Socha Financial Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Socha Financial Group, LLC

  • $213 Billion
  • Q4 2024

A detailed history of Socha Financial Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Socha Financial Group, LLC holds 86,673 shares of JEPQ stock, worth $4.85 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
86,673
Previous 425,324 79.62%
Holding current value
$4.85 Million
Previous $23.4 Billion 79.08%
% of portfolio
2.29%
Previous 10.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$53.94 - $58.15 $18.3 Million - $19.7 Million
-338,651 Reduced 79.62%
86,673 $4.89 Billion
Q3 2024

Oct 30, 2024
BUY
$49.7 - $56.11 $893,854 - $1.01 Million
17,985 Added 4.42%
425,324 $23.4 Billion
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $764,125 - $835,066
15,030 Added 3.83%
407,339 $22.6 Billion
Q1 2024

May 09, 2024
BUY
$49.02 - $54.29 $285,737 - $316,456
5,829 Added 1.51%
392,309 $21.3 Billion
Q4 2023

Feb 01, 2024
BUY
$45.1 - $50.32 $86,546 - $96,564
1,919 Added 0.5%
386,480 $19.3 Billion
Q3 2023

Oct 31, 2023
BUY
$46.47 - $49.43 $259,302 - $275,819
5,580 Added 1.47%
384,561 $18 Billion
Q2 2023

Jul 28, 2023
BUY
$44.13 - $48.37 $2.24 Million - $2.46 Million
50,866 Added 15.5%
378,981 $18.3 Billion
Q1 2023

Apr 26, 2023
BUY
$40.25 - $45.09 $465,732 - $521,736
11,571 Added 3.66%
328,115 $14.8 Billion
Q4 2022

Mar 17, 2023
BUY
$40.31 - $44.62 $6.08 Million - $6.73 Million
150,905 Added 91.1%
316,544 $12.9 Billion
Q3 2022

Mar 17, 2023
BUY
$41.65 - $49.9 $6.9 Million - $8.27 Million
165,639 New
165,639 $6.9 Billion

Others Institutions Holding JEPQ

# of Institutions
771
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Socha Financial Group, LLC Portfolio

Follow Socha Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Socha Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Socha Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email