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 $4.97 Million. This represents 2.29% of its overall portfolio holdings.

Number of Shares
86,673
Previous 425,324 79.62%
Holding current value
$4.97 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
682
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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