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 Q1	–	Sell	-35,000	Closed	-$7.14M	–	6504
2020 Q4	$7.14M	Buy	+35,000	New	+$6.57M	﹤0.01%	2495
2019 Q3	–	Sell	-35,000	Closed	-$4.23M	–	6068
2019 Q2	$4.23M	Hold	35,000	–	–	﹤0.01%	2765
2019 Q1	$4.06M	Buy	+35,000	New	+$3.78M	﹤0.01%	2760
2018 Q1	–	Sell	-30,000	Closed	-$3.16M	–	5720
2017 Q4	$3.16M	Buy	+30,000	New	+$3.2M	﹤0.01%	3030

Other funds holding KSU

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.