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As Williams Sonoma (WSM) Market Valuation Declined, Thomas Story & Son Has Boosted Holding; As Jpmorgan Chase & Co (JPM) Share Value Rose, Interocean Capital Has Upped Position

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Interocean Capital Llc increased its stake in Jpmorgan Chase & Co (JPM) by 5.46% based on its latest 2017Q4 regulatory filing with the SEC. Interocean Capital Llc bought 3,773 shares as the company’s stock rose 0.67% while stock markets declined. The hedge fund held 72,887 shares of the major banks company at the end of 2017Q4, valued at $7.80M, up from 69,114 at the end of the previous reported quarter. Interocean Capital Llc who had been investing in Jpmorgan Chase & Co for a number of months, seems to be bullish on the $375.87 billion market cap company. The stock decreased 0.47% or $0.52 during the last trading session, reaching $110.41. About 16.45M shares traded. JPMorgan Chase & Co. (NYSE:JPM) has risen 23.99% since April 25, 2017 and is uptrending. It has outperformed by 12.44% the S&P500.

Thomas Story & Son Llc increased its stake in Williams Sonoma Inc (WSM) by 28.42% based on its latest 2017Q4 regulatory filing with the SEC. Thomas Story & Son Llc bought 24,110 shares as the company’s stock declined 2.11% with the market. The institutional investor held 108,955 shares of the consumer services company at the end of 2017Q4, valued at $5.63 million, up from 84,845 at the end of the previous reported quarter. Thomas Story & Son Llc who had been investing in Williams Sonoma Inc for a number of months, seems to be bullish on the $4.07B market cap company. The stock decreased 0.59% or $0.29 during the last trading session, reaching $48.85. About 1.26M shares traded. Williams-Sonoma, Inc. (NYSE:WSM) has risen 5.72% since April 25, 2017 and is uptrending. It has underperformed by 5.83% the S&P500.

Investors sentiment decreased to 0.88 in Q4 2017. Its down 0.03, from 0.91 in 2017Q3. It fall, 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. Thompson Investment Mngmt invested in 110,334 shares or 2.08% of the stock. Moreover, Wade G W has 0.97% invested in JPMorgan Chase & Co. (NYSE:JPM). Wright Investors Ser Inc invested 2.34% in JPMorgan Chase & Co. (NYSE:JPM). Thompson Siegel And Walmsley reported 121,092 shares. Zuckerman Group Limited Liability Corporation reported 3,437 shares stake. 1832 Asset Lp reported 2.64M shares. First Merchants owns 2.48% invested in JPMorgan Chase & Co. (NYSE:JPM) for 135,988 shares. At Bancorp owns 50,836 shares. 54,592 are held by Univest Corporation Of Pennsylvania. Philadelphia accumulated 0.18% or 21,850 shares. 57,434 were reported by Baker Avenue Asset Management L P. British Columbia Mgmt reported 1.32% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM). New Jersey-based Palisade Mgmt Limited Liability Company Nj has invested 0.84% in JPMorgan Chase & Co. (NYSE:JPM). Moreover, Amica Pension Fund Board Of Trustees has 2.79% invested in JPMorgan Chase & Co. (NYSE:JPM) for 226,870 shares. First Bancshares Of Hutchinson reported 2,714 shares stake.

Interocean Capital Llc, which manages about $885.53M and $745.54 million US Long portfolio, decreased its stake in Intel Corporation (NASDAQ:INTC) by 11,677 shares to 452,303 shares, valued at $20.88M in 2017Q4, according to the filing. It also reduced its holding in Mastercard Inc Class A (NYSE:MA) by 6,068 shares in the quarter, leaving it with 101,165 shares, and cut its stake in Boeing Co (NYSE:BA).

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 119 analyst reports since July 21, 2015 according to SRatingsIntel. The stock of JPMorgan Chase & Co. (NYSE:JPM) has “Outperform” rating given on Monday, August 17 by Bruyette & Woods”. The rating was maintained by Goldman Sachs on Thursday, April 14 with “Neutral”. The stock has “Hold” rating by DZ Bank on Wednesday, January 17. On Wednesday, September 20 the stock rating was maintained by Robert W. Baird with “Hold”. BMO Capital Markets maintained it with “Outperform” rating and $77 target in Thursday, April 14 report. Jefferies maintained the stock with “Buy” rating in Wednesday, October 7 report. RBC Capital Markets maintained it with “Buy” rating and $95.0 target in Friday, August 18 report. As per Wednesday, November 15, the company rating was maintained by Robert W. Baird. The stock has “Outperform” rating by KBW on Monday, August 17. Keefe Bruyette & Woods maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Tuesday, October 3. Keefe Bruyette & Woods has “Hold” rating and $100.0 target.

