Bedel Financial Consulting, Inc.

Position in JPM — Jpmorgan Chase & Co

CIK 1730511 INDIANAPOLIS, IN

Position in JPM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$10,369,814

+$1,103,774 QoQ

Shares Held

31,680

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.72%

of 13F equity value

Holder Rank

#1,416

of 5,058 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Bedel Financial Consulting, Inc. holds $12,323,633 across 4 Banks - Diversified names. JPM ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	31,680	$10,369,814
2	BAC	Bank Of America Corp /De/	16,456	$937,662
3	WFC	Wells Fargo & Company/Mn	8,135	$672,276
4	C	Citigroup Inc	2,457	$343,881

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,369,814	31,680	+0.6%	Shares	Sole	2026-07-29
2026-03-31	$9,266,040	31,500	-0.7%	Shares	Sole	2026-05-04
2025-12-31	$10,219,851	31,717	+1.1%	Shares	Sole	2026-01-28
2025-09-30	$9,897,877	31,379	+1.3%	Shares	Sole	2025-11-07
2025-06-30	$8,981,411	30,980	-0.3%	Shares	Sole	2025-08-12
2025-03-31	$7,622,697	31,075	+0.7%	Shares	Sole	2025-05-07
2024-12-31	$7,393,615	30,844	-0.7%	Shares	Sole	2025-02-06
2024-09-30	$6,552,474	31,075	-0.8%	Shares	Sole	2024-11-12
2024-06-30	$6,334,378	31,318	-0.1%	Shares	Sole	2024-08-05
2024-03-31	$6,277,602	31,341	+1.5%	Shares	Sole	2024-05-07
2023-12-31	$5,253,028	30,882	-3.8%	Shares	Sole	2024-02-13
2023-09-30	$4,653,401	32,088	+2.6%	Shares	Sole	2024-02-08
2023-06-30	$4,550,817	31,290	-0.1%	Shares	Sole	2023-08-10
2023-03-31	$4,081,569	31,322	-1.7%	Shares	Sole	2023-05-02
2022-12-31	$4,273,901	31,871	-2.7%	Shares	Sole	2023-02-07
2022-09-30	$3,422,061	32,747	+1.9%	Shares	Sole	2022-11-08
2022-06-30	$3,618,609	32,134	+0.7%	Shares	Sole	2022-08-04
2022-03-31	$4,349,153	31,904	+2.5%	Shares	Sole	2022-04-19
2021-12-31	$4,929,752	31,132	-9.7%	Shares	Other	2022-01-11
2021-09-30	$5,642,721	34,472	+8.6%	Shares	Sole	2021-10-12
2021-06-30	$4,938,861	31,753	+0.1%	Shares	Sole	2021-08-03
2021-03-31	$4,829,496	31,725	+4.3%	Shares	Sole	2021-04-26
2020-12-31	$3,863,309	30,403	-5.1%	Shares	Sole	2021-02-02
2020-09-30	$3,083,720	32,032	+0.2%	Shares	Sole	2020-10-20
2020-06-30	$3,007,944	31,979	-0.6%	Shares	Sole	2020-07-14
2020-03-31	$2,896,535	32,173	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.