JPM

Routine-Agent-160

Where did the JPM bots go?

bear_Prune8771

But there is. Walmart, Fed Ex, HOOD, NU, MELI, JPM, APP, and others have all confirmed AI has made them revenue.

Cool-Scratch-7679

anyone thinking JPM?

Cool-Scratch-7679

Yo JPM is down, should i all in 90k?

fire_alarmist

I have like twenty different options that are like right at the ITM/ATM boundry and literally NOTHING is moving. Not a single option moving an inch. 337.5 JPM put just AFK for literally 5 minutes its unreal. Ive never seen such blatant options manipulation

fire_alarmist

Today is the day the entire global financial system unravels, and all it took was a .6% drop in SPY LOL. JPM and all banking stocks plummeting all week. Its COOKED.

XYHopGuy

hey i went and found half of my brain thanks for the suggestion. the datacenter buildout has been covered extensively (and more rigorously) by semianalysis, the first public report coming shortly after the JPM release. https://newsletter.semianalysis.com/p/stop-saying-half-of-2026-us-datacenter https://newsletter.semianalysis.com/p/us-grid-constraints-towards-40gw https://newsletter.semianalysis.com/p/everyone-says-datacenter-moratoriums > If the data center hasn’t been built yet then the GPUs associated are not deployed because there is no where to put them. New GPUs come out annually making the ones collecting dust more and more obsolete. Buying GPUs for datacenters they dont have would be quite the story. I've seen speculation around this before based on chains of assumptions that don't match the real state of the public GPU market and model availability. considering its become easier and more available to rent the newest GPUs over the past 6-9 months, its pretty clear that capacity is coming online. Model providers have decreased prices and increased availability for models with the highest compute burden.

Lawineer

Pre-ipo SpaceX I thought it would be cool to be a part of it and wear a space x shirt or something. That and fomo because my buddies were getting in. My thesis against it was that Elon will never take anything public again (at the time, he was fighting Tesla for his comp package) About 11x on that. But my lockup period is a year so who knows. Might be 1x. Might be 20x JPM at $139: my buddy worked there. I wanted to tell him “you work for me” and generally troll him. 2.5x or so on that. Moral of the story: Regard is my strength.

imustbegthequestion

I've only connected my Robinhood that I use for research. I trade on JPM and WFC as well.

No_Cod972

MSTR is the JPM of Bitcoin

WendyDumpsterFire

JPM calls

SwedishFish123

Damn what happened fo JPM

uwontfindthisone

Why are $JPM and $SCHW dumping

vik556

Man I have 50k in JPM I’m in pain right now

WendyDumpsterFire

Why is all JPM down

Ghost_nut

JPM got fucking smashed

Fhyzikz

Just sold JPM for a huge loss. Tired of huge loss every day now

Fhyzikz

JPM to $0

TonyzTone

You can't possibly forecast it with the war being a multi-month series of "ceasefires" followed up 24 hrs. later by "target bombed." I guess the only thing you can forecast is whether inventories are steady and whether boats are getting through. I can't see that shit, but I'm sure JPM and GS can and do.

theJimmybob

$RBLX ---> $JPM still neutral rating but the tide is turning 'JPMorgan says Roblox's viral engagement inflected higher this past weekend. Peak platform concurrent users reached 28.7M on Saturday, the highest level since mid-December of last year'

imustbegthequestion

These are the real questions we need asked. @Axios, can you report on the market odds of a #TACO. How many basis points we talking? What's the ignored downside and the rational upside? Will JPM be underwriting a Kalshi bet using Robinhood? Can we get some actual fucking news?

moSNAP

Brother, totally, specifically for this year 3/27, 3/30, 3/31 was the test. U literally are done trading for the year if u slammed it like a double down on the blackjack tables. A second day is July 28-31 which I call the Leopold day aka deleveraging event. Wall street ganged up and knew his port was levered in certain ways so the AI traded rotated out to AAPL, JPM, etc and he got margin called (but up 80% at least!) Cheers to the patient ones here waiting to pounce. Let's effing go! S&P and chill. FWIW: SPYM, IVV, VOO all have cheaper fees than SPY.

