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ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC
> JEPI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | J P MORGAN EXCHANGE TRADED F | JEPI | 121,536 | -7,407 | 6,724,595,000 | -301,508,000 | $55,330.07 |
| 12/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 128,943 | 18,122 | 7,026,103,000 | 7,019,958,000 | $54,489.99 |
| 06/30/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 110,821 | 888 | 6,145,000 | -605,000 | $55.45 |
| 03/31/2022 | J P MORGAN EXCHANGE TRADED F | JEPI | 109,933 | 109,933 | 6,750,000 | 6,750,000 | $61.40 |
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