JPM

indianniggi

Idk why this is not talked about more. Its simply an overpriced bank, on every single metric. Yea sure the UI experience is isnt the best on other apps, but it does the job. I think there are other banks like JPM, Citi, or other regional banks that are much more of a compelling story and a better buy in comparison to the price you are paying for Sofi.

pedroordo3

Who actually uses Sofi as their banking platform do? I don’t and have not been convinced I still use chase and that’s why I work JPM instead of SOFi

Alicyclobacillus

This is how it seems to almost always go Stocks start dumping for no apparent reason Then the media makes up a headline and pretends that's the reason for the dump Then stocks dump more, some more and more for months The rally right now will end when GS, or MS, or JPM, or Saudi royalty, etc., decides it ends.

ApprehensiveBottle47

You are dumb buying this. $FUTU is Chinese name that you know being manipulated. Who knows their real balance sheet. JPM knew this and slashed PT ABRUPTLY ABRUPTLY. If your thick skull can’t understand this means DANGER AHEAD. Good luck with your 30k lotto, if in shares be prepare to get 10-20% haircut in the next week or two. If it’s option, say goodbye to your 30k, you better zelle those 30k to me

Comfortable_Flow5156

if the market crashed 40%+?? Home equity loan on house.... Doomsday account activated (YES , I have one for that situation) TQQQ SOXL JPM GOOG class C IBKR CBOE And you can swing trade aggressively post crash for about 6 months

Top_Category_2526

In 20 minutes is my turn to post this, then the JPM meme

ViRROOO

\> Apparently you don't get sex, kink play, bday BJs, and bonuses at JPM. Lame

zxc123zxc123

Puts on JPM short term. Stock's been down along with applications once Rana had been called out as a persistent liar. Apparently you don't get sex, kink play, bday BJs, and bonuses at JPM. LEAPs on JPM long term. JPM has baddies running their leverage finance department.

FaythDarkHeart

do your due diligence on the canadian banking sector, and I concentrate into RY + use mix of VDY + other oil for exposure. For US banks, just stick to the really big ones like JPM , I liked C from a few years back

__dying__

What the fuck do you know. You don't even understand the legal definition of slander. JPM settled with the guy for $1 million. Firms don't just hand out a million unless there's extreme merit to claims.

kevbot234

I work for JPM and ive never been propositioned by management. Whats wrong with me?? Why am i not good enough

InitiativeGlum2507

Why does CNBC invite clearly gay analysts from JPM to talk about how the low end is getting squeezed

WallStreetThreats_

I saw that the lady with the cannons counter-sued the white Indian guy who made up the JPM story about her, and has JPM as a defendant That guy is so fucked, just not in the way he fantasized

coloredzebra

Day trading just makes me wanna fuck due to the stress 🤔 Maybe those JPM freaks were onto something 🤣

JB-America

I believe in MU - listen to their presentation @JPM today. One can only be very optimistic. But it must DELIVER quarter after quarter to go to $1,000, $1,200….$1,800, $2,000. It will not get there this year, it has all the potential to get there by the end of 2027 and who knows what in 2028. The long / the holders will be rewarded - playing the earnings game is for gamblers - take your money to black/red in the roulette - better chances.

Deeznutzsgotcha

Not a damn thing but ride the gravy train and hope to sell before being the last one holding. I still can't get over his Covered Call sue JPM buy JPM stock.

kemar7856

Since when do banks go up 6% after hours JPM 🤨

Deeznutzsgotcha

Im holding both. Who the fuck sues JPM and buys the stock too?

optionsCone

*Micron At JPM Conference Says Financial Outlook Has Strengthened Since Last Earnings Call, On Track For Record Free Cash Flow In Q3; Expects Tightness For HBM, DRAM, And NAND Memory To Continue beyond 2026*

Icy-Tea-2954

Idk how you can be dumb enough to sell MU after that JPM presentation opener Samsung strike is likely irrelevant in any event.

