Legacy Private Trust Boosted Jpmorgan Chase & Co (JPM) Stake; TD Ameritrade Holding (AMTD) Shorts Decreased By 4.06%

February 21, 2018 - By David King

TD Ameritrade Holding Corporation (NASDAQ:AMTD) had a decrease of 4.06% in short interest. AMTD’s SI was 6.64M shares in February as released by FINRA. Its down 4.06% from 6.92 million shares previously. With 3.78 million avg volume, 2 days are for TD Ameritrade Holding Corporation (NASDAQ:AMTD)’s short sellers to cover AMTD’s short positions. The SI to TD Ameritrade Holding Corporation’s float is 2.45%. The stock decreased 0.44% or $0.25 during the last trading session, reaching $56.04. About 2.99M shares traded. TD Ameritrade Holding Corporation (NASDAQ:AMTD) has risen 21.10% since February 21, 2017 and is uptrending. It has outperformed by 4.40% the S&P500.

Legacy Private Trust increased Jpmorgan Chase & Co (JPM) stake by 5.44% reported in 2017Q3 SEC filing. Legacy Private Trust acquired 3,646 shares as Jpmorgan Chase & Co (JPM)’s stock declined 6.04%. The Legacy Private Trust holds 70,642 shares with $6.75M value, up from 66,996 last quarter. Jpmorgan Chase & Co now has $392.86B valuation. The stock increased 0.03% or $0.03 during the last trading session, reaching $114.71. About 13.46M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since February 21, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

Since October 25, 2017, it had 1 buying transaction, and 9 insider sales for $22.34 million activity. Shares for $7.31M were sold by Erdoes Mary E. on Saturday, January 13. Giles Nicole had sold 3,783 shares worth $425,399 on Saturday, January 13. $5.43M worth of JPMorgan Chase & Co. (NYSE:JPM) was sold by Petno Douglas B. Scher Peter also sold $1.91M worth of JPMorgan Chase & Co. (NYSE:JPM) shares. Shares for $825,327 were bought by CROWN JAMES S. 9,194 shares valued at $1.03 million were sold by Lake Marianne on Saturday, January 13. $214,019 worth of JPMorgan Chase & Co. (NYSE:JPM) was sold by Friedman Stacey.

Investors sentiment decreased to 0.91 in 2017 Q3. Its down 0.28, from 1.19 in 2017Q2. It dived, 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. Guyasuta Inv Advisors Inc has invested 0.39% in JPMorgan Chase & Co. (NYSE:JPM). First Manhattan reported 193,000 shares. Howe & Rusling accumulated 117,383 shares. Genesee Valley Trust Company holds 1.16% in JPMorgan Chase & Co. (NYSE:JPM) or 29,637 shares. Lombard Odier Asset Mgmt (Switzerland) Sa owns 14,618 shares. Douglass Winthrop Advsr Llc accumulated 84,064 shares or 0.47% of the stock. Mason Street Advisors Lc holds 1.14% or 488,497 shares in its portfolio. Public Employees Retirement Sys Of Ohio reported 1.42% in JPMorgan Chase & Co. (NYSE:JPM). Wetherby Asset Mgmt stated it has 59,626 shares or 0.85% of all its holdings. 38,401 are owned by Brown Brothers Harriman &. Garde Inc has invested 0.32% in JPMorgan Chase & Co. (NYSE:JPM). First Dallas Securities has invested 0.6% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Seaward Management Ltd Partnership, a Massachusetts-based fund reported 560,218 shares. Torch Wealth Management Limited Liability Company owns 35,471 shares for 2.22% of their portfolio. 20,684 are owned by Wealth Enhancement Advisory Ltd Liability Corporation.

Legacy Private Trust decreased Goldman Sachs Group Inc (NYSE:GS) stake by 4,170 shares to 1,554 valued at $369,000 in 2017Q3. It also reduced Powershares Etf Tr Ii (PXF) stake by 53,922 shares and now owns 289,765 shares. Visa Inc (NYSE:V) was reduced too.

Among 33 analysts covering JPMorgan Chase & Co (NYSE:JPM), 18 have Buy rating, 2 Sell and 13 Hold. Therefore 55% are positive. JPMorgan Chase & Co had 110 analyst reports since July 21, 2015 according to SRatingsIntel. On Friday, September 9 the stock rating was downgraded by Macquarie Research to “Neutral”. The firm has “Underperform” rating by Portales Partners given on Monday, February 22. The stock has “Neutral” rating by Buckingham Research on Monday, October 17. The stock of JPMorgan Chase & Co. (NYSE:JPM) earned “Outperform” rating by Credit Agricole on Tuesday, August 25. The rating was maintained by Argus Research with “Buy” on Wednesday, October 14. The firm earned “Buy” rating on Friday, February 5 by UBS. BMO Capital Markets maintained it with “Hold” rating and $8600 target in Friday, July 14 report. The company was initiated on Wednesday, July 13 by Berenberg. On Wednesday, October 11 the stock rating was maintained by Keefe Bruyette & Woods with “Hold”. Jefferies maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Monday, October 10. Jefferies has “Buy” rating and $77 target.

