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Samson Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Samson Capital Advisors’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
2015
Q3 		$293K Hold
4,800
– – 0.13% 65
2015
Q2 		$325K Hold
4,800
– – 0.22% 29
2015
Q1 		$291K Hold
4,800
– – 0.22% 26
2014
Q4 		$300K Buy
+4,800
New +$289K 0.25% 28

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Samson Capital Advisors's JPM Position: Q3 2015 in Review

Samson Capital Advisors held its JPMorgan Chase (JPM) position steady in Q3 2015 at 4,800 shares worth $293K. The position accounts for 0.13% of the portfolio, ranked #65.

Samson Capital Advisors first reported a position in JPM in Q4 2014 and has held it in 4 quarters since. The position peaked at $325K in Q2 2015. 1,835 funds tracked by Wall St. Rank hold JPM as of Q3 2015.

  • Samson Capital Advisors held 4,800 shares of JPMorgan Chase worth $293K as of Q3 2015.
  • Samson Capital Advisors left its JPMorgan Chase share count unchanged in Q3 2015.
  • JPMorgan Chase made up 0.13% of Samson Capital Advisors's portfolio in Q3 2015, its #65 holding.
  • Samson Capital Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 4 quarters since.
  • Samson Capital Advisors's JPMorgan Chase position peaked at $325K in Q2 2015.
  • 1,835 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2015.

Based on Samson Capital Advisors's 13F filing for Q3 2015, filed 22 Oct 2015.