MARKET WIREYahoo Finance • 7h ago
The Investment Case for JPMorgan Chase & Co. (JPM)Yahoo Finance report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
Why JPM Stock slipped -1.90% Today — RQD Quant Desk Flash
$337.04 -1.90% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $335.25
JPMorgan Chase & Co. (JPM) carries a Roarable Rating of C (Hold) with 63/100 RQD Confidence. The composite score sits in the neutral Hold band (59–69), meaning current holders don’t need to panic-sell while prospective buyers can wait for a move into the 70+ Buy zone.
📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY) →
🧬 Cannibal Buyback: -3.39% YoY Shares
ROARABLE C • HOLD / WATCH
Cap $913.30B
⚡ INSTANT AI QUANT PREVIEW • $0 FREE TIER
Click Any Pre-Computed AI Quant Specialist Briefing on JPM Below — or Connect Your Own ChatGPT / Claude
🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is JPM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
▼
As of 2026-11-02, JPMorgan Chase & Co. (NYSE: JPM) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $337.04 (-1.90% 1D, market cap $913.30B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 13/20. Across 1096 tracked Financials issuers, JPM ranks #324 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does JPM compare to BRK-B and BRK-A in the Financials sector?
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Within the Financials sector (Money Center Banking, Investment Banking & Asset Management), JPM carries a Roarable C (63/100 RQD), trailing P/E of 13.8x, gross margin of —, and ROIC of 17.4%. By comparison, BRK-B (Berkshire Hathaway Inc.) holds a B+ grade (76/100 RQD, P/E 13.5x, ROIC 11.5%, cap $1.20T) and BRK-A (Berkshire Hathaway Inc. (Class A)) posts a B+ grade (76/100 RQD, P/E 13.5x, ROIC 11.5%, cap $1.20T). Among the 5-stock peer group, BAC leads on earnings multiple (11.7x) while JPM leads on capital efficiency (17.4% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for JPM?
▼
Per JPM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-02-13, CIK 0000019617), JPMorgan Chase & Co. generated $182.45B in revenue (+2.8% YoY), $57.05B in net income, and -$147.78B in free cash flow against $4.42T in total assets and $64.78B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Latest SEC insider/13F disclosure shows Leopold Robin (INSIDER) executed a SELL of 2,500 shares ($882.0K) on 2026-09-10.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $335.25 (-0.53%)🧬 Cannibal Buyback (-3.39% YoY Shares)⚙️ Cash Engine: 7/20 (D-) • 0% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 63/100 (C) historically posted market-perform odds over rolling 90-day windows (+0.9% avg 90D alpha vs SPY • 54.8% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERHOLD / WATCH • C
2-of-3 JEV AI Jury Bullish
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw C- · Rk C+
Each axis scored 0–20
12M PRICE TARGET CONE+16.9% Base Target
WHALE OPTIONS POSITIONING:82% Calls ($2.1M)
18% PutsMax Pain: $330.00
Deterministic 5-Pillar Attribution (63/100 Composite)
🔍 WHY JPM SCORES 63/100 (C) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Whale & Options Positioning+16/20 pts (25% of score)
CBOE Tape: 82% Call / 18% Put flow • Max Pain $330.00
▲ #2 Bullish Driver: SEC 10-K Forensic Risk+16/20 pts (25% of score)
Altman Z-Score 0.37 (DISTRESS RISK (<1.8)) • Piotroski F-Score 2/9
▼ #1 Drag / Risk Factor: Cash Engine Quality7/20 pts (-13 pt drag)
Capital intensity & 39.8% operating margin leave 13 pts on the table
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade B$353.21+1.2% Next Q
71
Q2 (-2Q)Grade B-$357.62-7.1% Next Q
68
Q3 (-1Q)Grade B-$332.38+1.4% Next Q
66
CurrentGrade C$337.04+0.9% Hist 90D α
63
Trajectory: B (71) → C (63)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)GIDEON ASHMERE // FORENSIC SHORT & KILL-SWITCH DOSSIER
⚔️ Adversarial Opposing Case: Why the JPM Bull Thesis Could Fail
In accession 0001628280-26-008131, JPMorgan Chase broadens disclosures around capital adequacy requirements under finalized Basel III Endgame mandates and deposit pricing pressures impacting net interest income (NII). The firm explicitly conditions consumer credit quality against elevated interest rate persistence and highlights structural vulnerabilities tied to third-party cloud infrastructure resilience. The shift signals defensive posture positioning against multi-quarter margin normalization and elevated operational compliance overhead.
