As Microsoft (MSFT) Share Price Rose, Holder Dixon Hubard Feinour & Brown Decreased by $325,040 Its Position; Interocean Capital Increases Stake in Jpmorgan Chase & Co (JPM)

May 24, 2018 - By Winifred Garcia

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Interocean Capital Llc increased its stake in Jpmorgan Chase & Co (JPM) by 5.46% based on its latest 2017Q4 regulatory filing with the SEC. Interocean Capital Llc bought 3,773 shares as the company’s stock rose 0.67% while stock markets declined. The hedge fund held 72,887 shares of the major banks company at the end of 2017Q4, valued at $7.80 million, up from 69,114 at the end of the previous reported quarter. Interocean Capital Llc who had been investing in Jpmorgan Chase & Co for a number of months, seems to be bullish on the $379.27 billion market cap company. The stock decreased 0.96% or $1.08 during the last trading session, reaching $111.41. About 10.21 million shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since May 24, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

Dixon Hubard Feinour & Brown Inc decreased its stake in Microsoft Corp (MSFT) by 3.34% based on its latest 2017Q4 regulatory filing with the SEC. Dixon Hubard Feinour & Brown Inc sold 3,824 shares as the company’s stock rose 4.63% while stock markets declined. The institutional investor held 110,744 shares of the prepackaged software company at the end of 2017Q4, valued at $9.47M, down from 114,568 at the end of the previous reported quarter. Dixon Hubard Feinour & Brown Inc who had been investing in Microsoft Corp for a number of months, seems to be less bullish one the $755.84 billion market cap company. The stock decreased 0.29% or $0.285 during the last trading session, reaching $98.375. About 15.46M shares traded. Microsoft Corporation (NASDAQ:MSFT) has risen 37.43% since May 24, 2017 and is uptrending. It has outperformed by 25.88% the S&P500.

Investors sentiment decreased to 0.88 in Q4 2017. Its down 0.03, from 0.91 in 2017Q3. It dropped, 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. Fire Gp invested in 57,736 shares or 2.01% of the stock. New England Private Wealth Advsr Ltd Llc invested 1.17% in JPMorgan Chase & Co. (NYSE:JPM). Cabot stated it has 9.97% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Appleton Prtn Ma has invested 2.61% in JPMorgan Chase & Co. (NYSE:JPM). Moreover, Phocas Corp has 0.09% invested in JPMorgan Chase & Co. (NYSE:JPM) for 10,317 shares. 484,361 are held by Private Gru. Congress Asset Communication Ma owns 111,487 shares for 0.17% of their portfolio. California Pub Employees Retirement System holds 1.36% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 9.39M shares. Capital Ok has 0.25% invested in JPMorgan Chase & Co. (NYSE:JPM). 4.17M were reported by Fil. Dynamic Advsrs Solutions Limited Liability Corporation stated it has 17,582 shares or 0.62% of all its holdings. E&G Advisors Limited Partnership holds 1.98% or 43,971 shares in its portfolio. Hotchkis And Wiley Capital Management Limited Liability Corp reported 3.98M shares. Milestone Grp Inc owns 10,446 shares. Aviva Pcl stated it has 1.68% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM).

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 120 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Neutral” rating on Wednesday, February 28 by Nomura. The firm has “Neutral” rating by Robert W. Baird given on Wednesday, November 9. The firm has “Hold” rating given on Thursday, December 21 by Keefe Bruyette & Woods. As per Tuesday, February 13, the company rating was upgraded by Keefe Bruyette & Woods. The company was upgraded on Friday, February 5 by UBS. Keefe Bruyette & Woods maintained JPMorgan Chase & Co. (NYSE:JPM) on Friday, July 14 with “Hold” rating. As per Monday, October 5, the company rating was maintained by Citigroup. The rating was maintained by Oppenheimer with “Hold” on Thursday, July 20. The stock of JPMorgan Chase & Co. (NYSE:JPM) earned “Buy” rating by Credit Suisse on Wednesday, January 24. Nomura downgraded the shares of JPM in report on Monday, January 25 to “Neutral” rating.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Seekingalpha.com which released: “JPMorgan doubles down on AI” on May 04, 2018, also Seekingalpha.com with their article: “JPMorgan: Magnificent Morgan” published on April 30, 2018, Seekingalpha.com published: “King Dimon – For Now | JPMorgan” on April 26, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Bizjournals.com and their article: “Banking Roundup: Wells Fargo hit by reports of altered documents… BofA rolls out AI assistant Erica” published on May 23, 2018 as well as Seekingalpha.com‘s news article titled: “JPMorgan Chase: A Compelling Upside Case” with publication date: May 03, 2018.