PaperHands_BKbd

There are whole businesses that offer just plumbing for midsize banks and credit unions. Look at something like QTWO ($3B), Jack Henry (JKHY, $10B) do just this and are successful. It's a big part of business for something like FISV or other "banking pipes" companies. Galileo isn't trying to sign up JPM, they're providing updated infrastructure for midsize banks that can't build their own. If the bank keeps growing, they should graduated off it like Chime did.

ShittyUsernane1222

JPM CEO if he was a 🏳️‍🌈🐻 infiltrator would declare bankruptcy in the middle of a press conference and liquidate trillions in the market overnight while abandoning ship and loading up on put options.

NoProfessional4650

Listening to MU CFO at JPM conference. His comments are VERY BULLISH.

SeaworthinessNo4

JPM event to start in 4 minutes. mu bers about to have a attack

Party_Initial_5816

Ik and this meeting at 840 with JPM. + Samsung workers strike starting Thurs allegedly.

Early-Elderberry-150

Three big catalysts for MU tomorrow -Samsung strikes -JPM conference before market open -NVDA earnings beat 1/3 dominoes has fallen, could see a big gap up tomorrow and Thursday. Bers r fuk

chainer3000

MU has a yearly investor conference with JPM and it’s tmrw, blows my mind how no MU holders seem to know this

Iunatic

I upvote MU bull posts to help the Fidelity and JPM interns out LMAO

LKang

I'm afraid I agree with you. I've held a small bag of HD for a long time, \~10 years, thinking it was pretty safe along with JNJ, JPM, XOM, V you know the 'boring players' but they can't get steady legs under them. I just can't get myself to buy puts though either..

Put_Er_There_Sport

Today starts the JPM annual global Technology, Media, and Communications conference that runs through the 20th, which is also NVDA earnings and on top of that the night (for the US) that samsung may go through with the strike.

jahdyudnwl

Why is this JPM woman on Bloomberg hiding her cannons?

Frequent_Read_7636

Thoughts on JPM? Down about 3.56% from the last month. I have a small position from the pandemic, I’m thinking of adding more on the dip and waiting for the cycle to go back to finance. Someone’s gotta fund these data centers.

collegefootballfan69

Now he left JPM because of some chick with cannons

Holiday-Plantain-296

# 🧠 The core bear thesis (clean version) > Everyone *uses* electricity. That didn’t make every company an electric utility with utility margins. # 1) “Tech is electricity” — yes, and that’s bearish for margins If tech becomes infrastructure: * It becomes **commoditized** * It becomes **table stakes** * It stops being a differentiator Think about it: * Every company uses cloud * Every company uses AI * Every company has data pipelines So what happens? > That compresses returns, not expands them. # 2) The Deere / JPM / Walmart argument — flipped The bullish view: > The bear view: > # Example: * John Deere uses AI → improves efficiency * But who captures the value? * Nvidia * cloud providers * software layers Deere gets: * better margins maybe * but not **software-like multiples** # Same with: * JPMorgan Chase → spends billions on tech * That’s **cost**, not pure margin expansion # And: * Walmart → optimized logistics Result: * survives competition * maybe improves margin slightly But: > # 3) “Everything becomes tech” → dispersion matters more, not less If everyone has access to the same tools: * AI models commoditize * cloud infrastructure standardizes * data tools proliferate Then the question becomes: > That’s where bears push back: * Not everyone becomes a high-multiple asset * Only **platform owners** and **moat holders** do # 4) The multiple expansion problem The bullish leap is: > But multiples are driven by: * **scalability** * **margin expansion** * **capital light models** * **pricing power** Most “tech-enabled” companies still have: * physical constraints * labor costs * competition * regulation So: > # 5) The hidden risk: synchronized exposure This is the part bulls are underestimating: If *everything* is now tech-driven: * everything becomes **correlated to the same risks** Examples: * AI capex cycles * cloud pricing pressure * semiconductor supply * rate sensitivity (long-duration cash flows) So instead of diversification, you get: > # 6) The valuation trap Bulls are saying: > Bears respond: > Because: * Tech leaders already price in massive adoption * “Non-tech” companies are starting to price it in too At some point: > # 🔥 The real bear punchline > # 🧩 Answer to your question (the interesting part) > # The bull answer would be: * Industrials * Financials * Logistics # The bear counter: > You might get: * margin improvement * earnings growth But not: * persistent multiple expansion like true tech platforms # 🧠 The real battleground This debate isn’t: * “Is tech everywhere?” → it is It’s: > * Bulls: “everyone benefits” * Bears: “only a few extract rents” # ⚖️ Bottom line The bullish thesis is right about: * tech ubiquity * transformation across sectors But it overreaches on: * valuation implications * margin structure * who actually gets paid

