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

Sandbox Financial Partners’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.09M	Buy	145,733 +5,771	+4%	+$334K	2.28%	15
2025 Q4	$8.13M	Sell	139,962 -2,158	-2%	-$125K	2.25%	14
2025 Q3	$8.17M	Buy	142,120 +2,648	+2%	+$147K	2.34%	14
2025 Q2	$7.59M	Buy	139,472 +7,063	+5%	+$364K	2.39%	14
2025 Q1	$6.86M	Buy	132,409 +9,076	+7%	+$506K	2.42%	12
2024 Q4	$6.95M	Buy	123,333 +7,503	+6%	+$421K	2.32%	13
2024 Q3	$6.36M	Buy	115,830 +9,983	+9%	+$535K	2.25%	13
2024 Q2	$5.87M	Buy	105,847 +29,861	+39%	+$1.6M	2.25%	12
2024 Q1	$4.12M	Buy	75,986 +43,494	+134%	+$2.27M	1.73%	15
2023 Q4	$1.62M	Buy	+32,492	New	+$1.57M	0.76%	21

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sandbox Financial Partners increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.1% in Q1 2026, buying an estimated $334K and bringing the position to 145,733 shares worth $8.09M. The position accounts for 2.28% of the portfolio, ranked #15.

Sandbox Financial Partners first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $8.17M in Q3 2025. 962 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

Sandbox Financial Partners held 145,733 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $8.09M as of Q1 2026.
Sandbox Financial Partners bought 5,771 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $334K.
JPMorgan Nasdaq Equity Premium Income ETF made up 2.28% of Sandbox Financial Partners's portfolio in Q1 2026, its #15 holding.
Sandbox Financial Partners first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
Sandbox Financial Partners's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $8.17M in Q3 2025.
962 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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