Bedel Financial Consulting, Inc. Jpmorgan Tr. Diversified Retur Transaction History

Bedel Financial Consulting, Inc.

$716 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$83.85 - $89.41 $3,857 - $4,112	-46 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$74.12 - $83.51 $3,409 - $3,841	46 New	46 $4,000

Others Institutions Holding JPME

# of Institutions

87

Shares Held

3.05M

Call Options Held

0

Put Options Held

0

Cerity Partners LLC New York, NY

692K
Shares

$71.6 Million
0.16% of portfolio
High Tower Advisors, LLC Chicago, IL

292K
Shares

$30.2 Million
0.04% of portfolio
Morgan Stanley New York, NY

288K
Shares

$29.8 Million
0.0% of portfolio
Creative One Wealth, LLC Overland Park, KS

225K
Shares

$23.3 Million
0.86% of portfolio
Lpl Financial LLC Fort Mill, SC

215K
Shares

$22.3 Million
0.01% of portfolio

About JPMORGAN TR. DIVERSIFIED RETUR

Ticker JPME
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