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Sound Income Strategies, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sound Income Strategies, LLC on JEPI, newest first. How the timeline and the estimate are built.

Sound Income Strategies, LLC held 29,890 JEPI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,890 shares
    Change vs previous 13F -3,664 shares

    0.08% of the 13F portfolio, value $1,693,880.

    13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 33,554 shares
    Change vs previous 13F -2,055 shares

    0.09% of the 13F portfolio, value $1,895,111.

    13F-HR 0001730960-26-000001 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 35,609 shares
    Change vs previous 13F +3,160 shares

    0.1% of the 13F portfolio, value $2,008,683.

    13F-HR 0001104659-26-049113 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 32,449 shares
    Change vs previous 13F +801 shares

    0.09% of the 13F portfolio, value $1,895,324.

    13F-HR 0001104659-26-005260 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 31,648 shares
    Change vs previous 13F -2,833 shares

    0.1% of the 13F portfolio, value $1,796,006.

    13F-HR 0001104659-25-098692 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 34,481 shares
    Change vs previous 13F +714 shares

    0.11% of the 13F portfolio, value $1,960,235.

    13F-HR 0001104659-25-068609 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 33,767 shares
    Change vs previous 13F +12,453 shares

    0.11% of the 13F portfolio, value $1,929,443.

    13F-HR 0001104659-25-035760 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 21,314 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,226,200.

    13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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