Jpmorgan Chase & Co (JPM) Holder Wilsey Asset Management Trimmed Its Position; As Henry Jack & Assoc (JKHY) Valuation Rose, Private Advisor Group Has Cut Holding

February 20, 2018 - By Maria Brooks

Private Advisor Group Llc decreased its stake in Henry Jack & Assoc Inc (JKHY) by 51.58% based on its latest 2017Q3 regulatory filing with the SEC. Private Advisor Group Llc sold 3,971 shares as the company’s stock rose 8.76% with the market. The institutional investor held 3,728 shares of the technology company at the end of 2017Q3, valued at $392,000, down from 7,699 at the end of the previous reported quarter. Private Advisor Group Llc who had been investing in Henry Jack & Assoc Inc for a number of months, seems to be less bullish one the $9.39 billion market cap company. The stock decreased 0.40% or $0.49 during the last trading session, reaching $121.59. About 153,419 shares traded. Jack Henry & Associates, Inc. (NASDAQ:JKHY) has risen 21.47% since February 20, 2017 and is uptrending. It has outperformed by 4.77% the S&P500.

Wilsey Asset Management Inc decreased its stake in Jpmorgan Chase & Co (JPM) by 3.52% based on its latest 2017Q3 regulatory filing with the SEC. Wilsey Asset Management Inc sold 5,099 shares as the company’s stock declined 6.04% while stock markets rallied. The institutional investor held 139,739 shares of the major banks company at the end of 2017Q3, valued at $13.39 million, down from 144,838 at the end of the previous reported quarter. Wilsey Asset Management Inc who had been investing in Jpmorgan Chase & Co for a number of months, seems to be less bullish one the $393.08 billion market cap company. The stock increased 0.08% or $0.09 during the last trading session, reaching $114.77. About 7.18M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since February 20, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

Since September 20, 2017, it had 1 buy, and 2 sales for $2.18 million activity. $2.03M worth of Jack Henry & Associates, Inc. (NASDAQ:JKHY) was sold by WILLIAMS KEVIN D. Wilson Thomas Hampton Jr. bought $119,398 worth of stock or 1,000 shares.

Among 7 analysts covering Jack Henry (NASDAQ:JKHY), 1 have Buy rating, 0 Sell and 6 Hold. Therefore 14% are positive. Jack Henry had 17 analyst reports since August 27, 2015 according to SRatingsIntel. RBC Capital Markets maintained the shares of JKHY in report on Wednesday, February 7 with “Hold” rating. The company was maintained on Wednesday, July 5 by RBC Capital Markets. The firm has “Equal-Weight” rating given on Thursday, August 27 by Stephens. Robert W. Baird maintained the shares of JKHY in report on Wednesday, January 24 with “Neutral” rating. Oppenheimer downgraded the stock to “Perform” rating in Wednesday, August 24 report. Cantor Fitzgerald initiated it with “Buy” rating and $112.0 target in Monday, August 28 report. The stock of Jack Henry & Associates, Inc. (NASDAQ:JKHY) has “Neutral” rating given on Tuesday, October 10 by Robert W. Baird. The stock of Jack Henry & Associates, Inc. (NASDAQ:JKHY) earned “Sector Perform” rating by RBC Capital Markets on Thursday, August 27. The firm has “Hold” rating given on Thursday, November 9 by RBC Capital Markets. The stock has “Hold” rating by Oppenheimer on Tuesday, August 15.

Private Advisor Group Llc, which manages about $5.58B and $4.04B US Long portfolio, upped its stake in Cvs Health Corp (NYSE:CVS) by 6,399 shares to 43,793 shares, valued at $3.28 million in 2017Q3, according to the filing. It also increased its holding in Applied Matls Inc (NASDAQ:AMAT) by 6,072 shares in the quarter, for a total of 37,194 shares, and has risen its stake in Vanguard Index Fds (VV).

