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J P Morgan Chase & Co Com (JPM) Holder First Merchants Cut Stake; As Apple (AAPL) Share Value Rose, Paradigm Financial Advisors Has Decreased Stake

JPMorgan Chase & Co. (NYSE:JPM) Logo

First Merchants Corp decreased its stake in J P Morgan Chase & Co Com (JPM) by 24.03% based on its latest 2018Q2 regulatory filing with the SEC. First Merchants Corp sold 32,462 shares as the company’s stock rose 2.83% with the market. The institutional investor held 102,608 shares of the major banks company at the end of 2018Q2, valued at $10.69M, down from 135,070 at the end of the previous reported quarter. First Merchants Corp who had been investing in J P Morgan Chase & Co Com for a number of months, seems to be less bullish one the $356.53B market cap company. The stock decreased 4.46% or $5.01 during the last trading session, reaching $107.23. About 23.56 million shares traded or 54.11% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 24.41% since December 5, 2017 and is uptrending. It has outperformed by 8.79% the S&P500. Some Historical JPM News: 26/03/2018 – SEBI: JP MORGAN MUTUAL FUND PAYS INR80.7M TO SETTLE INDIA PROBE; 23/05/2018 – JP MORGAN ALSO LOWERS SECOND QUARTER EURO ZONE GROWTH FORECAST TO 2.5 PERCENT FROM 3 PERCENT; 11/05/2018 – EXPERIAN PLC EXPN.L : JP MORGAN RAISES TARGET PRICE TO 1900P FROM 1785P; 06/04/2018 – JPMorgan Faces Lawsuit From Qaddafi’s Libyan Investment Fund; 16/05/2018 – Mellanox Presenting at JPMorgan Conference Tomorrow; 16/05/2018 – Deutsche Bank Hires JPMorgan’s Khan to Run EMEA Fintech Coverage; 14/05/2018 – Ellie Mae Presenting at JPMorgan Conference Tomorrow; 23/04/2018 – Liberty Oilfield Services at JP Morgan Energy Bus Tour May 23; 11/05/2018 – Broadridge Presenting at JPMorgan Conference May 15; 08/03/2018 – J.P. Morgan Chase Chairman and CEO Jamie Dimon was asked on Bloomberg TV Thursday about Gary Cohn leaving the President Trump administration

Paradigm Financial Advisors Llc decreased its stake in Apple Inc (AAPL) by 2.01% based on its latest 2018Q2 regulatory filing with the SEC. Paradigm Financial Advisors Llc sold 1,995 shares as the company’s stock rose 15.93% with the market. The institutional investor held 97,017 shares of the computer manufacturing company at the end of 2018Q2, valued at $17.96 million, down from 99,012 at the end of the previous reported quarter. Paradigm Financial Advisors Llc who had been investing in Apple Inc for a number of months, seems to be less bullish one the $838.47B market cap company. The stock decreased 4.40% or $8.13 during the last trading session, reaching $176.69. About 41.29 million shares traded or 6.35% up from the average. Apple Inc. (NASDAQ:AAPL) has risen 37.43% since December 5, 2017 and is uptrending. It has outperformed by 21.81% the S&P500. Some Historical AAPL News: 16/03/2018 – ChicagoBreaking: Apple’s next big product announcement is happening in Chicago; 04/05/2018 – Cramer Remix: Why Apple is a better version of Procter & Gamble; 23/05/2018 – S&P AFFIRMS APPLE ‘AA+’ RATING; OUTLOOK STABLE; 09/04/2018 – 9to5Mac: Korea likely to be third country to fine Apple for unfair contracts with carriers; 23/03/2018 – The Updated MiTek® USP Catalog App is Available on Apple, Android, and Windows Mobile Devices; 01/05/2018 – Watch Steve Jobs defend his commitment to Apple on CNBC in 1997; 24/04/2018 – Apple represents 35 percent to 40 percent of Skyworks’ sales, according to the firm; 19/04/2018 – GeekWire: FoundationDB, a very interesting NoSQL database owned by Apple, is now an open-source project; 25/04/2018 – HP Partners With PRSA-NY to Support the Big Apple President’s Diversity Data Honor Roll Award; 26/03/2018 – DailySource: Apple, IBM execs call for stiffer data rules. (USA TODAY) Video:

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Fool.com which released: “3 Top Bank Stocks to Buy in November – The Motley Fool” on November 18, 2018, also Thestreet.com with their article: “Global Stocks Sink, NYSE Closes, Les Moonves, Facebook – 5 Things You Must Know – TheStreet” published on December 05, 2018, Bizjournals.com published: “Banking Roundup: Buffett ups JPMorgan stake… BofA’s federal discrimination suit dismissed – L.A. Biz” on November 21, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Investorplace.com and their article: “Looking for a Bank Buy? You Can Do a Lot Better than Wells Fargo Stock – Investorplace.com” published on November 07, 2018 as well as Streetinsider.com‘s news article titled: “JPMorgan (JPM) call put ratio 1 call to 1.4 puts with focus on December 110 puts as shares sell off 1.6% – StreetInsider.com” with publication date: December 04, 2018.

