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 Q2	$428K	Hold	6,971	–	–	0.17%	12
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 $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Socha Financial Group's JEPQ Position: Q2 2026 in Review

Socha Financial Group held its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) position steady in Q2 2026 at 6,971 shares worth $428K. The position accounts for 0.17% of the portfolio, ranked #12.

Socha Financial Group first reported a position in JEPQ in Q3 2022 and has held it in 16 quarters since. The position peaked at $23.4M in Q3 2024. 1,024 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Socha Financial Group held 6,971 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $428K as of Q2 2026.
Socha Financial Group left its JPMorgan Nasdaq Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.17% of Socha Financial Group's portfolio in Q2 2026, its #12 holding.
Socha Financial Group first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q3 2022 and has held it in 16 quarters since.
Socha Financial Group's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $23.4M in Q3 2024.
1,024 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

Based on Socha Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.