⚠️ Forensic Kill-Switch #1
Broader market pullbacks can still drag down strong stocks in the short run.
⚠️ Forensic Kill-Switch #2
Dilution & Margin Drag: Cannibal Buyback (-3.39% YoY Shares) — any gross margin slip below 49.5% triggers an automatic RQD downgrade.
⚠️ Forensic Kill-Switch #3
Technical & Forensic Kill-Switch: A daily close below the 50D SMA ($322.82) or 200D SMA ($235.68) invalidates the momentum regime and cuts Target Base ($394.14) toward Bear Floor ($334.95).
🎲 LIVE PREDICTION MARKET ODDS TIED TO $JPM• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “JPM Beats Next Quarter EPS Consensus (Feb 4, 2027) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why JPM Stock slipped -1.90% Today — RQD Quant Desk Flash
JPMorgan Chase & Co. (JPM) slipped -1.90% to $337.04, trading at 89% of its 52-week range ($101.28 – $366.5). Solid steady margins (17% return on capital), mixed timing at 14x P/E—hold if owned, no rush to chase.
- ▸Technical Tape: Trading at 89% of its 52-week range ($101.28 – $366.5) with RSI-14 at 55.1 (BULLISH MOMENTUM).
- ▸Whale Options Positioning: $2.1M in verified call sweep flow vs. $479794 in put flow (Put/Call 1.12x).
- ▸Fundamental Anchor: Roarable C (Hold) backed by 52% gross margin and $0 annual free cash flow.
Live JPM Headlines & Catalysts
RISK WATCHReuters • 10h ago
JPMorgan posts rare profit miss as dealmaking, bond trading lose momentumReuters report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
MARKET WIRESeeking Alpha • 13h ago
JPMorgan stock wavers after Q3 earnings disappoint as markets soften (JPM:NYSE)Seeking Alpha report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
MARKET WIREThe Motley Fool • 16h ago
Here's What $10,000 Invested in JPMorgan Chase When Jamie Dimon Became CEO Is Worth NowThe Motley Fool report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
MARKET WIREGuruFocus • 19h ago
JPMorgan Chase & Co (JPM) Stock Down 0.9% but Still Overvalued -- GF Score: 84/100GuruFocus report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
RISK WATCHClarin.com • 22h ago
JPM Stock: JPMorgan shares fluctuate after rare Q3 earnings miss and slowing dealmaking momentumClarin.com report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
JPMorgan Chase & Co. (JPM) Is a Trending Stock: Facts to Know Before Betting on ItYahoo Finance report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
MARKET WIREThe Motley Fool • 1d ago
Bank of America vs. JPMorgan Chase: Which Financial Stock Is a Better Buy in 2026?The Motley Fool report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
RISK WATCHYahoo • 7h ago
JPMorgan has some explosive capex estimates for Amazon — and investors are uncomfortableYahoo Finance Executive Editor Brian Sozzi outlines JPMorgan's recent predictions about Amazon's (AMZN) capex acceleration, highlighting how investors are reacting.
MARKET WIREYahoo • 8h ago
Post-midterm geopolitical risks could create another buying opportunity: JPMInvesting.com -- JPMorgan believes the risk of renewed geopolitical escalation after the U.S. midterm elections is elevated, but any resulting market weakness would likely be another buying opportunity.
ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher + Cash-Flow & Quality Compounder Desk
Cash-Fortress Compounders: Auditing Free Cash Flow & Yield Safety in JPM & A-Rated Leaders
- ✓12-month Bull/Base/Bear fair-value walkthrough on JPM and its top sector peer
- ✓Top Roarable A-Rated cash compounders with verified executive & 13F accumulation
- ✓Includes nightly RQD rating-change & forensic signal email alerts
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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JPM // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +11.57%🛡️ HOLDING TREND SUPPORT
2026-11-02O $339.3H $343.6L $337.0C $337.0VOL 5.81M
SUP: $331.4SMA50: $322.8SMA200: $235.7
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
JPM Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor (#25)
-3.39% YoY Shares
SEC XBRL FY2024 → FY2025: Net share cannibal / buyback tailwind.
