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Beta Wealth Group, Inc.
> JEPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 120,836 | 7,094 | 6,685,858,000 | 475,570,000 | $55,330.02 |
| 03/31/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 113,742 | -12,145 | 6,210,288,000 | 6,203,308,000 | $54,599.78 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 125,887 | 35,545 | 6,980,000 | 1,433,000 | $55.45 |
| 03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 90,342 | 582 | 5,547,000 | 196,000 | $61.40 |
| 12/31/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 89,760 | 0 | 5,351,000 | 0 | $59.61 |
| 09/30/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 89,760 | 2,349 | 5,351,000 | 58,000 | $59.61 |
| 06/30/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 87,411 | 2,536 | 5,293,000 | 361,000 | $60.55 |
| 03/31/2021 | J P MORGAN EXCHANGE TRADED F | JEPI | 84,875 | 3,680 | 4,932,000 | 406,000 | $58.11 |
| 12/31/2020 | J P MORGAN EXCHANGE TRADED F | JEPI | 81,195 | 81,195 | 4,526,000 | 4,526,000 | $55.74 |
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