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Sound Income Strategies, LLC: JEPQ position timeline

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

Sound Income Strategies, LLC held 9,242 JEPQ 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 9,242 shares
    Change vs previous 13F -969 shares

    0.03% of the 13F portfolio, value $563,141.

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

  2. period ended2026-06-30
    13F 10,211 shares
    Change vs previous 13F +1,792 shares

    0.03% of the 13F portfolio, value $627,570.

    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 8,419 shares
    Change vs previous 13F +432 shares

    0.02% of the 13F portfolio, value $467,445.

    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 7,987 shares
    Change vs previous 13F +68 shares

    0.02% of the 13F portfolio, value $470,619.

    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 7,919 shares
    Change vs previous 13F -394 shares

    0.02% of the 13F portfolio, value $456,360.

    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 8,313 shares
    Change vs previous 13F +315 shares

    0.03% of the 13F portfolio, value $452,212.

    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 7,998 shares
    Change vs previous 13F +2,808 shares

    0.02% of the 13F portfolio, value $414,135.

    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 5,190 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $292,615.

    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).