JPM

visionarymind

Think it finds support around 2,750, but yeah, JPM☃️ finna crush normies who FOMO’d

AALen

Nah. This JPM analysis mirrors every other one I've read. Things are about to fall off a cliff. You don't see a 30% reduction in freight activity and the biggest tax increase in modern history and not phase the economy. It's simply irrational. https://am.jpmorgan.com/hk/en/asset-management/adv/insights/market-insights/market-updates/on-the-minds-of-investors/us-1q25-earnings-update-batten-down-the-hatches/

DazedPirate7595

I’m still confused by the difference between dividend stocks and dividend growth stocks? Are they interchangeable terms? I might do a little REITs, but companies like JPM and AT&T, Verizon are attractive as well if we’re talking individual stocks

CrazyRichOptions

Damn. JPM get this guy hired

GameOfThrownaws

I don't pretend to understand what the mechanics are behind the calculation, but the actual inflation that is expected to be inflicted on American consumers by this shitty policy is a lot less than I personally had expected, before I looked it up. For example, JPM looked at it after Liberation Day and estimated that tariffs would cause somewhere around +1.5% inflation this year. Yale was estimating about +1%, and pushed it up to +2-3% after 4/2. The RCB (Canada) estimated sub-1% for a blanket 10% tariff worldwide, or up to 2%+ if China was kept at a high level. And so on. It seems like people generally estimate somewhere around 1-1.5% if tariffs sit around the 10% level, or up to 3% if things ultimately move more in the Liquidation Day direction. Obviously none of that is good news, because +1-3% inflation for no reason is still shitty. But I was personally fairly surprised that the expected numbers were that small.

Sunny1-5

100% agree. And, it'll never happen. A "reset", even a minor one, is not going to be allowed or tolerated by asset conglomerates. You know the names. Blackrock/Blackstone, Goldman, JPM, and even Uncle Sam, who has his name all over those 2.5-3% 30 year mortgages that will continue until they term, roughly around the year 2052.

not_babatunde

He sold less than $10 mil worth. JPM has a ~$700 billion mcap. The guy gets paid more than what he sold. You belong here, start buying up all the puts with market orders so I can take the other side

LiquidHurricane

Bro is NOT at the JPM trading desk

leave-mealone

Sharing this info from JPM trading desk: Well that was freaky - just had a convo with a senior exec at JPM - it kind of went like this - "So 10% is the base case on tariffs with countries we have a surplus with, meaning much higher for everyone else - no progress on China, two nuclear powers on the verge of a hot war, no substantive details on any deal, a FED unwilling to lower rates and warning of Stagflation and the market is way up.  W.T.F.??" (that was me) Their reply?  "Trust me - we don't quite get it either." To which I said - "But YOU'RE the institution! You drive the f'en market!!" Their reply? "Driving? Hell we aren't even in the car right now"

Childish_Redditor

40k isn't a lot of cash for the CFO of JPM

FlaDayTrader

Wells and JP Morgan were incredibly capitalized at that time. They had a minimum exposure to all the garbage loans that were being written out there. Their financial strength is what allowed them to scoop up Bear Sterns, Wachovia, Washington mutual for cents on the dollar. Those two were required to take the bail out money from the government and were the first to pay it back with interest on the first day eligible. One of the reasons they were required to take the bail out money was the government didn’t want to send a message that those are the only two healthy financial institutions. If they had everyone would’ve invested in JPM in Wells while shorting every other bank, which would’ve made recovery even more difficult. But yes, had those two collapsed we would’ve been in deeper shit than we already were lol

Lower-Manager728

$10m is mice nuts for the CFO of JPM.

