WF
ROCY

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

Wayfinding 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
Q2 		$2.78M Buy
+51,337
New +$2.73M 1.05% 22

Other funds holding ROCY

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
DWP
Daymark Wealth Partners Cincinnati, Ohio $4.1B AUM 28.59% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

Wayfinding Financial's ROCY Position: Q2 2026 in Review

Wayfinding Financial opened a new position in JPMorgan Equity Premium Yield ETF (ROCY) in Q2 2026: 51,337 shares worth $2.78M. The stake represents 1.05% of the portfolio and ranks #22 among its holdings.

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

  • Wayfinding Financial held 51,337 shares of JPMorgan Equity Premium Yield ETF worth $2.78M as of Q2 2026.
  • JPMorgan Equity Premium Yield ETF was a new Wayfinding Financial position in Q2 2026.
  • JPMorgan Equity Premium Yield ETF made up 1.05% of Wayfinding Financial's portfolio in Q2 2026, its #22 holding.
  • 14 funds tracked by Wall St. Rank held JPMorgan Equity Premium Yield ETF as of Q2 2026.

Based on Wayfinding Financial's 13F filing for Q2 2026, filed 13 Aug 2026.