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Sandbox Financial Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sandbox Financial Partners’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.2M Buy
198,207
+533
+0.3% +$31K 3.16% 9
2025
Q4 		$11.3M Sell
197,674
-724
-0.4% -$41.3K 3.13% 8
2025
Q3 		$11.3M Sell
198,398
-8,250
-4% -$469K 3.24% 8
2025
Q2 		$11.7M Sell
206,648
-1,037
-0.5% -$57.4K 3.71% 7
2025
Q1 		$11.9M Buy
207,685
+11,042
+6% +$643K 4.19% 5
2024
Q4 		$11.3M Buy
196,643
+7,479
+4% +$444K 3.77% 6
2024
Q3 		$11.3M Buy
189,164
+2,145
+1% +$123K 3.98% 6
2024
Q2 		$10.6M Buy
187,019
+13,982
+8% +$791K 4.06% 5
2024
Q1 		$10M Buy
173,037
+5,941
+4% +$335K 4.21% 6
2023
Q4 		$9.19M Sell
167,096
-198
-0.1% -$10.7K 4.31% 6
2023
Q3 		$8.96M Buy
167,294
+9,811
+6% +$541K 4.74% 6
2023
Q2 		$8.71M Buy
157,483
+13,822
+10% +$755K 4.55% 6
2023
Q1 		$7.84M Buy
143,661
+15,291
+12% +$830K 4.73% 6
2022
Q4 		$6.99M Buy
128,370
+118,717
+1,230% +$6.45M 4.84% 6
2022
Q3 		$495K Buy
9,653
+1,378
+17% +$76.7K 0.36% 39
2022
Q2 		$459K Buy
8,275
+1,339
+19% +$77.5K 0.33% 44
2022
Q1 		$426K Buy
6,936
+2,129
+44% +$129K 0.24% 47
2021
Q4 		$304K Buy
+4,807
New +$296K 0.19% 68

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sandbox Financial Partners's JEPI Position: Q1 2026 in Review

Sandbox Financial Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.27% in Q1 2026, buying an estimated $31K and bringing the position to 198,207 shares worth $11.2M. The position accounts for 3.16% of the portfolio, ranked #9.

Sandbox Financial Partners first reported a position in JEPI in Q4 2021 and has held it in 18 quarters since. The position peaked at $11.9M in Q1 2025. 1,413 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

  • Sandbox Financial Partners held 198,207 shares of JPMorgan Equity Premium Income ETF worth $11.2M as of Q1 2026.
  • Sandbox Financial Partners bought 533 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $31K.
  • JPMorgan Equity Premium Income ETF made up 3.16% of Sandbox Financial Partners's portfolio in Q1 2026, its #9 holding.
  • Sandbox Financial Partners first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Sandbox Financial Partners's JPMorgan Equity Premium Income ETF position peaked at $11.9M in Q1 2025.
  • 1,413 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.