SFG
Socha Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
13,320
-32,978
| -71% | -$1.79M | 0.32% | 10 |
|
|
2025
Q1 | $2.4M | Sell |
46,298
-40,375
| -47% | -$2.09M | 1.17% | 9 |
|
|
2024
Q4 | $4.89M | Sell |
86,673
-338,651
| -80% | -$19.1M | 2.29% | 6 |
|
|
2024
Q3 | $23.4M | Buy |
425,324
+17,985
| +4% | +$988K | 10.14% | 4 |
|
|
2024
Q2 | $22.6M | Buy |
407,339
+15,030
| +4% | +$834K | 10.58% | 4 |
|
|
2024
Q1 | $21.3M | Buy |
392,309
+5,829
| +2% | +$316K | 9.33% | 4 |
|
|
2023
Q4 | $19.3M | Buy |
386,480
+1,919
| +0.5% | +$95.8K | 9.26% | 4 |
|
|
2023
Q3 | $18M | Buy |
384,561
+5,580
| +1% | +$262K | 9.6% | 4 |
|
|
2023
Q2 | $18.3M | Buy |
378,981
+50,866
| +16% | +$2.46M | 9.66% | 4 |
|
|
2023
Q1 | $14.8M | Buy |
328,115
+11,571
| +4% | +$522K | 9.55% | 4 |
|
|
2022
Q4 | $12.9M | Buy |
316,544
+150,905
| +91% | +$6.16M | 9.16% | 4 |
|
|
2022
Q3 | $6.9M | Buy |
+165,639
| New | +$6.9M | 5.92% | 4 |
|