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Disclosery

Sandbox Financial Partners, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sandbox Financial Partners, LLC on JPM, newest first. How the timeline and the estimate are built.

Sandbox Financial Partners, LLC held 5,750 JPM 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 5,750 shares
    Change vs previous 13F -289 shares

    0.48% of the 13F portfolio, value $1,691,360.

    13F-HR 0001951757-26-000530 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 6,039 shares
    Change vs previous 13F -14 shares

    0.54% of the 13F portfolio, value $1,945,954.

    13F-HR 0001951757-26-000028 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,053 shares
    Change vs previous 13F +59 shares

    0.55% of the 13F portfolio, value $1,909,219.

    13F-HR 0001951757-25-001157 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 5,994 shares
    Change vs previous 13F +48 shares

    0.55% of the 13F portfolio, value $1,737,683.

    13F-HR 0001951757-25-000593 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 5,946 shares
    Change vs previous 13F +267 shares

    0.52% of the 13F portfolio, value $1,458,625.

    13F-HR 0001951757-25-000323 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 5,679 shares
    Change vs previous 13F +167 shares

    0.45% of the 13F portfolio, value $1,361,365.

    13F-HR 0001951757-25-000044 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 5,512 shares
    Change vs previous 13F -54 shares

    0.41% of the 13F portfolio, value $1,162,290.

    13F-HR 0001951757-24-000975 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 5,566 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $1,125,766.

    13F-HR 0001951757-24-000507 filed by Sandbox Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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