Since January 13, 2018, it had 3 buys, and 8 sales for $18.63 million activity. HOBSON MELLODY L bought $2.00M worth of stock. 26,532 shares valued at $3.01M were sold by Scher Peter on Friday, January 19. BACON ASHLEY had sold 16,434 shares worth $1.84M. 3,783 shares valued at $425,399 were sold by Giles Nicole on Saturday, January 13. Another trade for 7,280 shares valued at $825,327 was bought by CROWN JAMES S. On Saturday, January 13 Lake Marianne sold $1.03 million worth of JPMorgan Chase & Co. (NYSE:JPM) or 9,194 shares.

Interocean Capital Llc, which manages about $885.53M and $745.54 million US Long portfolio, decreased its stake in Norfolk Southern Co (NYSE:NSC) by 2,812 shares to 52,990 shares, valued at $7.68 million in 2017Q4, according to the filing. It also reduced its holding in Wal (NYSE:WMT) by 15,794 shares in the quarter, leaving it with 230,853 shares, and cut its stake in Dowdupont Inc.

Dixon Hubard Feinour & Brown Inc, which manages about $517.77 million and $369.24M US Long portfolio, upped its stake in Intel Corp (NASDAQ:INTC) by 96,080 shares to 166,073 shares, valued at $7.67M in 2017Q4, according to the filing.

More notable recent Microsoft Corporation (NASDAQ:MSFT) news were published by: 247Wallst.com which released: “Microsoft Catches Amazon as Second Most Valuable Company” on April 25, 2018, also Investorplace.com with their article: “As the Scandal Fades, Facebook, Inc. Stock Still Is Bulletproof” published on May 24, 2018, Nasdaq.com published: “5 Niche Tech ETFs Hitting All-Time Highs” on May 24, 2018. More interesting news about Microsoft Corporation (NASDAQ:MSFT) were released by: Investorplace.com and their article: “20 Stocks Hedge Fund Managers Are Buying In Bulk” published on May 23, 2018 as well as Finance.Yahoo.com‘s news article titled: “The Selloff in Baidu Inc Stock Is a Golden Buying Opportunity” with publication date: May 24, 2018.

Analysts await Microsoft Corporation (NASDAQ:MSFT) to report earnings on July, 19. They expect $1.08 earnings per share, up 10.20% or $0.10 from last year’s $0.98 per share. MSFT’s profit will be $8.30 billion for 22.77 P/E if the $1.08 EPS becomes a reality. After $0.95 actual earnings per share reported by Microsoft Corporation for the previous quarter, Wall Street now forecasts 13.68% EPS growth.

Investors sentiment decreased to 0.77 in Q4 2017. Its down 0.06, from 0.83 in 2017Q3. It is negative, as 39 investors sold MSFT shares while 1012 reduced holdings. 134 funds opened positions while 676 raised stakes. 5.46 billion shares or 0.90% less from 5.51 billion shares in 2017Q3 were reported. Independent Order Of Foresters has invested 0.35% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Alphaone Invest Svcs Lc accumulated 3,115 shares or 0.08% of the stock. New York-based Shufro Rose & Limited Liability Corporation has invested 1.74% in Microsoft Corporation (NASDAQ:MSFT). Macguire Cheswick & Tuttle Counsel Limited Liability Corp holds 1.7% in Microsoft Corporation (NASDAQ:MSFT) or 109,146 shares. Gofen And Glossberg Il has 3.02% invested in Microsoft Corporation (NASDAQ:MSFT). Macnealy Hoover Invest Mngmt Inc stated it has 2.57% of its portfolio in Microsoft Corporation (NASDAQ:MSFT). Haverford Inc holds 2.8% of its portfolio in Microsoft Corporation (NASDAQ:MSFT) for 89,523 shares. Blackhill Cap Incorporated invested in 63,300 shares or 0.98% of the stock. Ahl Limited Liability Partnership stated it has 96,535 shares. Benchmark Cap Advisors has invested 2.88% in Microsoft Corporation (NASDAQ:MSFT). Rfg Advisory Lc reported 11,296 shares. Bell National Bank & Trust holds 1.05% in Microsoft Corporation (NASDAQ:MSFT) or 43,702 shares. Carnegie Asset Mgmt Limited Liability Corp invested 1.77% in Microsoft Corporation (NASDAQ:MSFT). Moreover, Omega Advsr has 3.59% invested in Microsoft Corporation (NASDAQ:MSFT). Greylin Mangement Inc, Virginia-based fund reported 2,562 shares.

Since February 16, 2018, it had 0 insider buys, and 3 sales for $930,912 activity.

JPMorgan Chase & Co. (NYSE:JPM) Institutional Positions Chart

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