BF
ROCY

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
Q2 		$1.79M Buy
+32,965
New +$1.75M 1.46% 17

Other funds holding ROCY

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Benchmark Financial's ROCY Position: Q2 2026 in Review

Benchmark Financial opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q2 2026: 32,965 shares worth $1.79M. The stake represents 1.46% of the portfolio and ranks #17 among its holdings.

7 funds tracked by Wall St. Rank hold ROCY as of Q2 2026.

  • Benchmark Financial held 32,965 shares of JPMorgan Equity Premium Yield ETF worth $1.79M as of Q2 2026.
  • JPMorgan Equity Premium Yield ETF was a new Benchmark Financial position in Q2 2026.
  • JPMorgan Equity Premium Yield ETF made up 1.46% of Benchmark Financial's portfolio in Q2 2026, its #17 holding.
  • 7 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q2 2026.

Based on Benchmark Financial's 13F filing for Q2 2026, filed 22 Jul 2026.