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

LPL 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	$13.2M	Buy	+240,741	New	+$13.2M	﹤0.01%	1947

Other funds holding ROCY

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Benchmark Financial Wilmington, Delaware $130M AUM 5.94% 1-Year Est. Return

SFC

Sprinkle Financial Consultants Littleton, Colorado $256M AUM 13.48% 1-Year Est. Return

NBZ Investment Advisors Knoxville, Tennessee $259M AUM 11.25% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

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 Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

LPL Financial's ROCY Position: Q3 2026 in Review

LPL Financial opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q3 2026: 240,741 shares worth $13.2M. The stake represents ﹤0.01% of the portfolio and ranks #1947 among its holdings.

18 funds tracked by Wall St. Rank hold ROCY as of Q3 2026.

LPL Financial held 240,741 shares of JPMorgan Equity Premium Yield ETF worth $13.2M as of Q3 2026.
JPMorgan Equity Premium Yield ETF was a new LPL Financial position in Q3 2026.
JPMorgan Equity Premium Yield ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1947 holding.
18 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.