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 8,798 shares of JPM stock, worth $1.93 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
8,798
Previous 8,256 6.56%
Holding current value
$1.93 Million
Previous $1.67 Million 11.08%
% of portfolio
0.13%
Previous 0.13%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$194.9 - $224.8 $105,635 - $121,841
542 Added 6.56%
8,798 $1.85 Million
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 $645B
  • 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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.