Investors sentiment increased to 0.99 in Q2 2018. Its up 0.18, from 0.81 in 2018Q1. It is positive, as 51 investors sold JPM shares while 741 reduced holdings. 112 funds opened positions while 669 raised stakes. 2.34 billion shares or 2.08% less from 2.39 billion shares in 2018Q1 were reported. Citigroup, New York-based fund reported 3.73 million shares. Westwood Gp stated it has 1.98% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Norinchukin Bankshares The holds 382,376 shares. Manufacturers Life Insurance The reported 1.11% in JPMorgan Chase & Co. (NYSE:JPM). Cohen Cap Mgmt reported 3.21% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Financial Bank Of Stockton holds 1.51% or 26,644 shares in its portfolio. Endeavour Advsrs Incorporated reported 3.15% in JPMorgan Chase & Co. (NYSE:JPM). Winfield Assoc accumulated 2,280 shares. The Texas-based Cullen Frost Bankers has invested 0.86% in JPMorgan Chase & Co. (NYSE:JPM). Putnam Lc has invested 1.89% in JPMorgan Chase & Co. (NYSE:JPM). Svcs Wi invested in 2.16% or 22,258 shares. Tillar reported 21,191 shares. Cypress Limited Liability Corp (Wy) holds 5,380 shares or 0.59% of its portfolio. Symphony Asset Mngmt Llc holds 28,311 shares. Assetmark Inc stated it has 0.24% in JPMorgan Chase & Co. (NYSE:JPM).

Analysts await JPMorgan Chase & Co. (NYSE:JPM) to report earnings on January, 11. They expect $2.24 earnings per share, up 27.27% or $0.48 from last year’s $1.76 per share. JPM’s profit will be $7.45B for 11.97 P/E if the $2.24 EPS becomes a reality. After $2.34 actual earnings per share reported by JPMorgan Chase & Co. for the previous quarter, Wall Street now forecasts -4.27% negative EPS growth.

First Merchants Corp, which manages about $574.65M US Long portfolio, upped its stake in Cullen Frost Bankers Com (NYSE:CFR) by 8,654 shares to 20,486 shares, valued at $2.22 million in 2018Q2, according to the filing. It also increased its holding in Home Depot Inc Com (NYSE:HD) by 1,688 shares in the quarter, for a total of 20,352 shares, and has risen its stake in Lam Research Corp Com (NASDAQ:LRCX).

Among 34 analysts covering JPMorgan Chase & Co (NYSE:JPM), 19 have Buy rating, 2 Sell and 13 Hold. Therefore 56% are positive. JPMorgan Chase & Co had 124 analyst reports since July 21, 2015 according to SRatingsIntel. RBC Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) on Friday, August 18 with “Buy” rating. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Wednesday, April 26 by Guggenheim. As per Tuesday, August 25, the company rating was upgraded by Credit Agricole. The rating was downgraded by Credit Suisse on Thursday, January 11 to “Hold”. The rating was maintained by Keefe Bruyette & Woods on Tuesday, June 6 with “Hold”. Robert W. Baird maintained the stock with “Neutral” rating in Friday, October 13 report. The company was upgraded on Friday, January 15 by Atlantic Securities. Credit Suisse upgraded the stock to “Buy” rating in Thursday, April 12 report. Robert W. Baird downgraded JPMorgan Chase & Co. (NYSE:JPM) rating on Wednesday, November 9. Robert W. Baird has “Neutral” rating and $72 target. Jefferies maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Monday, October 10. Jefferies has “Buy” rating and $77 target.

Since July 23, 2018, it had 1 buying transaction, and 1 sale for $3.38 million activity. HOBSON MELLODY L had bought 1,150 shares worth $125,281.

Analysts await Apple Inc. (NASDAQ:AAPL) to report earnings on February, 7. They expect $4.74 earnings per share, up 21.85% or $0.85 from last year’s $3.89 per share. AAPL’s profit will be $22.49 billion for 9.32 P/E if the $4.74 EPS becomes a reality. After $2.91 actual earnings per share reported by Apple Inc. for the previous quarter, Wall Street now forecasts 62.89% EPS growth.

