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
0
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
COMMENT
Best of the US banks. Continue to take market share. Growth is harder to come by, as we're late in the credit cycle. Investment banking is improving. Loan book is doing well. Stock has run up. He prefers to hold TD bank, and that gives him US exposure.
COMMENT
He likes the US banks in general. However, he has pared back on some of his US bank holdings. His concern is that interest rates are staying low. He might tend toward some of the Canadian insurance companies, because later stage in the economic cycle with the banks.
PAST TOP PICK
(A Top Pick Jul 10/18, Up 7%) It has one of the best CEOs in the world. Cheap valuation. Good if you think the US economy will continue to grow. A great operation.
BUY
Very well run, decent dividend, trades at fair valuations. May or may not get back down to $100, but doesn't think it likely. His time frame to own is 5-10 years. Well diversified international bank.
WAIT
Regulatory environment for US banks has been difficult. Doing a lot with blockchain, one of the leaders in trying to get it into bank strategies. Interest margins are going to be tough with the flat curve, so he's taken money out of US banks. Can't find a higher quality name than this. Best CEO in the game. Just doesn't like it at these levels.
BUY
One of the three US banks he owns. Financials have lagged in this rally of the last three months. Latest earnings are very positive.
PAST TOP PICK
(A Top Pick Oct 16/18, Up 3%) Got hammered in December but has recovered well. It's the best American bank. Its peers have disappointed him. Can't go wrong with it.
BUY
The cream of the crop, with fine products and managers. They rose their dividend which has room to grown. Loves JPM. PB and PE are cheap. It's his favourite US bank.
PAST TOP PICK
(A Top Pick Feb 21/18, Down 12%) He took a position during low interest rates. They moved up and the industry performed incredibly well and then something bad happened. Interest rates went high and money market funds became competitive with bank deposits.
COMMENT
They have a lot of room to go. He sees % growth. Capital ratios are very good. Return on equity is among the highest. It's a play on the US doing well and global growth. You can do well buying and holding this long-term.
BUY
He'd step into it. It's a sector leader. Didn't have a good Q4, but no bank did. It's an opportunity now. Pays a good dividend and run by a good CEO.
PAST TOP PICK
(A Top Pick Feb 13/18, Down 6%) The US bank sector took a hit in December and it has not quite recovered entirely yet. This is her play on the US economy and they have the largest holding of US investor holdings. They increased the dividend by 40% last year and the yield exceeds 3%. It trades at 10 times earnings -- below historical norms. Yield 3.1%.
PAST TOP PICK
(A Top Pick Feb 14/18, Down 9%) Surprised and confounded him. Banks in Canada as well as America took a dive last year. JPM is a one-stop banking shop in the US: commercial banking, investment banking, personal banking. They recently rose their dividend. At the time, interest rates rose, so he though this sector would do quite well. It didn't. He's more positive on US banks vs. Canadian, because of de-regulation there. He's confident in management.
PAST TOP PICK
(A Top Pick Feb 16/18, Down 11%) It's going to have some resistance about $100. He thinks it is a quality bank and soon we should see a challenge of the previous high at $120.
COMMENT
BAC or JPM? He owns JP Morgan, but likes BAC as well. Overall, JP Morgan has been a premium bank in the US since the recession. The US banks are trading extremely cheap -- he likes both.
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