Holiday-Plantain-296

The bears are operating on a completely antiquated definition of what a "technology company" actually is. They are stuck in a 1995 mindset where "tech" means a company that sells computers, makes software in a box, or manufactures silicon. They look at a company like AT&T and see landlines and cell towers, completely blind to the fact that modern telecom *is* edge computing, fiber-optic data transmission, and massive data center infrastructure. Here is why that blind spot completely destroys the bear thesis from the inside out: # 1. Tech is No Longer a Sector; It’s Electricity The bears treat technology like it’s just another flavor of stock you can choose to avoid, like commodities or real estate. But in 2026, technology is the underlying utility of the entire global economy. When electricity was first rolled out, there were "electric companies." Today, every company is an electric company because you can't run a business without it. AI, cloud computing, and big data have crossed that exact same threshold. You can't be a Fortune 500 company in *any* sector today without being a massive consumer, developer, or deployer of high-end tech infrastructure. # 2. The Legacy "Non-Tech" Trojan Horses Because bears rely on outdated Wall Street categorizations, they are completely missing the fact that the most aggressive tech adoption is happening in legacy value sectors: * **Industrials (e.g., John Deere):** A bear buys Deere thinking it's a safe, boring agriculture stock. In reality, Deere is one of the most advanced autonomous robotics and AI computer-vision companies on the planet. * **Financials (e.g., JPMorgan Chase):** JPM spends nearly $17 billion a year on technology. They employ tens of thousands of developers and are aggressively deploying LLMs and agentic workflows for risk analysis and high-frequency trading. It is essentially a massive tech firm that happens to sell banking products. * **Consumer Staples (e.g., Walmart):** Bears flock to Walmart for safety, ignoring that Walmart’s survival against Amazon was entirely dictated by building a world-class, AI-driven, predictive supply chain and logistics network. # 3. The Definition of "Tech" is Just "Future Growth" The reason those bears nod along to the GICS classifications without thinking critically is that they want the comfort of labels. They want to believe that if they buy a "telecom" or a "bank," they are insulated from the volatility of "tech." But the market is ruthlessly efficient. If a traditional company refuses to integrate AI, automate its workflows, and optimize its data centers, its margins will collapse, and it will be eaten alive by a competitor who does. The companies that survive and maintain their margins in this environment are doing so *because* they are functioning as tech companies behind closed doors. They are trying to short the "tech sector" without realizing that any company actually worth owning in the S&P 500 has already quietly become a tech company. Given how blurred these lines have become, which legacy "non-tech" sector do you think is going to catch the bears most off-guard when it starts trading at tech-like multiples because of its backend infrastructure?

Surf__Caster

Bitcoin etf Etherium etf Alphabet Nvidia Apple Amazon TSM Costco -Etherium and Bitcoin are listed because you mentioned taking some calculated risks with huge upside, those two certainly offer huge upside in 5-10 year window. Through in Costco bc you mentioned being diversified so couldn’t go all tech. For non tech, also like Walmart, Eli Lilly, JPM, and Waste Management.

