JMPWA
KSU

JP Morgan Private Wealth Advisors’s Kansas City Southern KSU Stock Holding History

JP Morgan Private Wealth Advisors’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
-15,613
Closed -$4.22M – 2065
2021
Q3 		$4.22M Buy
15,613
+3,206
+26% +$893K 0.01% 636
2021
Q2 		$3.52M Sell
12,407
-535
-4% -$154K 0.01% 682
2021
Q1 		$3.42M Sell
12,942
-542
-4% -$118K 0.01% 602
2020
Q4 		$2.75M Sell
13,484
-11,680
-46% -$2.19M 0.01% 630
2020
Q3 		$4.55M Sell
25,164
-473
-2% -$81.9K 0.02% 446
2020
Q2 		$3.83M Sell
25,637
-494
-2% -$69.5K 0.02% 420
2020
Q1 		$3.32M Buy
26,131
+1,348
+5% +$206K 0.02% 436
2019
Q4 		$3.8M Buy
24,783
+8,939
+56% +$1.31M 0.02% 482
2019
Q3 		$2.11M Buy
15,844
+234
+1% +$29.2K 0.01% 580
2019
Q2 		$1.9M Sell
15,610
-1,761
-10% -$211K 0.01% 603
2019
Q1 		$2.02M Buy
17,371
+2,109
+14% +$228K 0.01% 611
2018
Q4 		$1.46M Sell
15,262
-10
-0.1% -$1.01K 0.01% 636
2018
Q3 		$1.73M Sell
15,272
-194
-1% -$22.1K 0.01% 661
2018
Q2 		$1.64M Buy
15,466
+223
+1% +$24.3K 0.01% 640
2018
Q1 		$1.67M Buy
15,243
+371
+2% +$40.2K 0.01% 521
2017
Q4 		$1.56M Buy
14,872
+840
+6% +$89.6K 0.01% 540
2017
Q3 		$1.52M Buy
14,032
+2,263
+19% +$237K 0.01% 525
2017
Q2 		$1.23M Buy
11,769
+233
+2% +$21.8K 0.01% 564
2017
Q1 		$989K Buy
11,536
+2,571
+29% +$220K 0.01% 632
2016
Q4 		$761K Buy
8,965
+98
+1% +$8.64K 0.01% 678
2016
Q3 		$828K Sell
8,867
-468
-5% -$44.3K 0.01% 635
2016
Q2 		$841K Buy
9,335
+965
+12% +$87.8K 0.01% 638
2016
Q1 		$715K Sell
8,370
-285
-3% -$22.2K 0.01% 642
2015
Q4 		$646K Buy
8,655
+790
+10% +$67.5K 0.01% 624
2015
Q3 		$715K Sell
7,865
-1,622
-17% -$153K 0.01% 540
2015
Q2 		$865K Buy
9,487
+921
+11% +$90.9K 0.01% 541
2015
Q1 		$874K Sell
8,566
-37
-0.4% -$4.19K 0.01% 561
2014
Q4 		$1.05M Buy
8,603
+962
+13% +$115K 0.01% 523
2014
Q3 		$926K Buy
7,641
+27
+0.4% +$3.08K 0.01% 534
2014
Q2 		$819K Sell
7,614
-1,455
-16% -$150K 0.01% 452
2014
Q1 		$926K Sell
9,069
-3,169
-26% -$327K 0.02% 415
2013
Q4 		$1.51M Buy
12,238
+400
+3% +$47.9K 0.03% 290
2013
Q3 		$1.29M Buy
11,838
+4,475
+61% +$492K 0.03% 294
2013
Q2 		$780K Buy
+7,363
New +$801K 0.02% 353

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 Private Wealth Advisors's KSU Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Kansas City Southern (KSU) in Q4 2021, closing a stake of 15,613 shares — an estimated $4.22M sold.

JP Morgan Private Wealth Advisors first reported a position in KSU in Q2 2013 and held it in 34 quarters. The position peaked at $4.55M in Q3 2020. 4 funds tracked by Wall St. Rank hold KSU as of Q4 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Kansas City Southern position as of Q4 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 15,613 Kansas City Southern shares in Q4 2021, an estimated $4.22M.
  • JP Morgan Private Wealth Advisors first reported a position in Kansas City Southern in Q2 2013 and held it in 34 quarters.
  • JP Morgan Private Wealth Advisors's Kansas City Southern position peaked at $4.55M in Q3 2020.
  • 4 funds tracked by Wall St. Rank held Kansas City Southern as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.