7 institutions reported holding $13.4M of JPMORGAN EQUITY PREMIUM YIELD ETF (ROCY) in SEC 13F filings for 2026-06-30. Largest institutional holders: CARY STREET PARTNERS FINANCIAL LLC ($9.2M), Benchmark Financial, LLC ($1.8M), FAS Wealth Partners, Inc. ($1.0M), Reyes Financial Architecture, Inc. ($893,951), DAYMARK WEALTH PARTNERS, LLC ($453,449). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARY STREET PARTNERS FINANCIAL LLC | $9.2M | 169,462 | New |
| 2 | Benchmark Financial, LLC | $1.8M | 32,965 | New |
| 3 | FAS Wealth Partners, Inc. | $1.0M | 19,224 | New |
| 4 | Reyes Financial Architecture, Inc. | $893,951 | 16,503 | New |
| 5 | DAYMARK WEALTH PARTNERS, LLC | $453,449 | 8,371 | New |
| 6 | Ulland Investment Advisors, LLC | $16,000 | 300 | New |
| 7 | SALEM INVESTMENT COUNSELORS INC | $4,063 | 75 | New |
Source: SEC Form 13F filings · as of 2026-06-30