PelarysJorge

The one-day move is useful as a map of changed expectations, not a verdict on bank fundamentals. For JPM I’d separate three timelines: (1) the policy surprise, which was small because 25 bps was broadly anticipated; (2) the yield-curve and forward-path reaction, which can matter more to net interest income than the headline direction alone; and (3) company evidence—credit quality, deposit mix and pricing, capital, and loan growth. Unless the third bucket changed, I wouldn’t treat the day’s price move as proof that the underlying business changed. The interesting question is what the market repriced about the path, not simply “rates up = banks up.”

dvdmovie1

Todd is gone to JPM.

Misha-Nyi

Why do you believe JPM?

EmpathyFabrication

Have you read this memo in its entirety? I'm seeing only this quote on Twitter and reported elsewhere, with some scant additional claims from the memo like "In short, there is ​still enough dry powder to keep prices contained—for now." reported at Reuters: [https://www.reuters.com/business/energy/jp-morgan-says-it-has-no-clear-oil-market-endgame-iran-conflict-drags-2026-09-17/](https://www.reuters.com/business/energy/jp-morgan-says-it-has-no-clear-oil-market-endgame-iran-conflict-drags-2026-09-17/) My argument was that JPM does have internal models, and if they're lying, they're lying and saying they don't have internal models that they do in fact have. I think it's more likely now that I've read the Reuters article that sensational reporting is half-assedly picking quotes from a JPM memo we don't have full access to

creemeeseason

Not a JPM customer, but in the long term I'd trust someone who is willing to admit they don't know over someone who lies and says they do....

EmpathyFabrication

That's a good point and it could be JPM hedging on their part so they don't commit to a directional claim, but I imagine JPM's clients, if this even was a real internal memo sent to their clients, and if JPM didn't say anything more than this, don't like uncertainty and don't like hearing "idk" from analysts. In this case it probably would have been better to deliver all their analyses to their clients, since it doesn't make sense to assume they don't have ANY internal analysis at all in any direction. Otherwise, what are these analysts doing all day? Fire them and hire analysts that make claims.

EmpathyFabrication

I'm arguing against the status quo. I think there's 100% chance of a fold and I think it's more likely Iran that's going to do the folding. My main point was that "We simply don’t know how to model..." was unprofessional on JPM's part to claim to clients because if it's true then it calls attention to the fact that their analysts don't have a predictive model, which I also already argued that they don't have, and that their clients should also already know they don't have.

Individual_Section_6

Okay bud. So you're smarter than JPM's entire commodity team? I guess you must be rich from trading commodities then right?

EmpathyFabrication

What I mean is that it's now and always has been a predictable scenario that Iran attacks tankers and shuts down the strait for a prolonged period of time. The events leading up to the shutdown shouldn't matter - US or international action, regional war, internal politics in Iran, civil war in Iran, rogue actor, etc. The fact that analysts don't have a general model or even opinion for prolonged disruption of oil traffic in one of the highest traffic places in the world is probably bullshit, and it's also probably bullshit that they don't have an opinion about this specific scenario, or JPM wouldn't have hired them. In fact I would argue that Iran is in probably the most desperate position that it could be out of all the above scenarios because of it and it's allies weak economies, weak militaries, dwindling military supplies, massive internal inflation in Iran, sanctions, and the fact that the last time there was internal unrest they had to kill like 30k people just to get the country back under control. Iran and the only countries who might reasonable bail them out (Russia and China) are under an incredible amount of pressure from economic problems with no viable militaries or force projection.

EmpathyFabrication

Financial analysts, throughout every downturn, have been unable to give banks any edge over losses, so any claims about their incompetence don't surprise me. But the fact that JPM's commodities team doesn't have anything to say about a completely predictable scenario of war in the middle east involving Iran, one of the most unstable countries in the world, attacking ships directly off their coast, is laughable. If they really did release this statement it's either a lie or someone is getting fired over it.

imustbegthequestion

They won't give me one. Fuck you JPM. Gave Leopold all my credit expansion.

