Edgepoint Investment Group Decreased By $1.21 Million Its Jpmorgan Chase & Co (JPM) Holding; John Hancock Tax-advantaged Dividend Income Fund (HTD) Sentiment Is 1.71

January 16, 2018 - By Winifred Garcia

Edgepoint Investment Group Inc decreased Jpmorgan Chase & Co (JPM) stake by 1.07% reported in 2017Q3 SEC filing. Edgepoint Investment Group Inc sold 12,766 shares as Jpmorgan Chase & Co (JPM)’s stock declined 6.04%. The Edgepoint Investment Group Inc holds 1.18 million shares with $112.65 million value, down from 1.19M last quarter. Jpmorgan Chase & Co now has $389.49B valuation. The stock decreased 0.36% or $0.4 during the last trading session, reaching $112.27. About 22.72M shares traded or 75.50% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since January 16, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

John Hancock Tax-Advantaged Dividend Income Fund is a closed ended equity mutual fund launched and managed by John Hancock Advisers, LLC. The company has market cap of $821.99 million. It is co-managed by John Hancock Asset Management and Analytic Investors, LLC. It has a 6.25 P/E ratio. The fund invests in the public equity markets of the United States.

Founders Financial Securities Llc holds 1.51% of its portfolio in John Hancock Tax-Advantaged Dividend Income Fund for 163,397 shares. Vident Investment Advisory Llc owns 297,710 shares or 0.42% of their US portfolio. Moreover, Mathes Company Inc. has 0.19% invested in the company for 15,250 shares. The Ohio-based Capital Advisors Ltd. Llc has invested 0.12% in the stock. Advisors Asset Management Inc., a Colorado-based fund reported 231,101 shares.

The stock decreased 0.81% or $0.19 during the last trading session, reaching $23.23. About 271,823 shares traded or 123.38% up from the average. John Hancock Tax-Advantaged Dividend Income Fund (HTD) has risen 11.06% since January 16, 2017 and is uptrending. It has underperformed by 5.64% the S&P500.

Investors sentiment decreased to 0.91 in Q3 2017. Its down 0.28, from 1.19 in 2017Q2. It worsened, 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. Legacy Prtnrs stated it has 0.18% in JPMorgan Chase & Co. (NYSE:JPM). Brown Capital Mngmt Limited Liability Com accumulated 12,412 shares or 0.01% of the stock. First Allied Advisory Serv holds 121,234 shares or 0.5% of its portfolio. X Mngmt Ltd Liability Corporation invested in 36,319 shares or 0.09% of the stock. Moreover, Wilsey Asset Mngmt Inc has 8.64% invested in JPMorgan Chase & Co. (NYSE:JPM) for 139,739 shares. Shamrock Asset Lc invested 0.71% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Lafleur And Godfrey Ltd Liability reported 128,346 shares. Campbell Newman Asset Mngmt owns 246,755 shares. Sterling Limited Co reported 421,978 shares. The New York-based Ingalls & Snyder Ltd Limited Liability Company has invested 1.73% in JPMorgan Chase & Co. (NYSE:JPM). Boulegeris accumulated 1.55% or 29,096 shares. Moon Cap Management Ltd Liability Corporation reported 65,669 shares or 7.26% of all its holdings. 32,665 are owned by Grandfield And Dodd Ltd Com. Sei Invests Com accumulated 2.09M shares. Fishman Jay A Limited Mi invested in 305,203 shares or 5.94% of the stock.

Since August 21, 2017, it had 0 insider purchases, and 2 sales for $1.12 million activity. The insider Friedman Stacey sold 9,968 shares worth $902,608.

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