ROCQ – JPMorgan Nasdaq Equity Premium Yield ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to deliver current yield while maintaining prospects for capital appreciation and total return. Under normal circumstances, the fund invests at least 80% of its assets in equity securities listed on the NASDAQ Stock Market. It invests significantly in large, well-established companies, which are companies with market capitalizations similar to those within the universe of the index at the time of purchase. The fund is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ROCQ	JPMorgan Nasdaq Equity Premium Yield ETF	ETF	Open	—	—	Mar 18, 2026	$711.70M	0.350%	—	—	—

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