JPM Ticker Curator

Key 2026 Metrics:

• Yield & Annual: 1.96%, $6.00/share quarterly
• Q1 2026 Payment: $1.50/share paid Jan 31 (ex Jan 6)
• Growth Track: 15 consecutive...

• NAV up 18% in H2 to 149.1p from 126.1p
• 20% YoY growth from 124.3p a year earlier
• Strong benchmark outperformance amid EM markets – ideal for growth-seeking investors

Jamie Dimon, who steered JPMorgan through the 2008 crisis, urges investors to watch out amid record stock highs and familiar complacency.

Key...

• Major Increase: NewEdge Wealth LLC raised its JPM position by 2.7% to 450,230 shares worth $140.33M, its 7th largest holding (2% of portfolio)
  -...

Investor angle on JPM's tech surge:

• $19-20B annual spend ramps AI (25% allocation, doubled production in 2025), cloud (70%+ apps), data...

Key angles on JPM CEO's credit risks alert:

• Dimon's parallel: Rivals doing "dumb things" in credit markets, "just like before the 2008 financial...

• Price momentum: JPM closed at $303.30, up 2.02% (+$6.00) on 8M+ volume
• Dividend strength: Payout ratio at sustainable 29.99%
• Insider signals: Recent buying/selling, including CFO Jeremy Barnum
• Trend watch: Rally builds buy case amid market upswing

Key political risk for JPM:

• Account closure admitted: JPMorgan confirmed shutting Trump and business accounts in Feb 2021 after Jan 6 Capitol...

Software sector's sentiment overhang will take multiple quarters to lift, says JPMorgan Private Bank's Abby Yoder, citing weak insider buying ahead of earnings.

Jamie Dimon confirmed at a recent investor meeting that AI has already displaced workers at JPMorgan, with redeployment plans not keeping pace. This highlights AI-driven workforce shifts challenging the bank's operations into 2026.

JPMorgan anticipates strong growth in investment banking fees and markets revenue for Q1, with IB holding up amid market volatility.

Earnings Highlights

• 🔥 EPS Beat: JPMorgan beat quarterly EPS ($5.23 vs. $4.93 est.) and reported ROE 17.16%, net margin 20.35%.

Analyst...

• Earnings beat: EPS $5.23 vs. $4.93 est., ROE 17.16%, net margin 20.35%; analysts consensus Moderate.
• Wells Fargo Buy at $350 PT.
• New $330 PT...

Jamie Dimon puts JPM valuation in spotlight by comparing current conditions to pre-2008 crisis.

Multi-source alerts on risks:

• Risky behavior and...

Key JPM gold outlook updates:

• Projects $6,300/oz by end-2026, up from prior views, with longer-term at $4,500/oz
• Driven by sharply increased...

Karen Ward, JPMorgan Asset Management's EMEA chief market strategist, says the stock rotation has further to go amid reactions to the AI scare trade. Key signal for investors eyeing market shifts.