JP Morgan Chase
KSU

JP Morgan Chase’s Kansas City Southern KSU Stock Holding History

JP Morgan Chase’s Portfolio KSU Stock Details KSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-1,842,216
Closed -$499M – 7238
2021
Q3 		$499M Buy
1,842,216
+358,534
+24% +$99.8M 0.06% 313
2021
Q2 		$420M Buy
1,483,682
+813,178
+121% +$235M 0.05% 384
2021
Q1 		$177M Buy
670,504
+122,157
+22% +$26.6M 0.02% 618
2020
Q4 		$112M Buy
548,347
+52,754
+11% +$9.91M 0.02% 739
2020
Q3 		$90.6M Sell
495,593
-533,341
-52% -$92.4M 0.02% 730
2020
Q2 		$154M Sell
1,028,934
-473,743
-32% -$66.6M 0.03% 512
2020
Q1 		$191M Buy
1,502,677
+331,863
+28% +$50.6M 0.04% 379
2019
Q4 		$179M Buy
1,170,814
+460,948
+65% +$67.6M 0.03% 464
2019
Q3 		$94.4M Buy
709,866
+396,671
+127% +$49.4M 0.02% 686
2019
Q2 		$37.8M Buy
313,195
+104,405
+50% +$12.5M 0.01% 1129
2019
Q1 		$24.2M Buy
208,790
+35,160
+20% +$3.8M ﹤0.01% 1411
2018
Q4 		$16.6M Sell
173,630
-75,296
-30% -$7.64M ﹤0.01% 1618
2018
Q3 		$28.2M Buy
248,926
+80,251
+48% +$9.14M 0.01% 1392
2018
Q2 		$17.9M Sell
168,675
-85,692
-34% -$9.32M ﹤0.01% 1689
2018
Q1 		$27.9M Buy
254,367
+23,820
+10% +$2.58M 0.01% 1287
2017
Q4 		$24.3M Buy
230,547
+65,332
+40% +$6.97M 0.01% 1438
2017
Q3 		$17.9M Buy
165,215
+99,215
+150% +$10.4M ﹤0.01% 1583
2017
Q2 		$6.91M Sell
66,000
-556,044
-89% -$52.1M ﹤0.01% 2251
2017
Q1 		$53.3M Sell
622,044
-902,893
-59% -$77.4M 0.01% 912
2016
Q4 		$129M Buy
1,524,937
+888,079
+139% +$78.3M 0.03% 502
2016
Q3 		$59.4M Sell
636,858
-73,271
-10% -$6.94M 0.01% 758
2016
Q2 		$64M Buy
710,129
+237,254
+50% +$21.6M 0.02% 737
2016
Q1 		$40.4M Sell
472,875
-840,912
-64% -$65.6M 0.01% 929
2015
Q4 		$98.1M Sell
1,313,787
-1,006,119
-43% -$86M 0.02% 566
2015
Q3 		$211M Sell
2,319,906
-441,373
-16% -$41.6M 0.06% 359
2015
Q2 		$252M Sell
2,761,279
-295,427
-10% -$29.2M 0.06% 342
2015
Q1 		$312M Sell
3,056,706
-268,847
-8% -$30.5M 0.07% 312
2014
Q4 		$406M Buy
3,325,553
+302,345
+10% +$36.2M 0.09% 248
2014
Q3 		$366M Sell
3,023,208
-281,940
-9% -$32.2M 0.09% 261
2014
Q2 		$355M Buy
3,305,148
+91,633
+3% +$9.46M 0.09% 251
2014
Q1 		$328M Buy
3,213,515
+233,274
+8% +$24.1M 0.09% 246
2013
Q4 		$369M Sell
2,980,241
-53,555
-2% -$6.41M 0.1% 224
2013
Q3 		$332M Buy
3,033,796
+429,061
+16% +$47.2M 0.1% 235
2013
Q2 		$276M Buy
+2,604,735
New +$283M 0.09% 261

Other funds holding KSU

Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return
FCB
First Command Bank Fort Worth, Texas $1.06B AUM 10.74% 1-Year Est. Return
JAM
JCIC Asset Management Toronto, Ontario, Canada $326M AUM 31.94% 1-Year Est. Return

JP Morgan Chase's KSU Position: Q4 2021 in Review

JP Morgan Chase sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 1,842,216 shares — an estimated $499M sold.

JP Morgan Chase first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $499M in Q3 2021. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • JP Morgan Chase reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Chase sold 1,842,216 Kansas City Southern shares in Q4 2021, an estimated $499M.
  • JP Morgan Chase first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • JP Morgan Chase's Kansas City Southern position peaked at $499M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on JP Morgan Chase's 13F filing for Q4 2021, filed 10 Feb 2022.