Since October 25, 2017, it had 2 buys, and 8 sales for $20.12 million activity. Another trade for 26,532 shares valued at $3.01M was made by Scher Peter on Friday, January 19. Lake Marianne sold $1.03M worth of stock or 9,194 shares. On Saturday, January 13 Erdoes Mary E. sold $7.31M worth of JPMorgan Chase & Co. (NYSE:JPM) or 65,101 shares. Friedman Stacey also sold $214,019 worth of JPMorgan Chase & Co. (NYSE:JPM) on Wednesday, October 25. Shares for $2.00 million were bought by HOBSON MELLODY L on Monday, April 16. On Saturday, January 13 the insider Petno Douglas B sold $5.43M.

Thomas Story & Son Llc, which manages about $226.08 million and $174.93M US Long portfolio, decreased its stake in Fastenal Co (NASDAQ:FAST) by 21,000 shares to 80,719 shares, valued at $4.42M in 2017Q4, according to the filing. It also reduced its holding in Praxair Inc (NYSE:PX) by 3,000 shares in the quarter, leaving it with 3,504 shares, and cut its stake in Accenture Plc Ireland Class A (NYSE:ACN).

Among 34 analysts covering Williams-Sonoma (NYSE:WSM), 5 have Buy rating, 5 Sell and 24 Hold. Therefore 15% are positive. Williams-Sonoma had 106 analyst reports since July 29, 2015 according to SRatingsIntel. The firm earned “Hold” rating on Wednesday, January 4 by Loop Capital. The firm earned “Hold” rating on Thursday, August 27 by Cantor Fitzgerald. The company was maintained on Thursday, August 25 by Barclays Capital. Gordon Haskett upgraded the stock to “Hold” rating in Thursday, March 15 report. The stock has “Buy” rating by Bank of America on Thursday, August 27. The firm has “Accumulate” rating given on Tuesday, May 9 by Gordon Haskett. RBC Capital Markets maintained it with “Hold” rating and $50.0 target in Friday, November 10 report. The rating was initiated by Credit Suisse with “Neutral” on Thursday, August 25. Stifel Nicolaus maintained the stock with “Hold” rating in Thursday, March 15 report. The stock has “Overweight” rating by JP Morgan on Wednesday, July 29.

Since March 19, 2018, it had 0 insider purchases, and 2 sales for $5.78 million activity. Hayes Janet sold $466,696 worth of stock.

Investors sentiment decreased to 1.01 in 2017 Q4. Its down 0.09, from 1.1 in 2017Q3. It dropped, as 41 investors sold WSM shares while 112 reduced holdings. 53 funds opened positions while 102 raised stakes. 85.72 million shares or 0.66% more from 85.15 million shares in 2017Q3 were reported. Symons Cap Management Inc holds 2.48% or 168,263 shares. Profund Advsr Ltd Limited Liability Company reported 0.02% in Williams-Sonoma, Inc. (NYSE:WSM). New Jersey-based Mcrae Cap Mgmt has invested 2.82% in Williams-Sonoma, Inc. (NYSE:WSM). Roanoke Asset Mngmt New York stated it has 4,250 shares. Qs Investors holds 0% of its portfolio in Williams-Sonoma, Inc. (NYSE:WSM) for 5,940 shares. Advisors Asset Mgmt has invested 0.06% in Williams-Sonoma, Inc. (NYSE:WSM). 62,744 were accumulated by Mutual Of America Capital Mngmt. Moreover, Leuthold Gp Ltd Liability Company has 0.76% invested in Williams-Sonoma, Inc. (NYSE:WSM). Virginia Retirement Sys Et Al has 0.02% invested in Williams-Sonoma, Inc. (NYSE:WSM) for 30,800 shares. Syntal Cap Prtnrs Limited Liability Corporation accumulated 5,737 shares. Speece Thorson Capital Group reported 232,827 shares. Lsv Asset Mgmt has invested 0.04% in Williams-Sonoma, Inc. (NYSE:WSM). Ellington Ltd Llc stated it has 0.62% of its portfolio in Williams-Sonoma, Inc. (NYSE:WSM). Wells Fargo & Mn reported 691,634 shares. Mount Vernon Assocs Incorporated Md reported 0.66% in Williams-Sonoma, Inc. (NYSE:WSM).

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

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