MillionBEAR_

Next stop for gold is $4,000, says JPMorgan, $JPM

superhappykid

Agreed. Imagine if JPM Morgan and Wells Fargo went bankrupt. Holy shit as if anyone would have the balls to buy the dip lol. Not to mention the spike in homelessness, crime and 10% unemployment.

mikeumd98

You are misremembering. Period 1, oh shit things are getting squirrelly and that was mid to end of 2007. Bear hedge fund fails, BNP starts blocking withdrawals from their hedge funds, and then we go into a recession. Beginning 2008 is where the real fun starts. Fed cuts rates 2x in 10 days in January, Bear is a fire sale , Freddie and Fannie are nationalized, then Lehman fails, AIG fails(too big to fail). September 2008, Hank Paulson comes up with TARP. WaMu fails. Beginning of October Dow falls 20% in a week. November 2008 the Fed starts buying everything. There was a time during 2008 you did not know if Citigroup, JPM, Wells, MS would even exist the next day. Many large, profitable companies were down 80-90%. For example look at a 20 year chart of Citigroup (C)

MindMugging

It came in waves. I was just starting out, so I did not have a full grasp of what was actually going on. Period 1: early 08 things were relatively calm, then first major sign as JPM forced to buy Bears for $2 a share. with Gov't backing then bumped to $7 per share. Rate as cut by 0.75% in one meeting. You saw all those HYSA and CD rates gets slashed went from 3.5% to 2.75% overnight. Then at the next meeting another 0.75% was cut. Then each subsequent meeting more cuts and you see your savings yield just evaporated. Period 2: Summer 08 pretty much after Olympics was all eyes on Lehman then September came when Lehman blew up, the market stopped working. Every bank went on notice, every bank was shedding workforce. Full on panic mode because they don't have full confidence the collaterals they have are actually worth what they thought. Period 3: Spring 09 pretty much all worst case scenarios had be realized, so new worse scenarios are being drawn up. Banks went through rounds of public liquidity test, forced gov't injection of capital (They did it for all banks to murky the waters, so you don't know who was the weakest and who was insolvent. Even the good banks had to take money) Period 4: By late spring surviving banks seems to be out of ICU stage and market started to rebound. While economy kind of stuck in a quiescent phase for the next few years. The jobs market took even longer because of all the skilled workers found themselves out of work. Financial sector was you can find full experienced people on the cheap while people who just started out with limited experience were being squeezed out. Overall think of a rollercoaster where it's a long false ramp up between each period then just hard drops. For retail investors, you wanted so bad to catch the bottom but bottom kept just falling out on you until you lost pretty much everything.

Mindless_Profile_76

You going to short JPM? Fucking retarded.

OppressorOppressed

Jamie Dimon also sold $30 million of JPM shares mid april

HywayKind

JPM showing huge potential... to get rugged

666KekLord420

AMD makes the best processors still and is no slouch on GPUs, gets a lot of hate on here because like most stocks it made everyone rich a long time ago For reference, JPM owns TSM for like 3$ an ADR or something around there

taffy_laffy

it's never been this easy and this consistent that JPM traders are making record profits fleecing retail.

thegabe101

$JPM 800b market cap for a bank in this shit hole country? Lol

Thraex_Exile

Bc JPM is making more money buying/selling the wide market swings, and will make more money longterm taking advantage of retail investors daily than trying to predict a recession. If this shit was priced in, we wouldn’t have had the Covid dip, post-liberation day slump, or any other massive market correction based off of likely events. The market’s not predictive, it’s reactive by design.

UnreasonableCletus

The CEO of JPM sold $31.5 million worth of shares April 14th and a lot of insiders dumped in February. So I would say they know.

mikeespo124

Why? If you know about it, JPM does too. 

silverfutes

Wow! 5,000,000 students in default, even JPM couldn't have set a better debt trap than that.

Southern_Daisy

> JPM: Retail traders net bought $40B in April, surpassing last month and setting a new record for the largest monthly inflow Retail says otherwise

Scarsdale_Vibe

Weren’t most of those settlements thrust upon JPM anyway from their inheriting Bear Stearns’s liabilities (which they basically acquired after the Fed begged them to?)

