JPMorgan Chase & Co. · NYSE (us_market)
Financial Services · Banks - Diversified · United States
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking. It also provides investment banking, market-making, financing, custody, and securities products and services; corporate strategy and structure advisory, equity and debt market capital-raising, and loan origination and syndication services; cash and derivative instruments, risk management solutions, prime brokerage, clearing, and research; and fund services, liquidity and trading services, and data solutions products for large corporations, financial institutions, merchants, start-ups, small and midsized companies, local governments, municipalities, nonprofits, and commercial real estate clients. In addition, the company offers multi-asset investment management solutions in equities, fixed income, alternatives, and money market funds to institutional clients and retail investors; retirement products and services, estate planning, lending, deposits, and investment management products to high-net-worth clients; and financial transaction processing. JPMorgan Chase & Co. was founded in 1799 and is headquartered in New York, New York.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2025-02-18$279.95 RISE2025-04-04$210.28 PEAK2025-07-02$292.00 134d | -24.9% 45d | Missed | Missed | — | — | +38.9% 89d | Missed |
DROP2022-06-02$132.00 RISE2022-10-11$101.96 PEAK2022-11-30$138.18 181d | -22.8% 131d | 2022-07-14 $108.00 | 2022-11-30 $138.18 | 77Quality on Sale | 68Value Trap Risk | +35.5% 50d | +27.9% Held 139d |
DROP2020-06-08$113.45 RISE2020-09-24$92.66 PEAK2020-11-24$123.32 169d | -18.3% 108d | 2020-07-09 $91.28 | 2020-11-24 $123.32 | 82Quality on Sale | 65Deep Value | +33.1% 61d | +35.1% Held 138d |
DROP2020-01-14$138.80 RISE2020-05-13$84.03 PEAK2020-06-08$113.45 146d | -39.5% 120d | 2020-03-12 $88.05 | 2020-06-08 $113.45 | 83Quality on Sale | 72Deep Value | +35.0% 26d | +28.8% Held 88d |
DROP2020-01-02$141.09 RISE2020-03-23$79.03 PEAK2020-06-08$113.45 158d | -44.0% 81d | 2020-03-12 $88.05 | 2020-06-08 $113.45 | 83Quality on Sale | 72Deep Value | +43.6% 77d | +28.8% Duplicate trade Held 88d |
Wondering whether JPMorgan Chase at around US$299 per share still offers you value, or if most of the upside has already been priced in. The stock is down 2.3% over the past week and 3.2% over the past month, even though the 1 year return sits at 15.6% and the 3 year return is a very large 128.2%. No single headline fully explains these moves. It is useful to view the recent pullback alongside the longer term performance, including the 104.1% return over 5 years and the year to date decline...
JPMorgan Chase & Co. (NYSE:JPM) is included among the Billionaire George Soros Stock Portfolio: 10 Best Stocks to Buy. On May 27, CNBC reported that JPMorgan Chase & Co. (NYSE:JPM) CEO Jamie Dimon said the bank could spend as much as $20 billion on an acquisition over the next few years. A transaction of that […]
Shares of restaurant technology provider PAR Technology (NYSE:PAR) fell 3.1% in the afternoon session after JPMorgan initiated coverage on the stock with an 'Underweight' rating and a $12 price target.
JPMorgan's expanding consumer reach, strong market revenues and GE Aerospace's demand tailwinds lead today's top stock research reports.
Cryptocurrency prices broke down over the past week as Bitcoin (CRYPTO: $BTC) ended May down 4% on the month. ...
JPMorgan's Jamie Dimon said banks will oppose the Clarity Act over stablecoin rewards and weak protections, enforcing another headwind for the bill.
Strait of Hormuz closure pushes inventories toward historic lows as spot premiums surge.
(Bloomberg) -- Jamie Dimon took aim at Coinbase Global Inc. Chief Executive Officer Brian Armstrong on television, calling him “full of sh-t” and vowing to fight back against digital-asset legislation making its way through Congress. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermStrait of Hormuz Ship Transits Are Rising Thanks to Help From USCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceApple to Overhaul iOS 27 Siri, AI Features: Here's a First Peek
“I view the market as exuberant, and I've seen this before. Of course, exuberance can go on a long time, and it’s not bad… It’s a risk; I'm not terrified about it. We can handle whatever it is.” —JPMorgan Chase CEO Jamie Dimon at a conference today on the stock market hitting records.