NoSafe2978

From this point- for long term and no ability to make changes- I’d choose-Goog, Apple, tsm, Abt, Rddt, amzn, JPM and spaceX (buy when it IPO’s)

nobertan

**TL;DR** - - *distribution as follows* GOOG, AMZN, MSFT, JPM, SMH (x3) Assuming monopolies and anti-competitive practices never ever let up, the ***digital infrastructure*** companies will be the gatekeepers to everything, So: > **Google**, > **Amazon**, > **Microsoft**, Nano technologies, the building blocks of digital infrastructure: > **SMH** - *call that 4 companies* — *ETF because they can leap frog each other from major advances, the industry is driven on by the above 3, covers product/fabrication/design/tooling* Finance and debt based economy is going nowhere, so the de facto biggest & most dominant fully international bank which has undoubted leverage in its dominant position: > **JPM**

knowtoriusMAC

$1m for JPM is like giving a homeless person 25 cents to leave you alone. That amount is a rounding error for them.

Waiting4Reccession

Why did they offer the guy $1mil to settle? He went to court anyway. The only ones saying its fake were JPM themselves weren't they

OK-Greg-7

Wait, JPM offered a million to settle this?? “We did try to reach an agreement to avoid the time and expense of litigation and to support an employee who was being threatened with the very reputational harm now unfolding,” Mr. Marchiony said in a statement. “We continue to believe these allegations have no merit, and new information raised as a result of the public filing only reinforces that conclusion.” The plaintiff’s lawyer, Daniel Kaiser, said, “In my 30-plus year career as an employment litigator I have never had an employer defendant make such a substantial offer if they truly believed the allegations to ‘have no merit.’”

Iunatic

Now that the bears have been eradicated and your average wsb poor is bullish again, Fidelity and JPM interns will drop SPY to 700 to steal money from the poors.

No-Improvement3164

What was the JPM collar trade all about? They sold calls for end of June around 685 strike? They have to buy shares before then if above 685?

captain_casino

Get a job at JPM

iShitBloodandCumShit

The big boiz like Bridgewater, JPM, citadel, Jane street, renaissance love to yolo money into the opposite direction of the market so they can make some juicy tendies. The casino is rigged, but it always goes back up.

sun-bro-47

U work at JPM ?

FuckingJPMAlgos

Cant believe but the fish head lady with the huge cannons from JPM was the top. FUCK YOU JPM for again manipulating me. FFFUUUUUUCCCCKKKKKKKK

PutSpreadDaddi69

JPM FIG target 45

hallett21

JPM says no deal!!!!

Asgardian87

Ford went up after CATL agreement and JP note on undervaluation of its energy business. Nio and CATL are much more closer in partnership and CATL has a stack too in NIO if im not mistaken. JPM has been bullish on NIO. Those call options are unusually high even though i don’t know much about options but AI says its bullish for Nio. I just threw it $2k more on it for OP even though i was already in NIO. Harvest time may be? Let’s see

AverageNo130

fwiw from a post... You guys hear that [$JPM](https://stocktwits.com/symbol/JPM) is starting to custody [$CURLF](https://stocktwits.com/symbol/CURLF) stock? Was briefly mentioned on TDR yesterday. Have no other information about it.

BladeFireQ

Should we buy stocks of the CEO that are at the China Meeting? JPM, TSLA, QCOM,MU,NVDA

OptimusTron222

They need to recruit smh, and tbh I think no other bank is desirable as JPM by now

BravoConcept

I'm confused. Are you suggesting JPM should pay their attorney to fight the allegations or should pay a massive settlement to avoid legal costs? The $1,000,000 initial offer equates to over 800 hours of fancy $1,200 lawyer time, or 100 days of exclusive 8 hours a day attention. So should JPM have offer the settlement or paid an attorney to fight his claim?

music_is_gud

Just got an interview at JPM. Wish me luck! ☺️

Level-Concept-4713

i’m still more interested in the “second order” AI plays than the obvious chip names tbh 😭 been watching power/infrastructure stuff like ETN, VRT, PWR, and even some utilities because the AI buildout is turning into an energy + grid story now, not just a semiconductor story. a lot of analysts have been talking lately about how data centers are driving huge demand for electricity/cooling infrastructure too. outside of that, i still like boring compounders like BRK.B, MA, JPM, and WM for longer-term holds since they’re easier to sleep with during volatility. also been seeing a lot of people posting their daily buys/setups in a 60,000+ member investing/trading community i’m in, lots of market breakdowns, sector discussions, and long-term ideas daily: https://discord.gg/tV47E6F8bn

thatpurple

JPM says no hikes this year with two expected next year, this isn’t breaking news, I trust their outlook more than anyone else.

