EP Wealth Advisors’s JPMorgan Nasdaq Equity Premium Yield ETF ROCQ Stock Holding History

EP Wealth Advisors’s Portfolio ROCQ Stock Details ROCQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$125K	Buy	+2,162	New	+$119K	﹤0.01%	1628

Other funds holding ROCQ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $264M AUM 20.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CSPIA

Cary Street Partners Investment Advisory Richmond, Virginia $494M AUM 27.12% 1-Year Est. Return

RFA

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

EP Wealth Advisors's ROCQ Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in JPMorgan Nasdaq Equity Premium Yield ETF (ROCQ) in Q2 2026: 2,162 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #1628 among its holdings.

24 funds tracked by Wall St. Rank hold ROCQ as of Q2 2026.

EP Wealth Advisors held 2,162 shares of JPMorgan Nasdaq Equity Premium Yield ETF worth $125K as of Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF was a new EP Wealth Advisors position in Q2 2026.
JPMorgan Nasdaq Equity Premium Yield ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1628 holding.
24 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Yield ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.