JPMorgan Chase’s J.P. Morgan Securities has been ordered to pay $4.25 million to a broker who claimed he was wrongfully terminated and defamed by the firm, which he accused of then poaching his clients. Brent Bodner, now with Wells Fargo, said he hosted a party for clients and prospects, but J.P. Morgan argued that the get-together violated its policy regarding business-hospitality expenses. J.P. Morgan says it will challenge the award.
(Bloomberg) -- SpaceX is currently targeting a valuation of at least $1.8 trillion in its initial public offering, according to people familiar with the matter, as Elon Musk’s rocket and artificial intelligence company nears its debut.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceSpaceX Said to Cut IPO Value Goal to at Least $1.8 TrillionUS,
The mind-bending explosion of intergenerational wealth anticipated by the pending IPOs of SpaceX, Anthropic, and OpenAI—and the speculative melt-up of public equities—sure smacks of a bubble to us.
Wipro Ltd. (NYSE:WIT) is one of the 11 Stocks Racking Up Monstrous Gains. Wipro saw its share prices climb by 18.54 percent on Thursday to close at $2.43 apiece, as investor sentiment was boosted by an aggressive plan to buy back $1.8-billion worth of its shares. In a regulatory filing earlier this week, Wipro Ltd. […]
(Bloomberg) -- Nomura Holdings Inc. raised its midterm profit targets following a year of record earnings, as Chief Executive Officer Kentaro Okuda pushes for stable growth at Japan’s biggest brokerage. Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermApple to Overhaul iOS 27 Siri, AI Features: Here's a First PeekCVS Returns Zepbound to Drug Plans After Lilly Slashes PriceIran’s Khamenei Says No Going Back for Middle East Rocked by WarUS, Iran Agree to 60-Day Truce
Every Jamie Dimon appearance gets parsed like a Federal Reserve statement. Markets move on a single sentence. Reporters strip-mine each quote for hints. That is the price of running the country's largest bank. For most of his two-decade run at JPMorganChase (JPM), Dimon has been the patient CEO. He ...
The brokerage says it will make a long-shot bid to reverse an arbitration award to a former advisor who said he was wrongfully terminated.
The bank plans to challenge a ruling last week involving a wealth manager fired over a Super Bowl party.
BAC projects nearly 15% Q2'26 trading revenue growth, with strong IB and wealth management performance lifting fee income.
JPMorgan Chase (NYSE: $JPM) says that steady outflows from Bitcoin (CRYPTO: $BTC) exchange-traded funds point to a ...
While JPMorgan Chase has outperformed relative to the financial sector over the past year, Wall Street analysts maintain a cautiously optimistic outlook on its prospects.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| JPM | -4.21% | +0.59% | -7.11% | +13.37% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | -3.56% | +0.04% | -1.29% | +12.16% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 124.28M | $36.56B | 1.26% | Trimmed-0.9% | 2026-03-31 |
| FidelityFMR | fundamental | 31.43M | $9.25B | 0.49% | Trimmed-12.0% | 2026-03-31 |
| CapResearch | fundamental | 27.41M | $8.06B | 1.25% | Added+25.0% | 2026-03-31 |
| Wellington | fundamental | 3.83M | $1.13B | 0.21% | Trimmed-63.2% | 2026-03-31 |
| DEShaw | quant | 3.46M | $1.02B | 0.61% | Added+724.8% | 2026-03-31 |
| TwoSigma | quant | 3.31M | $973.93M | 0.79% | Added+733.9% | 2026-03-31 |
