Arete Wealth Advisors Increases Stake in Oracle (ORCL); First National Trust Co Has Upped Its Stake in Jpmorgan Chase & Co (JPM) as Stock Rose

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Arete Wealth Advisors Llc increased its stake in Oracle Corp (ORCL) by 533.15% based on its latest 2018Q2 regulatory filing with the SEC. Arete Wealth Advisors Llc bought 68,072 shares as the company’s stock rose 2.22% with the market. The institutional investor held 80,840 shares of the prepackaged software company at the end of 2018Q2, valued at $3.56M, up from 12,768 at the end of the previous reported quarter. Arete Wealth Advisors Llc who had been investing in Oracle Corp for a number of months, seems to be bullish on the $189.24 billion market cap company. The stock increased 0.24% or $0.12 during the last trading session, reaching $49.95. About 2.06 million shares traded. Oracle Corporation (NYSE:ORCL) has declined 6.50% since December 4, 2017 and is downtrending. It has underperformed by 22.12% the S&P500. Some Historical ORCL News: 27/03/2018 – BlackLine CEO Therese Tucker Invited To Deliver Keynote At Recurring Revenue 2018; 11/04/2018 – Oracle Communications Helps Evolve IP Expand Services; 29/05/2018 – Oracle and Tendril Named Leading Home Energy Management Software Providers by Navigant Research; 08/05/2018 – Baker Tilly Client Creighton University Wins Prestigious Oracle HCM Cloud Rubies Award; 11/05/2018 – ORACLE FINANCIAL 4Q OTHER INCOME 489.4M RUPEES; 07/05/2018 – No Bitcoin for the Oracle: Warren Buffett Dismisses Cryptocurrencies — Barron’s Blog; 08/05/2018 – Elon Musk took on the Oracle of Omaha over the weekend, calling his ‘moat’ analogy ‘lame.’; 29/05/2018 – Oracle and PwC Team to Support Finance Transformation for Insurers and Provide IFRS 17 Compliance Expertise; 19/03/2018 – ORACLE EXECUTIVES SPEAK ON 3Q EARNINGS CONFERENCE CALL; 24/04/2018 – NetSuite Empowers Businesses to Capitalize on Opportunities Presented by World’s Largest and Fastest Growing Economies

First National Trust Co increased its stake in Jpmorgan Chase & Co (JPM) by 2.68% based on its latest 2018Q2 regulatory filing with the SEC. First National Trust Co bought 4,085 shares as the company’s stock rose 2.83% with the market. The institutional investor held 156,589 shares of the major banks company at the end of 2018Q2, valued at $16.32M, up from 152,504 at the end of the previous reported quarter. First National Trust Co who had been investing in Jpmorgan Chase & Co for a number of months, seems to be bullish on the $366.77B market cap company. The stock decreased 1.72% or $1.93 during the last trading session, reaching $110.31. About 2.01M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 24.41% since December 4, 2017 and is uptrending. It has outperformed by 8.79% the S&P500. Some Historical JPM News: 04/05/2018 – JPMORGAN GLOBAL APRIL COMPOSITE PMI AT 53.8 VS 53.3 LAST MONTH; 15/05/2018 – U.S. Cellular Presenting at JPMorgan Conference Tomorrow; 08/03/2018 – Berkshire Hathaway’s Todd Combs is leading the CEO search for the company’s health joint venture with Amazon and JPMorgan; 05/05/2018 – HIGHLIGHTS-Buffett, ‘Oracle of Omaha,’ on bonds, deals; 13/03/2018 – CITIGROUP HIRES JPMORGAN’S TRUSCOTT AS MD IN UK INVESTMENT BANK; 15/04/2018 – Aurizon Target Price Cut 3.6% to A$4 a Share by JP Morgan; 10/04/2018 – AVANGRID INC AGR.N : JP MORGAN RAISES TARGET PRICE TO $90 FROM $87; 10/05/2018 – JPMorgan Adds Aptiv, Cuts Apple, Buys More Medtronic: 13F; 10/05/2018 – Charter to Participate in J.P. Morgan Global Technology, Media and Communications Conference; 05/04/2018 – JPM, Amazon, Berkshire will use data to improve healthcare

Since July 23, 2018, it had 1 buy, and 1 insider sale for $3.38 million activity. 1,150 JPMorgan Chase & Co. (NYSE:JPM) shares with value of $125,281 were bought by HOBSON MELLODY L.