Investors sentiment increased to 0.71 in Q2 2018. Its up 0.02, from 0.69 in 2018Q1. It increased, as 57 investors sold AAPL shares while 1002 reduced holdings. 132 funds opened positions while 622 raised stakes. 2.77 billion shares or 3.26% less from 2.86 billion shares in 2018Q1 were reported. 108,258 are held by Btr Cap Mgmt. Truepoint holds 0.48% or 28,872 shares. Needham Investment Management Limited Liability Com holds 23,450 shares or 1.22% of its portfolio. Skylands Capital Lc holds 7.89% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 323,875 shares. Dowling And Yahnke Limited Liability Corp holds 130,831 shares or 2.25% of its portfolio. Lee Danner Bass Inc holds 144,476 shares. 6,502 were accumulated by Birmingham Mngmt Com Al. Verus Ptnrs invested in 4,293 shares. Kings Point Management accumulated 76,213 shares or 2.78% of the stock. Bluemountain Capital Mngmt Ltd Limited Liability Company has 50,440 shares for 0.17% of their portfolio. 37,788 were accumulated by Old Second Fincl Bank Of Aurora. Lakeview Cap Prtn reported 3.69% of its portfolio in Apple Inc. (NASDAQ:AAPL). Investec Asset Management, a United Kingdom-based fund reported 954,160 shares. Highvista Strategies Limited Com reported 4,200 shares stake. Boston Private Wealth Ltd has 5.12% invested in Apple Inc. (NASDAQ:AAPL) for 721,814 shares.

Since June 8, 2018, it had 0 insider purchases, and 3 insider sales for $4.86 million activity. KONDO CHRIS sold $647,520 worth of stock or 3,408 shares. The insider AHRENDTS ANGELA J sold 6,568 shares worth $1.24 million.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: Nasdaq.com which released: “How Supreme Court Ruling Could Harm Apple (AAPL) Stock – Nasdaq” on November 26, 2018, also Nasdaq.com with their article: “Noteworthy Wednesday Option Activity: TSLA, AAPL, GOOGL – Nasdaq” published on November 21, 2018, Seekingalpha.com published: “Recent Purchase: Apple – Seeking Alpha” on November 18, 2018. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Seekingalpha.com and their article: “Analyst: Google, Amazon releasing AirPods rivals – Seeking Alpha” published on December 05, 2018 as well as Nasdaq.com‘s news article titled: “Apple Inc. (AAPL) Ex-Dividend Date Scheduled for November 08, 2018 – Nasdaq” with publication date: November 07, 2018.

Paradigm Financial Advisors Llc, which manages about $234.46M US Long portfolio, upped its stake in Call Chevron Corporation (Call) (NYSE:CVX) by 3,000 shares to 13,000 shares, valued at $1.64M in 2018Q2, according to the filing. It also increased its holding in Call Qualcomm Inc (Call) (NASDAQ:QCOM) by 25,000 shares in the quarter, for a total of 28,000 shares, and has risen its stake in Qualcomm Inc (NASDAQ:QCOM).

Among 58 analysts covering Apple Inc. (NASDAQ:AAPL), 35 have Buy rating, 1 Sell and 22 Hold. Therefore 60% are positive. Apple Inc. had 454 analyst reports since July 21, 2015 according to SRatingsIntel. UBS maintained it with “Buy” rating and $140 target in Monday, November 16 report. The rating was maintained by BMO Capital Markets with “Buy” on Friday, September 11. RBC Capital Markets maintained the stock with “Outperform” rating in Wednesday, July 27 report. On Wednesday, January 17 the stock rating was maintained by Bank of America with “Buy”. The firm earned “Hold” rating on Wednesday, August 2 by KeyBanc Capital Markets. As per Monday, July 10, the company rating was maintained by Piper Jaffray. The stock of Apple Inc. (NASDAQ:AAPL) earned “Overweight” rating by Morgan Stanley on Tuesday, January 23. The stock of Apple Inc. (NASDAQ:AAPL) has “Overweight” rating given on Monday, October 16 by KeyBanc Capital Markets. The stock of Apple Inc. (NASDAQ:AAPL) earned “Buy” rating by Maxim Group on Thursday, September 14. Bank of America downgraded the shares of AAPL in report on Wednesday, August 5 to “Neutral” rating.

Apple Inc. (NASDAQ:AAPL) Institutional Positions Chart

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