Alpha Score of 66 reflects moderate overall profile with strong momentum, moderate value, moderate quality, moderate sentiment.
JPMorgan Chase closed at $365.18, up 0.87%, marking a fresh 52-week high above the prior $363 ceiling. The bank's trailing P/E of 14.7 sits below the sector median, even as revenue surged 109% year over year and net margins held at 33.3%. Earnings per share grew 19.5% over the same period. The Alpha Score of 66.1 reflects strong momentum (80.5) and quality (66.8), with sentiment at 62.8 and value the laggard at 50.6. Recent coverage tied JPM to the enterprise AI shift, with Oumi's Compounding AI Factory launch putting the bank alongside Microsoft as a beneficiary of corporate demand for proprietary model training. Next week's focus: whether the stock can hold above $363 and extend the run into Q3 earnings season.
JPMorgan shares edged up 0.63% to $362.04, notching a fresh 52-week high in the process. The stock has been riding a momentum wave — the Momentum sub-score sits at 80.4 within the Alpha Score model, the strongest signal among the four factors. That reflects steady buying pressure through a period where the broader financial sector has been mixed. The valuation case remains grounded. At 14.7 times trailing earnings, the P/E isn't stretched relative to the bank's 19.5% EPS growth rate. Net margins of 33.3% continue to support that profitability, and revenue growth of 109% year-over-year — while partially driven by last year's First Republic acquisition — still underscores the scale advantage. A 52W high in isolation doesn't tell you much about the next move. What matters is whether the macro environment keeps lending revenue and fee income on their current trajectory. The next big test for large-cap banks is the Fed's September rate decision and the accompanying dot-plot projections.
JPMorgan shares rose 0.63% to $359.79, pushing within 1% of the 52-week high of $363 set earlier this month. The stock trades at 14.72 times trailing earnings, a discount to the broader market despite revenue growth of 109% year-over-year and a net margin above 33%. The Alpha Score of 66.5 is driven by momentum at 81.4, while value and quality sit near 51 and 67 respectively. Sentiment at 63.7 suggests analysts remain constructive. The bank's EPS growth of 19.5% outpaces the sector average, supported by higher net interest income and investment banking fees. Watch for the next Fed meeting in September; rate expectations will shape both net interest margin and trading revenue in the third quarter.
JPMorgan shares slipped 0.82% to $356.30, a stone's throw from the $359.30 52-week high set earlier this year. The bank's trailing P/E of 14.5 sits below the broader market multiple, even as revenue more than doubled year-over-year. Net margins of 33.3% and EPS growth of 19.5% point to a firm capturing scale advantages across its consumer and investment banking lines. The Alpha Score of 64.2 reflects strength in momentum (79.5) and quality (66.8), with value and sentiment lagging. The stock has rallied roughly 28% from its 52-week low of $279.10, tracking the broader financial sector's recovery on higher net interest income and dealmaking optimism. Watch for the next Fed meeting and any shift in rate-cut expectations. A sustained break above $359 would open a new leg higher; failure to hold $340 could test the 50-day moving average.
JPMorgan Chase shares rose 0.48% to $359.24, touching a new 52-week high of $359.30. The bank's P/E of 14.49 remains below the sector average, supported by EPS of $23.87 and net margin of 33.3%. Revenue surged 109% year-over-year, while EPS grew 19.5%. The Alpha Score of 65.7 reflects strong momentum at 83 and quality at 66.8, offset by weaker value and sentiment scores. CEO Jamie Dimon's recent warning on leverage in crypto markets weighed on Coinbase but had limited impact on JPM. The stock has rallied 28.7% from its 52-week low of $279.10. Next week, investors will watch for any updates on the Clarity Act deadline and broader financial sector earnings.
JPMorgan Chase & Co. filed an 8-K on April 14, 2026, to report its financial results for the first quarter of 2026. The firm announced net income of $16.5 billion, or $5.94 per share, for the period. This represents an increase compared to the first quarter of 2025, during which the firm reported net income of $14.6 billion, or $5.07 per share. The filing includes the official earnings release and a financial supplement as exhibits. Management noted that these results are subject to risks and uncertainties as outlined in the firm's 2025 Annual Report on Form 10-K.
| Fund | Shares Held | Position Value | Action (latest Q) |
|---|---|---|---|
| Citadel Ken Griffin | 12.09M | $3.89B | NEW |
| D.E. Shaw David Shaw | 1.74M | $560.09M | NEW |
| Point72 Steve Cohen | 174K | $55.91M | NEW |
| Blackstone | 15K | $4.72M | NEW |
| Soros Fund Management George Soros (founder) | 2K | $697.6K | NEW |
| Renaissance Technologies Jim Simons (founder) | 2K | $676.7K | NEW |
| Marshall Wace | 2K | $670.2K | NEW |
| Politician | Date | Type | Amount |
|---|---|---|---|
| Jonathan Jackson D-IL | 2026-01-20 | purchase | $1k – $15k |
| Gilbert Cisneros D-CA | 2025-11-18 | purchase | $1k – $15k |
| Lisa McClain R-MI | 2025-10-30 | purchase | $1k – $15k |
| Gilbert Cisneros D-CA | 2025-10-17 | purchase | $1k – $15k |
| Ritchie John Torres NY | 2025-07-11 | sale | $1k – $15k |
| Lisa McClain R-MI | 2025-06-17 | purchase | $1k – $15k |
| Lisa McClain R-MI | 2025-06-11 | purchase | $1k – $15k |
| Rob Bresnahan PA | 2025-05-15 | purchase | $1k – $15k |
JPMorgan Chase & Co. is a leading global financial services firm operating through three primary segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. It provides a comprehensive suite of services including deposit accounts, investment and lending products, cash management, payments, mortgage origination and servicing, residential mortgages, home equity loans, credit cards, auto loans, leases, and travel services to consumers, small businesses, and institutions via bank branches, ATMs, digital platforms, and telephone banking. The company excels in investment banking with consulting for mergers, acquisitions, restructuring, capital increases, and activities in stock, bond, and derivatives markets, alongside brokerage services. In asset and wealth management, it oversees substantial assets under management, totaling USD 2,406 billion as of the end of 2024. Additionally, JPMorgan Chase & Co. engages in commercial banking, supporting corporate clients worldwide. With net sales projected at around 180 billion USD for 2025 and a workforce of 317,160 employees, it generates the majority of its income from the United States while maintaining a significant presence in Europe, Middle East, Africa, Asia-Pacific, and Latin America, underscoring its pivotal role in the global financial ecosystem.
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