Sure_Group7471

>During the French Revolution, Robespierre and the Committee for Public Safety indiscriminately guillotined political opponents, peasants, tradesmen and other citizens caught up in the mayhem. Robespierre’s legacy is complex: his movement ended French feudalism and temporarily ended 800 years of French monarchy, and its mass conscription saved France from foreign invasion. But the Reign of Terror also left France destabilized, trapped in an endless cycle of political violence and eventually led to the rise and fall of Napoleon, the Bourbon Restoration of French kings and another 40 years of monarchy until the Third Republic was established in 1870. Elon Musk (“Dogespierre”) and his DOGE team also brought down a proverbial guillotine with indiscriminate cuts to Federal employment, contracts, leases and grants. With Dogespierre reportedly stepping back to spend more time on his core businesses, we take an early look at DOGE’s impact on government spending. As things stand now, DOGE projects $160 billion in savings: far below the $2 trillion and $1 trillion figures Dogespierre originally stated From JPM Eye on the market report

The-zKR0N0S

What are you talking about with, “JPM owns 30% of the federal reserve”? I’m fairly sure you do not remember correctly.

SecretPhilosopher96

You can buy that and hedge with the JPM Premium Active Income ETF. You will end up with the MSCI World.

Rare-ish_Bird

Guess he's planning on bailing out JPM this time

Rare-ish_Bird

He's Sitting on a container ship of cash, just like JPM, waiting for all the overleveraged fcks to come crawling to pay 10%+ equity when recession hits. That's the signal.

Sunny1-5

Fed will do as corporate overlords tell them to. And I’m speaking of JPM, BofA, CITI, GS, and yes even BRK. All of them will have dealt with The Don before that.

TakingChances01

JPM owns 30% of the federal reserve if I remember correctly, they aren’t going anywhere unless the entire central bank and with it society as we know it, collapse’s.

jameshearttech

JPM survived the GFC because the banks were bailed out.

MaxCapacity

Correct.  JPM only took TARP so that other banks that needed it wouldn't be stigmatized and face a run on deposits.  They took the money in Oct 2008 and paid it back with dividends in June 2009, which is think was the earliest the treasury allowed it.

Mrknowitall666

Lol. OK, first, the question asked about relative respect. And, the Johnsons of Fido aren't better people, believe me, and the organization of people isn't smarter than the brains inside JPMorgan. But comparing Fidelity, a fund company, to the conglomerate that is JPM is very much apples to oranges; especially if you're going to use fines as your metric. May as well compare every health insurance company as well... And, I'd still say JPMorgan is better. IYKYK

Superiority_Complex_

Yeah if JPM goes under, you're likely at the point where basic survival takes priority over any sort of investment or monetary concerns. It's hard to envision a scenario where they fail, and life broadly continues on in some semi-normal fashion. Shit would have to immensely hit the fan for that to happen.

queenjaneapprox

If JPM collapses FDIC insurance is going to be the least of our worries anyway

HeiPando

JPM 2% insane

RobertLeRoyParker

His smartest move of all time is flying under the radar right now. Since 2022 he’s taken custody of almost all the gold in GLD from HSBC. If a true crisis presents itself JPM will have a hell of a hedge.

The-zKR0N0S

There are a couple things I’d highlight. GSIBs are required to have living wills. Here is [JPM’s 2023 Resolution Plan Public filing](https://www.fdic.gov/system/files/2024-07/jpmchase-165-2307.pdf) which is the bank’s outline for how to liquidate it if the bank failed. When a bank fails, the FDIC takes steps to resolve the situation, which may include selling the bank to another bank or liquidating its assets. It is unusual for the FDIC to actually have to pay out huge sums from the FDIC insurance fund. JPM has ~$2.4T deposits, ~$1.3T of which is FDIC insured. It may seem that the ~$140bn FDIC insurance fund is inadequate but it is within the range of what the FDIC targets to hold in relation to the total FDIC insured deposits.

realQuinoaCowboy

I respect Jamie Dimon, and for all his faults, I am glad he’s leading JPM. Steady and experienced leadership is important at the nation’s largest bank, especially in uncertain times.

