Northeast Financial Consultants Holding In Jp Morgan Chase & Co (JPM) Was Increased; Stoneridge Investment Partners Holding in Apple (AAPL) Has Trimmed as Stock Declined

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Stoneridge Investment Partners Llc decreased its stake in Apple Inc (AAPL) by 15.45% based on its latest 2018Q3 regulatory filing with the SEC. Stoneridge Investment Partners Llc sold 18,392 shares as the company’s stock declined 22.32% with the market. The institutional investor held 100,638 shares of the computer manufacturing company at the end of 2018Q3, valued at $22.72 million, down from 119,030 at the end of the previous reported quarter. Stoneridge Investment Partners Llc who had been investing in Apple Inc for a number of months, seems to be less bullish one the $787.28 billion market cap company. The stock increased 0.73% or $1.2 during the last trading session, reaching $166.45. About 28.22 million shares traded. Apple Inc. (NASDAQ:AAPL) has risen 0.17% since January 31, 2018 and is uptrending. It has outperformed by 0.17% the S&P500. Some Historical AAPL News: 23/03/2018 – Goldman Chosen to Help Manage Apple’s Tax Billions for Ireland; 04/05/2018 – Apple cheer after Buffett lifts investment to $44bn; 14/05/2018 – Apple supplier Foxconn posts 14.5 pct drop in first-quarter net profit; 11/05/2018 – Apple supplier Quanta braces for negative impact of trade dispute; 12/04/2018 – United Continental Customers Can Use a Personal Laptop, Apple iOS Device or Android Device to Access a Library of Complimentary Movies and TV Shows; 12/03/2018 – Apple bolsters news offering with Texture magazines app; 23/04/2018 – EU launches in-depth probe into Apple’s purchase of Shazam; 14/05/2018 – Hon Hai’s Profit Misses After Apple Barely Grew iPhone Sales; 29/05/2018 – Apple Switch to Full OLED IPhone Lineup Seen Unlikely by 2019; 17/04/2018 – Vancouver Sun: Apple planning a news subscription service similar to Apple Music

Northeast Financial Consultants Inc increased its stake in Jp Morgan Chase & Co (JPM) by 45.11% based on its latest 2018Q3 regulatory filing with the SEC. Northeast Financial Consultants Inc bought 6,764 shares as the company’s stock declined 10.86% with the market. The institutional investor held 21,760 shares of the major banks company at the end of 2018Q3, valued at $2.46 million, up from 14,996 at the end of the previous reported quarter. Northeast Financial Consultants Inc who had been investing in Jp Morgan Chase & Co for a number of months, seems to be bullish on the $343.71 billion market cap company. The stock decreased 0.99% or $1.04 during the last trading session, reaching $103.37. About 9.77M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has declined 3.12% since January 31, 2018 and is downtrending. It has underperformed by 3.12% the S&P500. Some Historical JPM News: 11/05/2018 – BRAZIL’S PETROBRAS SAYS IT HAS REPAID $300 MLN LOAN WITH BANCO SAFRA DUE IN 2023; $600 MLN LOAN WITH JPMORGAN DUE IN 2022; 16/05/2018 – Deutsche Bank Hires JPMorgan’s Khan to Run EMEA Fintech Coverage; 26/03/2018 – JPMorgan Chase’s Quorum may go solo (JPM); 25/04/2018 – PayPal Presenting at JPMorgan Conference May 15; 13/04/2018 – JPMORGAN CFO: INVESTMENT-BANK PIPELINE WELL AHEAD OF LAST YEAR; 26/04/2018 – ENTERGY CORP ETR.N : JP MORGAN RAISES TARGET PRICE TO $82 FROM $81; 09/04/2018 – Rate swaps show concerns about Fed policy mistake -JPMorgan; 13/04/2018 – J.P. Morgan Chase 1Q Rev $27.9B; 20/04/2018 – JPMORGAN ANALYST JAMIE BAKER COMMENTS ON INCREASE IN REPORT; 30/05/2018 – J.P. Morgan raises U.S. 2nd qtr GDP view to 2.75 percent

Northeast Financial Consultants Inc, which manages about $2.86 billion and $364.23 million US Long portfolio, decreased its stake in Zoetis Inc Com (NYSE:ZTS) by 8,116 shares to 5,155 shares, valued at $471,000 in 2018Q3, according to the filing. It also reduced its holding in Mplx Lp (NYSE:MPLX) by 37,320 shares in the quarter, leaving it with 12,272 shares, and cut its stake in Enterprise Product Partners Lp (NYSE:EPD).