Reverse-DCF Expectations Hurdle (#30)
5.4%/yr Implied 5Y Growth
vs. +13.5% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger (#33)
No active Ellis Vennor swing setup published on JPM today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for JPM. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 Curated Video: Fed's Goolsbee on Inflation Risk, Rates and Warsh (Bloomberg Television) →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (JPM)
Financials Rank #324 of 1096
⚔️ BRK-B vs JPM Full Matrix →
1. Head-to-Head Financials Peer Comparison (JPM vs. BRK-B, BRK-A, BAC, MS)
Industry: Money Center Banking, Investment Banking & Asset Management (1 Tracked Issuers)Across 1096 tracked Financials securities in the Roarable RQD universe, JPMorgan Chase & Co. (JPM) ranks #324 by composite RQD confidence (63/100, grade C) and #3 by equity capitalization ($913.30B). Within this direct 5-issuer industry benchmark cohort, BAC leads on earnings valuation at 11.7x trailing P/E, while JPM leads on capital efficiency and profitability with 17.4% ROIC and — gross margin. BRK-B currently holds the highest overall quantitative score in the immediate peer group at 76/100 (B+) compared with JPM at 63/100 (C).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| JPM
ACTIVE
JPMorgan Chase & Co. | C | 63/100 | 13.8x | — | 17.4% | -1.90% | $913.30B | Benchmark Subject |
| BRK-B Berkshire Hathaway Inc. | B+ | 76/100 | 13.5x | — | 11.5% | +0.10% | $1.20T | /brk-b-vs-jpm → |
| BRK-A Berkshire Hathaway Inc. (Class A) | B+ | 76/100 | 13.5x | — | 11.5% | -0.23% | $1.20T | /brk-a-vs-jpm → |
| BAC Bank of America Corporation | D+ | 53/100 | 11.7x | — | 2.5% | -2.21% | $357.61B | /bac-vs-jpm → |
| MS Morgan Stanley | D- | 40/100 | 17.7x | — | 3.0% | -3.00% | $298.41B | /ms-vs-jpm → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2021–FY2025)
SEC EDGAR 10-K • FILED 2026-02-13 • CIK 0000019617In its most recent audited fiscal period (FY2025, filed 2026-02-13), JPMorgan Chase & Co. (JPM) reported GAAP revenue of $182.45B (+2.8% vs. FY2024 revenue of $177.56B , and +50.0% cumulative change since FY2021) , GAAP net income of $57.05B, operating cash flow of -$147.78B, and free cash flow of -$147.78B (-251.8% YoY). On the balance sheet, JPM closed FY2025 with $4.42T in total assets against $64.78B in total debt (Altman Z-Score: 0.37, Piotroski F-Score: 2/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2026-02-13 | $182.45B | $57.05B | -$147.78B | -$147.78B | $4.42T | $64.78B |
| FY2024 (FY) | 2026-02-13 | $177.56B | $58.47B | -$42.01B | -$42.01B | $4.00T | $52.89B |
| FY2023 (FY) | 2026-02-13 | $158.10B | $49.55B | $12.97B | $12.97B | $3.88T | $44.71B |
| FY2022 (FY) | 2025-02-14 | $128.69B | $37.68B | $107.12B | $107.12B | $3.67T | $44.03B |
| FY2021 (FY) | 2024-02-16 | $121.65B | $48.33B | $78.08B | $78.08B | $3.74T | $53.59B |
3. JPM Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs JPM stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-02, JPMorgan Chase & Co. (NYSE: JPM) is rated C (Hold / HOLD) by Roarable's 5-pillar RQD engine with a composite confidence score of 63/100 at a spot price of $337.04 (-1.90% 1D, market cap $913.30B). Pillar breakdown: Fundamental Cash Engine 7/20, Institutional 13F & Options Flow 16/20, Executive Insider Alignment 16/20, FRED Macro Regime Fit 11/20, and SEC Balance-Sheet Forensics 13/20. Across 1096 tracked Financials issuers, JPM ranks #324 in composite RQD confidence.
How does JPM compare to BRK-B and BRK-A in the Financials sector?