Hi_Keyboard_Warriors

Till 2018 to 2021 it was like going full port etf but once I understood about the individual companies I started buying stonks like Meta (avg $98) JPM ($101) and this year it was TEAM 100k becomes over 1 mill in few years. No complains

mixtape312

JPM yesterday: "Stocks will go up 1-2% if the Fed hikes, they will go down 1-2% if they don't hike" Lmao, you couldn't make this shit up

Junior-Valuable2071

It’s because of the repo market. If the fed increases the over night funds rate it increases the interest rate at which banks borrow from each other (or from the fed) to meet reserve requirements and fund last minute liquidity needs. Banks try to have as close to zero cash at the end of the day as possible banks want to loan every dollar that they have available right up to the very last dollar required to meet their reserve requirements. Say Bank of America has extra cash at the end of the day, they turn to the repo market and see if there are any other banks out there who are going to miss their reserve requirement and are asking to borrow. Maybe JPM is about to miss their reserve requirement and wants for borrow some money. Bank of America has a choice to make. Do I loan the money to JPM overnight or do I buy some 10Y notes (because buying 10Y notes are the next best thing since it’s considered risk free money) Bank of America will compare the interest rate that JPM is willing to pay to the interest rate that they can get on a 10Y note. At the same time, JPM won’t be willing to pay Bank of America much more than the overnight federal funds rate, because again JPM can turn around and borrow from the fed instead. If Bank of America decides the overnight rate is too low, they will turn around and buy 10Y notes. And JPM will go bid on overnight funds at the fed. This exact scenario happens so often and at such high volume that it effectively ties the federal funds rate directly to the 10Y note interest rate. If the federal funds rate goes up, Bank of America can demand more from JPM on the repo market, and Bank of America is less likely to buy 10Y notes. So the 10Y rate goes up. If the fed cuts rates, then Bank of America is more likely to buy 10Y notes instead and this drives 10Y interest rates down. The entire economy looks towards the 10Y note as the benchmark for risk free return. So any other investment has to beat the 10Y note on a risk adjusted basis. If the 10Y treasury is paying more interest, then equities become less attractive investments because equities are risky. Likewise B2B loans are less attractive because why loan B2B when you can get a risk free 10Y note? Borrowing becomes more expensive for borrowers when the 10Y yield goes up.

Jobless-Dev

I've never seen these JPM notes play out as they wrote it

imustbegthequestion

I use Robinhood for research. JPM to make money. WFC to hedge.

Celticsmoneyline

new Magnificent Seven announced: XOM, LLY, JPM, JNJ, UNH, BRK, V

Sufficient_Habit5091

And they were right. Every claim was settled. You better believe a conservative financial fortress like JPM or Blackrock would get bailed out if they went under. We're talking far worse than GD2 if they were allowed to fail. But even if they were failing, no one would have access to the Treasuries backing the tokens except token holders.

Majestic_Mention171

Mfers at JPM said no rate hike would cause the market to drop 1-2% 🤣

Much_Candle_942

JPM -  JPMorgan's Kinexys unit with Ripple, Ondo Finance and Mastercard just completed near-real-time cross-border settlement of **tokenized U.S. Treasuries** — flagged as "a tangible step toward fee-generating tokenization services" that lifted the stock.

PatientAd9394

Holy JPM??!!! HERE WE GO

greytoc

A managed account fee is not based on percentage of profit. It's based on AUM or assets under management. At 21 - you probably don't need a managed account from an investment advisor. It is unlikely that you have the complexity where you benefit from using an adviser. If you don't know how to invest - use a robo-advisor. However - JPM/Chase recently shut down their roboadvisor services. Look at services from places like Fidelity/Schwab/Vanguard for low cost robo-advisors. Alternatively - just invest it yourself using broad index funds - scroll up - look at the Getting Started link for educational resources.

imustbegthequestion

I hate Bank of America. They make Charlotte miserable, they make banking miserable, they make me miserable and I dropped them 15 years ago. This shit sucks. Probably working with Leo now that JPM said no.

Rootlevelprivileges

Woah JPM

Happy-Champion1661

JPM just died wtf?

