SFP
Sandbox Financial Partners’s JPMorgan Nasdaq Equity Premium Income ETF JEPQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.59M | Buy |
139,472
+7,063
| +5% | +$384K | 2.39% | 14 |
|
|
2025
Q1 | $6.86M | Buy |
132,409
+9,076
| +7% | +$470K | 2.42% | 12 |
|
|
2024
Q4 | $6.95M | Buy |
123,333
+7,503
| +6% | +$423K | 2.32% | 13 |
|
|
2024
Q3 | $6.36M | Buy |
115,830
+9,983
| +9% | +$548K | 2.25% | 13 |
|
|
2024
Q2 | $5.87M | Buy |
105,847
+29,861
| +39% | +$1.66M | 2.25% | 12 |
|
|
2024
Q1 | $4.12M | Buy |
75,986
+43,494
| +134% | +$2.36M | 1.73% | 15 |
|
|
2023
Q4 | $1.62M | Buy |
+32,492
| New | +$1.62M | 0.76% | 21 |
|