JP Morgan Private Wealth Advisors’s Echo Global Logistics, Inc. ECHO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-7,343
| Closed | -$350K | – | 2068 |
|
|
2021
Q3 | $350K | Hold |
7,343
| – | – | ﹤0.01% | 1644 |
|
|
2021
Q2 | $226K | Hold |
7,343
| – | – | ﹤0.01% | 1794 |
|
|
2021
Q1 | $231K | Sell |
7,343
-644
| -8% | -$18.7K | ﹤0.01% | 1632 |
|
|
2020
Q4 | $214K | Sell |
7,987
-4,108
| -34% | -$116K | ﹤0.01% | 1623 |
|
|
2020
Q3 | $312K | Sell |
12,095
-691
| -5% | -$17.7K | ﹤0.01% | 1350 |
|
|
2020
Q2 | $276K | Sell |
12,786
-231
| -2% | -$4.34K | ﹤0.01% | 1346 |
|
|
2020
Q1 | $222K | Sell |
13,017
-2,189
| -14% | -$42.6K | ﹤0.01% | 1257 |
|
|
2019
Q4 | $315K | Sell |
15,206
-1,470
| -9% | -$30.7K | ﹤0.01% | 1216 |
|
|
2019
Q3 | $378K | Buy |
16,676
+4,853
| +41% | +$100K | ﹤0.01% | 1101 |
|
|
2019
Q2 | $247K | Sell |
11,823
-229
| -2% | -$5.08K | ﹤0.01% | 1224 |
|
|
2019
Q1 | $299K | Sell |
12,052
-188
| -2% | -$4.44K | ﹤0.01% | 1208 |
|
|
2018
Q4 | $249K | Buy |
12,240
+172
| +1% | +$4.29K | ﹤0.01% | 1250 |
|
|
2018
Q3 | $374K | Buy |
12,068
+892
| +8% | +$29K | ﹤0.01% | 1195 |
|
|
2018
Q2 | $327K | Buy |
11,176
+2,394
| +27% | +$68.4K | ﹤0.01% | 1172 |
|
|
2018
Q1 | $242K | Buy |
8,782
+296
| +3% | +$8.31K | ﹤0.01% | 1128 |
|
|
2017
Q4 | $238K | Buy |
+8,486
| New | +$204K | ﹤0.01% | 1129 |
|
|
2017
Q2 | – | Sell |
-9,506
| Closed | -$203K | – | 1382 |
|
|
2017
Q1 | $203K | Buy |
+9,506
| New | +$219K | ﹤0.01% | 1241 |
|
JP Morgan Private Wealth Advisors's ECHO Position: Q4 2021 in Review
JP Morgan Private Wealth Advisors sold out of Echo Global Logistics, Inc. (ECHO) in Q4 2021, closing a stake of 7,343 shares — an estimated $350K sold.
JP Morgan Private Wealth Advisors first reported a position in ECHO in Q1 2017 and held it in 17 quarters. The position peaked at $378K in Q3 2019. 0 funds tracked by Wall St. Rank hold ECHO as of Q4 2021.
- JP Morgan Private Wealth Advisors reported no remaining Echo Global Logistics, Inc. position as of Q4 2021 after selling out during the quarter.
- JP Morgan Private Wealth Advisors sold 7,343 Echo Global Logistics, Inc. shares in Q4 2021, an estimated $350K.
- JP Morgan Private Wealth Advisors first reported a position in Echo Global Logistics, Inc. in Q1 2017 and held it in 17 quarters.
- JP Morgan Private Wealth Advisors's Echo Global Logistics, Inc. position peaked at $378K in Q3 2019.
- 0 funds tracked by Wall St. Rank held Echo Global Logistics, Inc. as of Q4 2021.
Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.