DWP
ROCY

Daymark Wealth Partners’s JPMorgan Equity Premium Yield ETF ROCY Stock Holding History

Daymark Wealth 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 		$453K Buy
+8,371
New +$445K 0.01% 514

Other funds holding ROCY

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BF
Benchmark Financial Wilmington, Delaware $123M AUM
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
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

Daymark Wealth Partners's ROCY Position: Q2 2026 in Review

Daymark Wealth Partners opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q2 2026: 8,371 shares worth $453K. The stake represents 0.01% of the portfolio and ranks #514 among its holdings.

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

  • Daymark Wealth Partners held 8,371 shares of JPMorgan Equity Premium Yield ETF worth $453K as of Q2 2026.
  • JPMorgan Equity Premium Yield ETF was a new Daymark Wealth Partners position in Q2 2026.
  • JPMorgan Equity Premium Yield ETF made up 0.01% of Daymark Wealth Partners's portfolio in Q2 2026, its #514 holding.
  • 7 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.