Alpha Score of 66 reflects moderate overall profile with moderate momentum, moderate value, moderate quality, moderate sentiment.
JPMorgan Chase slipped 0.64% to $354.22, holding near the top of its 52-week range of $279.10 to $366.50. The stock trades at 14.8 times trailing earnings, a discount to the broader market's multiple, with net margins of 33.3% and EPS growth of 19.5% year-over-year. Revenue surged 109% in the latest period, though that figure reflects a comparison against a prior-year quarter that included a special charge. The bank's Alpha Score of 64.4 is driven by momentum (69.2) and quality (66.8), while sentiment lags at 59.2. The sector has been range-bound as traders weigh higher-for-longer interest rate expectations against a resilient consumer. Jackson Hole speeches next week could shift rate expectations and influence bank stocks. JPMorgan's valuation remains reasonable relative to its profitability, but the stock needs a catalyst to break above resistance near $366.
JPMorgan shares slipped 0.05% to $356.50, holding within 3% of the 52-week high of $366.5 set earlier this year. The stock trades at 14.8 times earnings, a modest discount to the broader financial sector. Its Alpha Score of 67.1 reflects above-average momentum (72.8) and quality (66.8), with sentiment (67.1) and value (60.4) contributing. Revenue jumped 109% year over year, while EPS grew 19.5%, and net margin reached 33.3%. Two developments frame the near-term outlook. The Wall Street Journal reported that JPMorgan and other large banks are reconsidering stablecoin issuance as crypto payment firms gain traction. Meanwhile, Dallas Fed economists warned that tokenized deposits could make bank funding less stable, potentially raising credit costs. The BankChain Alliance plan, backed by 39 state associations, also signals growing institutional interest in blockchain settlements. Third-quarter earnings are due Oct. 15.
JPMorgan Chase closed at $351.58, barely changed on the day. The stock sits near the top of its 52-week range ($279.1–$366.5) with a P/E of 14.8 — reasonable for a bank with 109% revenue growth and 19.5% EPS growth over the past year. Net margin of 33.3% underscores the earnings power. The Alpha Score of 62.6 is solid, driven by momentum (67.1) and quality (66.8), though sentiment lags at 53.5. No company-specific news crossed the tape today. The broader market was quiet, with gold hitting a record and consumer discretionary stocks under pressure. For JPM, the next catalyst is the quarterly earnings report due in mid-April. The current valuation leaves little room for error, but the growth trajectory supports the multiple.
JPMorgan Chase added 0.63% to close at $363.25, inching toward the top of its 52-week range at $366.50. The stock trades at 14.8 times earnings, a modest discount to the broader market given the bank's 33.3% net margin and 19.5% EPS growth over the past year. Revenue more than doubled from the prior year, though that figure reflects the First Republic acquisition anniversary. The Alpha Score sits at 65, with momentum the strongest sub-score at 78 and value the weakest at 50.2. The bank has largely tracked the sector higher this month, with no company-specific catalyst behind today's move. The 52-week high sits just $3.25 above the close. Next week's Fed minutes and any shift in rate-cut expectations will matter more for JPM than most banks, given its large consumer-lending book.
JPMorgan Chase edged down 0.52% to $360.96 on Friday, within touching distance of the $366.5 high set this year. The stock trades at 14.8 times forward earnings, below the sector average. Revenue surged 109% year-over-year, while earnings per share climbed 19.5%. Net margin came in at 33.3%. The Alpha Score of 63.7 reflects a strong momentum reading of 78.7, offset by a neutral sentiment score of 54.4. The value and quality subscores sit at 50.2 and 66.8, respectively. The 52-week range of $279.1 to $366.5 leaves about 1.5% upside before the stock hits a new high. Next week, the market will watch for any shift in rate-cut expectations, which directly affect net interest income for large banks. JPM's next quarterly report is due in mid-October.
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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