JPM JPMorgan Chase & Co. Loading... : Bullish and Bearish Analyst Opinions
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05:54
Jul 18
Jul 18
Iraq signs an agreement with JPMorgan to establish the bank's first branch in Iraq, according to the Prime Minister's Office.
12:04
Jul 17
Jul 17
AlphaSense Financials Sentiment Index rose 24 points to 45, erasing last quarter's steep drop and returning near all-time highs for bank executives.
04:25
Jul 17
Jul 17
JPMorgan has been approached by over 100 companies to explore banking and payment solutions for corporate treasury operations in India's GIFT City financial hub.
14:00
Jul 16
Jul 16
Goldman Sachs, JPMorgan, Bank of America, and Morgan Stanley reported significant increases in investment banking fees and equity trading revenue in the second quarter due to market volatility.
19:22
Jul 15
Jul 15
JPMorgan reported strong Q2 earnings with raised NII guidance and a dividend hike, but the neutral Quant rating and expense concerns keep the outlook uncertain.
00:52
Jul 15
Jul 15
US banks and energy set new highs.
US large banks (JPMorgan, Bank of America) are making all-time highs on record earnings from AI-driven IPO and trading activity. Valero Energy also hits new highs, supported by energy tailwinds. These represent strong trend-following opportunities.
HIGH
00:01
Jul 15
Jul 15
JPM best bank, 15x earnings
JP Morgan is the best bank in the world with the highest net income, revenue growth, deposit base, return on equity, and capital return, yet trades at only 15 times earnings (below the market multiple) and hit an all-time high.
HIGH
22:16
Jul 14
Jul 14
Bull market fuels big bank profits
We are in a classic equity bull market where the business lines that benefit the most—trading, prime brokerage, equity finance, IPOs, secondaries—are booming. JPMorgan and Goldman Sachs are the prime beneficiaries, posting explosive equity trading revenues and record banking fees, with strong consumer and small business resilience underpinning the economy.
HIGH
22:03
Jul 14
Jul 14
Capital markets banks profit from AI financing.
US banks with strong capital markets arms are outperforming as AI capex fuels financing demand and equity trading remains robust. Goldman Sachs surged 9% on AI capital raising demand, Bank of America benefited from strong securities revenue, and JPMorgan posted a record quarterly profit from trading volatility, reflecting a favorable financial environment. Wells Fargo and Citigroup lagged due to weaker securities exposure.
HIGH
16:55
Jul 14
Jul 14
Watch JPM for AI-linked external loan growth and data-center financing, while internal cost savings remain early. Not an explicit author position.
MED
15:48
Jul 14
Jul 14
Watch large-cap advisory firms for an M&A upturn signaled by Goldman's record backlog and fee growth.
MED
14:47
Jul 14
Jul 14
JPMorgan CEO Jamie Dimon expresses skepticism about AI's ability to uniquely benefit banks and warns against expecting perpetual operating leverage improvements.
12:33
Jul 14
Jul 14
JPMorgan a long-term bank growth stock.
JPMorgan is the biggest bank with a generational CEO, Jamie Dimon. Though the stock has underperformed this year because spending currently exceeds revenues, it is a timing mismatch as they invest for the long term. He expects earnings to be quite strong, and the bank remains the growth stock among banks with a Jamie Dimon premium, indicating long-term confidence.
MED
12:22
Jul 14
Jul 14
Large banks reclaim share from private markets.
Large cap banks like Bank of America, JPMorgan, and Wells Fargo are systemically gaining share from private asset management firms, winning back business that had been lost. This trend will become a lot more visible over the next three to four quarters, providing a tailwind.
MED
12:18
Jul 14
Jul 14
Apple falls after KeyBanc downgrade, IBM plunges on weak sales, Goldman rises on record trading, and Trex gains on earnings beat in premarket movers.
12:05
Jul 14
Jul 14
US pre-market movers show IBM falling 24% on disappointing preliminary Q2 results while Goldman Sachs rises 2% on earnings beat and other banks and stocks report mixed results.
11:37
Jul 14
Jul 14
JPMorgan shares decline despite reporting its highest quarterly profit in history as traders focus on negative aspects of the results.
10:43
Jul 14
Jul 14
JPMorgan Chase reports second-quarter earnings with adjusted EPS of 7.70 dollars beating estimates of 5.58 dollars while equities trading revenue significantly exceeded expectations.
10:42
Jul 14
Jul 14
JPMorgan updates its fiscal year guidance with net interest income expected at about 105.5 billion dollars and adjusted expenses at about 107.5 billion dollars.
10:41
Jul 14
Jul 14
JPMorgan's equities sales and trading revenue significantly beat estimates, but the author's commentary on the consumer is factual and not a trade idea.
LOW
10:41
Jul 14
Jul 14
JPMorgan raises its full-year net interest income guidance to about 105.5 billion dollars from a prior estimate of 103 billion dollars.
10:34
Jul 14
Jul 14
JPMorgan reports second quarter 2026 earnings with earnings per share of 7.70 dollars beating estimates of 5.72 dollars on adjusted revenue of 58.02 billion dollars.
10:34
Jul 14
Jul 14
JPMorgan reported second-quarter FICC sales and trading revenue of 6.05 billion dollars, missing estimates of 6.29 billion, while equities revenue of 6.03 billion beat the 3.98 billion consensus.
10:34
Jul 14
Jul 14
JPMorgan reported Q2 2026 earnings with adjusted revenue of 58.02 billion dollars beating estimates of 51.39 billion dollars.
10:34
Jul 14
Jul 14
JPMorgan reported second quarter 2025 earnings with earnings per share of 7.70 dollars beating estimates of 5.72 dollars on adjusted revenue of 58.02 billion dollars.
10:34
Jul 14
Jul 14
JPMorgan reports Q2 2026 earnings with adjusted revenue of 58.02 billion dollars beating estimates of 51.39 billion dollars.
10:25
Jul 14
Jul 14
Record dealmaking and trading lift big banks
Major U.S. banks are set to report blockbuster earnings driven by record M&A volumes, surging IPO proceeds, and elevated equity trading revenues fueled by volatility from the U.S.-Iran conflict. Massive stock buybacks (over $100B this year) and rising dividends after stress tests, along with regulatory easing, make large banks, especially JPMorgan and Goldman Sachs, very attractive.
HIGH
05:17
Jul 14
Jul 14
Big bank Q2 earnings will be very strong.
Q2 earnings from the five largest US investment banks will show near-record trading revenues, driven by elevated stock market volatility from Middle East geopolitical headlines and swings in AI trade sentiment, alongside a strong rebound in M&A and capital markets activity including the massive SK Hynix share sale and Chinese corporate fundraisings. This sets up a positive earnings catalyst for these bank stocks.
HIGH
22:14
Jul 13
Jul 13
AlphaSense reports its Financials Sentiment Index dropped 23 points to 21, the sharpest sequential decline since Q1 2025, ahead of big bank earnings season starting tomorrow.
22:11
Jul 13
Jul 13
AlphaSense reports its Financials Sentiment Index dropped 23 points to 21, the sharpest sequential decline since Q1 2025, ahead of big bank earnings season.
About JPM Analyst Coverage
Buzzberg tracks JPM (JPMorgan Chase & Co.) across 47 sources. 59 bullish vs 8 bearish calls from 95 analysts. Sentiment: predominantly bullish (29%). 178 total trade ideas tracked. Past 7 days: 8 bullish, 22 watch. Latest voices: FirstSquawk, AlphaSense, Bloomberg.