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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 23,533 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,533 shares
    Change vs previous 13F +1,154 shares

    0.73% of the 13F portfolio, value $7,947,480.

    13F-HR 0001493152-26-032296 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 ended2026-03-31
    13F 22,379 shares
    Change vs previous 13F -175 shares

    0.65% of the 13F portfolio, value $6,719,241.

    13F-HR 0001493152-26-023586 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 ended2025-12-31
    13F 22,554 shares
    Change vs previous 13F -1,240 shares

    0.73% of the 13F portfolio, value $6,463,188.

    13F-HR 0001493152-26-012336 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 ended2025-09-30
    13F 23,794 shares
    Change vs previous 13F +2,618 shares

    0.68% of the 13F portfolio, value $7,382,179.

    13F-HR 0001493152-25-021659 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 ended2025-06-30
    13F 21,176 shares
    Change vs previous 13F +2,169 shares

    0.48% of the 13F portfolio, value $6,085,131.

    13F-HR 0001641172-25-019676 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 ended2025-03-31
    13F 19,007 shares
    Change vs previous 13F +13,901 shares

    0.43% of the 13F portfolio, value $4,652,757.

    13F-HR 0001641172-25-009192 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 ended2024-12-31
    13F 5,106 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,223,811.

    13F-HR 0001493152-25-008165 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).