NYSE:JPM

JP Morgan Chase & Co (JPM)

336.47
+1.00 (0.30%)
as of Jul 10, 2026, 8:00:00 pm Market Open.
556 watching
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Investor Insights
star iconJul 11, 2026, 12:00 am

This summary was created by AI, based on 49 opinions in the last 12 months.

JP Morgan Chase & Co (JPM) is highly regarded among analysts as one of the best banks globally, with strong leadership under CEO Jamie Dimon. Many experts note its impressive dividend growth over the past decade and robust share buybacks, which enhance shareholder value. The bank is positioned well to capitalize on a recovering capital markets environment, benefiting from rising interest rates and a steepening yield curve. While it trades at a premium due to its consistent performance, analysts suggest the stock remains a core holding for long-term investors, despite some concerns over economic slowdowns and cautious guidance from management. Overall, JPM is seen as a leader in the US banking sector with favorable prospects in a growing economic landscape.

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Consensus
Positive
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Valuation
Overvalued
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PAST TOP PICK
(A Top Pick Jan 25/22, Down 8%) In CAD, you'd probably have broken even in the last year, so he won't complain. Biggest bank in the world, great management, wonderful assets. Pretty good stock, particularly at this price.
TOP PICK
Produces lots of cash. Leader in virtually all its franchises. Markets have overreacted to chances of a very deep recession. Chances of loan growth and margins falling off the table are not that great. Strong labour market will get in the way of a deep or long recession. Yield is 3.05%. (Analysts’ price target is $137.97)
WEAK BUY
Stock's taken off this month. Well run. 9-10x forward earnings, pretty cheap. Book value of 1.4x, so not the cheapest bank. He owns Citi and WFC. Financials should do well once the economy sees light at the end of the tunnel.
BUY
A great stock which should be much higher in two to three years. It is the largest bank in the U.S. and maybe the world. Payout ratio is much lower than Canadian banks. Not trading at a high multiple.
BUY
Their numbers today were surprisingly strong. The CEO has been very downbeat about the economy, which set the bar low. They reported 10% revenue growth YOY and earnings beat. Corporate investment banking struggled, but excelled in consumer up and community banking, up 14%. Net interest income soared 51%, ex-markets. Investment banking and home lending were soft, but expected. A share buyback would've been nice. Overall, a fine report.
WATCH
He sold it a while ago and was thinking of buying it back. It will be a challenging quarter when they report Friday. But is the CEO frustrated, given his recent remarks, about earnings potential?
WATCH
Reports October 14, expects it to be quite positive. Rising interest rates are helping. Net interest margins should expand. Watch the loan growth and the macro environment and what the CEO has to say, as this will affect the bank, the sector, and the whole market more than the quarterly results alone.
BUY
Has long held this. They have several diversified revenue streams that can withstand an economic uncertainty.
BUY
Are expanding into retail banking in Germany, just announced. They can expand even as peers are not. A big fan of the CEO and his team. Owns no other banks.
PAST TOP PICK
(A Top Pick Sep 17/21, Down 22%) Hard time for banks right now with rising interest rates. Premier bank in the USA and maybe the world. Will continue to hold shares. Good long term investment. Excellent management team.
BUY
It is in the top five in investment banking. All lines of business including the credit card business are strong. Trades at 10X earnings and 1.1X book. It has a good balance sheet, continues to buy back shares, and has room to grow its dividend. Buy for the long term.
TOP PICK
Best-run US bank for a number of years. Impeccable management. Consistent growth. #1 in their businesses. Very well capitalized. Valuation of 10-11x earnings. Buying back shares and increasing dividend. Opportunity to buy a best-in-class business. Yield is 3.41%. (Analysts’ price target is $138.37)
BUY
Has traded down with all the US banks on recession fears and weaker loan growth. This is pessimistic. Wit higher interest rates by the Fed, the banks would make money on their interest spreads. Any loan growth loss would be marginal and would be covered by other businesses within the banks. The lack of IPOs now means the banks are focusing instead on their trading desks--the banks always have a lever to pull to make money. Also, the loan reserves during the pandemic didn't happen, so in 2022 the banks released those reserves.
PAST TOP PICK
(A Top Pick Jan 25/22, Down 20%) People feel they will earn less in capital markets, but JPM has so many tools to make money. Plus, their scale is so vast. Remains a must-own.
PAST TOP PICK
(A Top Pick Jul 13/21, Down 25%) The only US bank she holds. It's one of the best managed. JPM continues to invest on tech and AI to fund future growth. Well-capitalized. Nice dividend and PE.
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