JP Morgan Chase & Co

JPM-N

NYSE:JPM

84.05
2.56 (2.96%)
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
BUY
BUY
September 27, 2018

It is a nicely diversified bank with half from retail then the rest from investment banking and wealth management. You have to look at them in the light of any other banks you own. Rates have only gone up in the short term and not the long end, which you need. He thinks it is probable that the dividend will grow.

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JP Morgan Chase & Co (JPM-N)
September 27, 2018

It is a nicely diversified bank with half from retail then the rest from investment banking and wealth management. You have to look at them in the light of any other banks you own. Rates have only gone up in the short term and not the long end, which you need. He thinks it is probable that the dividend will grow.

BUY WEAKNESS
BUY WEAKNESS
September 26, 2018

It isn't stuck in the mud, but it's in a larger upward trend. The U.S. banks come into seasonality later in winter. As long as the JPM trendline doesn't break, then hold it. It may go sideways a bit, but he's looking to buying it

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JP Morgan Chase & Co (JPM-N)
September 26, 2018

It isn't stuck in the mud, but it's in a larger upward trend. The U.S. banks come into seasonality later in winter. As long as the JPM trendline doesn't break, then hold it. It may go sideways a bit, but he's looking to buying it

BUY
BUY
September 25, 2018

He likes US banks and prefers them to Canadian banks. US household debt is lower than Canada’s. Interest rates are likely to rise faster in the US than in Canada, which is good for US bank stocks. When 10-year bond rates finally rose higher than 3%, US banks started rising again. He owns two regional US banks and is currently looking at a large US bank. Overall, he likes the sector, including JP Morgan, but he is not planning to buy that particular bank.

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JP Morgan Chase & Co (JPM-N)
September 25, 2018

He likes US banks and prefers them to Canadian banks. US household debt is lower than Canada’s. Interest rates are likely to rise faster in the US than in Canada, which is good for US bank stocks. When 10-year bond rates finally rose higher than 3%, US banks started rising again. He owns two regional US banks and is currently looking at a large US bank. Overall, he likes the sector, including JP Morgan, but he is not planning to buy that particular bank.

BUY
BUY
September 25, 2018

He added more last week (and other U.S. banks). There's a lot of upside built into the whole space. He's very positive in this space, and expects more upside. A great buy.

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JP Morgan Chase & Co (JPM-N)
September 25, 2018

He added more last week (and other U.S. banks). There's a lot of upside built into the whole space. He's very positive in this space, and expects more upside. A great buy.

TOP PICK
TOP PICK
September 19, 2018

They have $1.5 trillion in deposits. They're grown their dividend $12% a year over the last 5 years. Capital position equal to 12%, which is more than they need. Expect more dividend growth. They are the gorilla and will only get bigger. (2.7% dividend, Analysts' price target: $122.36)

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JP Morgan Chase & Co (JPM-N)
September 19, 2018

They have $1.5 trillion in deposits. They're grown their dividend $12% a year over the last 5 years. Capital position equal to 12%, which is more than they need. Expect more dividend growth. They are the gorilla and will only get bigger. (2.7% dividend, Analysts' price target: $122.36)

TOP PICK
TOP PICK
August 27, 2018

It is defensive. Regulatory issues are being scaled back. Rising interest rates are positive for them. They are spending a large amount of money in technology. A lot of money will come back to shareholders as share buybacks and dividends. (Analysts’ target: $121.66).

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It is defensive. Regulatory issues are being scaled back. Rising interest rates are positive for them. They are spending a large amount of money in technology. A lot of money will come back to shareholders as share buybacks and dividends. (Analysts’ target: $121.66).

TOP PICK
TOP PICK
August 9, 2018

Love it. A global bank. US economy will stay strong, interest rates will rise, and banks do well in this environment. Extremely well managed. Came through 2008 will less damage than the others. Yield is 1.9%. (Analysts’ price target is $121.34.)

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Love it. A global bank. US economy will stay strong, interest rates will rise, and banks do well in this environment. Extremely well managed. Came through 2008 will less damage than the others. Yield is 1.9%. (Analysts’ price target is $121.34.)

BUY
BUY
July 20, 2018

Very well-run. They owned and sold it. Great business. Can’t go wrong with this.

