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
- period ended2026-09-3013F 9,242 sharesChange 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 - period ended2026-06-3013F 10,211 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 8,419 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,919 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 8,313 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,998 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 5,190 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).