Benchmark Financial
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Benchmark Financial’s JPMorgan Equity Premium Yield ETF ROCY Stock Holding History

Benchmark Financial’s Portfolio ROCY Stock Details ROCY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21M Buy
40,227
+7,262
+22% +$398K 1.7% 17
2026
Q2 		$1.79M Buy
+32,965
New +$1.75M 1.46% 17

Other funds holding ROCY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
SFC
Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return
NBZ Investment Advisors
NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return
SWP
Semus Wealth Partners Boca Raton, Florida $220M AUM 21.43% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Benchmark Financial's ROCY Position: Q3 2026 in Review

Benchmark Financial increased its JPMorgan Equity Premium Yield ETF (ROCY) stake by 22% in Q3 2026, buying an estimated $398K and bringing the position to 40,227 shares worth $2.21M. The position accounts for 1.7% of the portfolio, ranked #17.

Benchmark Financial first reported a position in ROCY in Q2 2026 and has held it in 2 quarters since. 18 funds tracked by Wall St. Rank hold ROCY as of Q3 2026.

  • Benchmark Financial held 40,227 shares of JPMorgan Equity Premium Yield ETF worth $2.21M as of Q3 2026.
  • Benchmark Financial bought 7,262 JPMorgan Equity Premium Yield ETF shares in Q3 2026, an estimated $398K.
  • JPMorgan Equity Premium Yield ETF made up 1.7% of Benchmark Financial's portfolio in Q3 2026, its #17 holding.
  • Benchmark Financial first reported a position in JPMorgan Equity Premium Yield ETF in Q2 2026 and has held it in 2 quarters since.
  • 18 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

Based on Benchmark Financial's 13F filing for Q3 2026, filed 16 Oct 2026.