Bedel Financial Consulting, Inc. J P Morgan Diversified Return 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	$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

98

Shares Held

8.06M

Call Options Held

0

Put Options Held

0

Koss Olinger Consulting, LLC

1.21M
Shares

$57.4 Million
5.09% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

781K
Shares

$37 Million
0.05% of portfolio
Raymond James & Associates St Petersburg, FL

564K
Shares

$26.7 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

553K
Shares

$26.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

485K
Shares

$23 Million
0.0% of portfolio

About J P MORGAN DIVERSIFIED RETURN

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