Bison Wealth, LLC Jpmorgan Chase & CO Transaction History

Bison Wealth, LLC

$561 Million
Q3 2024

A detailed history of Bison Wealth, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Bison Wealth, LLC holds 51,585 shares of JPM stock, worth $12.8 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

51,585

Previous 59,757 13.68%

Holding current value

$12.8 Million

Previous $12.1 Million 10.04%

% of portfolio

1.94%

Previous 2.08%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	SELL	$194.9 - $224.8 $1.59 Million - $1.84 Million	-8,172 Reduced 13.68%	51,585 $10.9 Million
Q1 2024 May 10, 2024	SELL	$167.09 - $200.3 $81,205 - $97,345	-486 Reduced 0.81%	59,757 $12 Million
Q4 2023 Jan 30, 2024	BUY	$135.69 - $170.3 $53,733 - $67,438	396 Added 0.66%	60,243 $10.2 Million
Q3 2023 Nov 13, 2023	SELL	$143.21 - $158.0 $10,597 - $11,692	-74 Reduced 0.12%	59,847 $8.68 Million
Q2 2023 Aug 14, 2023	BUY	$127.47 - $145.44 $977,694 - $1.12 Million	7,670 Added 14.68%	59,921 $8.71 Million
Q1 2023 May 15, 2023	BUY	$124.91 - $143.8 $60,956 - $70,174	488 Added 0.94%	52,251 $6.81 Million
Q4 2022 Feb 10, 2023	SELL	$101.96 - $137.84 $58,423 - $78,982	-573 Reduced 1.09%	51,763 $6.94 Million
Q3 2022 Nov 14, 2022	BUY	$20.73 - $120.58 $354,607 - $2.06 Million	17,106 Added 48.56%	52,336 $5.47 Million
Q2 2022 Jul 22, 2022	BUY	$112.61 - $135.91 $250,332 - $302,127	2,223 Added 6.73%	35,230 $3.97 Million
Q1 2022 May 12, 2022	BUY	$128.3 - $168.44 $410,816 - $539,344	3,202 Added 10.74%	33,007 $4.5 Million
Q4 2021 Feb 02, 2022	SELL	$153.94 - $171.78 $96,674 - $107,877	-628 Reduced 2.06%	29,805 $4.72 Million
Q3 2021 Nov 03, 2021	SELL	$146.97 - $166.98 $54,231 - $61,615	-369 Reduced 1.2%	30,433 $4.98 Million
Q2 2021 Aug 02, 2021	SELL	$147.37 - $166.44 $6,631 - $7,489	-45 Reduced 0.15%	30,802 $4.79 Million
Q1 2021 May 05, 2021	BUY	$125.65 - $157.65 $202,799 - $254,447	1,614 Added 5.52%	30,847 $4.7 Million
Q4 2020 Feb 11, 2021	SELL	$96.54 - $127.07 $178,792 - $235,333	-1,852 Reduced 5.96%	29,233 $3.72 Million
Q3 2020 Oct 16, 2020	SELL	$91.28 - $103.82 $86,898 - $98,836	-952 Reduced 2.97%	31,085 $2.99 Million
Q2 2020 Aug 03, 2020	SELL	$84.03 - $113.45 $72,601 - $98,020	-864 Reduced 2.63%	32,037 $3.01 Million
Q1 2020 May 04, 2020	SELL	$79.03 - $141.09 $79 - $141	-1 Reduced -0.0%	32,901 $2.96 Million
Q4 2019 Feb 05, 2020	BUY	$111.82 - $139.4 $249,470 - $311,001	2,231 Added 7.27%	32,902 $4.59 Million
Q3 2019 Nov 04, 2019	SELL	$104.8 - $120.23 $35,212 - $40,397	-336 Reduced 1.08%	30,671 $3.61 Million
Q2 2019 Aug 05, 2019	SELL	$104.64 - $116.12 $39,658 - $44,009	-379 Reduced 1.21%	31,007 $3.47 Million
Q1 2019 May 09, 2019	BUY	$97.11 - $107.19 $127,699 - $140,954	1,315 Added 4.37%	31,386 $3.18 Million
Q4 2018 Feb 08, 2019	SELL	$92.14 - $115.32 $2,948 - $3,690	-32 Reduced 0.11%	30,071 $2.94 Million
Q3 2018 Nov 09, 2018	SELL	$103.61 - $118.63 $7,356 - $8,422	-71 Reduced 0.24%	30,103 $3.4 Million
Q2 2018 Aug 09, 2018	BUY	$103.24 - $114.29 $101,897 - $112,804	987 Added 3.38%	30,174 $3.14 Million
Q1 2018 May 08, 2018	SELL	$107.01 - $118.77 $117,711 - $130,647	-1,100 Reduced 3.63%	29,187 $3.21 Million
Q4 2017 Jan 29, 2018	SELL	$95.86 - $107.83 $106,596 - $119,906	-1,112 Reduced 3.54%	30,287 $3.24 Million
Q3 2017 Oct 27, 2017	BUY	$88.42 - $95.51 $2.78 Million - $3 Million	31,399	31,399 $3 Million

Others Institutions Holding JPM

# of Institutions

4,613

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $729B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

More about JPM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bison Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bison Wealth, LLC with notifications on news.

Account