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

Socha Financial Group, LLC

$205 Billion
Q1 2025

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 46,298 shares of JEPQ stock, worth $2.38 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

46,298

Previous 86,673 46.58%

Holding current value

$2.38 Million

Previous $4.89 Billion 50.94%

% of portfolio

1.17%

Previous 2.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$51.45 - $58.51 $2.08 Million - $2.36 Million	-40,375 Reduced 46.58%	46,298 $2.4 Billion
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

796

Shares Held

140M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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