Sandbox Financial Partners, LLC JEPI Holdings History
Sandbox Financial Partners, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Sandbox Financial Partners, LLC held 207,685.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $11.87 Mil. This investment constitutes 4.19% of their stock portfolio, and Sandbox Financial Partners, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q4. And since then Sandbox Financial Partners, LLC has made 13 purchases of JEPI, at an average price of $54.83, for a total of 207,883.00 shares. In addition, there have been 1 sales at an average price of $53.92 for 198.00 shares. Based on historical transaction data and JEPI's current price of $56.81, Sandbox Financial Partners, LLC's estimated gain on his JEPI holdings is $410,091.51, reflecting a 3.60% gain to date.
Sandbox Financial Partners, LLC JEPI ($56.81) Holding Chart
Sandbox Financial Partners, LLC JEPI ($56.81) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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