Investors sentiment decreased to 1.03 in 2017 Q3. Its down 0.28, from 1.31 in 2017Q2. It dropped, as 23 investors sold JKHY shares while 133 reduced holdings. 46 funds opened positions while 115 raised stakes. 66.01 million shares or 3.59% less from 68.47 million shares in 2017Q2 were reported. Credit Agricole S A holds 68,520 shares or 0.02% of its portfolio. Fjarde Ap accumulated 28,374 shares. Moreover, Blackrock has 0.04% invested in Jack Henry & Associates, Inc. (NASDAQ:JKHY). New England Private Wealth Advsrs Limited Company has invested 0.09% in Jack Henry & Associates, Inc. (NASDAQ:JKHY). Massachusetts-based Crow Point Prtnrs Limited Liability has invested 0% in Jack Henry & Associates, Inc. (NASDAQ:JKHY). National Bank & Trust Of America De invested in 634,732 shares or 0.01% of the stock. Signalpoint Asset Mgmt Ltd Com holds 5,832 shares or 0.3% of its portfolio. Geode Management Ltd Llc holds 821,901 shares or 0.03% of its portfolio. Smith Moore And accumulated 4,387 shares. State Of Wisconsin Invest Board has invested 0.02% of its portfolio in Jack Henry & Associates, Inc. (NASDAQ:JKHY). Ameriprise Finance has 372,327 shares for 0.02% of their portfolio. Cubist Systematic Strategies Limited Liability Corporation stated it has 9,246 shares. Robeco Institutional Asset Management Bv owns 0.52% invested in Jack Henry & Associates, Inc. (NASDAQ:JKHY) for 810,053 shares. Boston Private Wealth Ltd Llc holds 6,177 shares. Weaver C Barksdale And has 0.01% invested in Jack Henry & Associates, Inc. (NASDAQ:JKHY) for 76 shares.

Since August 21, 2017, it had 1 buying transaction, and 9 sales for $22.34 million activity. On Saturday, January 13 the insider Friedman Stacey sold $1.99 million. $1.91 million worth of JPMorgan Chase & Co. (NYSE:JPM) shares were sold by Scher Peter. $1.03 million worth of JPMorgan Chase & Co. (NYSE:JPM) was sold by Lake Marianne. 65,101 shares valued at $7.31M were sold by Erdoes Mary E. on Saturday, January 13. Petno Douglas B had sold 48,344 shares worth $5.43M on Saturday, January 13. 7,280 shares were bought by CROWN JAMES S, worth $825,327.

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. Fairfield Bush & Com reported 140,539 shares. First Dallas Securities has invested 0.6% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Huber Capital Management Limited Liability holds 2.32% or 440,881 shares. Walter Keenan Fincl Consulting Mi Adv invested 2.99% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Greenhaven Associate holds 9.9% in JPMorgan Chase & Co. (NYSE:JPM) or 6.91 million shares. Van Hulzen Asset Ltd holds 0.28% or 8,760 shares in its portfolio. Mitchell Mcleod Pugh And Williams Incorporated reported 19,295 shares. Salzhauer Michael stated it has 1.32% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Atalanta Sosnoff Lc invested in 4% or 1.21 million shares. Marble Harbor Investment Counsel Lc has invested 0.05% in JPMorgan Chase & Co. (NYSE:JPM). Terril Brothers Inc has invested 2.5% in JPMorgan Chase & Co. (NYSE:JPM). 111,305 were accumulated by Congress Asset Mgmt Ma. Fundx Inv Gp Limited Com reported 4,817 shares or 0.19% of all its holdings. Royal State Bank Of Canada reported 13.88 million shares or 0.64% of all its holdings. Aspen Inv Management Incorporated has invested 1.13% in JPMorgan Chase & Co. (NYSE:JPM).

Wilsey Asset Management Inc, which manages about $136.59M and $155.04 million US Long portfolio, upped its stake in Intel Corp (NASDAQ:INTC) by 29,010 shares to 247,864 shares, valued at $9.61M in 2017Q3, according to the filing.

Among 33 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 13 Hold. Therefore 55% are positive. JPMorgan Chase & Co had 110 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was maintained by Keefe Bruyette & Woods on Tuesday, October 3 with “Hold”. The firm has “Overweight” rating given on Friday, October 13 by Barclays Capital. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Mkt Perform” rating given on Tuesday, January 17 by Keefe Bruyette & Woods. The firm has “Hold” rating by BMO Capital Markets given on Wednesday, August 23. The firm has “Overweight” rating given on Tuesday, January 3 by Barclays Capital. The firm has “Strong-Buy” rating by Vetr given on Friday, August 28. The firm has “Outperform” rating given on Tuesday, August 25 by Credit Agricole. The firm earned “Hold” rating on Tuesday, September 26 by Deutsche Bank. The rating was upgraded by Credit Suisse to “Buy” on Thursday, January 4. The rating was maintained by BMO Capital Markets on Friday, July 14 with “Hold”.

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