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Disclosery

CRUX WEALTH ADVISORS: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CRUX WEALTH ADVISORS on JPM, newest first. How the timeline and the estimate are built.

CRUX WEALTH ADVISORS held 9,938 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,938 shares
    Change vs previous 13F -376 shares

    1.13% of the 13F portfolio, value $3,253,086.

    13F-HR 0002054270-26-000004 filed by CRUX WEALTH ADVISORS
    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 10,314 shares
    Change vs previous 13F -459 shares

    1.17% of the 13F portfolio, value $3,033,955.

    13F-HR 0002054270-26-000003 filed by CRUX WEALTH ADVISORS
    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 10,773 shares
    Change vs previous 13F -320 shares

    1.29% of the 13F portfolio, value $3,471,378.

    13F-HR 0002054270-26-000002 filed by CRUX WEALTH ADVISORS
    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 11,093 shares
    Change vs previous 13F -37 shares

    1.39% of the 13F portfolio, value $3,499,205.

    13F-HR 0002054270-25-000005 filed by CRUX WEALTH ADVISORS
    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 11,130 shares
    Change vs previous 13F -2,070 shares

    1.37% of the 13F portfolio, value $3,226,746.

    13F-HR 0002054270-25-000004 filed by CRUX WEALTH ADVISORS
    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 13,200 shares
    Change vs previous 13F -1,457 shares

    1.69% of the 13F portfolio, value $3,237,982.

    13F-HR 0002054270-25-000002 filed by CRUX WEALTH ADVISORS
    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 14,657 shares
    Change vs previous 13F not available

    1.96% of the 13F portfolio, value $3,513,417.

    13F-HR 0002054270-25-000001 filed by CRUX WEALTH ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).