NYSE:JPM
126.26
5.90
(4.46%)
JPMorgan Chase & Co. is an American multinational banking and financial services holding company headquartered in New York City.
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Analysis and Opinions about JPM-N
Signal
Opinion
Expert
TOP PICK
TOP PICK
COMMENT
COMMENT
February 14, 2020
Wells Fargo has gone nowhere. There has been poorly managed but they have a new CEO. However, he looks for companies with good organic revenue growth that are not in the penalty box that delivers on growth. He prefers JP Morgan. They keep growing earnings, raising dividends and has a good balance sheet.
Wells Fargo has gone nowhere. There has been poorly managed but they have a new CEO. However, he looks for companies with good organic revenue growth that are not in the penalty box that delivers on growth. He prefers JP Morgan. They keep growing earnings, raising dividends and has a good balance sheet.
TOP PICK
TOP PICK
February 5, 2020
They just released Q4 2019 earnings, which were $36 billion -- up 12%. Revenue was up 6%. They have transactions with half the US population. A real banking conglomerate. They are spending a lot on technology. A good defensive holding. Yield 2.63% (Analysts’ price target is $139.27)
Show full opinionHide full opinionThey just released Q4 2019 earnings, which were $36 billion -- up 12%. Revenue was up 6%. They have transactions with half the US population. A real banking conglomerate. They are spending a lot on technology. A good defensive holding. Yield 2.63% (Analysts’ price target is $139.27)
COMMENT
COMMENT
January 29, 2020
BAC vs. JPM Driving US banks is a strong economy and flat yield curve. Unlike last year, bank movement now will be on a valuation basis. JPM trades at a 50% premium to book value, and BAC at book value, but Citibank (which he owns) trades at 70% book value and is narrowing that gap. Citi is his choice.
BAC vs. JPM Driving US banks is a strong economy and flat yield curve. Unlike last year, bank movement now will be on a valuation basis. JPM trades at a 50% premium to book value, and BAC at book value, but Citibank (which he owns) trades at 70% book value and is narrowing that gap. Citi is his choice.
BUY
BUY
January 14, 2020
Long owned this. A well-run company that does all the right things. Today's earnings were tremendous. He'll own this forever, and he bets the US economy will do well. This is a great compounder.
Show full opinionHide full opinionLong owned this. A well-run company that does all the right things. Today's earnings were tremendous. He'll own this forever, and he bets the US economy will do well. This is a great compounder.
BUY
BUY
January 8, 2020
JPM vs. BAC Both are first-class banks. He owns JPM which trades at a much higher valuation than BAC. Both are tops in their business lines. For the next 5-10 years they'll be in a sweet spot of reducing costs with few regulatory issues to deal with. They'll use tech to drive their business, an advantage for larger banks who can afford that. They will do some small acquisitions. They should be trading at higher multiples. Cash flow allows them to raise dividends and buyback shares. Their payout ratios are much lower than those of Canadian banks.
JPM vs. BAC Both are first-class banks. He owns JPM which trades at a much higher valuation than BAC. Both are tops in their business lines. For the next 5-10 years they'll be in a sweet spot of reducing costs with few regulatory issues to deal with. They'll use tech to drive their business, an advantage for larger banks who can afford that. They will do some small acquisitions. They should be trading at higher multiples. Cash flow allows them to raise dividends and buyback shares. Their payout ratios are much lower than those of Canadian banks.
HOLD
HOLD
December 5, 2019
He went all in on US banks when Trump was elected. After last year they traced back. He still has positions in two others but there is nothing wrong with this one.
Show full opinionHide full opinionHe went all in on US banks when Trump was elected. After last year they traced back. He still has positions in two others but there is nothing wrong with this one.
COMMENT
COMMENT
November 29, 2019
You want to minimize correlation risk so he would only hold one if you want a US bank. If you want more financials, you should diversify by region.
Show full opinionHide full opinionYou want to minimize correlation risk so he would only hold one if you want a US bank. If you want more financials, you should diversify by region.
DON'T BUY
DON'T BUY
November 27, 2019
When you compare the banks, JPM is twice as expensive as his top pick. JP Morgan is a leader and a bellwether. As an investor, you're concerned with the fundamentals and quality of the company, as well as the price. That creates the value equation, and it's not as strong for JPM.
Show full opinionHide full opinionWhen you compare the banks, JPM is twice as expensive as his top pick. JP Morgan is a leader and a bellwether. As an investor, you're concerned with the fundamentals and quality of the company, as well as the price. That creates the value equation, and it's not as strong for JPM.