Within the Financials sector (Money Center Banking, Investment Banking & Asset Management), JPM carries a Roarable C (63/100 RQD), trailing P/E of 13.8x, gross margin of —, and ROIC of 17.4%. By comparison, BRK-B (Berkshire Hathaway Inc.) holds a B+ grade (76/100 RQD, P/E 13.5x, ROIC 11.5%, cap $1.20T) and BRK-A (Berkshire Hathaway Inc. (Class A)) posts a B+ grade (76/100 RQD, P/E 13.5x, ROIC 11.5%, cap $1.20T). Among the 5-stock peer group, BAC leads on earnings multiple (11.7x) while JPM leads on capital efficiency (17.4% ROIC).
What are the biggest fundamental strengths and SEC risk factors for JPM?
Per JPM's SEC EDGAR XBRL 10-K filing (FY2025, filed 2026-02-13, CIK 0000019617), JPMorgan Chase & Co. generated $182.45B in revenue (+2.8% YoY), $57.05B in net income, and -$147.78B in free cash flow against $4.42T in total assets and $64.78B in total debt. Key quantitative strengths: Big institutional funds and options desks are actively positioning on the bullish side.. Primary risk factors monitored: Broader market pullbacks can still drag down strong stocks in the short run.. Latest SEC insider/13F disclosure shows Leopold Robin (INSIDER) executed a SELL of 2,500 shares ($882.0K) on 2026-09-10.
Where is JPM trading relative to its 50-day, 200-day, and 52-week technical levels?
JPM last traded at $337.04 (-1.90% on volume of 7,907,943 shares), positioning the stock +4.40% above its 50-day simple moving average ($322.82) and +43.01% above its 200-day simple moving average ($235.68). Across its 52-week range of $101.28 to $366.50, JPM sits at the 88.9% percentile with a 14-day RSI of 55.1 (BULLISH MOMENTUM) and an implied next-earnings move of ±4.8% ($320.86 to $353.22).
JPM Investor FAQ & Complete 8-Part Research Index
100% OPEN ACCESS • SEC EDGAR × CBOE × FREDWhy is JPM stock moving today?
Why JPM Stock slipped -1.90% Today — RQD Quant Desk Flash. Solid steady margins (17% return on capital), mixed timing at 14x P/E—hold if owned, no rush to chase.
ROARABLE RATING BRIEF • RQD 63/100 (C)
✓ STAGE-C NUMBER FIREWALL VERIFIED
JPM — JPMorgan Chase & Co.: What the Facts Mean to a Prospective Investor
Engine: anthropic/claude-haiku-5.5
As of: 2026-11-02T15:08:19Z
Roarable Rating Brief: What This Means to a Prospective Investor
The Roarable RQD rating is 63 out of 100, letter grade C, labeled "Roarable Hold — Fair / Balanced Risk-Reward" per the Roarable RQD rating. Across its five pillars: the Fundamental Cash Engine scores 7/20 (ROIC 17.4%; FCF yield -18.14%), suggesting that strong returns on capital are offset by negative free cash flow yield in the source data. Whale 13F Flow scores 16/20, reflecting institutional accumulation and options positioning. Insider Conviction scores 13/20, based on SEC Form 4 and Congressional PTR cluster flow. Macro Regime Fit scores 11/20 with Beta of 1 and sector sensitivity. Forensic Balance Sheet scores 16/20, citing Altman Z 0.37, Piotroski F 2/9, and Debt/Equity 0.19.
For a prospective investor evaluating the stock today, the pillar profile points to a mixed picture: institutional and balance-sheet signals are comparatively supportive, while the cash-generation pillar and the macro-fit pillar pull the composite toward the middle of the range. The reported valuation (P/E TTM 13.8, Forward P/E 13.3) sits alongside a Street Bs score of 66 and implied upside of 16.94% per the analyst data, which frames the upside case. The negative FCF yield and low Altman Z and Piotroski readings are the principal counterweights and should be weighed directly against those upside figures rather than read in isolation.
Snapshot
Business
JPMorgan Chase is described in the source profile as the largest U.S. money-center financial institution ($4.4T+ assets). It operates across Consumer & Community Banking (Chase), Commercial & Investment Banking (M&A, FICC/Equities Markets, Payments), and Asset & Wealth Management ($4T+ AUM). Per the profile, the company is classified in the Financials sector, Money Center Banking, Investment Banking & Asset Management industry, and trades on the NYSE.
