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Sterling Investment Advisors, Ltd.
> JEPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 32,448 | 6,305 | 1,795,339,000 | 370,834,000 | $55,329.73 |
| 12/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 26,143 | 12,970 | 1,424,505,000 | 1,423,775,000 | $54,488.96 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 13,173 | 11,823 | 730,000 | 647,000 | $55.42 |
| 03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 1,350 | 300 | 83,000 | 17,000 | $61.48 |
| 12/31/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 1,050 | 1,050 | 66,000 | 66,000 | $62.86 |
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