Tiedemann Wealth Management Has Lifted Jpmorgan Chase & Co (JPM) Holding By $624,321; Clough Capital Partners LP Has Lowered Its Amerco (UHAL) Stake

January 14, 2018 - By Vivian Park

Clough Capital Partners LP decreased Amerco (UHAL) stake by 51.29% reported in 2017Q3 SEC filing. Clough Capital Partners LP sold 37,500 shares as Amerco (UHAL)’s stock declined 0.39%. The Clough Capital Partners LP holds 35,610 shares with $13.35 million value, down from 73,110 last quarter. Amerco now has $7.32 billion valuation. The stock decreased 1.10% or $4.16 during the last trading session, reaching $373.38. About 63,974 shares traded. AMERCO (NASDAQ:UHAL) has risen 4.93% since January 14, 2017 and is uptrending. It has underperformed by 11.77% the S&P500.

Tiedemann Wealth Management Llc increased Jpmorgan Chase & Co (JPM) stake by 15.45% reported in 2017Q3 SEC filing. Tiedemann Wealth Management Llc acquired 10,953 shares as Jpmorgan Chase & Co (JPM)’s stock declined 6.04%. The Tiedemann Wealth Management Llc holds 81,842 shares with $4.71M value, up from 70,889 last quarter. Jpmorgan Chase & Co now has $390.88 billion valuation. The stock increased 1.65% or $1.83 during the last trading session, reaching $112.67. About 18.88 million 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.

Clough Capital Partners LP increased Tpg Specialty Lending Inc (NYSE:TSLX) stake by 101,400 shares to 400,563 valued at $8.40 million in 2017Q3. It also upped Jpmorgan Chase & Co (NYSE:JPM) stake by 247,800 shares and now owns 322,800 shares. Carvana Co was raised too.

Analysts await AMERCO (NASDAQ:UHAL) to report earnings on February, 14. They expect $9.20 earnings per share, up 176.28% or $5.87 from last year’s $3.33 per share. UHAL’s profit will be $180.39M for 10.15 P/E if the $9.20 EPS becomes a reality. After $6.36 actual earnings per share reported by AMERCO for the previous quarter, Wall Street now forecasts 44.65% EPS growth.

Investors sentiment increased to 1.22 in Q3 2017. Its up 0.08, from 1.14 in 2017Q2. It is positive, as 22 investors sold UHAL shares while 60 reduced holdings. 34 funds opened positions while 66 raised stakes. 5.67 million shares or 8.74% more from 5.22 million shares in 2017Q2 were reported. 14,735 are owned by Mitsubishi Ufj Trust And. State Of Wisconsin Board invested in 0.01% or 5,884 shares. Vanguard Grp owns 673,981 shares for 0.01% of their portfolio. 19,902 were reported by Brandes Invest Prtn L P. Capital Planning Advsr Limited Liability Com has 0.1% invested in AMERCO (NASDAQ:UHAL). Cannell Limited Liability Corp, a Wyoming-based fund reported 1,473 shares. Livforsakringsbolaget Skandia Omsesidigt reported 0% in AMERCO (NASDAQ:UHAL). Sumitomo Mitsui Tru Inc has invested 0.01% in AMERCO (NASDAQ:UHAL). 255,019 are held by Principal Group. Wisconsin-based Northwestern Mutual Wealth Mgmt Co has invested 0% in AMERCO (NASDAQ:UHAL). Geode Capital Limited has 0.01% invested in AMERCO (NASDAQ:UHAL) for 59,814 shares. Numeric Limited Company invested 0% of its portfolio in AMERCO (NASDAQ:UHAL). Pub Employees Retirement Sys Of Ohio accumulated 1,992 shares. First Trust Advsrs Lp has invested 0.02% of its portfolio in AMERCO (NASDAQ:UHAL). Kbc Nv invested in 702 shares or 0% of the stock.

Since December 18, 2017, it had 0 insider buys, and 1 sale for $76,232 activity. 200 shares valued at $76,232 were sold by Brogan John P. on Monday, December 18.

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. Goldman Sachs maintained it with “Neutral” rating and $69 target in Thursday, April 14 report. RBC Capital Markets maintained JPMorgan Chase & Co. (NYSE:JPM) rating on Tuesday, September 26. RBC Capital Markets has “Buy” rating and $95.0 target. The firm earned “Neutral” rating on Monday, October 17 by Buckingham Research. The firm earned “Hold” rating on Friday, August 18 by Keefe Bruyette & Woods. Oppenheimer maintained JPMorgan Chase & Co. (NYSE:JPM) on Thursday, July 20 with “Hold” rating. The firm earned “Overweight” rating on Friday, October 13 by Barclays Capital. BMO Capital Markets maintained the shares of JPM in report on Friday, July 14 with “Hold” rating. Jefferies maintained it with “Buy” rating and $124.0 target in Monday, January 8 report. The stock has “Hold” rating by Deutsche Bank on Tuesday, September 26. The firm has “Hold” rating by Robert W. Baird given on Wednesday, November 15.

Investors sentiment decreased to 0.91 in 2017 Q3. Its down 0.28, from 1.19 in 2017Q2. It dropped, 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. Invest Counselors Of Maryland Lc owns 33,375 shares for 0.16% of their portfolio. Oregon Pub Employees Retirement Fund accumulated 1.07M shares. Natl Pension Serv stated it has 2.72 million shares. Provident Inv Management Inc has 0.09% invested in JPMorgan Chase & Co. (NYSE:JPM). Legacy Private accumulated 70,642 shares. Chatham Cap Gru holds 0.23% of its portfolio in JPMorgan Chase & Co. (NYSE:JPM) for 8,406 shares. Welch Gru Incorporated Ltd Co owns 13,207 shares or 0.21% of their US portfolio. 4,786 are owned by Vnbtrust National Association. Dana Advsrs Inc invested in 1.73% or 392,738 shares. Proshare Advisors Limited Liability Com invested in 0.85% or 964,471 shares. Orrstown, Pennsylvania-based fund reported 13,873 shares. Ifc Hldgs Inc Fl reported 24,627 shares or 0.16% of all its holdings. Peloton Wealth Strategists holds 2.6% or 35,250 shares. Vestor Cap Ltd holds 114,996 shares or 2.47% of its portfolio. Atlas Browninc owns 0.42% invested in JPMorgan Chase & Co. (NYSE:JPM) for 20,526 shares.

Since August 21, 2017, it had 0 insider purchases, and 2 selling transactions for $1.12 million activity. Another trade for 9,968 shares valued at $902,608 was sold by Friedman Stacey.

Tiedemann Wealth Management Llc decreased Ishares Tr (IWD) stake by 2,613 shares to 4,139 valued at $490,000 in 2017Q3. It also reduced Ishares Tr (IWV) stake by 3,782 shares and now owns 18,740 shares. Ishares Tr (EFA) was reduced too.

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