Atwood & Palmer Has Increased Its Cvs Health (CVS) Position; Middleton & Co Has Raised By $761,670 Its Jpmorgan Chase & Co (JPM) Stake

December 4, 2017 - By Adrian Mccoy

Middleton & Co Inc increased Jpmorgan Chase & Co (JPM) stake by 10.55% reported in 2017Q2 SEC filing. Middleton & Co Inc acquired 8,370 shares as Jpmorgan Chase & Co (JPM)’s stock declined 6.04%. The Middleton & Co Inc holds 87,724 shares with $8.02M value, up from 79,354 last quarter. Jpmorgan Chase & Co now has $363.54B valuation. The stock increased 0.26% or $0.27 during the last trading session, reaching $104.79. About 19.68M shares traded or 59.74% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since December 4, 2016 and is uptrending. It has outperformed by 17.04% the S&P500.

Atwood & Palmer Inc increased Cvs Health Corp (CVS) stake by 4% reported in 2017Q2 SEC filing. Atwood & Palmer Inc acquired 7,774 shares as Cvs Health Corp (CVS)’s stock declined 4.23%. The Atwood & Palmer Inc holds 202,360 shares with $16.28 million value, up from 194,586 last quarter. Cvs Health Corp now has $76.10B valuation. The stock decreased 1.93% or $1.48 during the last trading session, reaching $75.12. About 10.59 million shares traded or 34.15% up from the average. CVS Health Corporation (NYSE:CVS) has declined 24.40% since December 4, 2016 and is downtrending. It has underperformed by 41.10% the S&P500.

Among 32 analysts covering JPMorgan Chase & Co (NYSE:JPM), 17 have Buy rating, 2 Sell and 13 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 88 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was maintained by Vining Sparks on Friday, April 28 with “Outperform”. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Friday, October 13 by Bank of America. UBS maintained JPMorgan Chase & Co. (NYSE:JPM) on Friday, January 15 with “Neutral” rating. On Wednesday, September 16 the stock rating was upgraded by BMO Capital Markets to “Outperform”. The firm earned “Buy” rating on Monday, October 10 by Jefferies. The rating was downgraded by Robert W. Baird to “Neutral” on Wednesday, November 9. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Overweight” rating given on Monday, January 18 by Atlantic Securities. The firm earned “Buy” rating on Friday, January 15 by Argus Research. The firm has “Outperform” rating given on Monday, August 17 by Bruyette & Woods”. On Wednesday, August 12 the stock rating was maintained by Deutsche Bank with “Buy”.

Investors sentiment increased to 1.19 in Q2 2017. Its up 0.32, from 0.87 in 2017Q1. It improved, as 56 investors sold JPM shares while 678 reduced holdings. 146 funds opened positions while 731 raised stakes. 2.69 billion shares or 4.21% more from 2.58 billion shares in 2017Q1 were reported. Waverton Invest Management holds 0.22% or 36,919 shares. Pcj Inv Counsel Limited owns 0.2% invested in JPMorgan Chase & Co. (NYSE:JPM) for 34,730 shares. 4,280 are held by Df Dent. Highvista Strategies Limited Liability Com accumulated 0.08% or 3,800 shares. 38,911 are held by Boyd Watterson Asset Mgmt Limited Liability Corporation Oh. Schroder Investment Grp Incorporated invested in 1.34% or 8.14M shares. Schnieders Cap Mngmt Ltd, a California-based fund reported 54,990 shares. Hitchwood Capital Mgmt LP has invested 4.51% in JPMorgan Chase & Co. (NYSE:JPM). Stephens Incorporated Ar has 196,382 shares for 0.62% of their portfolio. Aureus Asset Management Limited Company has invested 0.34% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Daiwa Securities Grp Inc reported 0.11% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Capital Guardian Tru accumulated 1.1% or 653,281 shares. Halsey Assoc Ct invested in 0.79% or 42,231 shares. Motco holds 1.13% or 118,723 shares in its portfolio. White Pine has invested 2.14% in JPMorgan Chase & Co. (NYSE:JPM).

Middleton & Co Inc decreased Ishares Tr (IWF) stake by 5,595 shares to 10,127 valued at $1.21 million in 2017Q2. It also reduced Alphabet Inc stake by 463 shares and now owns 13,733 shares. Exxon Mobil Corp (NYSE:XOM) was reduced too.

Since June 12, 2017, it had 0 insider purchases, and 1 sale for $18.44 million activity. Denton David M sold 230,510 shares worth $18.44 million.

Among 24 analysts covering CVS Health (NYSE:CVS), 15 have Buy rating, 0 Sell and 9 Hold. Therefore 63% are positive. CVS Health had 53 analyst reports since July 22, 2015 according to SRatingsIntel. The rating was downgraded by Wolfe Research on Monday, August 14 to “Peer Perform”. The firm has “Buy” rating by Leerink Swann given on Tuesday, November 21. The stock of CVS Health Corporation (NYSE:CVS) earned “Outperform” rating by Oppenheimer on Monday, November 2. JP Morgan maintained CVS Health Corporation (NYSE:CVS) rating on Monday, November 2. JP Morgan has “Overweight” rating and $123 target. The company was maintained on Friday, November 3 by Citigroup. Deutsche Bank maintained CVS Health Corporation (NYSE:CVS) rating on Wednesday, July 22. Deutsche Bank has “Hold” rating and $117 target. The stock has “Buy” rating by Argus Research on Monday, August 10. The stock has “Hold” rating by Jefferies on Friday, June 9. The stock has “Strong Buy” rating by S&P Research on Monday, November 2. The firm earned “Buy” rating on Friday, November 10 by Needham.

Atwood & Palmer Inc decreased Tesoro Corp (NYSE:TSO) stake by 7,394 shares to 225 valued at $21,000 in 2017Q2. It also reduced Claymore Exchange Trd Fd Tr (BSJH) stake by 147,081 shares and now owns 183,048 shares. Nxp Semiconductors N V (NASDAQ:NXPI) was reduced too.