Sound Income Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sound Income Strategies, LLC

$1.47 Billion
Q4 2024

A detailed history of Sound Income Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sound Income Strategies, LLC holds 5,190 shares of JEPQ stock, worth $274,032. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,190

Previous 5,235 0.86%

Holding current value

$274,032

Previous $287,000 1.74%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$53.94 - $58.15 $2,427 - $2,616	-45 Reduced 0.86%	5,190 $292,000
Q3 2024 Oct 10, 2024	BUY	$49.7 - $56.11 $36,678 - $41,409	738 Added 16.41%	5,235 $287,000
Q2 2024 Jul 12, 2024	BUY	$50.84 - $55.56 $93,698 - $102,397	1,843 Added 69.44%	4,497 $249,000
Q1 2024 Apr 15, 2024	BUY	$49.02 - $54.29 $16,127 - $17,861	329 Added 14.15%	2,654 $143,000
Q4 2023 Jan 10, 2024	BUY	$45.1 - $50.32 $14,296 - $15,951	317 Added 15.79%	2,325 $116,000
Q3 2023 Oct 12, 2023	BUY	$46.47 - $49.43 $2,741 - $2,916	59 Added 3.03%	2,008 $94,000
Q2 2023 Jul 10, 2023	BUY	$44.13 - $48.37 $86,009 - $94,273	1,949 New	1,949 $94,000

Others Institutions Holding JEPQ

# of Institutions

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Sound Income Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History