JPM

AntoniaFauci

Traditionally, financials kind of maxxed out at they hit 1x PTB. Really good performers could exceed that, sure, extending to 1.2 or even 1.5. JPM is currently 3 PTB. Citi, traditionally a weak player, had been around 0.5 to 0.7. It’s now breaking through 1. I’m own these and am not thinking of selling them. But I do note that they have become a lot higher valued relative to themselves. If they were to experience a sharp correction for whatever reason, we could look back at the metrics and say we should have known.

astroworlddd

First time throwing some cash into the market. I know everything is pretty much at ATH but im aiming to be invested for at least 3-5 years so im thinking time in the market is better than timing it. Been researching, adding and removing tickers from my list for over a month now. I think I’ve settled on these. Will be investing about £5,000 which I know isn’t a huge amount. I’ve tried to keep a decent mix of core stocks and upside. Very aware that some of these have had monumental years, but I do believe they will continue to grow (especially in my time frame). ASTS scares me having not launched anything yet. Could be really overvalued but don’t want to miss the opportunities of back to back good news throughout 2026. I can see RKLB being one of two household space names along with SpaceX in 5 years. AMZN I think is undervalued currently and will continue to be world leading. RR for its diversification/defence and nuclear. JPM is just all round solid. Couple of moonshots and then TTWO because the world’s been waiting for GTA 6 for 13 years and it’s going to be the biggest video game release in history, and then subsequent earnings. GOOGL RR.L JPM AMZN BULL ASTS RKLB NBIS SOFI LUNR TTWO Please give me feedback. Is this too many for a £5k investment. I can’t narrow them down anymore without thinking I will miss out.

BeneficialQuality899

JPM is excellent

Legal-Boysenberry-38

BUY FINANCIALS. Financial stocks multiples will start to move towards tech multiples. This starts with deregulation, the blockchain, and A.I. people forget about financials when it comes to A.I. there up big in 2025, they will have an even better 2026. This includes Goldman, JPM, Citi, Wells, Bank of America, XLF, KRE, COF, etc.

Legal-Boysenberry-38

Financial stocks multiples will start to move towards tech multiples. This starts with deregulation, the blockchain, and A.I. people forget about financials when it comes to A.I. there up big in 2025, they will have an even better 2026. This includes Goldman, JPM, Citi, Wells, Bank of America, XLF, KRE, COF, etc.

Legal-Boysenberry-38

Financial stocks multiples will start to move towards tech multiples. This starts with deregulation, the blockchain, and A.I. people forget about financials when it comes to A.I. there up big in 2025, they will have an even better 2026. This includes Goldman, JPM, Citi, Wells, Bank of America, XLF, KRE, COF, etc.

Internal_Field5970

Honestly makes sense if they’re doing the JPM silver strat with corn Short it and accumulate then close shorts then boom 

Blue_rose_3535

A reminder about how in the not-so-distant past (ie, 2020) JPM got caught manipulating the silver market and paid a massive fine: https://www.justice.gov/archives/opa/pr/jpmorgan-chase-co-agrees-pay-920-million-connection-schemes-defraud-precious-metals-and-us A proof point that some of those who speak of rigged silver markets can’t all be dismissed as tinfoil hatters (though, I do acknowledge there are plenty of those silver bug tinfoil hat guys at the haberdashers).

AcademicStandard3701

I saw a YouTube video about JPM had some major short on silver and just recently let it go which was further suppressing the price. Generational squeeze is upon us gentlemen!

DoinIt4DaShorteez

I can see why at 13.25% you would ask. But JPM is + 34% this year. Depending on what else you have, when a stock overperforms like that, it's weighting tends to fix itself. Some other sector you own will come more into favor, JPM will underperform it, and that will help take care of your overwighting. That type of action is not a reason to sell it though, unless you really are a trader. If you got in in the $130s, you also have a great div yield on it. You could schniztel off some of it if you think you have a blind spot in your portfolio that you'd like to fill. Otherwise I'd just leave it alone.

