As Jpmorgan Chase & Co (JPM) Shares Declined, Holder Benin Management Has Lowered Its Holding; Marble Harbor Investment Counsel Has Raised Its Microsoft (MSFT) Stake by $566,840 as Share Value Rose

January 20, 2018 - By Marie Mckinney

Benin Management Corp decreased its stake in Jpmorgan Chase & Co (JPM) by 18.38% based on its latest 2017Q3 regulatory filing with the SEC. Benin Management Corp sold 3,400 shares as the company’s stock declined 6.04% while stock markets rallied. The institutional investor held 15,101 shares of the major banks company at the end of 2017Q3, valued at $1.44M, down from 18,501 at the end of the previous reported quarter. Benin Management Corp who had been investing in Jpmorgan Chase & Co for a number of months, seems to be less bullish one the $392.06B market cap company. The stock decreased 0.22% or $0.25 during the last trading session, reaching $113.01. About 18.79M shares traded or 40.10% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since January 20, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

Marble Harbor Investment Counsel Llc increased its stake in Microsoft Corp (MSFT) by 3.83% based on its latest 2017Q3 regulatory filing with the SEC. Marble Harbor Investment Counsel Llc bought 7,660 shares as the company’s stock rose 4.75% with the market. The hedge fund held 207,734 shares of the prepackaged software company at the end of 2017Q3, valued at $15.47M, up from 200,074 at the end of the previous reported quarter. Marble Harbor Investment Counsel Llc who had been investing in Microsoft Corp for a number of months, seems to be bullish on the $694.31B market cap company. The stock decreased 0.11% or $0.1 during the last trading session, reaching $90. About 36.88 million shares traded or 57.70% up from the average. Microsoft Corporation (NASDAQ:MSFT) has risen 34.52% since January 20, 2017 and is uptrending. It has outperformed by 17.82% the S&P500.

Marble Harbor Investment Counsel Llc, which manages about $510.43 million and $490.35 million US Long portfolio, decreased its stake in Pfizer Inc (NYSE:PFE) by 9,124 shares to 329,963 shares, valued at $11.78 million in 2017Q3, according to the filing.

Among 35 analysts covering Microsoft Corporation (NASDAQ:MSFT), 29 have Buy rating, 2 Sell and 4 Hold. Therefore 83% are positive. Microsoft Corporation had 145 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was maintained by Nomura with “Buy” on Tuesday, April 19. The company was maintained on Friday, October 21 by BMO Capital Markets. Goldman Sachs upgraded Microsoft Corporation (NASDAQ:MSFT) rating on Thursday, November 17. Goldman Sachs has “Buy” rating and $68 target. The firm earned “Buy” rating on Wednesday, June 14 by Bank of America. The firm earned “Sell” rating on Tuesday, June 13 by Jefferies. The firm has “Outperform” rating given on Wednesday, July 20 by BMO Capital Markets. BMO Capital Markets maintained Microsoft Corporation (NASDAQ:MSFT) on Friday, January 27 with “Outperform” rating. As per Friday, January 8, the company rating was initiated by BMO Capital Markets. The firm has “Buy” rating by UBS given on Friday, October 21. Vetr upgraded Microsoft Corporation (NASDAQ:MSFT) rating on Friday, August 21. Vetr has “Hold” rating and $47.66 target.

Since August 4, 2017, it had 0 insider purchases, and 3 sales for $513.86 million activity. COURTOIS JEAN PHILIPPE also sold $1.98 million worth of Microsoft Corporation (NASDAQ:MSFT) shares. Morfit G Mason sold $507.89 million worth of Microsoft Corporation (NASDAQ:MSFT) on Friday, August 4.