Ghost_nut

Awesome bought some JPM calls and it literally just took a giant shit lol

Straight-Annual8687

Sure, higher rates are bullish for JPM

Ghost_nut

JPM is like watch this….

theJimmybob

$JPM with the Double Secret upgrade $JPM upgrades $IREN to Overweight from Underweight - raises PT to $65 from $46

music_is_gud

JPM? Try more like Jane St or something

Federal-Watch

Bro, sorry to tell you this, but we’re all JPM bots :hmmm: You’re just losing money here by yourself :kek:

I_killed_the_kraken

If you expect interest rates to rise, which is what the data from FedWatch and Polymarket suggest, there are several options: * Banks: $JPM; $BAC; WFC; $USB. * Brokerage firms: for example, $SCHW. * Insurance companies: $ALL; $PGR. * BDCs with predominantly floating-rate portfolios: $ARCC; $MAIN.

imustbegthequestion

Zuckerberg Zuckercucked us again. FmL. I can't win against this guy. Inb4 JPM margin calls me and $LCID

Independent-Use-228

With me Trump x5 5000.000 USD check direct deposited to NY JPM alt-account. Eat me @Citadel. @sentinels555.00.pp launched and we margin called $TFC using $HOOD

HoneyBadger552

I prefer my gal Cannons. That stance. That chest. That dominating smile. I need a job at JPM

Independent-Use-228

JPM commercials make me feel poor and stupid. I could literally just do whatever they said and print forever.

Kronologics

Leopold. What a chud name. The audacity of JPM to give this degenerate BILLIONS

Aggravating_Storm835

To say Uber has no market to win/expand misses the mark entirely. Uber is like Netflix in 2015. Back then Netflix had 75% market share. Today they have about 40%. Why did Netflix growth still explode? Because the market grew despite increased competition from Hulu, HBO, Prime, Disney, and Paramount. To say they have no market to expand completely misses the mark. Car ownership costs are increasing 10% annually. The average car payment is already $650/month (before insurance, gas, and maintenance). So at current rates, the average car payment will be over $1k/month by 2035. It’s projected that 40-50% of jobs will be remote by 2035. If that happens, you can expect the average miles driven for those people will likely be cut in half to around 6k miles a year. If you’re $12k a year to drive 6k miles, that’s $2/mile. Uber even now with drivers averages about $1.10/mile. You see where this is going? Mature robo-taxi networks project to cost 50-80 cents per mile. Would you pay 4x more just to run errands and go out on the weekend? This is why JP Morgan projects the ride-share industry to hit $1-$2T by 2035. Other projections have it as high as $4T by 2040, but let’s go with JPM’s low end estimate of $1T. If we assume the industry only hits $1T and Uber’s marketshare falls similarly to Netflix’s at around 40%, that’s still $400B in annual revenue. Assume they only maintain their current depressed multiple of 3x sales, that’s a $1.2T market cap. Implied share price of $587. And that’s only the mobility side. That’s not even counting the delivery side, which expanding to become a source of having anything delivered. Even the commercial trucking industry is relying on them (Uber Freight).

johndsmits

data centers ==> new era of banks AI ==> new currency When you think about it what people are really doing with AI is no different from the 1980s of people throwing dollars into pet rocks & random sitcoms JPM is cooked.

Fair_Grocery_1839

AVAV - JPM raises price target to $210. Currently trading under $160. Jump on if you like to make money.

TreGet234

JPM upgrading meta. Euphoria is building.

baconography

Ugh. I hate how gold was turned into an equity after being hyper-collateralized by JPM.

Sufficient_Put4775

I found that trading on JPM app a terrible experience

SpiderWil

It means if u buy JPM, ur buying a company w/ empty revenue

SpiderWil

JPM been laying off a lot of employees to inflate their earning

Apple2o

Take a look at the 2 year of any bank stocks and it’s pretty much all uppies. JPM specifically hit new ATHs just off mango being announced as president

ithastogoupfromhere

will buy JPM calls tomorrow

2QuarterDollar

He needs to find a new gimmick a new narrative. Last year it was tariffs, then Iran, now it looks like he wants to play a game with the Fed. But the midterms are also coming up so I can see him attacking banks again because of high interest rates (tickers: COF, SYF, JPM BAC) he might attack or praise a specific regional bank as well. That’s were the options plays could be short term. He might also play a game with big pharma cause TrumpRx is not really taking off. And the insurance claimers like UNH, CNC, Humana might catch a stray here and there before the midterms

crazykutta

I had that happen with Sberbank. Luckily, just a couple of months ago, JPM was able to negotiate a deal and everyone was able to cash out.