SnS2500

If you believe in major banking as a safe and productive investment, get KBWB. If you believe JPM is far more likely to outperform other major banking, then stick with JPM. Personally I pop in and out of KBWB with a small position in my retirement account rather than cherry-pick JPM, even though I have been glad to have JPM in one of my ETFs.

dub_soda

JPM killin it

NochillWill123

Uhhhh JPM might still be having fun shorting it

taplar

And what about JPM?

non-baryonic

Sold $JPM too early

taplar

Do you have a logical reason why something else will perform better going forward than JPM?

-ReasonableDoubt

XLF I think the financial/consumer data these companies own provides better moat than the companies tasked with storing/analyzing it. Tools can become outdated but data is forever. BRK, JPM, MA, V, BAC, GS

Internal_Field5970

If GE and JPM hit ATH in same day I’m gonna 💦 

Internal_Field5970

GE and JPM I like the stocks 

softboiledjadepotato

JPM has just looked like a flat line to me the past 2 weeks, thanks to the psycho overreach algo wicks

AcademicStandard3701

Want to DCA shares on Netflix, ibm, JPM, Walmart, and iren, also keep some dry powder to trade a catalyst.

unflavored

Morgan Stanley is more institutional. JPM is more commercial yet JPM does both heavily. They prioritize to manage and deal with different assets

Samjabr

Holy Bojangles. JPM is $320!

ClippyCantHelp

Just curious , what’s different between them and anyone else like JPM?

BeneficialQuality899

JPM is the best banking stock

NeighborhoodDry1821

XLF rejected 3 times now off that level last week, GS and JPM downs?

Internal_Field5970

JPM

Internal_Field5970

JP Morgan (JPM) is holding the world’s largest stockpile of physical silver, having amassed over 750 million physical ounces. 

Nuvuser2025

No one does.  JPM ultimately pulls the strings, as they’re effectively the backstop of our Federal Reserve now.  It’s not a symbiotic relationship though, oh no.  Fed does as it wants, so long as JPM is reasonably on board with it. In exchange, if Fed has to deal with a problem in the economy that has deep and painful ramifications, JPM gets to have a say in it.

Fun-Valuable-7355

It’s not gonna be private credit, CLOs, housing or war that cracks the everything bubble …it’s going to be silver. Physical goes to $500oz ..spot, futures & SLV goes to $1oz with no bid. JPM collapses. A ‘Custodian crisis’ leaves markets in complete pandemonium. “If you don’t have in custody, you don’t own it”. The world moves to blockchain assets/settlements/custody

Crunch101010

Markets are pricing in two more 25bps cuts in 2026. JPM internally thinks there will be one cut, and then two 25bps *hikes* by mid-2027 (+25bps net vs where we are now). Quite a discrepancy.

North_Concentrate280

Consider adding ONON, amzn, sofi , Hood, JPM

NinjaWarrior6974

I've been the same for JPM, Meta, Nvidia, AMD & fucking Oracle i lost 1000€

carnitas_mondays

add in some JPM and you got a nice stew goin!

MaterialGuy007

Banks: Suddenly seeing JPM, GS expanding in India. Indian clients will not pay their high fees. INTUIT reading tealeaves teaming up with CRCL. Probably looking to snatch Corp Treasury biz away from Banks and reposition. 2026 forsee Banks shutting down 50% branches.

cinciNattyLight

Puts on JPM

Timeoff98

Buy all red today BRK, JPM, WPM, JNJ and XOM, long on reverse AI

ShittyUsernane1222

The M in JPM is major bag holder lmao.

sh1tler

# I just walked by JPM headquarters and there are at least 3 trucks delivering 5ft Ladders 🪜

G0RD0N_CLARK

I saw mommy blowing JPM ... underneath a blanket in his car.

MaterialGuy007

CRCL. Has $78 bil in cash/equivalent - market cap $18 bil??? .profit last $740 mil Take this and deduct fm bank val esp JPM

FlyWannaBeRichGuy

JPM had to take 365 contracts of Silver today, MUWAHAHAHAHA! Deliveries ramping up! If you know, you know...

