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Disclosery

Bison Wealth, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Bison Wealth, LLC on JPM, newest first. How the timeline and the estimate are built.

Bison Wealth, LLC held 20,785 JPM shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 20,785 shares
    Change vs previous 13F -30,800 shares

    1.1% of the 13F portfolio, value $4,982,350.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 51,585 shares
    Change vs previous 13F -8,172 shares

    1.73% of the 13F portfolio, value $10,877,245.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 59,757 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $11,969,407.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 59,757 shares
    Change vs previous 13F -486 shares

    1.95% of the 13F portfolio, value $11,969,407.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F 60,243 shares
    Change vs previous 13F +396 shares

    1.81% of the 13F portfolio, value $10,247,406.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 59,847 shares
    Change vs previous 13F -74 shares

    1.69% of the 13F portfolio, value $8,678,952.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 59,921 shares
    Change vs previous 13F +7,670 shares

    1.62% of the 13F portfolio, value $8,714,876.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 52,251 shares
    Change vs previous 13F not available

    2.21% of the 13F portfolio, value $7,108,778.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).