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Very well-run. They owned and sold it. Great business. Can’t go wrong with this.

PAST TOP PICK
PAST TOP PICK
July 11, 2018

(Past Top Pick on August 30, 2017, Up 19%) They're spending $11 billion on technology this year which distinguishes them from their peers. Pays a 3% dividend yield. Still a winner.

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(Past Top Pick on August 30, 2017, Up 19%) They're spending $11 billion on technology this year which distinguishes them from their peers. Pays a 3% dividend yield. Still a winner.

TOP PICK
TOP PICK
July 10, 2018

The best-run bank in the world. If you believe in the U.S. economy, this stock will ride it. Rising interest rates are a tailwind. Earnings are growing rapidly, faster than Canadian banks. The stock has pulled back, so it's a great opportunity. (Analysts' price target: $120.17)

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The best-run bank in the world. If you believe in the U.S. economy, this stock will ride it. Rising interest rates are a tailwind. Earnings are growing rapidly, faster than Canadian banks. The stock has pulled back, so it's a great opportunity. (Analysts' price target: $120.17)

PAST TOP PICK
PAST TOP PICK
July 3, 2018

(Past Top Pick, July 17, 2017, Up 8%) He simply did a covered call from December, bought at $92.25, sold a $97.50 call for which he got $2.20.

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(Past Top Pick, July 17, 2017, Up 8%) He simply did a covered call from December, bought at $92.25, sold a $97.50 call for which he got $2.20.

TOP PICK
TOP PICK
June 8, 2018

A play on the US economy, consumer. Get about 80% of their business comes from the US. Well positioned to grow business as the economy is recovering. Going forward, they’re going to grow market share. They’ll benefit from tax reform, they have the cash and the technology. Yield is about 2%. They should be in a position to raise the dividend or repurchase stock with the review at the end of June. At 12-13x forward earnings, it’s attractive. (Analysts’ price target is $ 121.36)

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A play on the US economy, consumer. Get about 80% of their business comes from the US. Well positioned to grow business as the economy is recovering. Going forward, they’re going to grow market share. They’ll benefit from tax reform, they have the cash and the technology. Yield is about 2%. They should be in a position to raise the dividend or repurchase stock with the review at the end of June. At 12-13x forward earnings, it’s attractive. (Analysts’ price target is $ 121.36)

TOP PICK
TOP PICK
June 5, 2018

The American consumer is releveraging, which is positive for the banks. Their net interest margin should go up with rising interest rates. They are spending significantly on technology, which will allow them to grow at a far lower cost than expanding their bricks and mortar. They will spend less to capture more customers. Additionally, regulation on US banks is coming off a bit, which will help their profits. They are trading at cheap multiples compared to other financial service companies. (Analysts’ price target is $121.52)

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The American consumer is releveraging, which is positive for the banks. Their net interest margin should go up with rising interest rates. They are spending significantly on technology, which will allow them to grow at a far lower cost than expanding their bricks and mortar. They will spend less to capture more customers. Additionally, regulation on US banks is coming off a bit, which will help their profits. They are trading at cheap multiples compared to other financial service companies. (Analysts’ price target is $121.52)

COMMENT
COMMENT
May 23, 2018

BAC or JPM? You'll do well with either. BAC is more focused on the US economy; JPM is more sensitive to capital markets. He owns both and would buy both today. Both will raise dividends. Exposure to an improving U.S. economy is a tailwind.

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BAC or JPM? You'll do well with either. BAC is more focused on the US economy; JPM is more sensitive to capital markets. He owns both and would buy both today. Both will raise dividends. Exposure to an improving U.S. economy is a tailwind.

PAST TOP PICK
PAST TOP PICK
April 30, 2018

(A Past Top Pick on Aug. 30, 2017, Up 21%) Curious why it's done poorly lately. Maybe there was too much run-up with the U.S. tax changes. Their recent earnings beat expectations, but the 3% yield curve pressures their margins. Still worth owning.

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(A Past Top Pick on Aug. 30, 2017, Up 21%) Curious why it's done poorly lately. Maybe there was too much run-up with the U.S. tax changes. Their recent earnings beat expectations, but the 3% yield curve pressures their margins. Still worth owning.

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