Ci Global Investments Has Raised Its Holding in Us Bancorp Del (USB) as Share Price Declined; Jpmorgan Chase & Co (JPM) Stock Rose While Clough Capital Partners LP Has Increased Stake

JPMorgan Chase & Co. (NYSE:JPM) Logo

Ci Global Investments Inc increased its stake in Us Bancorp Del (USB) by 283.24% based on its latest 2017Q4 regulatory filing with the SEC. Ci Global Investments Inc bought 49,633 shares as the company’s stock declined 8.45% with the market. The institutional investor held 67,156 shares of the major banks company at the end of 2017Q4, valued at $3.60M, up from 17,523 at the end of the previous reported quarter. Ci Global Investments Inc who had been investing in Us Bancorp Del for a number of months, seems to be bullish on the $84.51B market cap company. The stock increased 0.93% or $0.47 during the last trading session, reaching $51.25. About 5.18 million shares traded. U.S. Bancorp (NYSE:USB) has declined 4.48% since April 30, 2017 and is downtrending. It has underperformed by 16.03% the S&P500.

Charles Clough increased its stake in Jpmorgan Chase & Co (JPM) by 10.63% based on its latest 2017Q4 regulatory filing with the SEC. Clough Capital Partners LP bought 34,300 shares as the company’s stock rose 0.67% while stock markets declined. The hedge fund run by Charles Clough held 357,100 shares of the major banks company at the end of 2017Q4, valued at $38.19 million, up from 322,800 at the end of the previous reported quarter. Clough Capital Partners LP who had been investing in Jpmorgan Chase & Co for a number of months, seems to be bullish on the $372.43B market cap company. The stock decreased 0.64% or $0.7 during the last trading session, reaching $109.4. About 9.38 million shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since April 30, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

Clough Capital Partners L P, which manages about $5.01B and $1.20B US Long portfolio, decreased its stake in Align Technology Inc (NASDAQ:ALGN) by 59,420 shares to 40,745 shares, valued at $9.05M in 2017Q4, according to the filing. It also reduced its holding in Cognizant Technology Solutio (NASDAQ:CTSH) by 99,100 shares in the quarter, leaving it with 229,800 shares, and cut its stake in Baozun Inc.

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 119 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Neutral” rating given on Monday, January 18 by UBS. The rating was maintained by Oppenheimer on Friday, July 14 with “Hold”. The rating was downgraded by Societe Generale to “Hold” on Tuesday, January 9. The stock of JPMorgan Chase & Co. (NYSE:JPM) earned “Buy” rating by Argus Research on Wednesday, October 14. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Monday, October 5 by Citigroup. The rating was maintained by RBC Capital Markets on Thursday, October 12 with “Buy”. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Monday, November 13 by RBC Capital Markets. Keefe Bruyette & Woods upgraded the shares of JPM in report on Tuesday, February 13 to “Buy” rating. BMO Capital Markets maintained it with “Market Perform” rating and $91 target in Friday, October 13 report. Wells Fargo maintained the stock with “Buy” rating in Wednesday, January 17 report.

Since January 13, 2018, it had 2 insider purchases, and 8 sales for $20.12 million activity. Another trade for 7,280 shares valued at $825,327 was bought by CROWN JAMES S. Another trade for 16,434 shares valued at $1.84M was made by BACON ASHLEY on Saturday, January 13. 48,344 shares were sold by Petno Douglas B, worth $5.43M on Saturday, January 13. Another trade for 18,000 shares valued at $2.00 million was bought by HOBSON MELLODY L. Another trade for 17,057 shares valued at $1.91M was made by Scher Peter on Saturday, January 13. Giles Nicole sold $425,399 worth of stock.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.03, from 0.91 in 2017Q3. It worsened, 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. Private Wealth Ltd reported 3.69% in JPMorgan Chase & Co. (NYSE:JPM). Drw Securities Lc has invested 0.55% in JPMorgan Chase & Co. (NYSE:JPM). Karpas Strategies Ltd Limited Liability Company invested in 15,417 shares or 0.71% of the stock. 17,560 were reported by Warren Averett Asset Management Lc. Commerzbank Aktiengesellschaft Fi has invested 0.2% in JPMorgan Chase & Co. (NYSE:JPM). Clear Harbor Asset Mgmt Ltd Liability Corporation invested 1% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Btr Management owns 169,331 shares for 3.54% of their portfolio. Cwh Capital Management reported 3.55% stake. Stonebridge Management invested 1.45% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Carlton Hofferkamp & Jenks Wealth Mngmt Ltd Liability Corp invested in 0.77% or 11,527 shares. Gyroscope Capital Grp Inc Ltd Co has invested 0.49% in JPMorgan Chase & Co. (NYSE:JPM). Diversified Tru invested in 0.23% or 34,961 shares. Whalerock Point Ptnrs Limited Liability Com reported 1.92% stake. Sandy Spring Bank & Trust holds 1.47% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 150,812 shares. Moreover, Tiverton Asset Mgmt Lc has 0.25% invested in JPMorgan Chase & Co. (NYSE:JPM).

Since February 20, 2018, it had 0 insider buys, and 5 sales for $9.81 million activity. On Friday, February 23 GODRIDGE LESLIE V sold $1.35 million worth of U.S. Bancorp (NYSE:USB) or 24,500 shares. 98,485 U.S. Bancorp (NYSE:USB) shares with value of $5.51 million were sold by Parker P.W.. On Friday, February 23 the insider von Gillern Jeffry H. sold $750,528. $1.10 million worth of U.S. Bancorp (NYSE:USB) was sold by Kelligrew James B.

Investors sentiment increased to 0.96 in Q4 2017. Its up 0.07, from 0.89 in 2017Q3. It is positive, as 38 investors sold USB shares while 462 reduced holdings. 118 funds opened positions while 361 raised stakes. 1.18 billion shares or 1.20% less from 1.20 billion shares in 2017Q3 were reported. Grantham Mayo Van Otterloo & Co Limited Liability Company reported 1.33% in U.S. Bancorp (NYSE:USB). Truepoint Inc stated it has 53,720 shares. Covington Cap Mgmt holds 0.06% of its portfolio in U.S. Bancorp (NYSE:USB) for 18,488 shares. Qs Ltd Company holds 27,555 shares. Opus Capital Limited Liability Corporation has 3,881 shares. Hemenway Trust Comm Ltd Limited Liability Company reported 6,916 shares. Gw Henssler & Assoc Limited accumulated 257,651 shares. Clark Cap Mgmt Gru stated it has 10,811 shares or 0.02% of all its holdings. Art Advsr Ltd reported 256,300 shares. King Luther Management Corp reported 2.89 million shares stake. Sentry Corporation stated it has 896,575 shares or 0.61% of all its holdings. Parsec Financial Mngmt stated it has 0.02% of its portfolio in U.S. Bancorp (NYSE:USB). Lowe Brockenbrough And has invested 0.27% of its portfolio in U.S. Bancorp (NYSE:USB). First Advisors LP holds 2.38M shares. Bsw Wealth Prtn holds 4,018 shares.

U.S. Bancorp (NYSE:USB) Institutional Positions Chart