Healthy_Razzmatazz38

hes the most respected person in finance period, everyone serious gives him a ton of credit and on one cares what random people on reddit think of the JPM CEO

CrazyPatti

Dimon's solid, no doubt. Guy's kept JPM standing through hell and high water when others crashed. But let's be real - his bank took billions in bailout cash in '08 like everyone else. He's good at his job, protecting shareholder money and keeping the machine running. Not a hero, not a villain. Just a competent banker who knows how to play the long game better than most.

legedu

He also has the federal government and FDIC by the balls. So that probably helps. Just one example: look up how much money is in the FDIC insurance fund, then look up how much of JPM's deposits are, at least according to them, "FDIC insured." Too big to fail has gone parabolic since 2010. So, yes, he better be right about things. And if he's wrong, and appears a doomer about things that don't happen, that's better than the other way around.

Deesco5

JPM goes bankrupt. No bailout.

kayakapi22

Hi, looking for some advice. Am 31 yrs old, married. I have about $160K invested across two managed JPM brokerage accounts and my wife has about $100K in cash savings. I want to move out of managed JPM brokerage and into self-directed index funds accounts. I am thinking a simple 3-fund bogle style portfolio. So I am thinking of liquidating my JPM assets into cash and then waiting for a possible trade-induced recession in May/June before putting my wife's savings and I into some general Vanguard index funds. I brought up getting out managed brokerage accounts with my JPM financial advisor and he was visibly upset lol. Just very confused about how to manage my money and whether or not I should try and time a bottom in the next month or two given the tariff situation.

Southern_Daisy

> JPM: Retail traders net bought $40B in April, surpassing last month and setting a new record for the largest monthly inflow Retail > Institutions 😎

ROH1234

Lots of Q1 earnings reports have strongly exceeded expectations (mag 7, pharma, JPM, UBS). The markets going up so clearly people are optimistic at least in the short term. Would be good to hear discussion on why, beyond the reddit “markets are delusional!!”

ripbum

JPM, Goldman Sachs.

Full_Cash6140

JPM collar call strike is at 5835 I think. We probably hit that before turning around. Large resistance there.

cutiesarustimes2

JPM: Retail traders net bought $40B in April, surpassing last month and setting a new record for the largest monthly inflow Jesus

acefspade

But JPM, BAC, WFC barely moved lower today

aforgetmenow

Because the data was not as bad as expected, JPM had -1.4% as their forecast, -0.3 doesn’t sound as bad when you’re starting at -1.4

Imaginary_Mood_5943

EoM rebalancing, JPM roll day, MAG7 earnings…. Doesn’t need to be another reason. Happens often on JPM roll days and EoM.

Sunny1-5

If JPM were to somehow, one way or the other, shit the bed, then we’ve got problems.

peacemillion-

Bruh, wtf JPM?

MrMiddletonsLament

Thinking of buying some financial stocks. Have to do research but so far the list looks like. JPM, AXP, GS, MS, COF, MA. Good or bad?

Rare-ish_Bird

Its been real consumer discretionary spending = canary/coalmine. But consumer debt on cc usually continues to increase in a recession, so no insight from recent banks stats. I believe Amazon (40% of online purchases) forecasts will provide the most insight near term tbh. JPM has the largest data model on consumer credit spending, btw, but prolly represent middle to high income consumers who commence spending cuts later than Capital One clients eg.

johndsmits

How many layoffs were announced in the last week? (cough Intel, Expedia, JPM, Meta, Goog, MS, JD, Visa...) sort of fuel, mind that this by self-inflicted choices.

Reasonable-Bit560

This goes around every few months. Doesn't mean anything barring a massive liquidity crash in the system. To cause JPM and Wells to go bust and we are already fucked anyways until the Fed steps in.

21dimitri

“Jamie Dimon of JPMorgan, $JPM, has said Gen Z has no reason to be depressed—as long as there’s no nuclear war they’ll have an ‘unbelievable life’,” per FORTUNE

Ok_Cry7572

Jamie Dimon of JPMorgan, $JPM, has said Gen Z has no reason to be depressed—as long as there’s no nuclear war they’ll have an ‘unbelievable life Gen Z: -cant afford a house on 2 jobs -cant afford groceries on 1 job -healthcare all time high costs -education all time high costs -procreation:??? Boomers: “Be grateful the world isnt in a nuclear war, kid”

vergorli

big investors like JPM are watiting for a jumpoff. Small investors are FOMOing reaaally hard.

