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Disclosery

Socha Financial Group, LLC: JEPQ position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Socha Financial Group, LLC on JEPQ, newest first. How the timeline and the estimate are built.

Socha Financial Group, LLC held 6,971 JEPQ shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,971 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $428,438.

    13F-HR 0001967966-26-000003 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,971 shares
    Change vs previous 13F -392 shares

    0.2% of the 13F portfolio, value $387,030.

    13F-HR 0001967966-26-000002 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,363 shares
    Change vs previous 13F -596 shares

    0.21% of the 13F portfolio, value $427,938.

    13F-HR 0001967966-26-000001 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,959 shares
    Change vs previous 13F -5,361 shares

    0.19% of the 13F portfolio, value $457,802.

    13F-HR 0001967966-25-000006 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 13,320 shares
    Change vs previous 13F -32,978 shares

    0.32% of the 13F portfolio, value $724,608.

    13F-HR 0001967966-25-000004 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 46,298 shares
    Change vs previous 13F -40,375 shares

    1.17% of the 13F portfolio, value $2,397,310.

    13F-HR 0001967966-25-000003 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 86,673 shares
    Change vs previous 13F -338,651 shares

    2.29% of the 13F portfolio, value $4,886,624.

    13F-HR 0001967966-25-000001 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 425,324 shares
    Change vs previous 13F not available

    10.14% of the 13F portfolio, value $23,363,047.

    13F-HR 0001967966-24-000007 filed by Socha Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).