Financial Trend
| Period | Revenue | Operating Income | Net Income | EPS | FCF | Cash | Debt |
|---|---|---|---|---|---|---|---|
| Q2 2026 | $57347.0M | $27516.0M | $21155.0M | 7.7 | $-25283.0M | $309811.0M | $72430.0M |
| Q1 2026 | $49836.0M | $20479.0M | $16494.0M | 5.94 | $-211761.0M | $312142.0M | $68048.0M |
| Q4 2025 | $45798.0M | $17160.0M | $13025.0M | 4.64 | $119724.0M | $343338.0M | $64776.0M |
| Q3 2025 | $46427.0M | $18743.0M | $14393.0M | 5.07 | $-45214.0M | $303436.0M | $69355.0M |
Per the market data, operating margin is 42.1%, net margin is 32.6%, and gross margin is reported as 0%. ROIC is 17.4%, and the FCF yield is -18.14%. Per the Roarable RQD rating, the Altman Z-Score is 0.37 and the Piotroski F-Score is 2/9, with Debt/Equity of 0.19. The reported FCF figures are negative in three of four periods shown, which is consistent with the negative FCF yield in market data, while cash balances remain large across all four periods.
Recent Catalysts & News Wire Analysis
- Rare profit miss (RISK WATCH, RED): A Reuters headline reports JPMorgan posting a rare profit miss as dealmaking and bond trading lose momentum.
- Post-Q3 softness (MARKET WIRE, YELLOW): A Seeking Alpha headline reports shares wavering after Q3 earnings disappoint as markets soften.
- Slowing dealmaking (RISK WATCH, RED): A Clarin.com headline references a rare Q3 earnings miss and slowing dealmaking momentum.
- Valuation framing (MARKET WIRE, YELLOW): A GuruFocus headline describes the stock as down 0.9% but still overvalued, with a GF Score of 84/100.
- General investment case (MARKET WIRE, YELLOW): A Yahoo Finance headline on the investment case for JPM, and a Motley Fool headline on long-term returns since Jamie Dimon became CEO.
Per the Butterfly Supply-Chain Graph, butterfly_links and proprietary_signals are both empty, so no proprietary signals are reported.
Butterfly Effect: 2nd-Order Supply-Chain & Sector Ripples
Per the Butterfly Supply-Chain Graph, customer exposure is concentrated in two CRITICAL relationships: Fortune 500 Corporate Treasury, M&A & Debt Issuers (AAPL, 44% revenue exposure, evidenced by 10-K Commercial & Investment Bank Segment Disclosures) and Co-Branded Prime Visa & 82M+ US Consumer Households (AMZN, 43% revenue exposure, per the 10-K CCB Segment). Upstream dependencies include AWS & Hybrid Cloud Infrastructure (AMZN, HIGH criticality, 18% exposure, $17B annual tech budget) and Visa Inc. & Mastercard Payment Rails (V, CRITICAL, 24% exposure).
Competitors identified include Goldman Sachs (GS, CRITICAL, 44% exposure), Bank of America (BAC, CRITICAL, 85% exposure), and Morgan Stanley (MS, HIGH, 38% exposure). A 2nd-order watch item is that the investment banking and markets competitive set overlaps the same deal and trading flows that the news wire flags as slowing. Because customer revenue exposure is concentrated in corporate treasury/M&A and consumer card/lending, a slowdown in either channel would transmit through both the Commercial & Investment Banking and Consumer segments simultaneously. Card-network dependence on Visa and Mastercard rails is a structural link that the source does not quantify beyond the 24% exposure figure.
Analyst View & Smart Money Ownership
Per the analyst data (period 2026-11-01): 15 Buy, 13 Hold, 0 Sell, with 3 Strong Buy. Price targets: low $334.95, mean $394.14, median $401.35, high $434.71. Street Bs score is 66, and implied upside is 16.94%.
Recent smart-money activity per the holders data:
- Insider (SEC Form 4): Leopold Robin sold 2,500 shares at $352.81 (filed 2026-09-10) and 2,500 shares at $361.41 (filed 2026-08-11). Friedman Stacey sold 5,467 shares at $330.73 (filed 2026-06-22) and 5,468 shares at $300.27 (filed 2026-05-20).
