Who owns ROCQ?
JPMorgan Nasdaq Equity Premium Yield ETF · JPMorgan
25 institutions reported holding ROCQ, worth $146.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of ROCQ
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| JPMorgan Chase & Co | New York, NY | $114.4M | 2,011,017 | +11,017 shares |
| CARY Street Partners Financial LLC | Richmond, VA | $14.1M | 244,888 | New position |
| HighTower Advisors, LLC | Chicago, IL | $5.1M | 89,099 | New position |
| Old Mission Capital LLC | Chicago, IL | $2.5M | 43,790 | +15,947 shares |
| Sigma Planning Corp | Ann Arbor, MI | $1.4M | 24,004 | New position |
| Wayfinding Financial, LLC | Lynnwood, WA | $1.3M | 21,864 | New position |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.2M | 21,114 | New position |
| CARY Street Partners Investment Advisory LLC | Richmond, VA | $1.2M | 20,545 | New position |
| Reyes Financial Architecture, Inc. | San Diego, CA | $907K | 15,735 | New position |
| FAS Wealth Partners, Inc. | Leawood, KS | $713K | 12,372 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns ROCQ?
25 institutional managers reported holding ROCQ in Form 13F filings for June 30, 2026, worth $146.3M in total. The largest reported position was held by JPMorgan Chase & Co, at $114.4M.
Did institutions buy or sell ROCQ last quarter?
Reported 13F value rose 50.1% from March 31, 2026, which includes price moves as well as buying and selling. 23 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is ROCQ ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.