A detailed history of Sound Income Strategies, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Sound Income Strategies, LLC holds 8,256 shares of JPM stock, worth $1.69 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,256
Previous 8,319 0.76%
Holding current value
$1.69 Million
Previous $1.67 Million 0.18%
% of portfolio
0.13%
Previous 0.14%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$180.08 - $204.79 $11,345 - $12,901
-63 Reduced 0.76%
8,256 $1.67 Million
Q1 2024

Apr 15, 2024

BUY
$167.09 - $200.3 $93,403 - $111,967
559 Added 7.2%
8,319 $1.67 Million
Q4 2023

Jan 10, 2024

BUY
$135.69 - $170.3 $150,887 - $189,373
1,112 Added 16.73%
7,760 $1.32 Million
Q3 2023

Oct 12, 2023

BUY
$143.21 - $158.0 $122,587 - $135,248
856 Added 14.78%
6,648 $964,000
Q2 2023

Jul 10, 2023

BUY
$127.47 - $145.44 $30,082 - $34,323
236 Added 4.25%
5,792 $842,000
Q1 2023

Apr 10, 2023

SELL
$124.91 - $143.8 $6,994 - $8,052
-56 Reduced 1.0%
5,556 $724,000
Q4 2022

Jan 11, 2023

BUY
$101.96 - $137.84 $126,022 - $170,370
1,236 Added 28.24%
5,612 $0
Q3 2022

Oct 18, 2022

BUY
$20.73 - $120.58 $3,731 - $21,704
180 Added 4.29%
4,376 $457,000
Q2 2022

Jul 11, 2022

BUY
$112.61 - $135.91 $88,624 - $106,961
787 Added 23.09%
4,196 $472,000
Q1 2022

Apr 11, 2022

SELL
$128.3 - $168.44 $5,003 - $6,569
-39 Reduced 1.13%
3,409 $465,000
Q4 2021

Jan 13, 2022

BUY
$153.94 - $171.78 $18,934 - $21,128
123 Added 3.7%
3,448 $546,000
Q3 2021

Oct 12, 2021

BUY
$146.97 - $166.98 $37,771 - $42,913
257 Added 8.38%
3,325 $544,000
Q2 2021

Jul 13, 2021

BUY
$147.37 - $166.44 $201,160 - $227,190
1,365 Added 80.15%
3,068 $477,000
Q1 2021

Apr 14, 2021

SELL
$125.65 - $157.65 $153,669 - $192,805
-1,223 Reduced 41.8%
1,703 $259,000
Q4 2020

Jan 11, 2021

BUY
$96.54 - $127.07 $129,267 - $170,146
1,339 Added 84.37%
2,926 $372,000
Q3 2020

Oct 08, 2020

SELL
$91.28 - $103.82 $8,215 - $9,343
-90 Reduced 5.37%
1,587 $153,000
Q2 2020

Jul 13, 2020

BUY
$84.03 - $113.45 $13,780 - $18,605
164 Added 10.84%
1,677 $158,000
Q1 2020

Apr 07, 2020

BUY
$79.03 - $141.09 $79,820 - $142,500
1,010 Added 200.8%
1,513 $136,000
Q4 2019

Jan 07, 2020

BUY
$111.82 - $139.4 $56,245 - $70,118
503 New
503 $70,000
Q4 2019

Jan 06, 2020

SELL
$111.82 - $139.4 $50,430 - $62,869
-451 Closed
0 $0
Q3 2019

Oct 04, 2019

SELL
$104.8 - $120.23 $6,183 - $7,093
-59 Reduced 11.57%
451 $53,000
Q2 2019

Jul 16, 2019

BUY
$104.64 - $116.12 $29,822 - $33,094
285 Added 126.67%
510 $57,000
Q1 2019

Apr 04, 2019

SELL
$97.11 - $107.19 $582 - $643
-6 Reduced 2.6%
225 $23,000
Q4 2018

Jan 11, 2019

BUY
$92.14 - $115.32 $2,579 - $3,228
28 Added 13.79%
231 $23,000
Q3 2018

Oct 03, 2018

BUY
$103.61 - $118.63 $1,139 - $1,304
11 Added 5.73%
203 $23,000
Q2 2018

Aug 14, 2018

BUY
$103.24 - $114.29 $412 - $457
4 Added 2.13%
192 $20,000
Q1 2018

May 15, 2018

SELL
$107.01 - $118.77 $3,745 - $4,156
-35 Reduced 15.7%
188 $21,000
Q4 2017

Feb 14, 2018

BUY
$95.86 - $107.83 $21,376 - $24,046
223
223 $25,000

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $599B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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