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Crusonia Wealth Advisors LLC → JPM-PM

Crusonia Wealth Advisors LLC JPM-PM Position History

JPM-PM

Quarters held
15
Latest value
$29.9M
Q3 2026
Peak value
$33.4M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$1.2M
Q4 2025$384K
Q4 2025$1.3M
Q4 2025$29.3M
Q1 2026$340K
Q1 2026$1.1M
Q1 2026$902K
Q1 2026$30.7M
Q2 2026$348K
Q2 2026$1.5M
Q2 2026$1.8M
Q2 2026$33.4M
Q3 2026$552K
Q3 2026$1.4M
Q3 2026$29.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$29.9M667.5K——
Q3 2026$1.4M4.3K——
Q3 2026$552K1.7K——
Q2 2026$33.4M711.0K——
Q2 2026$1.8M36.1K——
Q2 2026$1.5M4.6K——
Q2 2026$348K1.1K——
Q1 2026$30.7M651.8K——
Q1 2026$902K18.0K——
Q1 2026$1.1M3.9K——
Q1 2026$340K1.2K——
Q4 2025$29.3M618.8K——
Q4 2025$1.3M25.8K——
Q4 2025$384K1.2K——
Q4 2025$1.2M3.7K——

Other funds holding JPM-PM

Other Crusonia Wealth Advisors LLC positions

CRDO

DIMENSIONAL ETF TRUST

$43.2M
CRDO

DIMENSIONAL ETF TRUST

$39.2M
CRDO

DIMENSIONAL ETF TRUST

$34.5M
CRDO

DIMENSIONAL ETF TRUST

$30.7M
VGES

VANGUARD MUN BD FDS

$19M
ETHA

INVESCO EXCHANGE TRADED FD T

$18.7M
FPF

FIRST TR EXCHANGE-TRADED ALP

$18.5M
VGES

VANGUARD INDEX FDS

$18.3M