Jp Morgan Chase & Co (JPM) Holder Amica Retiree Medical Trust Lowered Position by $673,729; Waterstone Capital Management LP Lifted Its Bank Of The Ozarks (OZRK) Holding by $1.86 Million; Market Value Declined

June 23, 2018 - By Dolores Ford

Bank of the Ozarks (NASDAQ:OZRK) Logo

Shawn Bergerson increased its stake in Bank Of The Ozarks (OZRK) by 138.21% based on its latest 2018Q1 regulatory filing with the SEC. Waterstone Capital Management Lp bought 38,700 shares as the company’s stock declined 6.58% with the market. The hedge fund run by Shawn Bergerson held 66,700 shares of the major banks company at the end of 2018Q1, valued at $3.22 million, up from 28,000 at the end of the previous reported quarter. Waterstone Capital Management Lp who had been investing in Bank Of The Ozarks for a number of months, seems to be bullish on the $6.08 billion market cap company. The stock decreased 0.95% or $0.45 during the last trading session, reaching $47.05. About 606,372 shares traded. Bank of the Ozarks (NASDAQ:OZRK) has risen 4.44% since June 23, 2017 and is uptrending. It has underperformed by 8.13% the S&P500. Some Historical OZRK News: 12/04/2018 – Bank of the Ozarks Total Assets Were $22.04 Billion at March 31; 12/04/2018 – Bank of the Ozarks Book Value Per Common Share Was $27.42 at March 31; 02/04/2018 – BANK OF THE OZARKS OZRK.O INCREASES QUARTERLY DIVIDEND BY 2.6 PCT TO $0.195/SHR; 12/04/2018 – Bank of the Ozarks 1Q Net Interest Income $217.8 Million; 20/04/2018 – DJ Bank of The Ozarks, Inst Holders, 1Q 2018 (OZRK); 12/04/2018 – Bank of the Ozarks Common Stockholders’ Equity Was $3.53 Billion at March 31; 09/04/2018 – Bank of the Ozarks Named Nation’s Top Performing Bank for Eighth Consecutive Year; 12/04/2018 – Bank of the Ozarks First Quarter 2018 Management Comments; 21/03/2018 – Lightstone Closes $91 Million Refinancing From Bank of the Ozarks For Moxy East Village Hotel; 12/04/2018 – Bank of the Ozarks Deposits Were $17.83 Billion at March 31

Amica Retiree Medical Trust decreased its stake in Jp Morgan Chase & Co (JPM) by 17.9% based on its latest 2018Q1 regulatory filing with the SEC. Amica Retiree Medical Trust sold 6,181 shares as the company’s stock declined 6.83% with the market. The institutional investor held 28,350 shares of the major banks company at the end of 2018Q1, valued at $3.12 million, down from 34,531 at the end of the previous reported quarter. Amica Retiree Medical Trust who had been investing in Jp Morgan Chase & Co for a number of months, seems to be less bullish one the $360.01 billion market cap company. The stock decreased 1.64% or $1.76 during the last trading session, reaching $105.75. About 19.94M shares traded or 37.15% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 29.65% since June 23, 2017 and is uptrending. It has outperformed by 17.08% the S&P500. Some Historical JPM News: 09/04/2018 – MILLICOM MlCsdb.ST : JP MORGAN STARTS WITH UNDERWEIGHT, SKR 490 TARGET PRICE; 16/05/2018 – #CryptoCorner: Messaging Platform LINE Partners With ICON, #Coinbase Announces Suite Aimed At Investors And JP Morgan Co-President Talks #Crypto; 21/03/2018 – JPM Chief Executive Dimon Pay Ratio Among the Highest of Big U.S. Banks; 23/05/2018 – Trade deal or no deal, the tech sector is still in hot water: JP Morgan (via @CNBCFuturesNow); 13/04/2018 – JPMORGAN CFO: INVESTMENT-BANK PIPELINE WELL AHEAD OF LAST YEAR; 17/05/2018 – JPMorgan and eBay under fire over shareholder meetings; 14/05/2018 – Meritage Homes Presenting at JPMorgan Conference Tomorrow; 05/04/2018 – Dimon in Annual Letter Says JPM Can Grow Almost Anywhere (Video); 16/03/2018 – LPP SA LPPP.WA : JP MORGAN RAISES TARGET PRICE TO PLN 8850 FROM PLN 8640; 21/05/2018 – Cimarex Presenting at JP Morgan Energy Bus Tour Tomorrow

Investors sentiment decreased to 1.07 in 2018 Q1. Its down 0.14, from 1.21 in 2017Q4. It worsened, as 32 investors sold OZRK shares while 105 reduced holdings. 32 funds opened positions while 114 raised stakes. 108.10 million shares or 3.29% more from 104.65 million shares in 2017Q4 were reported. 714,727 are owned by Fiera Corp. Employees Retirement System Of Texas stated it has 0.06% in Bank of the Ozarks (NASDAQ:OZRK). California-based Kayne Anderson Rudnick Management Ltd Com has invested 0.41% in Bank of the Ozarks (NASDAQ:OZRK). Toronto Dominion Financial Bank holds 1,149 shares or 0% of its portfolio. Jcsd Cap Limited Liability invested in 1.76% or 50,000 shares. Parkside Bank & holds 0.01% or 340 shares in its portfolio. Thrivent Financial For Lutherans invested in 0.03% or 166,510 shares. Strs Ohio has 0.02% invested in Bank of the Ozarks (NASDAQ:OZRK). Rice Hall James Assocs Ltd Company stated it has 1.16% of its portfolio in Bank of the Ozarks (NASDAQ:OZRK). Morgan Stanley accumulated 930,880 shares. Ameriprise Financial Incorporated accumulated 573,955 shares. Stephens Incorporated Ar owns 81,610 shares. Citadel Advsrs Ltd Llc invested in 0% or 19,164 shares. Colony Grp Inc Inc Limited Company has invested 0.1% in Bank of the Ozarks (NASDAQ:OZRK). Federated Invsts Pa holds 50,511 shares.

