Alpha Score of 57 reflects moderate overall profile with strong momentum, poor value, moderate quality, moderate sentiment.
JPMorgan closed at $334.47, up 0.12%, trimming a week of modest gains. The stock sits near the top of its 52-week range at $335.12, less than a dollar from the high. P/E has ballooned to 55.4, a function of revenue growth that hit 109% year-on-year, far outpacing EPS growth of just 2.4%. The gap reflects earnings compression from higher costs and reserve builds. Net margin held at 33.3%. Alpha Score sits at 57.4, driven by momentum at 81.7 and sentiment at 63.1. Value remains the weak spot at 20.8, a reading that tracks the elevated multiple. On the legal front, a Delaware judge ordered the bank to keep paying Charlie Javice's legal fees, rejecting JPMorgan's push to stop. The case adds a small but steady cost line. Next week, watch for any regulatory signal tied to the pending bank charter discussion, which could shift sentiment.
JPMorgan shares rose 2.06% to $334.07, just a dollar off the 52-week high of $335.12. The stock has momentum on its side — the Alpha Score's momentum sub-score sits at 81.6 — but the valuation is getting stretched. At 55.4 times trailing earnings, the market is pricing in continued revenue growth. Revenue surged 109% year over year, though EPS grew only 2.4%. Net margin held at 33.3%. The gap between top-line growth and bottom-line growth bears watching. President Trump's stock purchases, disclosed in filings, added a political layer to the narrative. JPMorgan's AI chief, Lori Heitsenrether, plans to retire at year-end 2026, a leadership transition that will take time to play out. Next week, the bank reports quarterly earnings. The market will be watching whether revenue growth can sustain and whether margins hold.
Shares fell a fraction Tuesday, down 0.63% to $327.33. The stock sits within 2% of its 52-week high, a range that has given buyers little reason to push harder. The numbers behind the price: revenue jumped 109% year-over-year, but earnings per share rose only 2.4%, a gap that shows revenue gains haven't flowed cleanly to the bottom line. The P/E of 55.4 puts JPM at a premium that the value score (20.8) doesn't support. Momentum (78.6) and sentiment (66) still look solid on the Alpha Score. Net margin of 33.3% is strong by any standard. What's next: first-quarter earnings for the big banks start in mid-April. JPM's net interest income outlook will be the number to watch.
JPMorgan shares rose 50 cents to $335.12, closing above the previous 52-week high of $334.61 for the first time. The move followed the Fed's stress test clearance for up to $30 billion in buybacks, though the rally stayed modest. Revenue jumped 109% over the past year, powered by trading and investment banking fees. Earnings per share grew just 2.4%, held back by higher provisioning and a shifting revenue mix. Net margins remained at 33%. The Alpha Score of 55.9 reflects strong momentum at 84.8 and quality at 60.4, while value sits at 21.7. The CEO succession picture darkened for female contenders after Jennifer Piepszak moved to a consumer banking role, narrowing the field to three male candidates. Next month's investor day may offer more detail on the bank's capital plans and the timeline for a leadership decision.
JPMorgan shares touched a new 52-week high at $334.61 before settling at $333.45, down 0.21% on the session. The stock now trades at 54.75 times earnings, a multiple that reflects the 109% revenue surge from last year's regional banking crisis inflows. The bank's Alpha Score sits at 56.7, with momentum the standout at 80.5. Value scores a weak 21.7, confirming the market is paying up for growth. Net margins of 33.3% support the quality reading of 60.4. Two JPMorgan bankers made the case this week that the bank's $1.5 trillion market-share push is structurally different from past expansion cycles. The firm also noted retail investors' share of US equity trading fell to 17% as options and margin activity cooled. Watch for the CLARITY Act text around July 4. Senate floor time is targeted for the same month, which could shift sentiment for the sector.
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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