NYSE:JPM

JP Morgan Chase & Co (JPM)

354.71
+1.20 (0.34%)
as of Sep 9, 2026, 8:00:00 pm Market Open.
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Investor Insights
star iconSep 9, 2026, 12:00 am

This summary was created by AI, based on 42 opinions in the last 12 months.

JP Morgan Chase & Co. is widely regarded as the leading financial institution in the world, with numerous experts emphasizing its strong management, particularly under CEO Jamie Dimon. Many reviews highlight the bank's superior performance in capital markets, its consistent dividend growth, and its robust risk management practices. While some analysts acknowledge the current high valuation and caution about market conditions, the overall sentiment leans towards positivity regarding its long-term growth potential. The company is also viewed favorably in the context of rising interest rates and possible deregulation, which may enhance profitability. Notably, there's a shared expectation that despite recent selloffs in the financial sector, JPM continues to be a safe, defensive, and longstanding investment opportunity.

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Consensus
Positive
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Valuation
Overvalued
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Similar
Citi, C
BUY
If he bought a US financial it would be this one. They are one that passed the stress test and raised the dividend. But as a Canadian, why would you want to be in US banks.
DON'T BUY
Been in the news because of stress testing. Announced yesterday they are raising dividend and increasing buy backs. His question is what is the catalyst for earnings. He owns GS.
BUY
American banks are very cheap at these levels. US economy is improving. This one has a fantastic retail franchise and a great investment bank. This is a great time to be buying these things. (See Top Picks.)
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.
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