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Second Half Financial Partners LLC Decreases Position in JPMorgan Chase & Co. (NYSE:JPM)

Second Half Financial Partners LLC cut its position in shares of JPMorgan Chase & Co. (NYSE:JPM) by 19.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 21,303 shares of the financial services provider’s stock after selling 5,281 shares during the quarter. JPMorgan Chase […] ....

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Second Half Financial Partners LLC Cuts Holdings in JPMorgan Chase & Co. (NYSE:JPM)

Second Half Financial Partners LLC cut its holdings in JPMorgan Chase & Co. (NYSE:JPM) by 19.9% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 21,303 shares of the financial services provider’s stock after selling 5,281 shares during the quarter. JPMorgan Chase & […] ....

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Second Half Financial Partners LLC Has $7.32 Million Stake in Schwab US Dividend Equity ETF (NYSEARCA:SCHD)

Second Half Financial Partners LLC boosted its holdings in Schwab US Dividend Equity ETF (NYSEARCA:SCHD – Free Report) by 178.0% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 103,390 shares of the company’s stock after acquiring an additional 66,199 shares during the […] ....

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Charles Schwab Investment Management Inc. Grows Stake in Equity LifeStyle Properties, Inc. (NYSE:ELS)

Charles Schwab Investment Management Inc. increased its holdings in Equity LifeStyle Properties, Inc. (NYSE:ELS – Free Report) by 7.2% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,232,575 shares of the real estate investment trust’s stock after buying an additional 150,628 […] ....

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D.A. Davidson & CO. Grows Position in ProShares S&P 500 Aristocrats ETF (BATS:NOBL)

D.A. Davidson & CO. boosted its holdings in shares of ProShares S&P 500 Aristocrats ETF (BATS:NOBL – Free Report) by 3.4% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 139,251 shares of the company’s stock after purchasing an additional 4,639 […] ....

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