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Atria Wealth Solutions, Inc.
> JEPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 657,561 | 117,301 | 36,382,823,000 | 6,884,658,000 | $55,329.96 |
| 03/31/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 540,260 | 294,400 | 29,498,165,000 | 29,484,532,000 | $54,599.94 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 245,860 | 75,648 | 13,633,000 | 3,182,000 | $55.45 |
| 03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 170,212 | 170,212 | 10,451,000 | 10,451,000 | $61.40 |
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