J P Morgan Exchange-traded F shares owned by Sandbox Financial Partners
Quarter-by-quarter ownership of J P Morgan Exchange-traded F (JEPI) shares owned by Sandbox Financial Partners
from 13F filings
Historical chart of Sandbox Financial Partners investment in J P Morgan Exchange-traded F
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Quarterly reported holdings in J P Morgan Exchange-traded F by Sandbox Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 189k | 59.51 |
| 2024-06-30 | $11M | 187k | 56.68 |
| 2024-03-31 | $10M | 173k | 57.86 |
| 2023-12-31 | $9.2M | 167k | 54.98 |
| 2023-09-30 | $9.0M | 167k | 53.56 |
| 2023-06-30 | $8.7M | 158k | 55.33 |
| 2023-03-31 | $7.8M | 144k | 54.60 |
| 2022-12-31 | $7.0M | 128k | 54.49 |
| 2022-09-30 | $495k | 9.7k | 51.28 |
| 2022-06-30 | $459k | 8.3k | 55.47 |
| 2022-03-31 | $426k | 6.9k | 61.42 |
| 2021-12-31 | $304k | 4.8k | 63.24 |
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