Investors sentiment increased to 0.83 in 2017 Q3. Its up 0.01, from 0.82 in 2017Q2. It improved, as 40 investors sold MSFT shares while 952 reduced holdings. 114 funds opened positions while 708 raised stakes. 5.51 billion shares or 0.32% less from 5.53 billion shares in 2017Q2 were reported. Mayo Investment Advisers Limited Liability Company holds 4.14% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 121,046 shares. Pension Limited Co has 3,000 shares. Moreover, Janney Montgomery Scott Lc has 1.18% invested in Microsoft Corporation (NASDAQ:MSFT) for 1.39 million shares. Patriot Wealth Mgmt owns 127,151 shares. Hillsdale Invest reported 800 shares. Longer Investments reported 34,950 shares or 2.32% of all its holdings. Bluestein R H And Communications holds 444,688 shares. Acr Alpine Cap Rech Ltd Llc has invested 7.31% in Microsoft Corporation (NASDAQ:MSFT). Assocs Ny holds 17,460 shares. Investors, California-based fund reported 321.40M shares. Jw Asset Ltd Limited Liability Company reported 53,000 shares. Ohio-based Randolph Com has invested 4.7% in Microsoft Corporation (NASDAQ:MSFT). Cap Rech owns 79.92 million shares. Grace White invested 0.15% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Marshwinds Advisory holds 2.83% or 81,762 shares.

Investors sentiment decreased to 0.91 in Q3 2017. Its down 0.28, from 1.19 in 2017Q2. It turned negative, as 65 investors sold JPM shares while 767 reduced holdings. 125 funds opened positions while 635 raised stakes. 2.50 billion shares or 7.05% less from 2.69 billion shares in 2017Q2 were reported. Cove Street Cap Ltd Liability Company owns 98,641 shares for 1.05% of their portfolio. Delta Asset Mngmt Limited Liability Tn owns 15,117 shares or 0.22% of their US portfolio. Schafer Cullen Management has 1.60M shares. Bank & Trust Of Hawaii stated it has 0.69% in JPMorgan Chase & Co. (NYSE:JPM). Parametric Assoc Ltd Liability Company invested in 1.07% or 10.08 million shares. Sonata Capital Grp Inc owns 1.06% invested in JPMorgan Chase & Co. (NYSE:JPM) for 14,900 shares. Moreover, Shell Asset Management Company has 0.59% invested in JPMorgan Chase & Co. (NYSE:JPM) for 578,345 shares. Winslow Evans Crocker owns 19,490 shares. Mengis Management holds 3.19% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 49,786 shares. Girard Partners Ltd invested in 1.33% or 67,261 shares. Towercrest Cap Mngmt has 0.25% invested in JPMorgan Chase & Co. (NYSE:JPM). Ameriprise owns 36.25M shares. Allstate reported 0.01% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Rothschild Cap Ltd holds 5.08% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 111,622 shares. Sandhill Cap Prtnrs Ltd Liability Corporation stated it has 0.38% in JPMorgan Chase & Co. (NYSE:JPM).

Among 33 analysts covering JPMorgan Chase & Co (NYSE:JPM), 16 have Buy rating, 2 Sell and 15 Hold. Therefore 48% are positive. JPMorgan Chase & Co had 107 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was maintained by Robert W. Baird on Tuesday, January 2 with “Hold”. The firm has “Hold” rating given on Friday, July 14 by Oppenheimer. The stock has “Hold” rating by BMO Capital Markets on Wednesday, August 23. The stock has “Buy” rating by Argus Research on Monday, January 18. On Thursday, December 21 the stock rating was maintained by Keefe Bruyette & Woods with “Hold”. UBS reinitiated the stock with “Buy” rating in Wednesday, January 11 report. On Friday, August 28 the stock rating was downgraded by Vetr to “Strong-Buy”. On Tuesday, August 16 the stock rating was downgraded by Bernstein to “Market Perform”. On Wednesday, January 17 the stock rating was maintained by Wells Fargo with “Buy”. The firm has “Buy” rating given on Tuesday, July 21 by Jefferies.

Since August 21, 2017, it had 0 buys, and 9 selling transactions for $21.06 million activity. Erdoes Mary E. sold $7.31 million worth of JPMorgan Chase & Co. (NYSE:JPM) on Saturday, January 13. $5.43M worth of JPMorgan Chase & Co. (NYSE:JPM) was sold by Petno Douglas B on Saturday, January 13. $1.84 million worth of JPMorgan Chase & Co. (NYSE:JPM) shares were sold by BACON ASHLEY. The insider Giles Nicole sold 3,783 shares worth $425,399. Lake Marianne sold 9,194 shares worth $1.03 million. Shares for $1.91M were sold by Scher Peter on Saturday, January 13.

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our daily email newsletter.





Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter:


Recent Posts

Twitter Auto Publish Powered By : XYZScripts.com