Sound Income Strategies’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.26M | Buy |
13,029
+998
| +8% | +$310K | 0.19% | 117 |
|
|
2026
Q1 | $3.55M | Buy |
12,031
+433
| +4% | +$131K | 0.17% | 126 |
|
|
2025
Q4 | $3.62M | Buy |
11,598
+509
| +5% | +$158K | 0.17% | 124 |
|
|
2025
Q3 | $3.39M | Sell |
11,089
-157
| -1% | -$46.7K | 0.19% | 118 |
|
|
2025
Q2 | $3.26M | Buy |
11,246
+387
| +4% | +$98.8K | 0.19% | 104 |
|
|
2025
Q1 | $2.66M | Buy |
10,859
+2,661
| +32% | +$678K | 0.16% | 112 |
|
|
2024
Q4 | $1.97M | Sell |
8,198
-600
| -7% | -$140K | 0.12% | 117 |
|
|
2024
Q3 | $1.86M | Buy |
8,798
+542
| +7% | +$114K | 0.12% | 118 |
|
|
2024
Q2 | $1.67M | Sell |
8,256
-63
| -0.8% | -$12.3K | 0.1% | 119 |
|
|
2024
Q1 | $1.67M | Buy |
8,319
+559
| +7% | +$101K | 0.12% | 112 |
|
|
2023
Q4 | $1.32M | Buy |
7,760
+1,112
| +17% | +$169K | 0.11% | 110 |
|
|
2023
Q3 | $964K | Buy |
6,648
+856
| +15% | +$128K | 0.08% | 104 |
|
|
2023
Q2 | $842K | Buy |
5,792
+236
| +4% | +$32.5K | 0.09% | 101 |
|
|
2023
Q1 | $724K | Sell |
5,556
-56
| -1% | -$7.67K | 0.08% | 102 |
|
|
2022
Q4 | $753K | Buy |
5,612
+1,236
| +28% | +$157K | 0.1% | 92 |
|
|
2022
Q3 | $457K | Buy |
4,376
+180
| +4% | +$20.7K | 0.07% | 99 |
|
|
2022
Q2 | $472K | Buy |
4,196
+787
| +23% | +$97.5K | 0.06% | 105 |
|
|
2022
Q1 | $465K | Sell |
3,409
-39
| -1% | -$5.76K | 0.05% | 108 |
|
|
2021
Q4 | $546K | Buy |
3,448
+123
| +4% | +$20.2K | 0.06% | 109 |
|
|
2021
Q3 | $544K | Buy |
3,325
+257
| +8% | +$40.3K | 0.07% | 108 |
|
|
2021
Q2 | $477K | Buy |
3,068
+1,365
| +80% | +$214K | 0.07% | 109 |
|
|
2021
Q1 | $259K | Sell |
1,703
-1,223
| -42% | -$176K | 0.04% | 116 |
|
|
2020
Q4 | $372K | Buy |
2,926
+1,339
| +84% | +$150K | 0.08% | 98 |
|
|
2020
Q3 | $153K | Sell |
1,587
-90
| -5% | -$8.84K | 0.04% | 102 |
|
|
2020
Q2 | $158K | Buy |
1,677
+164
| +11% | +$15.6K | 0.05% | 77 |
|
|
2020
Q1 | $136K | Buy |
1,513
+1,010
| +201% | +$123K | 0.05% | 73 |
|
|
2019
Q4 | $70K | Buy |
503
+52
| +12% | +$6.67K | 0.02% | 103 |
|
|
2019
Q3 | $53K | Sell |
451
-59
| -12% | -$6.67K | 0.02% | 108 |
|
|
2019
Q2 | $57K | Buy |
510
+285
| +127% | +$31.4K | 0.02% | 109 |
|
|
2019
Q1 | $23K | Sell |
225
-6
| -3% | -$618 | 0.01% | 209 |
|
|
2018
Q4 | $23K | Buy |
231
+28
| +14% | +$2.98K | 0.01% | 216 |
|
|
2018
Q3 | $23K | Buy |
203
+11
| +6% | +$1.25K | 0.01% | 224 |
|
|
2018
Q2 | $20K | Buy |
192
+4
| +2% | +$439 | 0.01% | 218 |
|
|
2018
Q1 | $21K | Sell |
188
-35
| -16% | -$3.96K | 0.01% | 192 |
|
|
2017
Q4 | $25K | Buy |
+223
| New | +$22.6K | 0.02% | 127 |
|
Other funds holding JPM
Sound Income Strategies's JPM Position: Q2 2026 in Review
Sound Income Strategies increased its JPMorgan Chase (JPM) stake by 8.3% in Q2 2026, buying an estimated $310K and bringing the position to 13,029 shares worth $4.26M. The position accounts for 0.19% of the portfolio, ranked #117.
Sound Income Strategies first reported a position in JPM in Q4 2017 and has held it in 35 quarters since. 3,391 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Sound Income Strategies held 13,029 shares of JPMorgan Chase worth $4.26M as of Q2 2026.
- Sound Income Strategies bought 998 JPMorgan Chase shares in Q2 2026, an estimated $310K.
- JPMorgan Chase made up 0.19% of Sound Income Strategies's portfolio in Q2 2026, its #117 holding.
- Sound Income Strategies first reported a position in JPMorgan Chase in Q4 2017 and has held it in 35 quarters since.
- 3,391 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.