Ownership history in Bison Wealth, LLC · 41 quarters on record
This page tracks every 13F SEC filing in which Bison Wealth, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 20,785 | -30,800 | -59.7% | 1.10% | $5.0M | $233.69 |
| 2024 Q3 | REDUCED | 51,585 | -8,172 | -13.7% | 1.73% | $10.9M | $204.31 |
| 2024 Q2 | UNCHANGED | 59,757 | — | 0% | 1.95% | $12.0M | $194.90 |
| 2024 Q1 | REDUCED | 59,757 | -486 | -0.8% | 1.95% | $12.0M | $191.89 |
| 2023 Q4 | ADDED | 60,243 | +396 | +0.7% | 1.81% | $10.2M | $161.96 |
| 2023 Q3 | REDUCED | 59,847 | -74 | -0.1% | 1.68% | $8.7M | $137.07 |
| 2023 Q2 | ADDED | 59,921 | +7,670 | +14.7% | 1.62% | $8.7M | $136.53 |
| 2023 Q1 | ADDED | 52,251 | +488 | +0.9% | 2.21% | $7.1M | $121.37 |
| 2022 Q4 | REDUCED | 51,763 | -573 | -1.1% | 2.30% | $7.2M | $123.99 |
| 2022 Q3 | ADDED | 52,336 | +17,106 | +48.6% | 2.15% | $5.5M | $95.76 |
As of 2025 Q4 — sorted by position size