New South Capital Management Boosted Shire Plc Adr (SHPG) Position; Montag A & Associates Has Boosted By $674,160 Its Jpmorgan Chase & Co Com (JPM) Position

April 25, 2018 - By William Brooks

JPMorgan Chase & Co. (NYSE:JPM) Logo

Montag A & Associates Inc increased Jpmorgan Chase & Co Com (JPM) stake by 7.38% reported in 2017Q4 SEC filing. Montag A & Associates Inc acquired 6,360 shares as Jpmorgan Chase & Co Com (JPM)’s stock rose 0.67%. The Montag A & Associates Inc holds 92,595 shares with $9.90 million value, up from 86,235 last quarter. Jpmorgan Chase & Co Com now has $372.27B valuation. The stock decreased 0.96% or $1.06 during the last trading session, reaching $109.35. About 6.80M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since April 25, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

New South Capital Management Inc increased Shire Plc Adr (SHPG) stake by 36.86% reported in 2017Q4 SEC filing. New South Capital Management Inc acquired 187,086 shares as Shire Plc Adr (SHPG)’s stock declined 17.82%. The New South Capital Management Inc holds 694,712 shares with $107.76M value, up from 507,626 last quarter. Shire Plc Adr now has $47.40 billion valuation. The stock decreased 2.43% or $3.98 during the last trading session, reaching $159.95. About 1.90 million shares traded or 25.16% up from the average. Shire plc (NASDAQ:SHPG) has declined 27.67% since April 25, 2017 and is downtrending. It has underperformed by 39.22% the S&P500.

Among 34 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 14 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 119 analyst reports since July 21, 2015 according to SRatingsIntel. On Wednesday, September 16 the stock rating was upgraded by BMO Capital Markets to “Outperform”. On Thursday, October 12 the stock rating was maintained by RBC Capital Markets with “Buy”. The firm has “Outperform” rating given on Monday, March 19 by Credit Suisse. The firm has “Hold” rating by Keefe Bruyette & Woods given on Wednesday, October 11. The rating was downgraded by Societe Generale on Tuesday, January 9 to “Hold”. The rating was maintained by Argus Research on Wednesday, October 14 with “Buy”. The stock has “Buy” rating by RBC Capital Markets on Thursday, June 15. BMO Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) on Thursday, June 1 with “Hold” rating. The firm has “Hold” rating given on Monday, April 25 by Ertse Group. The stock has “Buy” rating by Wells Fargo on Wednesday, December 20.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.03, from 0.91 in 2017Q3. It worsened, as 55 investors sold JPM shares while 802 reduced holdings. 142 funds opened positions while 611 raised stakes. 2.46 billion shares or 1.60% less from 2.50 billion shares in 2017Q3 were reported. Wright Invsts Ser holds 65,303 shares. Parkside Bank And Trust has 11,815 shares. Kidder Stephen W accumulated 3,890 shares or 0.15% of the stock. Wellcome Trust (The) As Trustee Of The Wellcome Trust owns 4.70 million shares. Birinyi accumulated 27,612 shares. Amer Assets Mngmt Lc reported 159,845 shares or 3.28% of all its holdings. Moreover, Cue Grp Inc has 0.51% invested in JPMorgan Chase & Co. (NYSE:JPM). Hallmark Mngmt holds 0.44% or 33,875 shares. Cibc Asset Mngmt owns 400,132 shares or 0.26% of their US portfolio. Reik Com Limited Co has invested 0.09% in JPMorgan Chase & Co. (NYSE:JPM). Guggenheim Ltd, Illinois-based fund reported 1.27M shares. Factory Mutual, Massachusetts-based fund reported 2.46M shares. The Kansas-based Truenorth has invested 1.07% in JPMorgan Chase & Co. (NYSE:JPM). Strategic Glob Advisors Limited Com has invested 1.2% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Hwg LP stated it has 1.11% in JPMorgan Chase & Co. (NYSE:JPM).

Montag A & Associates Inc decreased Vanguard Ftse Developed Market (VEA) stake by 118,504 shares to 201,448 valued at $9.04M in 2017Q4. It also reduced Oracle Corp (NYSE:ORCL) stake by 12,980 shares and now owns 57,237 shares. Corning Inc (NYSE:GLW) was reduced too.

Since October 25, 2017, it had 2 insider buys, and 8 selling transactions for $20.12 million activity. 48,344 shares were sold by Petno Douglas B, worth $5.43 million on Saturday, January 13. $1.84 million worth of JPMorgan Chase & Co. (NYSE:JPM) shares were sold by BACON ASHLEY. Erdoes Mary E. sold 65,101 shares worth $7.31 million. Lake Marianne had sold 9,194 shares worth $1.03M. Giles Nicole sold 3,783 shares worth $425,399. 2,099 JPMorgan Chase & Co. (NYSE:JPM) shares with value of $214,019 were sold by Friedman Stacey. $2.00M worth of JPMorgan Chase & Co. (NYSE:JPM) was bought by HOBSON MELLODY L on Monday, April 16.

Shire plc (NASDAQ:SHPG) Institutional Positions Chart

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