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Koesten Hirschmann & Crabtree’s JPMorgan Chase JPM Stock Holding History

Koesten Hirschmann & Crabtree’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-31
Closed -$9.72K – 144
2025
Q3 		$9.72K Hold
31
– – ﹤0.01% 144
2025
Q2 		$8.93K Buy
+31
New +$7.91K ﹤0.01% 152

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Koesten Hirschmann & Crabtree's JPM Position: Q4 2025 in Review

Koesten Hirschmann & Crabtree sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 31 shares — an estimated $9.72K sold.

Koesten Hirschmann & Crabtree first reported a position in JPM in Q2 2025 and held it in 2 quarters. The position peaked at $9.72K in Q3 2025. 5,137 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Koesten Hirschmann & Crabtree reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 31 JPMorgan Chase shares in Q4 2025, an estimated $9.72K.
  • Koesten Hirschmann & Crabtree first reported a position in JPMorgan Chase in Q2 2025 and held it in 2 quarters.
  • Koesten Hirschmann & Crabtree's JPMorgan Chase position peaked at $9.72K in Q3 2025.
  • 5,137 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q4 2025, filed 9 Feb 2026.