Noesis Capital Mangement Cut Its Jpmorgan Chase & Co (JPM) Holding by $555,560; Stock Declined; First National Bank Of Hutchinson Increases Stake in Constellation Brands (STZ)

February 19, 2018 - By Stephen Andrade

Noesis Capital Mangement Corp decreased its stake in Jpmorgan Chase & Co (JPM) by 3.62% based on its latest 2017Q3 regulatory filing with the SEC. Noesis Capital Mangement Corp sold 5,848 shares as the company’s stock declined 6.04% while stock markets rallied. The institutional investor held 155,796 shares of the major banks company at the end of 2017Q3, valued at $14.88 million, down from 161,644 at the end of the previous reported quarter. Noesis Capital Mangement Corp who had been investing in Jpmorgan Chase & Co for a number of months, seems to be less bullish one the $392.76 billion market cap company. The stock decreased 0.72% or $0.83 during the last trading session, reaching $114.68. About 13.21M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since February 19, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

First National Bank Of Hutchinson increased its stake in Constellation Brands Inc (STZ) by 99.23% based on its latest 2017Q3 regulatory filing with the SEC. First National Bank Of Hutchinson bought 1,540 shares as the company’s stock rose 13.40% with the market. The institutional investor held 3,092 shares of the beverages (production and distribution) company at the end of 2017Q3, valued at $616,000, up from 1,552 at the end of the previous reported quarter. First National Bank Of Hutchinson who had been investing in Constellation Brands Inc for a number of months, seems to be bullish on the $42.68 billion market cap company. The stock increased 1.22% or $2.64 during the last trading session, reaching $219.45. About 1.50 million shares traded. Constellation Brands, Inc. (NYSE:STZ) has risen 17.20% since February 19, 2017 and is uptrending. It has outperformed by 0.50% the S&P500.

Since August 21, 2017, it had 1 insider purchase, and 9 sales for $22.34 million activity. Lake Marianne sold $1.03M worth of stock. Scher Peter also sold $3.01M worth of JPMorgan Chase & Co. (NYSE:JPM) shares. On Saturday, January 13 the insider Giles Nicole sold $425,399. Erdoes Mary E. sold 65,101 shares worth $7.31M. $825,327 worth of JPMorgan Chase & Co. (NYSE:JPM) was bought by CROWN JAMES S. BACON ASHLEY had sold 16,434 shares worth $1.84 million on Saturday, January 13.

Investors sentiment decreased to 0.91 in 2017 Q3. 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. Verity And Verity Limited Liability Co reported 99,265 shares. Ohio-based Farmers Tru Communications has invested 3.29% in JPMorgan Chase & Co. (NYSE:JPM). Davis Prtn Limited Co holds 2.82% or 250,000 shares in its portfolio. Creative Planning holds 0.19% or 418,941 shares. State Board Of Administration Of Florida Retirement owns 5.16 million shares or 1.34% of their US portfolio. Schafer Cullen Capital Management holds 1.60M shares. Mount Vernon Associate Inc Md holds 27,854 shares or 4.4% of its portfolio. Virginia Retirement Et Al holds 726,158 shares or 0.84% of its portfolio. Barbara Oil Com owns 67,000 shares or 4.42% of their US portfolio. Univest Of Pennsylvania stated it has 2.24% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Cabot holds 8.58% or 154,615 shares. 1832 Asset Mngmt Ltd Partnership owns 1.82 million shares. Locust Wood Advisers Ltd Llc owns 475,224 shares for 4.3% of their portfolio. Pnc Financial Service Gp reported 10.47M shares. Hugh Johnson Advisors Ltd Liability Com holds 11,653 shares.

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 company was downgraded on Tuesday, August 16 by Bernstein. The rating was maintained by Jefferies with “Buy” on Tuesday, June 6. Nomura maintained JPMorgan Chase & Co. (NYSE:JPM) on Wednesday, September 7 with “Neutral” rating. Barclays Capital maintained it with “Buy” rating and $132.0 target in Tuesday, January 2 report. Citigroup maintained it with “Neutral” rating and $96 target in Friday, October 6 report. UBS maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Friday, January 15. UBS has “Neutral” rating and $63.0 target. Keefe Bruyette & Woods maintained JPMorgan Chase & Co. (NYSE:JPM) on Wednesday, October 14 with “Outperform” rating. As per Friday, April 28, the company rating was maintained by Vining Sparks. BMO Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) on Friday, January 12 with “Hold” rating. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Friday, January 12 by RBC Capital Markets.

Investors sentiment decreased to 1.14 in 2017 Q3. Its down 0.02, from 1.16 in 2017Q2. It fall, as 40 investors sold STZ shares while 242 reduced holdings. 79 funds opened positions while 243 raised stakes. 144.05 million shares or 0.63% more from 143.15 million shares in 2017Q2 were reported. Raymond James Trust Na reported 2,395 shares or 0.03% of all its holdings. Oregon Public Employees Retirement Fund owns 18,548 shares or 0.06% of their US portfolio. Atalanta Sosnoff Ltd stated it has 1,745 shares. Carnegie Asset Management Ltd Liability Corp has invested 0.03% in Constellation Brands, Inc. (NYSE:STZ). Marshall Wace Llp, United Kingdom-based fund reported 3,237 shares. Dana Investment Advsr stated it has 0.27% in Constellation Brands, Inc. (NYSE:STZ). Chevy Chase Tru accumulated 151,414 shares or 0.14% of the stock. Canandaigua Bank & Trust And Tru stated it has 52,124 shares. Hillman Com owns 192,657 shares. Keybank National Association Oh invested 0.01% of its portfolio in Constellation Brands, Inc. (NYSE:STZ). Scotia Cap owns 25,009 shares. Conatus Management L P, Connecticut-based fund reported 165,601 shares. Emerald Advisers Pa holds 0.02% of its portfolio in Constellation Brands, Inc. (NYSE:STZ) for 2,136 shares. Amundi Pioneer Asset has 0.04% invested in Constellation Brands, Inc. (NYSE:STZ) for 55,850 shares. Alpine Woods Capital Ltd Com, New York-based fund reported 3,500 shares.

Since August 23, 2017, it had 0 insider purchases, and 4 selling transactions for $12.05 million activity. MULLIN THOMAS J sold $10.47M worth of stock. 2,935 shares were sold by Newlands William A, worth $616,644 on Monday, October 9. Hackett William F. had sold 12,517 shares worth $2.47M on Wednesday, August 23.

Among 23 analysts covering Constellation Brands (NYSE:STZ), 16 have Buy rating, 0 Sell and 7 Hold. Therefore 70% are positive. Constellation Brands had 75 analyst reports since August 27, 2015 according to SRatingsIntel. Cowen & Co maintained the shares of STZ in report on Thursday, October 5 with “Buy” rating. The rating was initiated by UBS on Tuesday, December 15 with “Neutral”. The stock of Constellation Brands, Inc. (NYSE:STZ) earned “Buy” rating by Cowen & Co on Monday, October 16. The stock of Constellation Brands, Inc. (NYSE:STZ) has “Buy” rating given on Tuesday, September 5 by Cowen & Co. As per Thursday, September 17, the company rating was initiated by Nomura. Wells Fargo maintained the shares of STZ in report on Friday, June 30 with “Buy” rating. The company was maintained on Wednesday, September 16 by FinnCap. The stock has “Buy” rating by Stifel Nicolaus on Friday, June 30. Stifel Nicolaus maintained the stock with “Buy” rating in Thursday, August 27 report. Goldman Sachs downgraded the stock to “Neutral” rating in Monday, July 24 report.

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