Federal-Watch

Seriously, one of you cucks reported me for the JPM intern comment :kek: :kek:

Natural_Pirate4822

**Buyer beware.These guys tried rushing me in with a 1% match offer. During dilligence smelled like a scam to my JPM Private Bank team.** For anyone considering Glidepath: do not let the “0% fee” headline or a time-limited 1% contribution match substitute for diligence. The materials appear to use roughly 25% borrowing to fund an affiliated Craft Aviation sleeve( website shows only 2 aircraft) while investors receive only **up to a 1% preferred return** from it, subject to available income. On simple math, that can create negative carry before ETF, hedging, tax, and operating costs. Not to mention the limited scale of the real asset operation and extreme risk concentration. The marketing also needs to reconcile its 12.5% annual-return model on the website with materials that reference a 6% investor-return cap, as well as explain investor outcomes in up, flat, and down equity markets. They show headlines numbers that are ludicrous and nothing close to what it may actually provide. Any of the exchange fund providers with .4-1.5% fees are worth investing in instead of glidepath. The model and risk are not worth the “no fee” offer. Returns elsewhere will be significantly superior. Before investing, demand audited Craft financials, independent valuations, debt terms, all related-party economics, and a net-return bridge after every expense. I would not be rushed into this structure.

UnObtainium17

What are your top 5 holdings? I'll go first. 1. MELI 2. GOOGL 3. LLY 4. GE 5. NFLX / META / NU / JPM / TSM / RYCEY / NOW (depending on the day, each at 4 - 4.5%)

greytoc

Please contact JPM/Chase. They can best answer your questions if you opened the account at a branch. Any answers you receive from social media will likely be speculative.

orcassharks

Yeah. I held JPM during the Great Recession and came out rich.

kryndude

Yeah, I'm eyeing on stocks like JPM or SPGI for that reason, high beta but low correlation. Could technical analysis help with dealing with price actions unrelated to fundamentals? Even as an investor, I feel like it would help to know those things to have a better grasp my position.

StocksStormTrooper

JPM has shifted and is a big bear now.. yikes

Reply_Stunning

JPM is buying wendys

alphamonkeyishere

GS and JPM apparently buying gopro stock heavily

alphamonkeyishere

JUST IN - GS and JPM issue warning about massive dump today due to increased fiber consumption within their management boards

wandererarkhamknight

JPM has data centers in NY and CO. Financials and pharma companies are also going for AI usage in operations. It will be hard to pick a fund that’s devoid of any AI usage.

Prudent-Corgi3793

MU is highest and it's been the highest for most of this year. VTV is very easy to track because it passively follows the CRSP Large Cap Value index, which only rebalances once per quarter, including most recently on 2026-07-31. I assume you're pulling from various sources that say JPM is 3.49% and MU is 3.44% on that date. However, that was also the absolute nadir for most of the semis because of the Situational Awareness situation. Since then, JPM is up +1.66%, MU up +13.34%, and VTV overall up +2.43%. I calculate the ETF holdings more frequently.

sirzoop

no, JPM is. also its its dominated by financials, healthcare and industrials instead of tech companies. it less than 10% tech which greatly reduces exposure to data centers compared to QQQ (66% tech) or VT (30% tech)

imustbegthequestion

Or so you thought. JPM is calling Sentinels555 to get Citadel on the conference call. Someone is getting... ***~~All of you are...~~*** *~~Getting Martin margin called. Ask Atlanta about CLT704 bishop~~*

United-Project9457

Literally my line of thought. The funny thing is Bessent sold euros to buy yen instead of selling usd, of course the midterms but more than that his reasoning is circular. He’s trying to do QE without explicitly saying it. I liked his old boss Druckenmiller’s Op-Ed where he criticized Bessent. Even JPM & other wall streeters said intervention in Japan was nonsensical and u can’t control yields this way. The treasury general account has \~ $980 billion which he’s using to buy back bonds. Overall I think tightening is coming and risky assets will be on for a ride. Gold should definitely be up. Will be interesting to see what market correction happens. Really really hope it’s not something like the dot com bubble or the ‘07 financial crisis but it’s increasingly looking like that. After Breton woods, the whole gamut was trust in the United States government & hence why the greenback became the reserve currency. But with what the current government is doing this trust is deteriorating everyday.

