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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Similar
BankofAmerica, BAC
BUY ON WEAKNESS

JPM vs. Wells Fargo Has owned this for years and is her preferred US bank. Wait for a dip to add shares. She owned Wells Fargo years ago until problems with their sales practices arose. That's now behind them, but WF lost momentum and they need to prove to investors that they can gain market share.

BUY

It's a safe, solid choice, likely the best-run bank in the world under a superb CEO. There's still money to be made in the banks. JPM reports tomorrow. He wants to hear about their loan growth and net interest margins during this steeper yield curve. They've excelled in capital markets as SPACs continue to hum and he expects this to continue. They have many years of cost-cutting. BAC has slightly more upside, though.

BUY

Thinks of best business first, and then country second. His clients own National Bank, TD, RY, and JPM. Best banks with the best management teams. Jaime Dimon at JPM is the very best. In Canada, his favourite is always National, with smart acquisitions and growing in wealth management. All Canadian banks are under-levered. You have to be there.

TOP PICK
Grandaddy of money centre banks. Arguably the best run bank in the world. Trading and investment banking did extremely well. These will do less well in 2021, but steepening yield curve will make up for it. Yield is 2.48%. (Analysts’ price target is $146.96)
BUY
JPM came through the pandemic fairly well; they set up reserves for bad loans and were cautious. Still are. They recaptured many billions of dollars of those reserves, based on their report last week. Their capital markets business is doing very well. They will gradually capitalize on the steepening yield curve. The US banks, especially JPM, are in a fine position.
DON'T BUY
The performance results and the underlying disconnect between Main Street and Wall Street is not showing up yet. The provisions have been raised. Usually in recessions, we see a US bank implode. This has not yet happened this time around. Has concerns over the profitability and the underlying weak fundamentals. It is being supported with substantial stimulus. It is difficult to assess risk on US banks and so would stay away.
BUY ON WEAKNESS
Best of breed. Reported good numbers, but the stock still sold down. JPM made a ton of money in the last quarter. If this hadn't run up to today's earnings, this would have rallied. Instead, it didn't blow away expectations. Wait three days for the price to drop further, then buy in.
BUY ON WEAKNESS
Look for good news on down days like today. US banks can now buyback shares. That's why JPM bounced today. Also, the Fed proclaimed that banks like this are strong enough to withstand the winter pandemic. Lesson: look for good news on bad days.
PAST TOP PICK
(A Top Pick Nov 20/19, Down 4%) Highest quality US bank, and possibly in the world. Sophisticated technology. Well managed. Set to benefit from a reflationary cycle. Strong capital markets business. Could buy here and hold for 10 hears. He'd buy again.
PARTIAL SELL

Buy after JPM has increased its interest in a Chinese joint venture? His problem is that interest rates are so low that they can't make money. It's a partial sell, and instead buy MS or Goldman.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Oct 15/20, Up 14.5%)Stockchase Research Editor: Michael O'Reilly Wanting to remain disciplined, we are recommending covering 50%, as we have achieved our target of $116. We also recommend moving the stop-loss to $97 (previously $92).
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly JPM just reported earnings and the 3% drop in revenue from a year ago, but revenues were $1 billion higher than expected at $29 billion. Investment bank revenues were up 21% over the year thanks to a strong trading segment. EPS was reported at $2.92, beating consensus by $0.73. The company managed to post $611 million in credit-reserves, when the market expected $1.5 billion. It pays a good dividend (backed by a 47% payout ratio) and is likely poised to increase it again soon, when allowed. We would trade this with a stop-loss at $92. Yield 3.59% (Analysts’ price target is $115.90)
DON'T BUY
The US banks report next Tuesday and he doesn't expect good numbers. The banks are helpless because interest rates are so low. JOM is a big lender to small business, but small businesses are troubled now due to Covid. The Fed Reserve also scrutinizes them for their buybacks and dividends.
BUY
On the subject of spoofing, it is illegal and regulators have clamped down on it. With a sprawling organization like JPM, there are incentives for traders. Owning any bank in 2020 has been a disaster. He is hopeful the company has taken the medicine and the economy continues to recover. It is very cheap and attractive at this price. He continues to buy.
PAST TOP PICK
(A Top Pick Jun 05/19, Down 8%) Given the pandemic, their results were quite good. It is a large bank and benefits from capital markets activities. They have taken appropriate loan loss provisions. Dividends are safe. Rates have come down to levels to where they should stabilize or rise. He is positive on this and financials in general.
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