Summer Sale

50% off Premium Yearly

00days
00hrs
00mins
00secs

NYSE:JPM

JP Morgan Chase & Co (JPM)

320.72
+7.23 (2.31%)
as of Jun 12, 2026, 8:00:00 pm Market Open.
554 watching
0
Investor Insights
star iconJun 13, 2026, 12:00 am

This summary was created by AI, based on 51 opinions in the last 12 months.

JP Morgan Chase & Co (JPM) is consistently regarded as one of the best and most reliable financial institutions globally, benefiting from strong leadership under CEO Jamie Dimon. Experts highlight its solid fundamentals, including a robust dividend growth trajectory, impressive net interest income growth, and a favorable market position within the US banking sector. There is a consensus that JPM is well-managed and shows resilience against economic fluctuations, with many analysts citing it as a core holding for long-term investors. Despite some caution around its current valuation and guidance, the overall sentiment leans toward positive growth potential, particularly with deregulation, improving capital markets, and a recovering economy. Analysts suggest that timing and patience may provide better entry points for new investors.

consensus icon
Consensus
Positive
valuation icon
Valuation
Fair Value
review icon
Similar
Citi,C
DON'T BUY
Banking stocks had this bounce back on a technical basis only. They were cheap and very oversold, so bounced back. This is one of the best of the group. Housing problems cause difficulty in mortgage originations. From a fundamental perspective it is hard to get excited.
COMMENT
Shorter-term, he expects it to move up. Fears from Europe had dissipated a little bit. He would prefer a smaller bank such as Keycorp (KEY-N).
TOP PICK
(A Top Pick Nov 8/10. Down 18.59%.) Way too big to fail. Model price is $47.52. Quality name compared to others.
DON'T BUY
Difficult to call the bottom on the US banking sector. If the economy recovers and to be no more loans, they will do better. Doesn't think US banking will be the next leading sector however you probably have a reasonable return.
COMMENT
Being fined more than $150 million for allegedly misleading investors in connection with a collateralized debt obligation. Expect there will be other banks that will see similar fines. Meaningless in the grand scheme of things.
PAST TOP PICK
(Top Pick Jun 25/10, Up 3.9%) Floating rate, maturing February/12. Half increase is price gain rather than yield.
DON'T BUY
Probably amongst the best run US banks and came out of 08 the strongest, but is also the most expensive. He would suggest you buy the stability of the banks in Canada and go to the US for something with a higher risk profile, such as Bank of America (BAC-N), which trades at about 1.1X tangible book where this one is about 1.4X but you have to wait for it to mature.
PAST TOP PICK
(Top Pick Mar 1/10, Up 11.40%) Still likes it. There is still some upside left in it. It was a pick because credit metrics lined up. It is turning out to be more of a defense play. They have been removing the toxic mortgages in a systematic way. The book value of the company is growing steadily.
DON'T BUY
Re-installing dividend. He is not fond of US banks, particularly investment banks. They are volatile and he has no way of determining what the risks are.
COMMENT
One of the US few banks that was a winner during the financial crisis. They were so strong they were able to buy Bear Sterns and Washington Mutual for next to nothing. Didn’t need any dilution or issuing of new shares after the crisis. Hungry to raise their dividend.
COMMENT
People are starting to realize some of these financials have potential value. This one has been going sideways for quite a while and is starting to break out a little on the shorter trend, which is very positive. Longer it goes sideways, the bigger the break out potential.
PAST TOP PICK
(A Top Pick Nov 4/09. Down 5%.) Still likes. Regulatory overhang has kept the stock from advancing. Has become a universal one-stop bank. Not expensive with a forward PE of 8X. Growth of around 8%. Will probably be one of the first US banks to increase/restore their dividend.
BUY
Doesn’t own tis one because he owns Goldman Sachs (GS-N). Sees more and more M&A activity coming and they make a lot of money on those transactions. One of the concerns is on the mortgage side and some of the private equity deals they may be restricted from doing. Can see it being higher.
TOP PICK
Opportunistic. They are the first financial that cracked into his top 10 in the last 2 years. Model price $53.80, 31% differential. Could fatten up dividend. Lots of room in the income forecasts for more distribution.
WAIT
This has not been a stock you want to be in this year. He has been significantly underweight financials, especially US. He has recently added to that, however. Well Capitalized and earnings are growing. You are starting to get write backs (bad loans that come back). Still have foreclosure mess to deal with but until dealt with you wont see great performance, but in 12-24 months you will.
Showing 481 to 495 of 597 entries