Waterstone Capital Management Lp, which manages about $2.46B and $110.44 million US Long portfolio, decreased its stake in Ctrip Com Intl Ltd (Prn) by 4.19M shares to 6.77M shares, valued at $7.30 million in 2018Q1, according to the filing.

Among 14 analysts covering Bank of the Ozarks (NASDAQ:OZRK), 8 have Buy rating, 1 Sell and 5 Hold. Therefore 57% are positive. Bank of the Ozarks had 54 analyst reports since August 25, 2015 according to SRatingsIntel. The rating was reinitiated by PiperJaffray on Thursday, October 5 with “Overweight”. Brean Capital maintained the stock with “Buy” rating in Wednesday, August 2 report. The stock of Bank of the Ozarks (NASDAQ:OZRK) has “Buy” rating given on Monday, January 29 by Brean Capital. On Tuesday, January 2 the stock rating was maintained by Brean Capital with “Buy”. The company was maintained on Monday, June 11 by Brean Capital. Wood upgraded the shares of OZRK in report on Monday, May 16 to “Outperform” rating. Keefe Bruyette & Woods maintained the shares of OZRK in report on Thursday, April 12 with “Hold” rating. The firm earned “Hold” rating on Wednesday, August 26 by Sandler O’Neill. SunTrust maintained Bank of the Ozarks (NASDAQ:OZRK) on Wednesday, January 3 with “Hold” rating. The stock of Bank of the Ozarks (NASDAQ:OZRK) earned “Hold” rating by SunTrust on Thursday, April 12.

Another recent and important Bank of the Ozarks (NASDAQ:OZRK) news was published by Benzinga.com which published an article titled: “Benzinga’s Top Upgrades, Downgrades For June 18, 2018” on June 18, 2018.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Themiddlemarket.com which released: “M&A daily wrap: Carlyle, Huron Capital, Douglas Sutton, Bossa Nova, Siris Capital, Gores Group” on June 21, 2018, also Seekingalpha.com with their article: “JPMorgan: 3.2% Dividend Plus 6.5% Buyback For 2018 CCAR” published on June 20, 2018, Streetinsider.com published: “JPMorgan (JPM), Amazon (AMZN) and Berkshire Hathaway (BRK-A) Announce Dr. Atul Gawande as CEO of US …” on June 20, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Nasdaq.com and their article: “With GE Gone, It’s Time to Stop Covering the Dow Jones Index” published on June 20, 2018 as well as Benzinga.com‘s news article titled: “JPMorgan Enters The REIT ETF Space” with publication date: June 20, 2018.

Investors sentiment decreased to 0.81 in Q1 2018. Its down 0.07, from 0.88 in 2017Q4. It is negative, as 52 investors sold JPM shares while 843 reduced holdings. 132 funds opened positions while 596 raised stakes. 2.39 billion shares or 2.61% less from 2.46 billion shares in 2017Q4 were reported. Kenmare Ptnrs Llc accumulated 29,922 shares or 3.53% of the stock. Honeywell holds 213,900 shares or 1.37% of its portfolio. Weitz has invested 0.06% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Truepoint, a Ohio-based fund reported 393 shares. Clearbridge Investments Ltd Co has invested 0.75% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Shoker Inv Counsel invested 2.11% in JPMorgan Chase & Co. (NYSE:JPM). Parthenon Lc invested in 1.25% or 48,179 shares. North Amer Mgmt Corporation has invested 5.02% in JPMorgan Chase & Co. (NYSE:JPM). State Treasurer State Of Michigan holds 2.18M shares or 1.93% of its portfolio. Baldwin Invest Mngmt Ltd Liability holds 0.8% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 20,231 shares. Davidson Advisors owns 353,396 shares. Thompson Siegel Walmsley Ltd accumulated 121,822 shares or 0.16% of the stock. Aspen Invest Mngmt has 1.24% invested in JPMorgan Chase & Co. (NYSE:JPM). Mercer Advisers holds 0.64% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 7,887 shares. Broderick Brian C has 1,948 shares.

Analysts await JPMorgan Chase & Co. (NYSE:JPM) to report earnings on July, 13 before the open. They expect $2.25 EPS, up 23.63% or $0.43 from last year’s $1.82 per share. JPM’s profit will be $7.66 billion for 11.75 P/E if the $2.25 EPS becomes a reality. After $2.37 actual EPS reported by JPMorgan Chase & Co. for the previous quarter, Wall Street now forecasts -5.06% negative EPS growth.

Since January 13, 2018, it had 3 insider purchases, and 8 selling transactions for $18.63 million activity. Scher Peter sold $3.01M worth of stock or 26,532 shares. Another trade for 18,000 shares valued at $2.00M was bought by HOBSON MELLODY L. 9,194 shares were sold by Lake Marianne, worth $1.03 million. $1.84M worth of JPMorgan Chase & Co. (NYSE:JPM) shares were sold by BACON ASHLEY. CROWN JAMES S also bought $825,327 worth of JPMorgan Chase & Co. (NYSE:JPM) on Tuesday, January 16. On Saturday, January 13 the insider Petno Douglas B sold $5.43M.

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

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