J P MORGAN EXCHANGE TRADED F

Ticker: JEPI CUSIP: 46641Q332 Class: ETF-ALTERNATIVE

Sandbox Financial Partners, LLC's Holding History (CIK: 0001844892)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 197,674 Value ($000) $11,315 Avg Close Range
Q3 2025
Shares 198,398 Value ($000) $11,329 Avg Close Range
Q2 2025
Shares 206,648 Value ($000) $11,748 Avg Close Range
Q1 2025
Shares 207,685 Value ($000) $11,867 Avg Close Range
Q4 2024
Shares 196,643 Value ($000) $11,313 Avg Close Range
Q3 2024
Shares 189,164 Value ($000) $11,257 Avg Close Range
Q2 2024
Shares 187,019 Value ($000) $10,600 Avg Close Range
Q1 2024
Shares 173,037 Value ($000) $10,012 Avg Close Range
Q4 2023
Shares 167,096 Value ($000) $9,187 Avg Close Range
Q3 2023
Shares 167,294 Value ($000) $8,960 Avg Close Range
Q2 2023
Shares 157,483 Value ($000) $8,714 Avg Close Range
Q1 2023
Shares 143,661 Value ($000) $7,844 Avg Close Range
Q4 2022
Shares 128,370 Value ($000) $6,995 Avg Close Range
Q3 2022
Shares 9,653 Value ($000) $495 Avg Close Range
Q2 2022
Shares 8,275 Value ($000) $459 Avg Close Range
Q1 2022
Shares 6,936 Value ($000) $426 Avg Close Range
Q4 2021
Shares 4,807 Value ($000) $304 Avg Close Range