Bedel Financial Consulting, Inc. J P Morgan Diversified Return Transaction History

Bedel Financial Consulting, Inc.

$691 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 03, 2021	SELL	$41.67 - $45.21 $2,708 - $2,938	-65 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	$35.88 - $44.5 $2,332 - $2,892	65 New	65 $3,000

Others Institutions Holding JPSE

# of Institutions

96

Shares Held

7.67M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.2M
Shares

$56.9 Million
4.86% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

729K
Shares

$34.7 Million
0.05% of portfolio
Lpl Financial LLC Fort Mill, SC

641K
Shares

$30.5 Million
0.01% of portfolio
Royal Bank Of Canada Toronto, A6

528K
Shares

$25.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

501K
Shares

$23.8 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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