Investors sentiment increased to 1.09 in Q3 2017. Its up 0.04, from 1.05 in 2017Q2. It improved, as 27 investors sold TD Ameritrade Holding Corporation shares while 81 reduced holdings. 35 funds opened positions while 83 raised stakes. 485.17 million shares or 1.58% more from 477.60 million shares in 2017Q2 were reported. Profund Advsrs Ltd Company, Maryland-based fund reported 75,919 shares. Mondrian Investment Prns owns 1,600 shares for 0% of their portfolio. Daiwa Gru owns 7,708 shares for 0% of their portfolio. Arrowstreet L P invested in 26,400 shares. Sumitomo Mitsui Asset Mngmt Ltd holds 18,419 shares or 0.01% of its portfolio. Condor Cap Management invested in 0.37% or 38,093 shares. Cibc Asset Management Inc owns 27,442 shares. Strs Ohio reported 25,461 shares. Panagora Asset Management Incorporated stated it has 0% of its portfolio in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Massachusetts Financial Ma stated it has 0.03% of its portfolio in TD Ameritrade Holding Corporation (NASDAQ:AMTD). 1.02 million are held by Crescent Park Mgmt Limited Partnership. 1832 Asset Mgmt L P has invested 0.01% of its portfolio in TD Ameritrade Holding Corporation (NASDAQ:AMTD). Howe Rusling Inc accumulated 43 shares or 0% of the stock. Da Davidson &, a Montana-based fund reported 6,860 shares. Northwestern Mutual Wealth Mngmt reported 5,395 shares.

Among 8 analysts covering TD Ameritrade Holdings (NASDAQ:AMTD), 5 have Buy rating, 0 Sell and 3 Hold. Therefore 63% are positive. TD Ameritrade Holdings had 21 analyst reports since July 22, 2015 according to SRatingsIntel. On Friday, January 8 the stock rating was maintained by Deutsche Bank with “Buy”. Citigroup downgraded TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Wednesday, July 22 to “Sell” rating. The rating was maintained by Keefe Bruyette & Woods with “Outperform” on Wednesday, October 7. Wood maintained the shares of AMTD in report on Wednesday, October 7 with “Outperform” rating. The rating was upgraded by Citigroup on Tuesday, January 12 to “Neutral”. The firm has “Buy” rating given on Wednesday, January 13 by Bank of America. The firm has “Market Perform” rating by Wells Fargo given on Monday, September 28. The firm has “Buy” rating by Deutsche Bank given on Friday, September 18. UBS maintained TD Ameritrade Holding Corporation (NASDAQ:AMTD) on Thursday, January 21 with “Buy” rating.

TD Ameritrade Holding Corporation provides securities brokerage services and related technology financial services to retail investors, traders, and independent registered investment advisors in the United States. The company has market cap of $31.80 billion. The Company’s services and products include tdameritrade.com, a Web platform for self-directed retail investors; Trade Architect, a Web platform for investors and traders to identify opportunities and stay informed; thinkorswim, a desktop platform for traders; and TD Ameritrade Mobile, which allows on-the-go investors and traders to trade and monitor accounts. It has a 31.91 P/E ratio. The firm also offers TD Ameritrade Institutional that provides brokerage and custody services to approximately 5,000 independent RIAs and their clients; TD Ameritrade's Goal Planning, which offers investment consulting and planning services; Investools, a suite of investor education services and products for stock, option, foreign exchange, futures, mutual fund, and fixed-income investors; Amerivest, an advisory service that develops portfolios of exchange-traded funds (ETFs) and mutual funds; AdvisorDirect, a national referral service for investors; and TD Ameritrade Corporate Services that provide self-directed brokerage services to employees of firms.

Since September 14, 2017, it had 1 insider buy, and 3 selling transactions for $397.81 million activity. 17,243 shares valued at $967,850 were sold by Nally Thomas A. on Tuesday, February 6. TD Luxembourg International Holdings S.a r.l. bought $400.00 million worth of stock. MOGLIA JOSEPH H sold $669,900 worth of stock.

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