Sound Income Strategies, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1730960 Ft Lauderdale, FL

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$4,264,782

+$725,744 QoQ

Shares Held

13,029

+8.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#2,247

of 5,057 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Sound Income Strategies, LLC holds $36,883,229 across 5 Banks - Diversified names. JPM ranks #3 (11.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	C	Citigroup Inc	162,159	$22,695,773
2	BNY	Bank of New York Mellon Corp	53,940	$7,800,263
3	JPM	Jpmorgan Chase & Co This page	13,029	$4,264,782
4	BAC	Bank Of America Corp /De/	27,199	$1,549,799
5	WFC	Wells Fargo & Company/Mn	6,929	$572,612

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,264,782	13,029	+8.3%	Shares	Sole	2026-07-20
2026-03-31	$3,539,038	12,031	+3.7%	Shares	Sole	2026-04-27
2025-12-31	$3,737,107	11,598	+4.6%	Shares	Sole	2026-01-21
2025-09-30	$3,497,803	11,089	-1.4%	Shares	Sole	2025-10-10
2025-06-30	$3,260,327	11,246	+3.6%	Shares	Sole	2025-07-17
2025-03-31	$2,663,712	10,859	+32.5%	Shares	Sole	2025-04-17
2024-12-31	$1,965,142	8,198	-6.8%	Shares	Sole	2025-01-21
2024-09-30	$1,855,146	8,798	+6.6%	Shares	Sole	2024-10-10
2024-06-30	$1,669,858	8,256	-0.8%	Shares	Sole	2024-07-12
2024-03-31	$1,666,295	8,319	+7.2%	Shares	Sole	2024-04-15
2023-12-31	$1,319,976	7,760	+16.7%	Shares	Sole	2024-01-10
2023-09-30	$964,092	6,648	+14.8%	Shares	Sole	2023-10-12
2023-06-30	$842,388	5,792	+4.2%	Shares	Sole	2023-07-10
2023-03-31	$724,002	5,556	-1.0%	Shares	Sole	2023-04-10
2022-12-31	$752,569	5,612	+28.2%	Shares	Sole	2023-01-11
2022-09-30	$457,292	4,376	+4.3%	Shares	Sole	2022-10-18
2022-06-30	$472,511	4,196	+23.1%	Shares	Sole	2022-07-11
2022-03-31	$464,714	3,409	-1.1%	Shares	Sole	2022-04-11
2021-12-31	$545,990	3,448	+3.7%	Shares	Sole	2022-01-13
2021-09-30	$544,269	3,325	+8.4%	Shares	Sole	2021-10-12
2021-06-30	$477,196	3,068	+80.2%	Shares	Sole	2021-07-13
2021-03-31	$259,247	1,703	-41.8%	Shares	Sole	2021-04-14
2020-12-31	$371,806	2,926	+84.4%	Shares	Sole	2021-01-11
2020-09-30	$152,780	1,587	-5.4%	Shares	Sole	2020-10-08
2020-06-30	$157,738	1,677	+10.8%	Shares	Sole	2020-07-13
2020-03-31	$136,215	1,513	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.