GeneralOwn5333

Wrong, said the man who choose JPM over Bears and in 2000 wasn’t even old enough to trade.

jimmytran2411

https://preview.redd.it/9k0ink05dhxe1.jpeg?width=770&format=pjpg&auto=webp&s=baa55d51a498aa659398f567bda2fd298c582584 Just sayingg... no i mean.. it s fucking moon.. let the aps took over $JPM

Drados101

Tesla did not sell its bitcoins!!!!!!!! and Elonnnnn is the best MAGA!! (In fact, it is all about JPM + billionnaires manipulating the market as usual).

omigula

get a CFA and work for JPM or WFC in PWM. you can continue being a degenerate, but still earn a commission on losing you and your client’s money

Charming_Teal

I have Robinhood. Webull. Schwab. Fidelity. JPM. I just like Robin Hood for the memes

Swimming_Author_8690

Preferred securities, particularly ex-financials, at least except for large money banks such as JPM, Citibank, etc. They are currently yielding roughly 7%, and benefit from lower interest rates over the long-term.

DrSeuss1020

Don’t bother with “financial advisors” half my neighborhood are in that role for JPM and they’re all dumbasses who get outperformed by the index. You have a few very easy options based on what you want. 1) Put it all into VOO and just collect the dividend or something like SCHD for a higher dividend payout. Tracking the overall index can always have the peaks and valleys but you will be fine in the long term and just collect the dividend in the meantime. 2) put it all into a MMF like SWVXX, collect the free 4% yield. You could also consider selling WAY out the money puts on SPY to be conservative on the SWVXX bag and collect something like .50% of your capital per month which would come out to a total of about 10% total return per year on what I would consider an almost zero stress passive income strategy (you’d be getting about $20k per month from this total). 3) start wheeling your favorite or preferred stock. Feel free to DM I’m happy to talk through any more with ya

DrSeuss1020

Nobody knows shit. My neighbor is a financial advisor at JPM and he’s a certified regard

Conscious_String_195

I agree with you, and like I said, nobody knows, however I think that the big investment firms have more information and analysts than we do. Secondly, everyone agrees that stocks are expensive still based on earnings, etc. It’s logical that things don’t go up forever and tariff situation is not great if he sticks with it, as it worsened the Great Depression after smoot-hawley act. However, with his back and forth changes based on who talked to him last, nobody knows. The institutional money has had more outflows than inflows in last 4 months and are sitting heavy in cash such as Buffett. Retail has been pumping money in hard last sis months for FOMO. Insider selling has much greater selling than buying. My only other comment is that these large investment sources like GS, Jp, etc make money when you are in the market and buying and selling. So, if a biased source that profits off of rosy estimates is saying that returns have been front loaded this decade, then I pay a little more attention. Stocks are expensive. Recessions and pullbacks and consolidations are normal part of the process. Record credit card debt %, record amount of people behind on rent/mortgage by at least 1 month and unemployment rising of good paying jobs w/layoffs at Google, Meta, Citi, Oracle, Tesla, BAc, JPM, etc. will have an effect at some point. The quality of those jobs matter as those spending w/increased wealth keeps more people employed than lower paying jobs. People can do whatever and not use any risk mitigation tactics or DCA, accept safer money at 6.5% locked in for a portion of their assets. However, when rates retreat eventually to zero, those LT bonds (not funds) will appreciate and pay better. LT stock average is 10.6%. If I can get 6.5% with less risk and more income on the way for a portion, it gives you a steadier portfolio and increases your Sharpe ratio and Sortino score on portfolio.

NoMorning5015

I've been trying to decide what my buy will be next week, and UNH is on the list. I'm also looking at ANET (I think they will pop on earnings), ADI (can't believe it's this cheap), and SCHW as a dark horse. I probably need a finance pick to balance out the sectors in my portfolio but the ones I want (BLK and JPM) aren't too attractive at current prices.

workonlyreddit

I am thinking that Bessent, a wallstreet leaked the trade news in JPM conference. He may be assuring Wall street traders that everything is going well. Maybe that's why the institution is buying again. Just speculation.