MapleCat2021

Well said. JPM's recent paper is spot-on. https://privatebank.jpmorgan.com/nam/en/insights/markets-and-investing/ideas-and-insights/is-ai-a-bubble-here-are-5-ways-to-find-out. At a recent conference, the head of Bain's real estate practice offered even more staggering numbers. The contraction in FCF of the hyperscalers is eye-popping: \~60% + of FCF committed to CapEx spend through 2030 by Meta, MSFT. And then there is Oracle. Publicly traded real estate is trading at a 25-year relative low. Pension fund allocations to RE are generally below target due to profound value contraction and redemptions over the past 5 years. It could be time to look at public REITs, in particular in industrial and retail, where OpEx creep and rent contraction are far less onerous than they are for office and multifamily.

De3NA

JPM

cinciNattyLight

Puts on JPM, Epstein files to be released Friday…

BubzieBoo

Big congratulations! You actually nailed it. The highly paid managers at GS and JPM probably beat you by 1-2 percent. You will get there, keep at it!

PresenceEmotional322

jan 15th conference call JPM

AcademicStandard3701

WMT and maybe LLY, JPM, IBM

wrongrobertpatrick

don’t make me go full port NKE, WMT, TGT, LMT, NOC, BOA and JPM (probably better than the tech trash. I have right now)

Rare-ish_Birb

JPM 320p p p p printing 🥳🥳

weasler7

Yeah this post is 100% vibes. https://privatebank.jpmorgan.com/content/dam/jpm-pb-aem/global/en/documents/eotm/the-deep-end.pdf I saw this report from JPM. On page 46/56 The left sided chart- it seems like PE buyouts track the SP500. Not sure private equity is worth it for the limited liquidity, fees, risk, etc.

iMakeGOODinvestmemts

Best way to win is just to see JPM tech stock list of winners for 2026. Free money tbh

Separate-Tackle4795

I don’t think this is of any material significance for the time being. 50M in commercial paper issuance is practically negligible for an entity like JPM. Maybe it sets the stage for larger crypto financing exposure in the future, but until then I don’t think this is a super meaningful move It is very cool though

Practical-Solutions1

>Social media reactions on X (Twitter) echo this excitement, with posts welcoming JP Morgan to Solana and framing it as a validation of public blockchains for institutional use. its long-term effects on JPM will depend on broader market shifts in 2026... too early to say...

Educational_Pop6138

JPM is a custodian. They hold shares on behalf of investors. There is zero information value in tracking custodian trades.

InquisitorCOC

If he's not forced out against his own will, his presence in JPM should benefit BRK in the future

j4_jjjj

>the stock market is completely fabricated and just a playground for big funds and their algorithms Its all fun and games until Oracle slides too fast on the big tube slide and takes out JPM at the bottom.

No-Improvement3164

JPM less than 1% off ATH is selling off? Go fuk yourself little man

RandomC6

I am reading lots of research from GS and JPM as well, and several articles pointed out that upside seems limited, although it was more like 6% annualized returns over the next decade. However, return predictions were behind Emerging Markets and other regions. AI narrative is keeping up the party, and yes, it will increase production and counteract against an aging population, but for now no one knows exactly how this effect will turn out, for now there is only billions of AI related CapEx spending, making AI enablers very profitable, but no effect yet for AI adopters. The consumer is weak, and most stocks beside tech are beaten down. I don't like technical analysis, but market pattern pretty much aligns with the regime in 1968. If inflation rises again and the economy slows down, there might be another big buying opportunity within the next 1-2 years. However, stay invested, maybe slightly overweight EM and precious metals for now and don't bet against the market.

