Posts on JPM

Latest ideas and analyses related to JP Morgan Chase & Co. Common Stock

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BAC , C , JPM , Banks

+11 pts



Reassessing the need for RWA mitigation to close the capital shortfall - what happened in 2Q22, and how much RWA is left to optimize

By ethonomics on Sept. 21, 2022, 5:29 p.m.
Tagged topics: risk weighted assets

Views: 6, Votes: 2, Responses: 0, Attachments: 1
JPM

+17 pts



Fueling Share Gains in Consumer Banking

By mooreideas on Sept. 9, 2022, 1:29 p.m.
Tagged topics: management meeting

Views: 18, Votes: 5, Responses: 0, Attachments: 1
C , JPM , BAC , MS , WFC , PNC , USB

+36 pts



2Q22 Recap: Stronger top lines and NII trajectory, with more capital built

By ethonomics on July 25, 2022, 5:17 p.m.
Tagged topics: investment themes

Views: 24, Votes: 4, Responses: 0, Attachments: 1
JPM

+40 pts



$JPM Updating estimates post EPS: substantially improved capital outlook

By ethonomics on July 15, 2022, 3:53 p.m.
Tagged topics: earnings results

Views: 37, Votes: 3, Responses: 1, Attachments: 1
JPM , FRC

+33 pts



$JPM $FRC Banks 2Q22 Earnings Day 1: JPM, FRC

By realmomobags on July 15, 2022, 5:12 a.m.
Tagged topics: earnings results , Banks

Views: 20, Votes: 5, Responses: 0, Attachments: 1
MS , C , PNC , JPM , BAC

+34 pts



Assessing a mild recession: All banks remain profitable, but downside if the market shifts to recessionary valuation frameworks P/TBV and P/PPNR

By ethonomics on July 6, 2022, 6:42 p.m.
Tagged topics: valuations , recession risk

Views: 33, Votes: 4, Responses: 0, Attachments: 1
BAC , MS , C , JPM

+39 pts



Long term focus on recession and capital, but a potential positive near term earnings surprise

By ethonomics on July 6, 2022, 6:41 p.m.
Tagged topics: earnings preview

Views: 37, Votes: 6, Responses: 0, Attachments: 1
BAC , C , JPM , MTB , HBAN , COF , PNC

+36 pts



2022 CCAR: As expected, a modestly harder test; excess capital only materially lower for BAC, C and JPM

By ethonomics on June 24, 2022, 4:38 p.m.
Tagged topics: analyst checks

Views: 19, Votes: 3, Responses: 1, Attachments: 1
BAC , MS , JPM

+34 pts



Americas Banks: AOCI pressure on excess capital to continue in 2Q22, given rate back-up, and despite bank mitigation

By ethonomics on June 17, 2022, 2:54 p.m.
Tagged topics: rate hike

Views: 23, Votes: 3, Responses: 0, Attachments: 1
JPM

+17 pts



The company achieved an EPS of $2.63 while $2.69 was expected. This also represents a 42% drop in profit from just one year earlier due...

By marschenntdeb729bd97b0413b on June 2, 2022, 12:46 a.m.
Tagged topics: earnings results

Views: 16, Votes: 6, Responses: 0, Attachments: 0
BAC , C , JPM , MS , WFC , BK , STT

+41 pts



Americas Banks: Continued pressure on capital in 1Q22, but banks will optimize, and lower capital return already baked into expectations

By ethonomics on May 27, 2022, 3:51 p.m.
Tagged topics: return of capital

Views: 42, Votes: 4, Responses: 1, Attachments: 1
JPM

+34 pts



JPMorgan Chase & Co. Investor day: Don’t expect the warm and fuzzy

By tvalerttelegram on May 23, 2022, 3:51 p.m.
Tagged topics: bofa

Views: 25, Votes: 3, Responses: 0, Attachments: 2
JPM

+32 pts



$JPM Investor Day Preview; Managing Through Today, Stronger Tomorrow

By labjordan on May 13, 2022, 12:13 p.m.
Tagged topics: investor day

Views: 15, Votes: 2, Responses: 0, Attachments: 1
WMT , SQ , JPM , FSLR , TXT , WING , BAX , INFN , TROW , WY

+17 pts



The Nasdaq Index is down 28% YTD (S&P500 is down 17.9% YTD). Investors are pricing in a lot of concerns, including inflation risk, growth scare,...

By marschenntdeb729bd97b0413b on May 12, 2022, 12:39 a.m.
Tagged topics: trade ideas

Views: 32, Votes: 6, Responses: 0, Attachments: 0
JPM , WING , WMT , SQ , BAX , TXT , WY , TROW , FSLR , INFN

+36 pts



Hedging with options on low cash flow stocks; Tactical Trades: JPM, WING, WMT, SQ

By ethonomics on May 11, 2022, 5:54 p.m.
Tagged topics: trade ideas

Views: 21, Votes: 2, Responses: 1, Attachments: 1
JPM

+37 pts



$JPM - Stronger PPNR from NII & trading, though reserve builds & lower capital ratios weigh on near-term

By ethonomics on April 14, 2022, 11:54 a.m.
Tagged topics: earnings results

Views: 47, Votes: 1, Responses: 1, Attachments: 1
JPM

+36 pts



Good enough on core metrics, with focus expected on guidance

By ethonomics on April 13, 2022, 4:23 p.m.
Tagged topics: earnings results

Views: 33, Votes: 1, Responses: 1, Attachments: 1
JPM

+31 pts



Read through from Jefferies Group FY1Q22 results…

By KHUN on April 5, 2022, 7:05 a.m.
Tagged topics: Banks

Views: 19, Votes: 1, Responses: 0, Attachments: 0
JPM , WFC , MS , BAC , PNC

+40 pts



Rates rising faster than expected, with offsets from capital markets and credit

By ethonomics on April 4, 2022, 2:57 p.m.
Tagged topics: earnings preview

Views: 48, Votes: 5, Responses: 0, Attachments: 1
BAC , C , JPM , MS , PNC , USB , WFC

+44 pts



Potential impacts of a 21st century stagflation scenario on banks

By ethonomics on April 1, 2022, 4:08 p.m.
Tagged topics: stagflation

Views: 57, Votes: 5, Responses: 1, Attachments: 1