Chevy Chase Trust Holdings Has Decreased Travelers Companies (TRV) Holding By $316,590; Efg Asset Management Americas Increased Jpmorgan Chase & Co (JPM) Position

January 14, 2018 - By Michael Collier

Chevy Chase Trust Holdings Inc decreased Travelers Companies Inc (TRV) stake by 1% reported in 2017Q3 SEC filing. Chevy Chase Trust Holdings Inc sold 2,595 shares as Travelers Companies Inc (TRV)’s stock declined 0.95%. The Chevy Chase Trust Holdings Inc holds 257,563 shares with $31.56 million value, down from 260,158 last quarter. Travelers Companies Inc now has $36.88B valuation. The stock increased 1.81% or $2.39 during the last trading session, reaching $134.73. About 2.01M shares traded or 29.31% up from the average. The Travelers Companies, Inc. (NYSE:TRV) has risen 9.71% since January 14, 2017 and is uptrending. It has underperformed by 6.99% the S&P500.

Efg Asset Management Americas Corp increased Jpmorgan Chase & Co (JPM) stake by 519.24% reported in 2017Q3 SEC filing. Efg Asset Management Americas Corp acquired 26,793 shares as Jpmorgan Chase & Co (JPM)’s stock declined 6.04%. The Efg Asset Management Americas Corp holds 31,953 shares with $3.09M value, up from 5,160 last quarter. Jpmorgan Chase & Co now has $390.88B valuation. The stock increased 1.65% or $1.83 during the last trading session, reaching $112.67. About 18.88M shares traded or 45.90% up from the average. JPMorgan Chase & Co. (NYSE:JPM) has risen 33.74% since January 14, 2017 and is uptrending. It has outperformed by 17.04% the S&P500.

Investors sentiment decreased to 0.91 in 2017 Q3. Its down 0.28, from 1.19 in 2017Q2. It is negative, 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. Inv Centers Of America holds 61,954 shares or 0.43% of its portfolio. Old Mutual Customised Solutions (Proprietary) Limited invested in 0.95% or 73,308 shares. Cibc World Corp stated it has 0.7% in JPMorgan Chase & Co. (NYSE:JPM). Alyeska Gru LP has invested 0.09% in JPMorgan Chase & Co. (NYSE:JPM). Amica Pension Fund Board Of Trustees holds 2.2% in JPMorgan Chase & Co. (NYSE:JPM) or 192,011 shares. Fort Point Capital Ptnrs Lc has invested 0.2% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). Aviance Ltd Co invested in 0.56% or 112,496 shares. Qci Asset Mngmt Inc has invested 1.87% in JPMorgan Chase & Co. (NYSE:JPM). Hardman Johnston Glob Advsr Lc reported 195,410 shares or 0.8% of all its holdings. Tcw Gru Inc holds 1.99% or 2.62M shares in its portfolio. Roundview Limited Liability Corporation reported 58,974 shares stake. Ssi Management has invested 0.11% in JPMorgan Chase & Co. (NYSE:JPM). New Jersey Better Educational Savings reported 30,000 shares. Winslow Asset Mgmt Inc has invested 2.11% in JPMorgan Chase & Co. (NYSE:JPM). Greystone Managed owns 161,894 shares or 0.68% of their US portfolio.

Efg Asset Management Americas Corp decreased Ishares Tr (AGG) stake by 3,509 shares to 6,641 valued at $728,000 in 2017Q3. It also reduced Johnson & Johnson (NYSE:JNJ) stake by 2,938 shares and now owns 6,376 shares. Powershares Qqq Trust (QQQ) was reduced too.

Among 32 analysts covering JPMorgan Chase & Co (NYSE:JPM), 17 have Buy rating, 2 Sell and 13 Hold. Therefore 53% are positive. JPMorgan Chase & Co had 99 analyst reports since July 21, 2015 according to SRatingsIntel. BMO Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) on Friday, October 13 with “Market Perform” rating. The rating was maintained by Keefe Bruyette & Woods with “Hold” on Friday, July 14. The firm earned “Neutral” rating on Wednesday, November 9 by Robert W. Baird. The firm earned “Buy” rating on Friday, February 5 by UBS. The rating was upgraded by Atlantic Securities to “Overweight” on Monday, January 18. The rating was maintained by Keefe Bruyette & Woods with “Outperform” on Wednesday, October 14. Jefferies maintained the stock with “Buy” rating in Friday, September 15 report. As per Monday, October 17, the company rating was downgraded by Buckingham Research. RBC Capital Markets maintained the stock with “Buy” rating in Tuesday, September 26 report. The company was downgraded on Tuesday, January 17 by Keefe Bruyette & Woods.

Since August 21, 2017, it had 0 insider buys, and 2 selling transactions for $1.12 million activity. Another trade for 2,099 shares valued at $214,019 was sold by Friedman Stacey.

Among 16 analysts covering Travelers (NYSE:TRV), 6 have Buy rating, 3 Sell and 7 Hold. Therefore 38% are positive. Travelers had 48 analyst reports since July 22, 2015 according to SRatingsIntel. The stock has “Outperform” rating by RBC Capital Markets on Wednesday, October 21. The rating was upgraded by BMO Capital Markets to “Outperform” on Monday, December 12. On Thursday, December 3 the stock rating was downgraded by Bank of America to “Neutral”. RBC Capital Markets maintained The Travelers Companies, Inc. (NYSE:TRV) rating on Tuesday, May 23. RBC Capital Markets has “Buy” rating and $126 target. The rating was maintained by UBS on Wednesday, January 27 with “Neutral”. The stock of The Travelers Companies, Inc. (NYSE:TRV) has “Buy” rating given on Monday, June 26 by RBC Capital Markets. Keefe Bruyette & Woods upgraded The Travelers Companies, Inc. (NYSE:TRV) on Monday, October 16 to “Buy” rating. The company was downgraded on Tuesday, January 10 by Goldman Sachs. The rating was maintained by RBC Capital Markets on Monday, August 21 with “Buy”. On Monday, June 19 the stock rating was maintained by Keefe Bruyette & Woods with “Hold”.

Analysts await The Travelers Companies, Inc. (NYSE:TRV) to report earnings on January, 23 before the open. They expect $1.86 EPS, down 41.88% or $1.34 from last year’s $3.2 per share. TRV’s profit will be $509.07M for 18.11 P/E if the $1.86 EPS becomes a reality. After $0.91 actual EPS reported by The Travelers Companies, Inc. for the previous quarter, Wall Street now forecasts 104.40% EPS growth.

Chevy Chase Trust Holdings Inc increased Nextera Energy Inc (NYSE:NEE) stake by 15,386 shares to 705,206 valued at $103.35 million in 2017Q3. It also upped Prudential Finl Inc (NYSE:PRU) stake by 2,835 shares and now owns 373,015 shares. Royal Caribbean Cruises Ltd (NYSE:RCL) was raised too.

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