ROCQ Institutional Ownership
JPMorgan Nasdaq Equity Premium Yield ETF
1W: +0.0%
1M: +3.0%
3M: +0.1%
YTD: +12.8%
$56.38
+0.22 (+0.39%)
Weekly Expected Move ±1.7%
$54
$55
$56
$57
$58
Overview
Chart
Holdings
Changes
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Analysis
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Institutional Ownership — ROCQ
26
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
146M
Total Invested
23
New Positions
2
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (26 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | 2,011,017 | $113M | +11,017 | +0.6% | 2Q | SEC ↗ |
| 2 | CARY STREET PARTNERS FINANCIAL LLC NEW | 244,888 | $14M | — | +0.0% | 1Q | SEC ↗ |
| 3 | HighTower Advisors, LLC NEW | 89,099 | $5M | — | +0.0% | 1Q | SEC ↗ |
| 4 | OLD MISSION CAPITAL LLC | 43,790 | $2M | +15,947 | +57.3% | 2Q | SEC ↗ |
| 5 | Sigma Planning Corp NEW | 24,004 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 6 | Wayfinding Financial, LLC NEW | 21,864 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 21,114 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 8 | CARY STREET PARTNERS INVESTMENT ADVISO NEW | 20,545 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 9 | Reyes Financial Architecture, Inc. NEW | 15,735 | $887K | — | +0.0% | 1Q | SEC ↗ |
| 10 | FAS Wealth Partners, Inc. NEW | 12,372 | $698K | — | +0.0% | 1Q | SEC ↗ |
| 11 | MML INVESTORS SERVICES, LLC NEW | 10,150 | $572K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Dynamic Advisor Solutions LLC NEW | 10,000 | $564K | — | +0.0% | 1Q | SEC ↗ |
| 13 | DAYMARK WEALTH PARTNERS, LLC NEW | 9,939 | $560K | — | +0.0% | 1Q | SEC ↗ |
| 14 | Advisory Alpha, LLC NEW | 9,280 | $523K | — | +0.0% | 1Q | SEC ↗ |
| 15 | NICOLET BANKSHARES INC NEW | 6,886 | $388K | — | +0.0% | 1Q | SEC ↗ |
| 16 | Cetera Investment Advisers NEW | 5,176 | $292K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Larson Financial Group LLC NEW | 3,778 | $213K | — | +0.0% | 1Q | SEC ↗ |
| 18 | EP Wealth Advisors, LLC NEW | 2,162 | $122K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Farther Finance Advisors, LLC NEW | 1,600 | $90K | — | +0.0% | 1Q | SEC ↗ |
| 20 | JONES FINANCIAL COMPANIES LLLP NEW | 364 | $21K | — | +0.0% | 1Q | SEC ↗ |
| 21 | Ameritas Investment Partners, Inc. NEW | 217 | $12K | — | +0.0% | 1Q | SEC ↗ |
| 22 | SIGNATUREFD, LLC NEW | 150 | $8K | — | +0.0% | 1Q | SEC ↗ |
| 23 | High Note Wealth, LLC NEW | 100 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 24 | Ulland Investment Advisors, LLC NEW | 100 | $6K | — | +0.0% | 1Q | SEC ↗ |
| 25 | JANE STREET GROUP, LLC | 0 | $0K | -28,292 | -100.0% | 1Q | SEC ↗ |
| 26 | WELLS FARGO & COMPANY/MN NEW | 0 | $0K | — | — | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 244,888 | $14M |
| HighTower Advisors, LLC | 89,099 | $5M |
| Sigma Planning Corp | 24,004 | $1M |
| Wayfinding Financial, LLC | 21,864 | $1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 21,114 | $1M |
| CARY STREET PARTNERS INVESTMENT ADV | 20,545 | $1M |
| Reyes Financial Architecture, Inc. | 15,735 | $887K |
| FAS Wealth Partners, Inc. | 12,372 | $698K |
| MML INVESTORS SERVICES, LLC | 10,150 | $572K |
| Dynamic Advisor Solutions LLC | 10,000 | $564K |
| DAYMARK WEALTH PARTNERS, LLC | 9,939 | $560K |
| Advisory Alpha, LLC | 9,280 | $523K |
| NICOLET BANKSHARES INC | 6,886 | $388K |
| Cetera Investment Advisers | 5,176 | $292K |
| Larson Financial Group LLC | 3,778 | $213K |
| EP Wealth Advisors, LLC | 2,162 | $122K |
| Farther Finance Advisors, LLC | 1,600 | $90K |
| JONES FINANCIAL COMPANIES LLLP | 364 | $21K |
| Ameritas Investment Partners, Inc. | 217 | $12K |
| SIGNATUREFD, LLC | 150 | $8K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 28,292 | $2M |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| OLD MISSION CAPITAL LLC | +15,947 | +57.3% | 43,790 |
| JPMORGAN CHASE & CO | +11,017 | +0.6% | 2,011,017 |
Biggest Decreases (0)
None.