--SlumLord--

Calls on JPM? Who else we got?

cannythecat

We should have known better when JPM and other firms started to say that they were becoming bearish.

ebfeebfe

The interns at GS and JPM that are supposed to monitor tango's account all fell asleep. This is why my puts will print.

Silent_Torque

Were you in the closed meeting with Bassett hosted by JPM? LOL

cryptopolymath

I hit pause on trading for a few weeks. When Bessent is sharing the admins tariff info at a private meeting with JPM bankers no wonder retail is getting cooked. I’ll jump in later.

HND171

JPM saying 4000

GDmaxxx

There wasn't a flip flop, a JPM rep. spread a false rumor after a meeting and front ran everyone yesterday. Why do so many people continue to fall for fake news every day?

Coolpop52

For sure, will definitely dm you later on tonight or tomorrow. I’m honestly pretty new to trading, only done around 4 options so far after paper trading on Robinhood and analysis. Won 2 on JPM and 1 on KO, but lost today at KO (none were really big amounts - few dollars). But thanks, yeah, will def dm you.

PutSpreadDaddi69

Wait that’s only one bank! K. $C $BAC $JPM

yirtletirtle

3 banks went burst and there were no recession. we need either BOA or JPM to blow to get one.

SPQR0027

New Century Financial & American Home Mortgage go bankrupt (April & Aug 2007) After that the FOMC starts cutting rates (Sept 2007) After that the SPX peaks at 1,576.09 (Oct 2007) After that JPM buys Bear Sterns (March 2008) After that SPX closes at 1,251.70 (Sept 12, 2008; Friday before Lehman weekend) Six months after that SPX bottoms at 666.79 (March 6,2009)

BoringMitten

Jamie Dimon is here with us. JPM lowered their Tesler target 120 -> 115.

timeforknowledge

Yep I'm looking: JPMorgan Chase (JPM) on Friday the 11th reported better-than-expected fiscal first-quarter results as big banks kicked off the new earnings season. The banking giant reported earnings per share (EPS) of $5.07 on revenue of $45.31 billion, each up from $4.44 and $41.93 billion, respectively, a year ago. Analysts had expected $4.64 and $43.55 billion, according to estimates compiled by Visible Alpha. It generated $23.4 billion in net interest income (NII), above the $23.00 billion consensus

timeforknowledge

Because banks have reported records earnings? What evidence do you have to support your theory because currently mine is evidence backed JPMorgan Chase (JPM) on Friday reported better-than-expected fiscal first-quarter results as big banks kicked off the new earnings season. The banking giant reported earnings per share (EPS) of $5.07 on revenue of $45.31 billion, each up from $4.44 and $41.93 billion, respectively, a year ago. Analysts had expected $4.64 and $43.55 billion, according to estimates compiled by Visible Alpha. It generated $23.4 billion in net interest income (NII), above the $23.00 billion consensus

Tay_Tay86

I bought JPM, BABA, MSFT, DIS, KWEB, and QQQ this morning 

cinemagical414

JPM volatility traders whipsawing the market

NoMorning5015

I've got a very stupid approach to the names on my watchlist. ANET and SCHW? I need to buyild my positions in them before they go over $100 a share! ADI? I need to get in before it eclipses 200/share! JPM or anything else above $200? snore.

ItCouldBeSpam

I mean that's literally what he did today. Say some bs about softening up tariffs on Ghyna just before the call and TSLA goes from flat (which was already bs) to +4% lol. Never forget that billionaires will always protect each other. I'm pretty sure JPM is also in cahoots to help prop up the stock.

OGuytheWhackJob

Wasn't there a closed investor conference sponsored by JPM today that was closed to media? Those folks must have chewed ass and Bessent got in his ear to walk it back.

TestInteresting221

You know that short term top was in when JPM says gold will rise to $4k this year.

Rare-ish_Bird

JPM hitting 238 ah What gives man

Hacking_the_Gibson

Okay, so do you think JPM is going to dump 20% off of their EPS? Or XOM?

AISwearengen

So I guess Bessent will just restate tomorrow what he said to JPM behind closed doors?