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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DON'T BUY
The ruling today for $135 Million is a trivial amount. They are one of the best banks in the world. We have 200 years of history with markets and they have been under-performing markets except for a few 3-5 years periods. Interest rates right now are not good for them. Credit provisioning is relatively low and can only go up. But we could have years of strong credit performance. JPM-N is definitely a great company it the question is whether to own banks. Big banks are growing somewhere between 0 and .2 percent.
WATCH
All the US major banks look the same. Chart is better than Goldman Sachs. It's broken, but is it flat-out broken? It's not been annihilated. In short-term, it will probably bounce up, but if we're in a bear market, it will go down with everything else. If there's a bounce, the banks will be the leaders. The next week will be key.
PAST TOP PICK
(A Top Pick Jan 03/18, Down 5%) US banks have a fared a bit better than Canadian ones. A long-time base around $100 for JPM. A good risk-to-reward is being set up now. Seasonality is happening now. Limited downside and much upside.
TOP PICK
Yield is now 3.2% trading at 11 times earnings. Was at $120 not long ago. They generate so much excess cash flow from their earnings that could probably return 4-5% of their capital in terms of stock repurchases. One of the best-run banks in the world. International presence with a lot of opportunities. (Analysts’ price target is $123.85)
COMMENT
JP Morgan vs Citi Group – He likes the American banks. They took profit on JP Morgan a while ago although he thinks it is a more premium holding. CITI is a cheaper stock and he thinks they are planning to do a share buy-back. He prefers to own Bank of America.
PAST TOP PICK
(A Top Pick Feb 14/18, Down 4%) Should be doing well in rising rates, but the return isn’t what he expected. Profits good, returning money to shareholders, investing in technology. Expect good things in US.
WAIT
The US banks are interesting, but the market is terrible now. Wait. This stock is doing well for him. The US banks should do well as interest rates rise. You can continue to buy this.
BUY ON WEAKNESS
They have been moving in a consolidation pattern. He thinks it is going to bounce from that. it is a good trade. He would wait until it reach to its support level.
BUY

They have the highest return on tangible common equity and the best growth rate among US banks. Citigroup is fine too and they beat Q3 earnings by 5 cents and raised their full-year guidance. For both, he sees 20% EPS growth. It's cheap at 9x earnings.

BUY

Well-run with a fine CEO. The US banking sector has seen serious changes in regulations which favours them. JPM is returning a lot of capital to shareholders. Attractive long term.

PAST TOP PICK

(Past Top Pick Aug. 9, 2018, Down 6%) Earnings are up 24%, but the stock is down due to general market jitters. Increasing interest rates will widen the banks' spreads. They still have the best bank CEO in the U.S.

TOP PICK

Rising interest rates, good management and it's currently off its highs, so a good time to enter this. Also, the U.S. is at full employment. There's room to move. He thinks the US Fed will do three more 0.25% hikes, which won't kill the economy or housing market. (3.0% dividend yield, Analysts' price target: $124.09)

BUY

You see a nice little trend here. It got broken but it has a double top. US banks really want to get going. Rising rates only benefit banks to a point. US banks are performing much better than Canadian ones. Stick with this one.

HOLD

This is the best of the financial sector stocks, he feels. It has a great dividend and strong balance sheet. If the macro economies do well it will too. They can do buybacks and trades at 1.75 to book value. He thinks national credit provisions for losses will be a key sell signal – when they tighten, get out. Yield 2%.

DON'T BUY

CEO Jamie Dimon successfully steered JPM out of the recession a decade ago. If there's a US slowdown ahead, then bad debt will kick up and effect JPM. Sure, tailwinds have doubled US bank stock prices in the past few years, but looking ahead Why buy a US bank when you have to pay a withholding tax (compared to a Canadian bank stock)?

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