JP Morgan Chase & Co (JPM) Buy, Sell or Hold

JP Morgan Chase & Co (JPM)

335.26

+1.73 (0.52%)

as of Oct 20, 2026, 8:00:00 pm Market Open.

556 watching

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.

WAIT

Just reported good earnings. Foreclosure issues would be the one thing that would stop him from saying this is a great buy at these levels. Would prefer Goldman Sachs (GS-N). Wait for more clarification.

TOP PICK

Floating rate maturing February/12. Currently yielding about 2.8% based on current coupon. (A floating rate every quarter (sometimes more frequently) resets its coupon based on 3, 6 month or short term bankers acceptance basis, plus a spread.) In this case coupon will be whatever 3 months BA’s (?) are at +0.22%. Also gives you about $2.50 of capital gain.

PAST TOP PICK

(A Top Pick Nov 4/09. Down 9%.) Good management team and good risk controls. Stock is down waiting to see what the US government does on financial reforms. Beat estimates 11 out of the last 12 quarters. Forward PE at around 12X. have room to boost the dividend.

TOP PICK

Management skill avoided a lot of the issues, especially with the subprime. All US financials are getting hit with headline risks because of financial regulation discussions.

TOP PICK

From a credit perspective, the high yield bonds are now 3.5-4% so there is significant improvement in the credit risk. The expectation is that the US banks will improve their book values. They should re-instate the dividend by year-end.

BUY ON WEAKNESS

This is one of the winners and success stories coming out of last year's credit cycles. The problem right now is the financial regulatory landscape in the US. Trading at 7-8 times earnings. If you own, continue to hold and add to it on pullbacks.

PARTIAL BUY

Very good choice in the US financial sector. Prefers Goldman Sachs (GS-N) but he likes this company. There are some regulatory risks. They want to punish the financials and they may. If you want to nibble in this area, this is a good one.

BUY

This is his preferred way to play US banks. This one is a great name. Very strong management. In both investment banking and consumer banking. Handily beat estimates by 15% last quarter. Pretty cheap PE at 12X forward earnings.

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JP Morgan Chase & Co (JPM)