Sandbox Financial Partners, LLC J P Morgan Exchange Traded Fd Transaction History

Sandbox Financial Partners, LLC

  • $276 Million
  • Q3 2024

A detailed history of Sandbox Financial Partners, LLC transactions in J P Morgan Exchange Traded Fd stock. As of the latest transaction made, Sandbox Financial Partners, LLC holds 189,164 shares of JEPI stock, worth $11.1 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
189,164
Previous 187,019 1.15%
Holding current value
$11.1 Million
Previous $10.6 Million 6.2%
% of portfolio
4.07%
Previous 4.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024
BUY
$54.98 - $59.51 $117,932 - $127,648
2,145 Added 1.15%
189,164 $11.3 Million
Q2 2024

Jul 15, 2024
BUY
$55.45 - $57.39 $775,301 - $802,426
13,982 Added 8.08%
187,019 $10.6 Million
Q1 2024

Apr 15, 2024
BUY
$54.75 - $57.86 $325,269 - $343,746
5,941 Added 3.56%
173,037 $10 Million
Q4 2023

Jan 18, 2024
SELL
$51.51 - $55.33 $10,198 - $10,955
-198 Reduced 0.12%
167,096 $9.19 Million
Q3 2023

Oct 10, 2023
BUY
$53.5 - $55.92 $524,888 - $548,631
9,811 Added 6.23%
167,294 $8.96 Million
Q2 2023

Jul 14, 2023
BUY
$53.85 - $55.4 $744,314 - $765,738
13,822 Added 9.62%
157,483 $8.71 Million
Q1 2023

Apr 21, 2023
BUY
$52.13 - $55.7 $797,119 - $851,708
15,291 Added 11.91%
143,661 $7.84 Million
Q4 2022

Jan 25, 2023
BUY
$50.88 - $56.78 $6.04 Million - $6.74 Million
118,717 Added 1229.85%
128,370 $0
Q3 2022

Nov 14, 2022
BUY
$51.23 - $57.83 $70,594 - $79,689
1,378 Added 16.65%
9,653 $495,000
Q2 2022

Aug 11, 2022
BUY
$52.86 - $62.23 $70,779 - $83,325
1,339 Added 19.31%
8,275 $459,000
Q1 2022

Apr 13, 2022
BUY
$58.11 - $63.04 $123,716 - $134,212
2,129 Added 44.29%
6,936 $426,000
Q4 2021

Feb 11, 2022
BUY
$59.34 - $63.61 $285,247 - $305,773
4,807 New
4,807 $304,000

Others Institutions Holding JEPI

# of Institutions
1,139
Shares Held
271M
Call Options Held
283K
Put Options Held
338K
View Full List

About J P MORGAN EXCHANGE-TRADED FD

JEPI Quotes by TradingView
  • Ticker JEPI
  • Sector ETFs
  • Industry ETFs
More about JEPI
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