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. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Buy” rating given on Wednesday, August 12 by Deutsche Bank. The firm has “Buy” rating given on Monday, November 13 by RBC Capital Markets. On Friday, October 13 the stock rating was maintained by Bank of America with “Buy”. As per Thursday, December 21, the company rating was upgraded by Buckingham Research. The firm has “Market Perform” rating by BMO Capital Markets given on Monday, July 16. Credit Agricole upgraded JPMorgan Chase & Co. (NYSE:JPM) on Tuesday, August 25 to “Outperform” rating. Keefe Bruyette & Woods maintained JPMorgan Chase & Co. (NYSE:JPM) on Tuesday, October 3 with “Hold” rating. Argus Research maintained it with “Buy” rating and $70.0 target in Friday, January 15 report. The rating was maintained by BMO Capital Markets on Wednesday, August 23 with “Hold”. As per Thursday, July 6, the company rating was maintained by Goldman Sachs.

Investors sentiment increased to 0.99 in Q2 2018. Its up 0.18, from 0.81 in 2018Q1. It improved, 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. Timber Creek Mgmt Ltd Llc accumulated 2,017 shares. Signaturefd Lc holds 0.26% or 22,485 shares in its portfolio. Retail Bank Of Montreal Can accumulated 7.86M shares or 0.68% of the stock. Cadinha & Limited Liability Company has 144,530 shares for 2.76% of their portfolio. Lifeplan Fincl Grp Inc Inc reported 7,387 shares. Moreover, Evergreen Cap Mgmt Limited Liability has 0.17% invested in JPMorgan Chase & Co. (NYSE:JPM) for 17,008 shares. Visionary Asset Mgmt owns 0.08% invested in JPMorgan Chase & Co. (NYSE:JPM) for 2,372 shares. 127,257 are held by Gotham Asset Mgmt Lc. Bradley Foster And Sargent Ct reported 904,603 shares or 3.37% of all its holdings. Rhenman Asset Mngmt Ab stated it has 0.05% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Kistler holds 0.77% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 16,588 shares. Iberiabank Corp reported 1.84% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Stifel Fincl Corporation owns 1.15% invested in JPMorgan Chase & Co. (NYSE:JPM) for 3.59M shares. Central Fincl Bank And Trust owns 6,679 shares. Pinnacle Financial Partners invested in 1.47% or 148,315 shares.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Streetinsider.com which released: “Warren Buffett’s Berkshire Enters JPMorgan (JPM), Oracle (ORCL), Adds to (AAPL) (more…) – StreetInsider.com” on November 14, 2018, also Benzinga.com with their article: “Alibaba, Cleveland-Cliffs, Dunkin Grands, JPMorgan Chase: ‘Fast Money’ Picks For November 14 – Benzinga” published on November 14, 2018, Seekingalpha.com published: “Double Down: Top Deals In Today’s Tech – Seeking Alpha” on November 27, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Bizjournals.com and their article: “JPMorgan looks to expand newly opened wealth management office in Baltimore – Baltimore Business Journal” published on November 13, 2018 as well as Investorplace.com‘s news article titled: “After Aetna Merger, The Benefits Outweigh the Risks in CVS Stock – Investorplace.com” with publication date: December 03, 2018.

First National Trust Co, which manages about $907.45M US Long portfolio, decreased its stake in Ishares Tr (IWB) by 2,481 shares to 4,156 shares, valued at $632,000 in 2018Q2, according to the filing. It also reduced its holding in Ishares Tr (EEM) by 9,478 shares in the quarter, leaving it with 121,468 shares, and cut its stake in Pepsico Inc (NYSE:PEP).