Investors sentiment decreased to 0.95 in 2018 Q3. Its down 0.04, from 0.99 in 2018Q2. It worsened, as 37 investors sold JPM shares while 755 reduced holdings. 124 funds opened positions while 628 raised stakes. 2.32 billion shares or 1.12% less from 2.34 billion shares in 2018Q2 were reported. Odey Asset Group Incorporated Ltd reported 0.4% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Renaissance Gp Lc invested in 0.1% or 24,546 shares. Amp Cap Investors Limited has invested 0.94% in JPMorgan Chase & Co. (NYSE:JPM). Financial Advisory Ser reported 5,883 shares. Massmutual Trust Fsb Adv stated it has 0% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Thomas Story & Son Lc invested 0.16% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Clean Yield Gp has 0.2% invested in JPMorgan Chase & Co. (NYSE:JPM) for 4,412 shares. Sterling Capital Ltd Liability Corporation, North Carolina-based fund reported 443,816 shares. Axa owns 1.30M shares or 0.54% of their US portfolio. Beech Hill Advsr Inc holds 0.32% in JPMorgan Chase & Co. (NYSE:JPM) or 5,415 shares. The Tennessee-based Proffitt And Goodson has invested 0.29% in JPMorgan Chase & Co. (NYSE:JPM). Ulysses Management Lc reported 0.13% in JPMorgan Chase & Co. (NYSE:JPM). Beacon Fincl Gru holds 6,565 shares or 0.13% of its portfolio. United Ser Automobile Association reported 0.74% stake. Shufro Rose & Ltd Limited Liability Company accumulated 210,037 shares or 2.2% of the stock.

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 128 analyst reports since July 21, 2015 according to SRatingsIntel. The rating was upgraded by Keefe Bruyette & Woods to “Buy” on Tuesday, February 13. The rating was maintained by Nomura on Thursday, April 14 with “Neutral”. Vetr downgraded the shares of JPM in report on Friday, August 28 to “Strong-Buy” rating. Barclays Capital maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Tuesday, January 2. Barclays Capital has “Buy” rating and $132.0 target. Credit Suisse upgraded JPMorgan Chase & Co. (NYSE:JPM) on Thursday, April 12 to “Buy” rating. On Thursday, July 6 the stock rating was maintained by Goldman Sachs with “Neutral”. Deutsche Bank maintained JPMorgan Chase & Co. (NYSE:JPM) on Wednesday, August 12 with “Buy” rating. On Wednesday, January 16 the stock rating was maintained by BMO Capital Markets with “Market Perform”. The stock has “Buy” rating by Guggenheim on Wednesday, April 26. Credit Suisse downgraded the stock to “Hold” rating in Thursday, January 11 report.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Investorplace.com which released: “4 Must-See Stock Charts for Wednesday: JPM, WFC, DAL, NFLX – Investorplace.com” on January 15, 2019, also Seekingalpha.com with their article: “Chase freshens consumer website with new tools – Seeking Alpha” published on January 07, 2019, Businesswire.com published: “JPMorgan Chase Reports Fourth-Quarter and Full-Year 2018 Financial Results – Business Wire” on January 15, 2019. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: and their article: “JPMorgan Expands Bond ETF Lineup – Benzinga” published on January 31, 2019 as well as ‘s news article titled: “Bank Of America, JPMorgan, Merck, Stratasys: ‘Fast Money’ Picks For January 15 – Benzinga” with publication date: January 15, 2019.

Since October 19, 2018, it had 1 insider buy, and 1 sale for $474,023 activity. BACON ASHLEY sold $599,304 worth of stock or 5,831 shares.