| Viking | long/short | 2.70M | $795.41M | 2.23% | Added+41.9% | 2026-03-31 |
| RenTech | quant | 688.4K | $202.48M | 0.32% | Added+32663.0% | 2026-03-31 |
| Soros | macro | 118.4K | $34.82M | 0.38% | Added+5366.9% | 2026-03-31 |
| TRowePrice | fundamental | 27.49M | $8.09M | 0.93% | Trimmed-1.6% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-20 | Friedman Stacey | General Counsel | S Open-market sale | 5,468 | $300.27 | −$1.64M |
| 2026-05-15 | Beer Lori A | Chief Information Officer | S Open-market sale | 3,165 | $300.05 | −$949.7K |
| 2026-05-15 | Lake Marianne | CEO CCB | S Open-market sale | 6,427 | $298.36 | −$1.92M |
| 2026-05-15 | Erdoes Mary E. | CEO Asset & Wealth Management | S Open-market sale | 6,648 | $298.36 | −$1.98M |
| 2026-05-05 | Piepszak Jennifer | Chief Operating Officer | S Open-market sale | 4,919 | $309.42 | −$1.52M |
| 2026-05-05 | BACON ASHLEY | Chief Risk Officer | S Open-market sale | 4,070 | $309.42 | −$1.26M |
| 2026-05-05 | Barnum Jeremy | Chief Financial Officer | S Open-market sale | 3,022 | $309.41 | −$935.0K |
| 2026-04-15 | DIMON JAMES | Chairman & CEO | S Open-market sale | 130,488 | $306.56 | −$40.00M |
| 2026-04-15 | BACON ASHLEY | Chief Risk Officer | S Open-market sale | 7,558 | $306.55 | −$2.32M |
| 2026-04-15 | Barnum Jeremy | Chief Financial Officer | S Open-market sale | 5,611 | $306.55 | −$1.72M |
| 2026-04-15 | Beer Lori A | Chief Information Officer | S Open-market sale | 3,166 | $306.59 | −$970.7K |
| 2026-04-15 | Erdoes Mary E. | CEO Asset & Wealth Management | S Open-market sale | 12,345 | $306.57 | −$3.78M |
| 2026-04-15 | Lake Marianne | CEO CCB | S Open-market sale | 6,427 | $306.57 | −$1.97M |
| 2026-04-15 | Petno Douglas B | Co-CEO CIB | S Open-market sale | 5,660 | $306.58 | −$1.74M |
| 2026-04-15 | Piepszak Jennifer | Chief Operating Officer | S Open-market sale | 9,136 | $306.56 | −$2.80M |
| 2026-04-01 | BURKE STEPHEN B | Director | A Grant / award | 191 | $294.16 | +$56.3K |
| 2026-04-01 | HOBSON MELLODY L | Director | A Grant / award | 153 | $294.16 | +$45.0K |
| 2026-04-01 | NOVAKOVIC PHEBE N | Director | A Grant / award | 136 | $294.16 | +$40.0K |
| 2026-04-01 | Rometty Virginia M | Director | A Grant / award | 136 | $294.16 | +$40.0K |
| 2026-03-27 | BACON ASHLEY | Chief Risk Officer | M Option exercise(deriv) | 47,213 | — | +$0 |
| 2026-03-27 | BACON ASHLEY | Chief Risk Officer | F Tax withholding | 23,957 | $295.04 | −$7.07M |
| 2026-03-27 | BACON ASHLEY | Chief Risk Officer | M Option exercise | 47,213 | — | +$0 |
| 2026-03-27 | Barnum Jeremy | Chief Financial Officer | M Option exercise(deriv) | 38,629 | — | +$0 |
| 2026-03-27 | Barnum Jeremy | Chief Financial Officer | F Tax withholding | 21,362 | $295.04 | −$6.30M |
| 2026-03-27 | Barnum Jeremy | Chief Financial Officer | M Option exercise | 38,629 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-14upcoming | 5.39 | — | — |
| 2026-04-14 | 5.51 | 5.94 | +7.78% |
| 2026-01-13 | 4.82 | 4.63 | -3.91% |
| 2025-10-14 | 4.87 | 5.07 | +4.01% |
| 2025-07-15 | 4.48 | 4.96 | +10.62% |
| 2025-04-11 | 4.64 | 5.07 | +9.15% |
| 2025-01-15 | 4.04 | 4.81 | +19.18% |
| 2024-10-11 | 3.99 | 4.37 | +9.63% |
| 2024-07-12 | 4.53 | 6.12 | +35.02% |
| 2024-04-12 | 4.13 | 4.44 | +7.40% |
| 2024-01-12 | 3.60 | 3.04 | -15.65% |
| 2023-10-13 | 3.97 | 4.33 | +9.01% |
| 2023-07-14 | 3.76 | 4.75 | +26.46% |
| 2023-04-14 | 3.37 | 4.10 | +21.69% |
| 2023-01-13 | 3.10 | 3.57 | +15.04% |
| 2022-10-14 | 2.85 | 3.12 | +9.44% |