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Sandy Spring Bank
> JEPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 285,934 | 34,065 | 15,820,752,000 | 2,068,679,000 | $55,330.08 |
| 03/31/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 251,869 | 27,533 | 13,752,073,000 | 1,528,016,000 | $54,600.10 |
| 12/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 224,336 | 92,491 | 12,224,057,000 | 12,217,302,000 | $54,489.95 |
| 09/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 131,845 | 36,498 | 6,755,000 | 1,468,000 | $51.23 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 95,347 | 25,548 | 5,287,000 | 1,001,000 | $55.45 |
| 03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 69,799 | 23,426 | 4,286,000 | 1,356,000 | $61.40 |
| 12/31/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 46,373 | 2,899 | 2,930,000 | 339,000 | $63.18 |
| 09/30/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 43,474 | 29,181 | 2,591,000 | 1,725,000 | $59.60 |
| 06/30/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 14,293 | 14,293 | 866,000 | 866,000 | $60.59 |
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