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

Stifel 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	$2.84M	Buy	+51,528	New	+$2.82M	﹤0.01%	1803

Other funds holding ROCY

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.9B AUM 17.71% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Wayfinding Financial Lynnwood, Washington $272M AUM 17.2% 1-Year Est. Return

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

Stifel Financial's ROCY Position: Q3 2026 in Review

Stifel Financial opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q3 2026: 51,528 shares worth $2.84M. The stake represents ﹤0.01% of the portfolio and ranks #1803 among its holdings.

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

Stifel Financial held 51,528 shares of JPMorgan Equity Premium Yield ETF worth $2.84M as of Q3 2026.
JPMorgan Equity Premium Yield ETF was a new Stifel Financial position in Q3 2026.
JPMorgan Equity Premium Yield ETF made up ﹤0.01% of Stifel Financial's portfolio in Q3 2026, its #1803 holding.
27 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q3 2026.

Based on Stifel Financial's 13F filing for Q3 2026, filed 12 Nov 2026.