Cary Street Partners’s JPMorgan Equity Premium Yield ETF ROCY Stock Holding History

Cary Street Partners’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	$9.18M	Buy	+169,462	New	+$9.01M	0.2%	115

Other funds holding ROCY

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 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

Cary Street Partners's ROCY Position: Q2 2026 in Review

Cary Street Partners opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q2 2026: 169,462 shares worth $9.18M. The stake represents 0.2% of the portfolio and ranks #115 among its holdings.

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

Cary Street Partners held 169,462 shares of JPMorgan Equity Premium Yield ETF worth $9.18M as of Q2 2026.
JPMorgan Equity Premium Yield ETF was a new Cary Street Partners position in Q2 2026.
JPMorgan Equity Premium Yield ETF made up 0.2% of Cary Street Partners's portfolio in Q2 2026, its #115 holding.
4 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q2 2026.

Based on Cary Street Partners's 13F filing for Q2 2026, filed 17 Jul 2026.