Crusonia Wealth Advisors LLC

Position in JPM — Jpmorgan Chase & Co

CIK 2112003 DENVER, CO

Position in JPM

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

Position Value

$1,857,269

+$367,349 QoQ

Shares Held

5,674

+12.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.95%

of 13F equity value

Holder Rank

#3,039

of 5,058 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Crusonia Wealth Advisors LLC holds $3,431,188 across 5 Banks - Diversified names. JPM ranks #1 (54.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	5,674	$1,857,269
2	WFC	Wells Fargo & Company/Mn	8,133	$672,111
3	BAC	Bank Of America Corp /De/	6,671	$380,113
4	C	Citigroup Inc	2,189	$306,372
5	BNY	Bank of New York Mellon Corp	1,489	$215,323

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,857,269	5,674	+12.0%	Shares	Defined	2026-07-30
2026-03-31	$1,489,920	5,065	+3.6%	Shares	Defined	2026-05-12
2025-12-31	$1,574,689	4,887	—	Shares	Sole	2026-02-18
No filing history on record for this holder in this stock.