River Road Asset Management Has Increased Forward Air (FWRD) Stake By $682,860; Arete Wealth Advisors Lifted Its Jpmorgan Chase & Co (JPM) Stake

May 18, 2018 - By Charlene Higgins

JPMorgan Chase & Co. (NYSE:JPM) Logo

Arete Wealth Advisors Llc increased Jpmorgan Chase & Co (JPM) stake by 63.24% reported in 2017Q4 SEC filing. Arete Wealth Advisors Llc acquired 5,253 shares as Jpmorgan Chase & Co (JPM)’s stock rose 0.67%. The Arete Wealth Advisors Llc holds 13,559 shares with $1.45M value, up from 8,306 last quarter. Jpmorgan Chase & Co now has $379.41B valuation. The stock decreased 1.34% or $1.51 during the last trading session, reaching $111.45. About 4.41 million shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since May 18, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

River Road Asset Management Llc increased Forward Air Corporation (FWRD) stake by 2.96% reported in 2017Q4 SEC filing. River Road Asset Management Llc acquired 11,980 shares as Forward Air Corporation (FWRD)’s stock declined 10.80%. The River Road Asset Management Llc holds 416,725 shares with $23.94 million value, up from 404,745 last quarter. Forward Air Corporation now has $1.72 billion valuation. The stock decreased 0.09% or $0.05 during the last trading session, reaching $58.34. About 43,490 shares traded. Forward Air Corporation (NASDAQ:FWRD) has risen 11.41% since May 18, 2017 and is uptrending. It has underperformed by 0.14% the S&P500.

More notable recent JPMorgan Chase & Co. (NYSE:JPM) news were published by: Seekingalpha.com which released: “JPMorgan back to business in China” on May 14, 2018, also Seekingalpha.com with their article: “JPMorgan to open up alternative investments to a broader client base” published on May 17, 2018, Seekingalpha.com published: “Regions Financial Will Go Higher – Cramer’s Lightning Round (5/17/18)” on May 18, 2018. More interesting news about JPMorgan Chase & Co. (NYSE:JPM) were released by: Seekingalpha.com and their article: “JPMorgan: Magnificent Morgan” published on April 30, 2018 as well as Benzinga.com‘s news article titled: “JPMorgan, HSBC, Citigroup, Early Warning Execs Talk Fintech Collaboration” with publication date: May 15, 2018.

Since January 13, 2018, it had 3 buys, and 8 insider sales for $18.63 million activity. $1.49M worth of JPMorgan Chase & Co. (NYSE:JPM) was bought by Combs Todd A.. $1.84 million worth of JPMorgan Chase & Co. (NYSE:JPM) shares were sold by BACON ASHLEY. Another trade for 17,057 shares valued at $1.91 million was made by Scher Peter on Saturday, January 13. On Saturday, January 13 the insider Lake Marianne sold $1.03M. 65,101 shares were sold by Erdoes Mary E., worth $7.31 million on Saturday, January 13. HOBSON MELLODY L had bought 18,000 shares worth $2.00M. On Saturday, January 13 the insider Friedman Stacey sold $1.99 million.

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 120 analyst reports since July 21, 2015 according to SRatingsIntel. The firm earned “Buy” rating on Friday, February 5 by UBS. The firm earned “Neutral” rating on Thursday, July 6 by Goldman Sachs. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Outperform” rating given on Thursday, April 14 by BMO Capital Markets. Keefe Bruyette & Woods maintained it with “Hold” rating and $100.0 target in Tuesday, October 3 report. The firm has “Hold” rating by Nomura given on Friday, April 13. Nomura downgraded the stock to “Neutral” rating in Monday, January 25 report. The rating was maintained by Sandler O’Neill on Tuesday, January 16 with “Hold”. The company was maintained on Friday, January 12 by BMO Capital Markets. The firm earned “Outperform” rating on Monday, March 19 by Credit Suisse. The firm has “Hold” rating by DZ Bank given on Wednesday, January 17.

Investors sentiment decreased to 0.88 in 2017 Q4. Its down 0.03, from 0.91 in 2017Q3. It worsened, as 55 investors sold JPM shares while 802 reduced holdings. 142 funds opened positions while 611 raised stakes. 2.46 billion shares or 1.60% less from 2.50 billion shares in 2017Q3 were reported. Willis Invest Counsel, Georgia-based fund reported 205,328 shares. Round Table Svcs Ltd Limited Liability Company invested in 0.31% or 8,450 shares. Credit Agricole S A holds 1.55% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 216,672 shares. C M Bidwell Assocs Ltd holds 2,205 shares or 0.2% of its portfolio. Boston Common Asset Mgmt reported 201,569 shares. Sather Fin Gru Inc holds 0.3% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 11,051 shares. Profund Limited Liability Company stated it has 226,297 shares. Westwood holds 1.73 million shares. Vaughan David Il, a Illinois-based fund reported 407,334 shares. Commonwealth Bankshares Of Australia owns 0.58% invested in JPMorgan Chase & Co. (NYSE:JPM) for 550,328 shares. 117,876 were accumulated by Conning Inc. Old National Fincl Bank In reported 1.53% stake. Davidson Inv owns 362,809 shares. Nadler Fincl invested in 5,167 shares or 0.17% of the stock. De Burlo Group Inc stated it has 2.45% in JPMorgan Chase & Co. (NYSE:JPM).

