Oakwood Capital Management Lowered Its J.P. Morgan Chase& Co (JPM) Holding; First Trust (FEO) Sentiment Is 1.43

May 23, 2018 - By Vivian Park

JPMorgan Chase & Co. (NYSE:JPM) Logo

Oakwood Capital Management Llc decreased J.P. Morgan Chase& Co (JPM) stake by 2.97% reported in 2017Q4 SEC filing. Oakwood Capital Management Llc sold 3,045 shares as J.P. Morgan Chase& Co (JPM)’s stock rose 0.67%. The Oakwood Capital Management Llc holds 99,461 shares with $10.64 million value, down from 102,506 last quarter. J.P. Morgan Chase& Co now has $384.72 billion valuation. The stock increased 0.77% or $0.86 during the last trading session, reaching $113.01. About 11.51M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since May 23, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

First Trust (FEO) investors sentiment increased to 1.43 in 2017 Q4. It’s up 0.18, from 1.25 in 2017Q3. The ratio has increased, as 10 investment managers increased or opened new equity positions, while 7 sold and decreased holdings in First Trust. The investment managers in our database now have: 1.57 million shares, down from 1.64 million shares in 2017Q3. Also, the number of investment managers holding First Trust in top ten equity positions was flat from 0 to 0 for the same number . Sold All: 1 Reduced: 6 Increased: 6 New Position: 4.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Investorplace.com which released: “5 Top Stock Trades for Wednesday Morning” on May 22, 2018, also Benzinga.com with their article: “Benzinga’s Insider Buys Of The Week: JPMorgan, Philip Morris And More” published on May 20, 2018, Seekingalpha.com published: “JPMorgan back to business in China” on May 14, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Seekingalpha.com and their article: “King Dimon – For Now | JPMorgan” published on April 26, 2018 as well as Seekingalpha.com‘s news article titled: “JPMorgan doubles down on AI” with publication date: May 04, 2018.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.03, from 0.91 in 2017Q3. It dived, 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. Coe Capital Ltd Liability Corporation invested 3.06% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Norris Perne French Llp Mi has 80,033 shares for 1.24% of their portfolio. Wesbanco Financial Bank stated it has 2.28% in JPMorgan Chase & Co. (NYSE:JPM). 110,397 are held by Farmers And Merchants Investments. Gradient Invs Ltd Com reported 0.5% in JPMorgan Chase & Co. (NYSE:JPM). Two Sigma Securities Ltd Com has 0.04% invested in JPMorgan Chase & Co. (NYSE:JPM). Hayek Kallen Inv stated it has 3,168 shares. Covington Mgmt owns 199,447 shares. 54,475 are held by Leonetti Associate Ltd. 43,860 are held by White Pine Investment. Mitchell Mgmt has invested 0.2% in JPMorgan Chase & Co. (NYSE:JPM). 29,857 were reported by Granite Invest Prns Limited Liability Company. Aspiriant Limited Liability Company stated it has 3,159 shares. Piedmont Inv reported 751,866 shares. Burt Wealth Advisors has invested 0.34% 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. Nomura downgraded the shares of JPM in report on Monday, January 25 to “Neutral” rating. On Friday, October 13 the stock rating was maintained by Robert W. Baird with “Neutral”. As per Wednesday, October 11, the company rating was maintained by Keefe Bruyette & Woods. The rating was maintained by Wells Fargo with “Buy” on Wednesday, December 20. The stock of JPMorgan Chase & Co. (NYSE:JPM) earned “Strong-Buy” rating by Vetr on Friday, August 28. The rating was downgraded by Portales Partners to “Underperform” on Monday, February 22. The rating was downgraded by Goldman Sachs to “Neutral” on Monday, January 11. The firm earned “Hold” rating on Friday, April 13 by Nomura. The firm has “Hold” rating by Robert W. Baird given on Wednesday, September 20. The firm has “Buy” rating given on Friday, July 7 by Jefferies.

Oakwood Capital Management Llc increased Dfa U.S. Vector Equity Port Fd (DFVEX) stake by 19,619 shares to 869,835 valued at $16.68 million in 2017Q4. It also upped Dfa Global Real Estate Fund (DFGEX) stake by 39,025 shares and now owns 764,084 shares. Dfa Enhanced Us Lrg Co Port was raised too.

Since January 13, 2018, it had 3 insider buys, and 8 sales for $18.63 million activity. Shares for $1.91M were sold by Scher Peter. Lake Marianne sold $1.03M worth of stock. $1.84 million worth of JPMorgan Chase & Co. (NYSE:JPM) was sold by BACON ASHLEY. The insider CROWN JAMES S bought 7,280 shares worth $825,327. HOBSON MELLODY L bought $2.00 million worth of JPMorgan Chase & Co. (NYSE:JPM) on Monday, April 16. Another trade for 48,344 shares valued at $5.43M was made by Petno Douglas B on Saturday, January 13. Friedman Stacey sold 17,729 shares worth $1.99M.

Analysts await JPMorgan Chase & Co. (NYSE:JPM) to report earnings on July, 13. They expect $2.26 earnings per share, up 24.18% or $0.44 from last year’s $1.82 per share. JPM’s profit will be $7.69B for 12.50 P/E if the $2.26 EPS becomes a reality. After $2.37 actual earnings per share reported by JPMorgan Chase & Co. for the previous quarter, Wall Street now forecasts -4.64% negative EPS growth.

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

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