Sandbox Financial Partners, LLC: JEPI position timeline

Sandbox Financial Partners, LLC held 198,207 JEPI shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 198,207 shares

   Change vs previous 13F +533 shares

   3.16% of the 13F portfolio, value $11,234,389.

   13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2025-12-31

   13F 197,674 shares

   Change vs previous 13F -724 shares

   3.13% of the 13F portfolio, value $11,314,831.

   13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-09-30

   13F 198,398 shares

   Change vs previous 13F -8,250 shares

   3.24% of the 13F portfolio, value $11,328,554.

   13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
   Filed 2025-10-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-06-30

   13F 206,648 shares

   Change vs previous 13F -1,037 shares

   3.71% of the 13F portfolio, value $11,747,917.

   13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-03-31

   13F 207,685 shares

   Change vs previous 13F +11,042 shares

   4.19% of the 13F portfolio, value $11,867,111.

   13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
   Filed 2025-04-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2024-12-31

   13F 196,643 shares

   Change vs previous 13F +7,479 shares

   3.77% of the 13F portfolio, value $11,312,888.

   13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
   Filed 2025-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-09-30

   13F 189,164 shares

   Change vs previous 13F +2,145 shares

   3.98% of the 13F portfolio, value $11,257,138.

   13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
   Filed 2024-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-06-30

   13F 187,019 shares

   Change vs previous 13F not available

   4.06% of the 13F portfolio, value $10,600,217.

   13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
   Filed 2024-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).