Arete Wealth Advisors Llc decreased Edgewell Pers Care Co stake by 10,581 shares to 4,684 valued at $278,000 in 2017Q4. It also reduced Ishares Tr (SCZ) stake by 5,668 shares and now owns 6,020 shares. Alphabet Inc was reduced too.

River Road Asset Management Llc decreased Cna Financial Corporation (NYSE:CNA) stake by 103,683 shares to 516,427 valued at $27.40M in 2017Q4. It also reduced Johnson Controls International stake by 34,957 shares and now owns 1.62 million shares. Union Pacific Corporation (NYSE:UNP) was reduced too.

Investors sentiment decreased to 1.42 in 2017 Q4. Its down 0.48, from 1.9 in 2017Q3. It is negative, as 9 investors sold FWRD shares while 60 reduced holdings. 38 funds opened positions while 60 raised stakes. 28.01 million shares or 0.61% less from 28.18 million shares in 2017Q3 were reported. Gotham Asset Ltd Limited Liability Company holds 0.04% of its portfolio in Forward Air Corporation (NASDAQ:FWRD) for 44,361 shares. First Tru Advsrs Ltd Partnership invested in 0% or 14,009 shares. Wellington Management Group Limited Liability Partnership owns 1.16 million shares. Tributary Mgmt reported 1.78% stake. Captrust Advsr reported 175 shares. Invesco Limited has 0.01% invested in Forward Air Corporation (NASDAQ:FWRD). Ftb Advsrs invested in 743 shares or 0% of the stock. Citigroup holds 0% or 7,657 shares in its portfolio. 64,650 were accumulated by California Public Employees Retirement System. Comerica Fincl Bank has invested 0.02% of its portfolio in Forward Air Corporation (NASDAQ:FWRD). Menta Capital Ltd Liability Com reported 0.22% in Forward Air Corporation (NASDAQ:FWRD). Vanguard Gp Inc holds 0.01% in Forward Air Corporation (NASDAQ:FWRD) or 2.78 million shares. Royal National Bank & Trust Of Canada has 0% invested in Forward Air Corporation (NASDAQ:FWRD). Segall Bryant And Hamill Limited Liability Corp holds 0.13% or 99,163 shares. Dimensional Fund Advsrs LP owns 0.03% invested in Forward Air Corporation (NASDAQ:FWRD) for 1.26M shares.

Since February 26, 2018, it had 0 buys, and 1 sale for $135,508 activity. LYNCH GEORGE M also sold $135,508 worth of Forward Air Corporation (NASDAQ:FWRD) shares.

Among 9 analysts covering Forward Air (NASDAQ:FWRD), 4 have Buy rating, 0 Sell and 5 Hold. Therefore 44% are positive. Forward Air had 30 analyst reports since July 24, 2015 according to SRatingsIntel. The stock of Forward Air Corporation (NASDAQ:FWRD) has “Hold” rating given on Monday, October 30 by Cowen & Co. On Tuesday, October 24 the stock rating was maintained by KeyBanc Capital Markets with “Hold”. KeyBanc Capital Markets maintained the shares of FWRD in report on Tuesday, September 19 with “Hold” rating. The firm earned “Hold” rating on Monday, September 11 by Cowen & Co. Stifel Nicolaus maintained the stock with “Hold” rating in Thursday, October 26 report. RBC Capital Markets maintained it with “Sector Perform” rating and $43 target in Thursday, February 11 report. The stock has “Buy” rating by Robert W. Baird on Tuesday, April 10. The company was maintained on Friday, November 10 by Robert W. Baird. The stock of Forward Air Corporation (NASDAQ:FWRD) has “Market Perform” rating given on Tuesday, September 20 by Cowen & Co. The company was maintained on Friday, February 9 by Stephens.

Forward Air Corporation (NASDAQ:FWRD) Institutional Positions Chart

Receive News & Ratings Via Email - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings with our FREE daily email newsletter.




Free Email Newsletter

Enter your email address below to get the latest news and analysts' ratings for your stocks with our free daily email newsletter: