JP Morgan Chase & Co (JPM) Position Boosted by Alley Co LLC

Elias Hubbard
November 14, 2017

The Greenhaven Associates Inc holds 7.03 million shares with $642.89M value, down from 7.32M last quarter. Stericycle Inc now has $5.47 billion valuation. Naples Global Advisors LLC now owns 10,304 shares of the financial services provider's stock valued at $905,000 after purchasing an additional 752 shares during the period. It has underperformed by 50.49% the S&P500. JPMorgan Chase & Co. comprises 1.4% of Webster Bank N. A.'s investment portfolio, making the stock its 10th largest position.

Larry Foley increased its stake in Coca Cola Co (KO) by 92% based on its latest 2017Q2 regulatory filing with the SEC.

J P Morgan Chase & Co (NYSE:JPM) General Counsel Stacey Friedman sold 2,099 shares of the stock in a transaction on Thursday, October 26th. Commonwealth National Bank Of Australia has invested 0.49% in JPMorgan Chase & Co. The value of the position overall is down by 6.9%. Keefe, Bruyette & Woods reissued a "hold" rating on shares of J P Morgan Chase & Co in a research note on Wednesday, October 11th. The stock declined 0.28% or $0.27 reaching $97.59 per share. J P Morgan Chase & Co's dividend payout ratio (DPR) is now 32.14%. HRG Group Inc (NYSE:HRG) has risen 28.87% since November 12, 2016 and is uptrending. It has outperformed by 17.04% the S&P500. Three investment analysts have rated the stock with a sell rating, fifteen have assigned a hold rating and sixteen have assigned a buy rating to the company's stock. Therefore 43% are positive. The firm has "Market Perform" rating by Bernstein given on Tuesday, August 16.

Equity analyst BMO Capital Markets raised the price target of the stock on October 13 boosting the projection from $86.00 to $91.00 and stated a "Market Perform" rating. The company was upgraded on Thursday, October 15 by Morgan Stanley. The firm has "Neutral" rating by Macquarie Research given on Friday, September 9. Credit Suisse maintained the shares of JPM in report on Monday, July 17 with "Outperform" rating. The firm has "Buy" rating given on Friday, July 7 by Jefferies. Imperial Capital maintained the stock with "In-Line" rating in Monday, February 8 report. On Tuesday, September 29 the stock rating was maintained by Raymond James with "Outperform". Facebook Inc Cl A (NASDAQ:FB) was raised too. The company was downgraded on Friday, April 29 by Stifel Nicolaus. Da Davidson And has invested 0.14% in Charles Schwab Corp (NYSE:SCHW). Its down 0.06, from 0.94 in 2017Q1. Matthew 25 Mgmt invested in 280,000 shares or 7.1% of the stock. 62 funds opened positions while 158 raised stakes. Lombard Odier Asset (Europe) Limited holds 0.08% or 11,002 shares in its portfolio. Stevens Capital Mngmt Ltd Partnership reported 81,759 shares. 790.40 million shares or 0.23% less from 792.22 million shares in 2017Q1 were reported. Whittier Tru Company has invested 0% in Stericycle Inc (NASDAQ:SRCL). Sequoia Fin Advsrs Ltd Llc holds 0.13% or 11,795 shares in its portfolio. Da Davidson & Company reported 20,556 shares or 0.04% of all its holdings. Kj Harrison Prtnrs holds 5,305 shares.

A statistical measure of the dispersion of returns (volatility) for JPM producing salvation in Investors mouth, it has week volatility of 1.52% and for the month booked as 1.22%. It improved, as 56 investors sold JPM shares while 678 reduced holdings.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the company. Mackenzie Fincl Corporation holds 0.45% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 13,750 shares. "(NYSE:JPM) news were published by: "Bloomberg.com which released: "JPMorgan Chase Defends Whistleblower Claim From Madoff Era" on October 30, 2017, also Bloomberg.com with their article: "'Phantom' JPMorgan Wealth Manager Fired for Lying, Ex-Boss Says" published on November 02, 2017, Bloomberg.com published: "JPMorgan Judge Upends $1.1 Million Whistle-Blower Verdict" on November 07, 2017. D Scott Neal has invested 0.01% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Cullen Frost Bankers Inc has 206,196 shares. RBC Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) for 145,660 shares. Valicenti Advisory Services reported 36,117 shares. Carl Domino has invested 2.34% in JPMorgan Chase & Co. (NYSE:JPM) for 36,312 shares. Alpha Windward Ltd stated it has 6,718 shares. Old Second Bancorp Of Aurora has 81,440 shares for 3.2% of their portfolio. The Missouri-based Kennedy Capital Management Inc. has invested 0.08% in the stock. (NYSE:JPM). Teachers Ins And Annuity Association Of America owns 199,800 shares for 0.63% of their portfolio. Amer Bank invested in 1.61% or 55,112 shares.

J P Morgan Chase & Co (NYSE:JPM) last posted its quarterly earnings data on Thursday, October 12th. (NYSE:JPM) last posted its earnings results on Friday, October 14th. During the same period past year, the firm earned $1.58 earnings per share.

Beta is also an important valuation ratio for analyzing the stock of the company, JPM has Beta of 1.21 while its industry and Sector's beta remains at 1.44 and 1.4 respectively. After $1.00 actual EPS reported by Sanofi SA (ADR) for the previous quarter, Wall Street now forecasts -31.00% negative EPS growth.

Point72 Asia Hong Kong Ltd increased Alibaba Group Hldg Ltd (NYSE:BABA) stake by 20,729 shares to 69,729 valued at $9.83M in 2017Q2. Zacks Investment Research upgraded J P Morgan Chase & Co from a "hold" rating to a "buy" rating and set a $103.00 price target on the stock in a research report on Tuesday, July 18th. Therefore 27% are positive. Shareholders of record on Friday, January 6th will be issued a $0.48 dividend. JPMorgan Chase & Co has $110 highest and $52 lowest target. At the moment, the average analyst rating for JPM is Hold. On Wednesday, July 13 the stock rating was initiated by Berenberg with "Sell". Jefferies has "Buy" rating and $67 target. The firm earned "Overweight" rating on Friday, January 15 by Atlantic Securities. Nomura maintained JPMorgan Chase & Co.

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