Socha Financial Group’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History

Socha Financial Group’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$387K	Sell	6,971 -392	-5%	-$22.7K	0.2%	10
2025 Q4	$428K	Sell	7,363 -596	-7%	-$34.6K	0.21%	11
2025 Q3	$458K	Sell	7,959 -5,361	-40%	-$298K	0.19%	11
2025 Q2	$725K	Sell	13,320 -32,978	-71%	-$1.7M	0.32%	10
2025 Q1	$2.4M	Sell	46,298 -40,375	-47%	-$2.25M	1.17%	9
2024 Q4	$4.89M	Sell	86,673 -338,651	-80%	-$19M	2.29%	6
2024 Q3	$23.4M	Buy	425,324 +17,985	+4%	+$965K	10.14%	4
2024 Q2	$22.6M	Buy	407,339 +15,030	+4%	+$808K	10.58%	4
2024 Q1	$21.3M	Buy	392,309 +5,829	+2%	+$304K	9.33%	4
2023 Q4	$19.3M	Buy	386,480 +1,919	+0.5%	+$92.6K	9.26%	4
2023 Q3	$18M	Buy	384,561 +5,580	+1%	+$269K	9.6%	4
2023 Q2	$18.3M	Buy	378,981 +50,866	+16%	+$2.35M	9.66%	4
2023 Q1	$14.8M	Buy	328,115 +11,571	+4%	+$496K	9.55%	4
2022 Q4	$12.9M	Buy	316,544 +150,905	+91%	+$6.42M	9.16%	4
2022 Q3	$6.9M	Buy	+165,639	New	+$7.75M	5.92%	4

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Socha Financial Group's JEPQ Position: Q1 2026 in Review

Socha Financial Group reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.3% in Q1 2026, selling an estimated $22.7K and leaving 6,971 shares worth $387K. The position accounts for 0.2% of the portfolio, ranked #10.

Socha Financial Group first reported a position in JEPQ in Q3 2022 and has held it in 15 quarters since. The position peaked at $23.4M in Q3 2024. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Socha Financial Group held 6,971 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $387K as of Q1 2026.
Socha Financial Group sold 392 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $22.7K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.2% of Socha Financial Group's portfolio in Q1 2026, its #10 holding.
Socha Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 15 quarters since.
Socha Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $23.4M in Q3 2024.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

Based on Socha Financial Group's 13F filing for Q1 2026, filed 30 Apr 2026.