PAST TOP PICK
PAST TOP PICK
November 22, 2019
(A Top Pick Dec 13/18, Up 33%) A well-run company that he still owns. Of all the banks, it’s starting to look rich but it is a premier company that continues to grow earnings. You can continue to own and buy it. We should continue to see dividend growth and steeper earning growth. A solid long term holding.
Show full opinionHide full opinion(A Top Pick Dec 13/18, Up 33%) A well-run company that he still owns. Of all the banks, it’s starting to look rich but it is a premier company that continues to grow earnings. You can continue to own and buy it. We should continue to see dividend growth and steeper earning growth. A solid long term holding.
HOLD
HOLD
November 20, 2019
The financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
Show full opinionHide full opinionThe financial services group looks interesting and he is big into the space. Repricing of commissions will be challenging and it hampers SCHW's margins. If you think the yield curve steepens, this will help them. He would continue to hold, but there are others that he prefers like JPM.
TOP PICK
TOP PICK
November 20, 2019
After the financial crisis in 2008, they skated through it all. Then they invested like crazy, putting $10 billion into technology. It trades at only 1.2 times book value. They are generating 13% return on capital with dividend growth and they have been buying their own shares. It has 2-3 years of a good run yet to go. Yield 2.77% (Analysts’ price target is $125.42)
Show full opinionHide full opinionAfter the financial crisis in 2008, they skated through it all. Then they invested like crazy, putting $10 billion into technology. It trades at only 1.2 times book value. They are generating 13% return on capital with dividend growth and they have been buying their own shares. It has 2-3 years of a good run yet to go. Yield 2.77% (Analysts’ price target is $125.42)
TOP PICK
TOP PICK
November 7, 2019
Low rates are hurting a bit. Great company. Has all the pieces: commercial, personal, investment, asset management. Extremely well run. Dividend increases. US consumer is in a great space right now. Huge cash machine. Yield is 2.77%. (Analysts’ price target is $125.29)
Show full opinionHide full opinionLow rates are hurting a bit. Great company. Has all the pieces: commercial, personal, investment, asset management. Extremely well run. Dividend increases. US consumer is in a great space right now. Huge cash machine. Yield is 2.77%. (Analysts’ price target is $125.29)
TOP PICK
TOP PICK
November 4, 2019
Sell put JPM Sell 130 put for cost of -$11.55. If JPM is > $130 by Sept. 2021, the puts expire worthless. If JPM is < $130 by Sept. 2021, then buy JPM at $130 with a -$11.55 premium.
Show full opinionHide full opinionSell put JPM Sell 130 put for cost of -$11.55. If JPM is > $130 by Sept. 2021, the puts expire worthless. If JPM is < $130 by Sept. 2021, then buy JPM at $130 with a -$11.55 premium.
HOLD
HOLD
October 17, 2019
It is probably the best run bank in the US. It is trading at a premium valuation. The sector is reasonably valued. But this is such a well managed company.
Show full opinionHide full opinionIt is probably the best run bank in the US. It is trading at a premium valuation. The sector is reasonably valued. But this is such a well managed company.
JP Morgan Chase & Co(JPM-N) Rating
Ranking : 5 out of 5
Bullish - Buy Signals / Votes : 18
Neutral - Hold Signals / Votes : 4
Bearish - Sell Signals / Votes : 1
Total Signals / Votes : 23
JP Morgan Chase & Co(JPM-N) Frequently Asked Questions
What is JP Morgan Chase & Co stock symbol?
JP Morgan Chase & Co is a American stock, trading under the symbol JPM-N on the New York Stock Exchange (JPM). It is usually referred to as NYSE:JPM or JPM-N
Is JP Morgan Chase & Co a buy or a sell?
In the last year, 23 stock analysts published opinions about JPM-N. 18 analysts recommended to BUY the stock. 1 analyst recommended to SELL the stock. The latest stock analyst recommendation is TOP PICK. Read the latest stock experts' ratings for JP Morgan Chase & Co.
Is JP Morgan Chase & Co a good investment or a top pick?
JP Morgan Chase & Co was recommended as a Top Pick by Michael Decter on 2020-02-18. Read the latest stock experts ratings for JP Morgan Chase & Co.
Why is JP Morgan Chase & Co stock dropping?
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
Is JP Morgan Chase & Co worth watching?
23 stock analysts on Stockchase covered JP Morgan Chase & Co In the last year. It is a trending stock that is worth watching.
What is JP Morgan Chase & Co stock price?
On 2020-02-25, JP Morgan Chase & Co (JPM-N) stock closed at a price of $126.26.
TD his other big bank holding, but JPM has outperformed it. It's held up. They've invested tens of billions in technology. A better management culture than its peers, like Citi. He doesn't expect a US recession. (Analysts’ price target is $139.27)