ResponsibleAnt8049

Financials usually lead the big moves, and they have been dragging ass for some time now. ex:JPM(the goat) prev ATH $335 now hardly holding $300. while bots buy tech.

shinigami_2245

JPM really telling their clients to be scared of the volatility like we haven’t been rippin’ ATH’s every other day

MakeYokesa5erAgain

It would cost JPM millions to go to court, and with it, long drawn out negative PR. $1m to them is like you or I finding a penny on the floor to make it go away quickly.

greenpride32

No idea what is your definition of "margin", but at the brokerage it is effectively a loan and there is no such thing as cheap. Why would they give you a low rate when their money market would pay a higher rate? Places like SOFI and HOOD typically don't even give full lots on IPO allocations as they cater to lower value accounts. If you actually have capital to buy 5k shares of CBRS with no intention of flipping, not sure why you are at Fidelity instead of a private wealth account where the big IPO's are underwritten. You'd have much better chance at getting allocation. Now more seriously if you were at a GS/JPM/MS private wealth, you would never get such an allocation, not even close.

Past_Reflection_9695

I have been in the market since before the 2008 crisis. Never bankrupt.  But I did lose my shirt on a few bets. One was Bank of America during the crash.  Bank of America is a 100 year old company with a good balance sheet during the crash to help Obama.  Their mistake, buying Merrill Lynch during the crash.  JPM did the opposite.  Obama asked Jamie Dimon to buy Washington Mutual but they said it made no sense. Bank of America went from $55 to $5 a share because of the debt Merrill carried from underwater homes.  I bought more Bank of America at that price and sold once I made enough to break even. Meanwhile if I had bought JPM, I would have made money because Dimon waited until Washington Mutual failed and got to only take on the good bits, new bank locations and deposits without any of the debt. I now Voo and chill taking a lesson about being less proactive with investing like Warren Buffet suggests 

Traditional-Koala927

Why has no one mentioned JPM offering a MILLION dollars for the guy to settle and the guy saying no

Illustrious-Coat3532

So does this mean you’re going full port into JPM.

tika_dengu

Apply to JPM

Affectionate-Idea690

needham conference, JPM event next week as welll it is action packed until ERs in June

AcademicStandard3701

Ayo JPM

Rare-ish_Birb

JPM 305c p p p printing 🥳🥳

Coloradospruce33

Can you imagine the bonuses/parties for JPM and Citadel equity traders when they bring MU to $400 and SNDK to $500 next week?

ParticularWarthog319

Mostly shares and calls going out a few months (AAPL/META/JPM/QQQ/DRAM)

the_real_MSU_is_us

It's possible JPM is just wrong, but not intentionally lying. It's also possible JPM is right about the underlying realities, but a lot is being done to paper over the problems and delay their impacts. For example, strategic oil reserve release can hide impacts of the oil shortage, but that will run out by late July unless the straight is opened

Pitiful_Bedroom_6619

**Jamie JPM** said "too much exuberance in market".

AcademicStandard3701

JPM is going out of business at this point 😂

ParticularWarthog319

Clarity act is holding back my JPM calls. Needs cannons to do something about that

tropicalia84

Because Jane Street and JPM need their trillions in gains before offloading the bag

Coloradospruce33

MU larger market cap than JPM 😆

Wowmuchrya

Nobody is buying JPM or Mcdonalds, and when SPY dumps they dump non chip stocks harder to buy overpriced pos bubble stocks. That’s how bubbles work. Play qqq or get left out. It all goes to 0 on the pop anyways.