- 13F Institutional: Citadel Advisors (Ken Griffin) bought 620,000 shares at $334.47 (filed 2026-07-23). Berkshire Hathaway bought 1,400,000 shares at $334.47 (filed 2026-07-18).
- Congressional PTR: Rep. Mark Green bought 1,600 shares at $306.38 (filed 2026-06-09). Sen. Tommy Tuberville bought 1,450 shares at $297.81 (filed 2026-05-27).
Among the individual analyst calls, the Jefferies call (2026-03-27, OUTPERFORM, target $392.25) carries an accuracy score of 80.4% and a return since call of 19.16%. Goldman Sachs (2026-08-14, STRONG BUY, target $427.30) shows a return since call of -7.11%.
Open Questions
- What drives the gap between the negative FCF yield (-18.14%) and the positive free-cash-flow figure in Q4 2025, and how should the FCF trend be interpreted?
- What is the gross margin of 0% reported in market data, given that the source provides no revenue-cost breakdown?
- How do the Altman Z (0.37) and Piotroski F (2/9) readings apply to a money-center bank, and which metric definitions were used?
- What specific dealmaking and bond-trading shortfall drove the Q3 profit miss, and is it expected to persist?
- What is the expected timing of the next earnings report relative to the current data date?
JPM Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for JPMorgan Chase & Co. (JPM) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo Finance • 7h ago
The Investment Case for JPMorgan Chase & Co. (JPM) Yahoo Finance report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Reuters • 10h ago
JPMorgan posts rare profit miss as dealmaking, bond trading lose momentum Reuters report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Seeking Alpha • 13h ago
JPMorgan stock wavers after Q3 earnings disappoint as markets soften (JPM:NYSE) Seeking Alpha report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE The Motley Fool • 16h ago
Here's What $10,000 Invested in JPMorgan Chase When Jamie Dimon Became CEO Is Worth Now The Motley Fool report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE GuruFocus • 19h ago
JPMorgan Chase & Co (JPM) Stock Down 0.9% but Still Overvalued -- GF Score: 84/100 GuruFocus report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH Clarin.com • 22h ago
JPM Stock: JPMorgan shares fluctuate after rare Q3 earnings miss and slowing dealmaking momentum Clarin.com report covering JPMorgan Chase & Co. (JPM) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
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🟡 MARKET WIRE The Motley Fool • 1d ago
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🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
JPM Bull vs. Bear Conversation Board — What's Your Call at $337.04?
🐂 50% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON JPM 🐻 50% BEARISH CONVICTION
RO RoarDesk_Moderator Roarable Research Desk ⚖️ DEBATE HOST
🎯 Target: $371.07 (+8.0%)
📌 Pinned Debate 🔥 Official Bull vs. Bear Debate: Is JPM (C • RQD 63/100) a Buy at $343.58?
Welcome to the JPM (JPMorgan Chase & Co.) Roar Pit. Current RQD Composite is 63/100 (Roarable Hold — Fair / Balanced Risk-Reward) in Money Center Banking, Investment Banking & Asset Management. Bulls point to capital efficiency (17.4% ROIC), while bears focus on macro rate sensitivity and margin execution. Pick your side (🐂 Bull or 🐻 Bear) and drop your price target below.
BE BearTrap_Alert Forensic Accounting Watch 🐻 BEARISH
🎯 Target: $271.43 (-21.0%)
Spot @ $343.58 Pump the brakes on JPM — check the valuation vs. margin headwinds
Everyone in here is repeating the bull case on JPM, but look at what you are paying: 13.8x trailing P/E with tightening sector spreads. Unless JPMorgan Chase & Co. expands free cash flow yield next quarter, I would rather wait for a pullback closer to the 200-day moving average before touching this.
SI SiliconVal_Bull Verified K Arena Trader 🐂 BULLISH
🎯 Target: $391.68 (+14.0%)
Spot @ $343.58 JPM cash flow & RQD setup is being underpriced by the Street here
Looking at the 5-pillar RQD breakdown on JPM, the market is fixating on short-term headline noise in Money Center Banking, Investment Banking & Asset Management and ignoring the balance sheet and cash flow trajectory. At $343.58 (52-wk range $101.28 - $366.50), any beat on forward guidance forces shorts and underweight funds to chase.