NeighborhoodDry1821

I think there’s an opportunity for money to be made with JPM puts 1 month theta

Brawmethius

Two scenarios: A. Government bonds are directly bought by the central bank with money created from thin air. B. Government bonds are bought by a private bank and then bought by the central bank with money created from thin air. Now scenario A is widely considered to be the sign of unsound money and most people recognize that as bad. However you throw, say JPM, as the middle.man and you have the US monetary and fiscal policy that is totally independent of each other. 🤔

NeighborhoodDry1821

Those JPM $320’s are cooked quit propping it up

greekish

You're fine - just hold on and it'll bounce. People in this sub panic over every 1% move one way or another but the reality is \*typically\* what eats shit today gets gains tomorrow. It's why I mainly dip buy and this week has been great for that. Made huge money with JPM and ORCL, I expect AVGO to pay off as well.

Same-Fox9304

Who hired the S&P committee guys? Maybe we are a bit too concentrated in tech and AI JPM stock is laughing this off

Rare-ish_Birb

It isn't a market rout til JPM breaks support.

Xzlk

$JPM trading like a shit coin again

ShittyUsernane1222

The M in FOMC and JPM is major bag holder lmao. The A in MAGA is advanced capital destroyer lmao.

sealiontea

JPM $328 🙏

MyPolaina4ever

I made so much money whit JPM, now I can buy even more corn and silver

circadiggmigration

It's because they not offering "sports betting". They're offering financial derivatives based on the outcome of events. This happens all the time on Wall St. If that gets regulates it causes headaches for large institutional money. The US operates via crony capitalism but even here you can't say "JPM is allowed to offer derivatives but wall st banks aren't".

BMC_1990

I was questioning yesterday because my entire portfolio was green except for 3 JPM funds. This morning it shows this at each. JLGMX had the highest div payout. $9.3253 per share.

3boobsarenice

NEW YORK, June 25 (Reuters) - Piper Sandler [(PIPR.N), opens new tab](https://www.reuters.com/markets/companies/PIPR.N) and Stifel Financial [(SF.N), opens new tab](https://www.reuters.com/markets/companies/SF.N) on Wednesday asked a judge to free them from "onerous" restrictions from the U.S. Securities and Exchange Commission's global settlement more than two decades ago with 12 investment banks over analyst conflicts. The $1.5 billion settlement in [2003, opens new tab](https://www.sec.gov/news/press/2003-54.htm) and [2004, opens new tab](https://www.sec.gov/news/press/2004-120.htm) addressed a scandal over analysts issuing positive research to help Citigroup [(C.N), opens new tab](https://www.reuters.com/markets/companies/C.N), Goldman Sachs [(GS.N), opens new tab](https://www.reuters.com/markets/companies/GS.N), JPMorgan Chase [(JPM.N), opens new tab](https://www.reuters.com/markets/companies/JPM.N), Morgan Stanley [(MS.N), opens new tab](https://www.reuters.com/markets/companies/MS.N), the defunct Bear Stearns and Lehman Brothers, and others win investment banking business.

brannock_

I wish I'd put more on JPM when it dropped to 300 Oh well, still a good week

saw-it

Guess JPM couldn’t hold spy up all day

GreedyTexas

JPM calls at the open yesterday was the easiest 30 bagger of my life

d33p7r0ubl3

Dang sold my JPM calls too early

Pp4U69420

JPM weeklies obviously

d33p7r0ubl3

Sold my JPM calls

Nova-JC

Calls on JPM Tuesday afternoon free money

Send_Lawyers

I love what I’m seeing. Shit cos and frauds losing money. Good companies ripping. Crypto taking a shit while stuff like regional banks and insurance companies with fat balance sheets hit all time high. Nature is fucking healing. JPM/AMEX/HIG/DPST are free money here to January.

sealiontea

JPM 328 please 🙏

d33p7r0ubl3

JPM calls taking me to the promised land

d33p7r0ubl3

JPM pls fly again

sleeping_can

For me, credit spreads are mostly a probability game, so I try to keep the process simple: 1. I stick to big, stable tickers (AMZN, META, JPM, SPY, QQQ) so I dont dealing with crazy swings on the littlest things 2. I usually choose around **45 DTE** , +/-5 days to give the spread time to work. 3. I use basic momentum signals like **RSI** to decide between call or put spreads. 4. For strikes, I look around **25–30D** and look for a risk-reward of roughly **1:3 or better**. 5. Even with a smaller account, I still go for **$5-wide wings** to give your spread chance to recover. Especially if you are outside the support/resistance. 6. And the most important part is to **manage the trade**. I close at 21 DTE or earlier, and if I’m up 50% anytime before that, I just take profit. Ive only been doing this for a few months (with a slightly larger account of 10k) and this framework has given me a pretty decent win rate so far (>75%). A smaller account just means fewer trades each week, but it’s definitely doable and this approach keep things much more manageable and less stressful.