Among 58 analysts covering Apple Inc. (NASDAQ:AAPL), 31 have Buy rating, 1 Sell and 26 Hold. Therefore 53% are positive. Apple Inc. had 470 analyst reports since July 21, 2015 according to SRatingsIntel. Needham downgraded Apple Inc. (NASDAQ:AAPL) rating on Friday, March 24. Needham has “Buy” rating and $165 target. The rating was maintained by Raymond James on Friday, February 16 with “Market Perform”. The firm has “Buy” rating given on Monday, August 7 by Drexel Hamilton. RBC Capital Markets maintained Apple Inc. (NASDAQ:AAPL) on Wednesday, July 27 with “Outperform” rating. The company was maintained on Monday, December 4 by Tigress Financial. The stock of Apple Inc. (NASDAQ:AAPL) has “Outperform” rating given on Monday, September 28 by RBC Capital Markets. Bank of America downgraded the stock to “Neutral” rating in Wednesday, August 5 report. As per Tuesday, February 13, the company rating was maintained by BTIG Research. The rating was maintained by RBC Capital Markets with “Buy” on Wednesday, March 28. The stock of Apple Inc. (NASDAQ:AAPL) earned “Buy” rating by Citigroup on Friday, November 2.

Investors sentiment decreased to 0.67 in 2018 Q3. Its down 0.04, from 0.71 in 2018Q2. It fall, as 54 investors sold AAPL shares while 1030 reduced holdings. 151 funds opened positions while 577 raised stakes. 2.68 billion shares or 3.22% less from 2.77 billion shares in 2018Q2 were reported. Gsa Partners Llp reported 12,874 shares. Cape Ann Retail Bank holds 13,605 shares or 3.25% of its portfolio. Investment Counselors Of Maryland Ltd Com, Maryland-based fund reported 25,338 shares. First In has invested 1.68% of its portfolio in Apple Inc. (NASDAQ:AAPL). Sei holds 963,884 shares. Rnc Cap Mgmt Llc holds 0.83% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 55,865 shares. Timber Creek Capital Ltd Liability stated it has 560 shares or 0.08% of all its holdings. Planning Alternatives Adv reported 14,754 shares. 31,341 are held by Lucas Capital Mgmt. Coe Capital Mgmt Ltd Llc holds 1,510 shares. Prentiss Smith holds 3,605 shares. Groesbeck Investment Mngmt Nj holds 0.95% or 6,211 shares. Charles Schwab Advisory has 1.01 million shares for 0.39% of their portfolio. Fifth Third National Bank & Trust holds 2.87% of its portfolio in Apple Inc. (NASDAQ:AAPL) for 2.00 million shares. Hays Advisory Ltd Liability Corp has 14,428 shares for 2.07% of their portfolio.

Analysts await Apple Inc. (NASDAQ:AAPL) to report earnings on February, 7. They expect $4.21 EPS, up 8.23% or $0.32 from last year’s $3.89 per share. AAPL’s profit will be $19.91 billion for 9.88 P/E if the $4.21 EPS becomes a reality. After $2.91 actual EPS reported by Apple Inc. for the previous quarter, Wall Street now forecasts 44.67% EPS growth.

More notable recent Apple Inc. (NASDAQ:AAPL) news were published by: which released: “Apple Inc. (NASDAQ:AAPL), Abbott Laboratories (NYSE:ABT) – Geopolitics Aside, How About Those Earnings? Investors Appear To Switch Focus – Benzinga” on January 23, 2019, also Seekingalpha.com with their article: “Apple: Rethinking The iPhone – Seeking Alpha” published on January 16, 2019, Seekingalpha.com published: “Apple: Glass Half Full Or Half Empty – Seeking Alpha” on January 08, 2019. More interesting news about Apple Inc. (NASDAQ:AAPL) were released by: Nasdaq.com and their article: “Apple Beats on Earnings, Justifies Tim Cook’s New Year Talk-Down – Nasdaq” published on January 31, 2019 as well as Nasdaq.com‘s news article titled: “Apple a Top Socially Responsible Dividend Stock With 2.0% Yield (AAPL) – Nasdaq” with publication date: January 04, 2019.

Stoneridge Investment Partners Llc, which manages about $1.01B and $470.15M US Long portfolio, upped its stake in Nokia Corp (NYSE:NOK) by 110,794 shares to 256,253 shares, valued at $1.43M in 2018Q3, according to the filing. It also increased its holding in Johnson & Johnson (NYSE:JNJ) by 5,326 shares in the quarter, for a total of 13,186 shares, and has risen its stake in Applied Materials Inc (NASDAQ:AMAT).

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

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