ETF Holders

Who owns ROCY?

Leveraged, inverse or options

JPMorgan Equity Premium Yield ETF · JPMorgan

18 institutions reported holding ROCY, worth $159.7M, in Form 13F filings for June 30, 2026.

13F holders
18
Institutional value
$159.7M
Change from prior quarter
+62.4%
+$61.4M, with price moves
New and sold-out firms
17 / 1
0 added, 1 trimmed

Top 10 institutional holders of ROCY

FirmLocationValueSharesChange
JPMorgan Chase & CoNew York, NY$105.7M1,963,000−37,000 shares
HighTower Advisors, LLCChicago, IL$34.0M627,149New position
CARY Street Partners Financial LLCRichmond, VA$9.2M169,462New position
Wayfinding Financial, LLCLynnwood, WA$2.8M51,337New position
Benchmark Financial, LLCWilmington, DE$1.8M32,965New position
Jane Street Group, LLCNew York, NY$1.6M29,658New position
FAS Wealth Partners, Inc.Leawood, KS$1.0M19,224New position
Reyes Financial Architecture, Inc.San Diego, CA$894K16,503New position
MML Investors Services, LLCSpringfield, MA$642K11,858New position
Susquehanna International Group, LLPBala Cynwyd, PA$529K9,768New position
8 more firms

The full list comes with the Advisors and Institutions package.

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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 ROCY?

18 institutional managers reported holding ROCY in Form 13F filings for June 30, 2026, worth $159.7M in total. The largest reported position was held by JPMorgan Chase & Co, at $105.7M.

Did institutions buy or sell ROCY last quarter?

Reported 13F value rose 62.4% from March 31, 2026, which includes price moves as well as buying and selling. 17 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 ROCY 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.