More notable recent Oracle Corporation (NYSE:ORCL) news were published by: Seekingalpha.com which released: “Berkshire buys JPMorgan, Oracle, exits Sanofi – Seeking Alpha” on November 14, 2018, also Fool.com with their article: “Stock Market Power Rankings: Microsoft Parties Like Its 2002 – The Motley Fool” published on December 02, 2018, Fool.com published: “How Innovative Is MongoDB? – Motley Fool” on November 29, 2018. More interesting news about Oracle Corporation (NYSE:ORCL) were released by: Seekingalpha.com and their article: “Oracle Corporation (ORCL) Annual Stockholders Meeting (Transcript) – Seeking Alpha” published on November 14, 2018 as well as Streetinsider.com‘s news article titled: “Oracle (ORCL) Says it’s Certified to Secure Government Communications – StreetInsider.com” with publication date: November 19, 2018.

Investors sentiment decreased to 0.82 in 2018 Q2. Its down 0.05, from 0.87 in 2018Q1. It worsened, as 73 investors sold ORCL shares while 564 reduced holdings. 107 funds opened positions while 414 raised stakes. 2.13 billion shares or 5.10% less from 2.24 billion shares in 2018Q1 were reported. Laurion Management Limited Partnership reported 51,056 shares. Cna Fincl Corp reported 1.78% of its portfolio in Oracle Corporation (NYSE:ORCL). Maryland Capital Mngmt invested in 0.07% or 11,583 shares. Ontario – Canada-based Black Creek Inv Management has invested 8.74% in Oracle Corporation (NYSE:ORCL). Capwealth Limited Liability Co has 0.34% invested in Oracle Corporation (NYSE:ORCL) for 43,170 shares. Klingenstein Fields & Co Limited Liability Co stated it has 363,530 shares or 0.61% of all its holdings. Kazazian Asset Ltd Liability Com invested in 17,216 shares. Mutual Of Omaha National Bank & Trust Wealth invested 0.13% of its portfolio in Oracle Corporation (NYSE:ORCL). Aristotle Fund LP has invested 4.32% in Oracle Corporation (NYSE:ORCL). 49,839 are held by Ami Investment Mngmt. State Bank Of The West holds 56,204 shares or 0.3% of its portfolio. Westpac Banking invested in 0% or 658,665 shares. Adams Diversified Equity Fund has 0.29% invested in Oracle Corporation (NYSE:ORCL). Sun Life invested in 24,145 shares or 0.15% of the stock. First Retail Bank Sioux Falls owns 1.29% invested in Oracle Corporation (NYSE:ORCL) for 8,732 shares.

Among 46 analysts covering Oracle (NYSE:ORCL), 23 have Buy rating, 0 Sell and 23 Hold. Therefore 50% are positive. Oracle had 137 analyst reports since July 30, 2015 according to SRatingsIntel. As per Sunday, July 23, the company rating was maintained by RBC Capital Markets. On Friday, September 15 the stock rating was maintained by UBS with “Buy”. The firm earned “Neutral” rating on Tuesday, July 19 by Atlantic Securities. Cowen & Co initiated Oracle Corporation (NYSE:ORCL) on Friday, June 24 with “Outperform” rating. On Thursday, November 5 the stock rating was downgraded by FBR Capital to “Mkt Perform”. Morgan Stanley maintained the shares of ORCL in report on Friday, June 23 with “Equal Weight” rating. The rating was maintained by Drexel Hamilton with “Buy” on Wednesday, June 21. Canaccord Genuity maintained Oracle Corporation (NYSE:ORCL) rating on Monday, May 29. Canaccord Genuity has “Buy” rating and $49 target. The rating was maintained by Nomura with “Buy” on Friday, October 26. The company was maintained on Thursday, June 22 by BMO Capital Markets.

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

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