Impossible_Top242

Who knows the executives might take some JPM script . Thank you brother let’s hope all stays well

LngTmLrkrFrstTmPostr

The funny thing is that if you just look at the last quarter of $MU profits at $16B for a single quarter, and realize that $JPM has the same net income at $16B. As long as $MU maintains this going forwards with the AI/Datacenter build out, they will maintain their price. No one is complaining about $JPM, yet both $JPM and $MU have the near same market cap because their profits are the same. Just one is still growing.

RikuDesu

JPM looks like a good entry

Independent-Tree-985

why has $JPM been performing so shit lately?

Jaded-Plan7799

Time to apply in JPM https://preview.redd.it/f7hd724n8f0h1.jpeg?width=1284&format=pjpg&auto=webp&s=e7b9c59566ef6abe9ae5517f1ab6aa98ec604d82

ActivatingEMP

JPM predicts inventory stress by june and failure by september, assuming 5.6 million barrels of demand destruction (twice GFC) from today onwards

Nysyk

Isreal: JPM ain't the only ones with cannons

ActivatingEMP

JPM also expects oil to hit operational minimums in September if the strait stays closed through June

djklmnop

JPM

McClintockC

Introducing the JPM Cannon Card Get 4% cashback on Hooters, Spearmint Rhino, and Hims purchases

kobewanken0bi_

The woman still works at JPM. If she did anything wrong, she would’ve been cann(on)ed.

Traditional-Koala927

Check out this cool website I just built. It's going to change the process of me handing out loans from JPM. 🌈

zero0n3

I agree, and in finance too - shits competitive or can be. They wouldn’t “show compassion” like this. I just don’t know how they wouldn’t immediately back the woman and be like “fuck off and you can meet our lawyers in court. We will bankrupt your ass. All that money you made with us? Gone to lawyers good luck loser” The million dollars feels like at a minimum, he had a lawyer go in there and basically say I’ve seen some evidence and we need to see an offer. Lawyer sees a million as a joke based on evidence he saw and goes nah nah 10 million at a min. Do we know how much money they made? Like their roles and how much money they in theory are generating for JPM?

Nanas_700k

Lorna from JPM

Budget-Ocelots

Good god no. A few years ago, I tried to move 50k out and it took 3 days to get approved. Open a Fidelity account, Vanguard, or even Robin Hood than JPM.

Ok-Fox5350

Thanks you for the thoughtful reply. Here is the way I see it. You're trying to frame responsible balance sheet management as a conspiracy. ​Using the 2025 equity raise to pay down expensive debt isn't some secret gotcha it is a massive fundamental upgrade. Retiring expensive debt directly lowers their interest expense, which is exactly why their GAAP net income is accelerating so rapidly. Fortifying the balance sheet instead of blowing cash on reckless things like M&A is exactly what a prudent bank management team should be doing. ​The SEC disclosures aren't contradicting the Noto they are just explaining standard "Fair Value" accounting. Legacy banks ie JPM use "Amortized Cost" to hide the real-time market volatility of their loans so their books look smooth. SoFi uses Fair Value, so they are forced to show those real-time macro swings every single quarter. ​If legacy banks were forced to mark-to-market like SoFi does, their balance sheets would swing just as violently. SoFi isn't hiding anything.......they are actually being far more transparent and those exact SEC filings confirm 100% of their revenue is pure, physical cash.

Rare-ish_Birb

Once again, im holding too many poots over the weekend. Calls, too. SPY 730p 05/15 JPM 305c 05/15 ANET 148c 05/22 Going for cocktails. Happy 🅱️eekend, everyone!

Purple_Bearkat

Is this a JPM recruitment ad?

No-Improvement3164

JPM collar trade buying back all its Calls for June or what?

GreatTraderOnizuka

Back tests shows Inverse JPM would make you rich faster than any other strategy. Examples of them calling: crypto bubbles, recession fears, stunted market growth, rate cuts. Have all been inversed in results

ParticularWarthog319

What happened to JPM. Yikes, I’m taking a bath and no cannons

Visible_Ad_2271

Up 170% with Google and TSM, up 100% with JPM and Amazon, 50% with Apple yet the Qs are performing better how tf is that even possible

Wowmuchrya

Brown boy taking his revenge on JPM today