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JPMorgan Chase & Co. (NYSE:JPM) Holdings Decreased by Cabot Wealth Management Inc.

Cabot Wealth Management Inc. trimmed its position in JPMorgan Chase & Co. (NYSE:JPM – Free Report) by 0.5% in the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 108,203 shares of the financial services provider’s stock after selling 507 shares during the quarter. JPMorgan Chase […] ....

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Cabot Wealth Management Inc. Sells 267 Shares of Exxon Mobil Co. (NYSE:XOM)

Cabot Wealth Management Inc. cut its holdings in shares of Exxon Mobil Co. (NYSE:XOM – Free Report) by 5.6% in the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,467 shares of the oil and gas company’s stock after selling 267 shares during the period. […] ....

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McAdam LLC Sells 146,346 Shares of Schwab Fundamental Emerging Markets Large Company Index ETF (NYSEARCA:FNDE)

McAdam LLC decreased its holdings in shares of Schwab Fundamental Emerging Markets Large Company Index ETF (NYSEARCA:FNDE – Free Report) by 24.2% in the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 458,072 shares of the company’s stock after selling 146,346 […] ....

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Successful Portfolios LLC Increases Holdings in iShares MBS ETF (NASDAQ:MBB)

Successful Portfolios LLC raised its stake in iShares MBS ETF (NASDAQ:MBB – Free Report) by 3.4% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,870 shares of the company’s stock after purchasing an additional 160 shares during the quarter. Successful Portfolios […] ....

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Cabot Wealth Management Inc. Sells 430 Shares of NVIDIA Co. (NASDAQ:NVDA)

Cabot Wealth Management Inc. trimmed its stake in NVIDIA Co. (NASDAQ:NVDA – Free Report) by 6.1% during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,572 shares of the computer hardware maker’s stock after selling 430 shares during the period. Cabot Wealth […] ....

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