,035—+25,035——$1.4M—2026-10-09
NBZ Investment Advisors LLC
NEW22,727—+22,727——$1.3M—2026-10-30
Reyes Financial Architecture, Inc.
INCREASED20,29416,503+3,791+23%$894.0K$1.1M+$222.8K2026-10-22
Larson Financial Group LLC
NEW13,888—+13,888——$764.3K—2026-11-05
Daymark Wealth Partners, LLC
INCREASED8,8208,371+449+5%$453.4K$485.4K+$31.9K2026-11-04
Semus Wealth Partners LLC
NEW8,524—+8,524——$469.1K—2026-10-22
Wedbush Securities Inc
NEW5,170—+5,170——$285.0K—2026-10-22
Wealth Enhancement Advisory Services, LLC
NEW5,036—+5,036——$278.9K—2026-10-13
Fifth Third Bancorp
NEW2,419—+2,419——$133.1K—2026-11-05
Ulland Investment Advisors, LLC
INCREASED2,140300+1,840+613%$16.0K$118.0K+$102.0K2026-10-13
TD Private Client Wealth LLC
NEW1,057—+1,057——$58.2K—2026-10-28
DeDora Capital, Inc.
NEW933—+933——$51.4K—2026-10-26
IFG Advisory, LLC
NEW700—+700——$38.5K—2026-11-09
Gamma Investing LLC
NEW310—+310——$17.1K—2026-10-08
US Bancorp \de\
NEW122—+122——$6.7K—2026-11-05
Salem Investment Counselors Inc
CLOSED075-75-100%$4.1K$0-$4.1K2026-10-13
JPMorgan Chase & Co
N/A—1,963,000-1,963,000-100%$105.7M———
Cary Street Partners Financial LLC
N/A—169,462-169,462-100%$9.2M———
Wayfinding Financial, LLC
N/A—51,337-51,337-100%$2.8K———
Jane Street Group, LLC
N/A—29,658-29,658-100%$1.6M———
FAS Wealth Partners, Inc.
N/A—19,224-19,224-100%$1.0M———
MML Investors Services, LLC
N/A—11,858-11,858-100%$642.3K———
Susquehanna International Group, LLP
N/A—9,768-9,768-100%$529.1K———
Cetera Investment Advisers
N/A—7,027-7,027-100%$380.7K———
Advisory Alpha, LLC
N/A—6,060-6,060-100%$328.3K———
Nicolet Bankshares Inc
N/A—4,000-4,000-100%$216.7K———
Citadel Advisors LLC
N/A—3,733-3,733-100%$202.2K———
Wells Fargo & Company
N/A—00—$20———
Showing 32 of 32 institutions