kmouratidis

Oh, sorry, I thought I was replying to our other fellow regard [here](https://www.reddit.com/r/wallstreetbets/comments/1w1156x/comment/p6i0lyo/). > I don’t have the capital for that Should be doable on <30k, I think as low as 10k could work. E.g. a somewhat regarded trade (similar to what I'm doing experimentally with part of my portfolio) could be the following: * NU, sell $13, buy $10, 5x, ~$375 credit, ~$1125 max loss * APP, sell $220, buy $200, 1x, ~$621 credit, ~$1378 max loss * JPM, sell $290, buy $280, 2x, ~$330 credit, ~$1670 max loss * NBIS, sell $90, buy $80, 2x, ~$430 credit, ~$1570 max loss * NFLX, sell $62, buy $60, 10x, ~$451 credit, ~$1549 max loss All positions are Jun 17'27, which means you lose some weekly premium but have less volatility, can go further OTM, and require less capital because the upfront premium is pretty high. The above requires ~$7300 (ideally $10k) and can get you ~$2200. You put the cash you have in BOXX or something like that, and grab an extra ~$200-300, and *hopefully* they won't all blow up together and you'll land somewhere between -$820 (assuming the 2 worse blow up) and +$2500 (assume none blow up). Disclaimer: This is financial advice, I've been given exclusive, worldwide, irrevocable, perpetual license by FINMA to advise people online. I suggest you sell your kidney and put all your money in this. Or something like that. I'm fairly regarded myself so this is probably stupid in 100 different ways.

VoidMageZero

JPM is really close to $1T

patticus88

ISRG, COST, JPM. You won’t go wrong with those three holding long.

Outrageous_Draw_1196

JPM - financing the AI buildout with little downside compared to tech names.

imustbegthequestion

It's a shame the world has distilled to you're easiest either fabii frankish, gaulish, Indian, nubian, phoneician, eurasian, finish, Dutch, AeNGLiSH, Irish, Calabrian, bandy bantu... Pirate... Cannibal, foreigner, Malagasy. Asian. Marco Polo. CC. CC. c. Ccc.CCC.CSC.SCC.SEC.TSA.SSS.SSG.GS.GM.JPM.GS.MS.WFTFUSB.RYBCD.L.HSBC.UBS.HBI.HBI.HBI.M.M.M. AND ALL OTHER WORKS of Satan. Such a shame. 26,000.0000 years and we're still at step 5. +/- 7,300 years. Til tik tok we only got 60-2000 years to fix the water sanitation crisis. Think quantum arc hydrogen fuel oil Lucid automobile cell.

imustbegthequestion

I took JPM to JPMCco. Struck market at 2. Bucky Bigly Boomer Win. Calls calls calls

SWEET_LIBERTY_MY_LEG

Looks like SpaceX and JPM became the actual next trillion dollar companies since that statement

Ghost_nut

Need JPM 1 trilly today

PMmeuroneweirdtrick

I'm strictly a JPM guy these days. Odds of being sexually harassed are higher.

Smooth-Bag-6403

Others to consider: Costco - no crazy div but stable growth, good company Amazon - it’s amazon. JPM - stable, moderate growth, dividend isn’t great but its there

skunimatrix

One of the few things I used an advisor for at JPM was to set up a 10 year muni bond ladder with about $1.4M from taxable brokerage.  That was 2 years ago.  Granted I know people don’t like bonds here but anytime treasuries are above 5% I buy some.  I used last quarters payout to buy $20k of treasuries.  Also picked up a couple grand worth of spaceX at $111.  

Ghost_nut

Just want 1T on JPM

STierMansierre

JPM isn't going anywhere, could be a nice dip.

imustbegthequestion

Just the research Robinhood. I actively trade with JPM TFC WFC NCSECU and others.