Rare-ish_Birb

Saba Capital, Softbank, JPM, GS, Met Life (yes) all have significant swap ports, or outsized pieces of the syndicated debt.

Antique-Preparation4

Why JPM?

Ok_Cry7572

JPM is giving a payment of up to $1,000 to employees whose annual pay is less than $80,000, many of whom will receive it in the form of a contribution to JPMorgan retirement plans

LargeSinkholesInNYC

Replace tech stocks with SPY, JPM and GDX.

GreedyTexas

I just sold my first 10 bagger JPM calls

Fauster

QE was awesome post-covid. Now we get it at all-time highs! This is not crazy at all! /s But, I think we have learned that the Fed was super nervous about the clusters in spikes in SOFR rates, which was a genuine liquidity issue, possibly shutdown related, we'll never know. I took that as a signal that the Fed would surely cut, not that they would start buying treasuries. I'm not knocking gold, silver, and copper at all, I have exposure to all, but I think the vast majority of loan-created money will go to the place it has been reliably going the last three years: AI infra. Even Jamie D is blunting JPM earnings to invest in that vertical. For the bubble bears: If you've been bearish all along, you're bearish for the same reasons now that you were three years ago: the train might stop. But, your bias shouldn't be prove the train won't stop and I'll get on, but prove to me that it will stop and I'll start to disembark. The Fed has the back of the stock market, even though the stock market absolutely does not need it. Corporate bonds are fine, outside OAI-adjacent stuff. The dollar hasn't tanked. Inflation is not about 3%... yet. Monetization of AI is best measured by API calls. Companies pay for those. That is exploding for every player, except maybe OAI losing some share to GOOG. Inference is the monetization wave and is now most compute demand. ASICs are probably the future, but NVDA has some ASICs build into GB300s already for long context windows. Crucially, there is a memory shortage now. If models stay the same size, all those new API calls need more memory to run. Except models don't stay the same size. Sparse mixture of expert models still improve when they have a larger RAM footprint, and quantization of large models reliably increases halluncinations and degrades performance. That memory will come from MU, SK Hynix, and Samsung. EWY has an uber low PE and is 40% Hynix and Samsung. This is the safest Sharpe ratio bet in the world, but it won't pay out as much as MU. If you held memory stocks in past shortages, you know what a wild ride that can be. This is a secular shortage. Fabric (ethernet/NVlink/optics) and GPUs might still be the bottleneck for training, but probably not, but training was the the bottleneck pre-2025. The current and destination bottleneck is high-band RAM, and the fundamentals of these companies scream bottleneck. Anyway, crystal ball comment, not advice, yada yada. Feel free to come back and mock me if I am wrong.

GreedyTexas

JPM calls at the open was the easiest money I ever made

AdMaterial7462

Damn it! I DIDNT MAXIMISE JPM PROFIT. It went even more tippy tippy top top

MyPolaina4ever

JPM ! No more fries!

Send_Lawyers

Call it a hedge. /shrug my JPM calls don’t mind.

AdMaterial7462

Before my ass gets completely obiterated by JPow, I just wanna celebrate the quick win in selling JPM at the tippy tippy top top.

WarenBoffet

JPM up 2,28% after a huge dump and people are talking like its mooning, ffs this sub is going lower and lower

MyPolaina4ever

JPM gonna give me that lambo

Gaxicola

Watch JPM recover most of the losses from yesterday lol

BuySlySellSlow

Spectacular gain on JPM since yesterday. Calls was a no brainer. +$12K. 🤑

GreedyTexas

I’m all in on META and JPM calls