Socha Financial Group, LLC JEPQ Holdings History
Socha Financial Group, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Socha Financial Group, LLC held 46,298.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.40 Mil. This investment constitutes 1.17% of their stock portfolio, and Socha Financial Group, LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q3. And since then Socha Financial Group, LLC has made 9 purchases of JEPQ, at an average price of $45.65, for a total of 425,324.00 shares. In addition, there have been 2 sales at an average price of $56.12 for 379,026.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Socha Financial Group, LLC's estimated gain on his JEPQ holdings is $4.39 Mil, reflecting a 22.59% gain to date.
Socha Financial Group, LLC JEPQ ($54.69) Holding Chart
Socha Financial Group, LLC JEPQ ($54.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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