JPM JPMorgan Chase & Co.

bullish SHIFT 5/10 shifts correct ↓ $299.31 +2.58 (+0.9%)
Mkt Cap $802B P/E 14.3 fwd 12.7 52wk $260.31 - $337.25 Earnings beating 14h ago
What We Found Primary source analysis others skip
Material Events (8-K)
8-K
Unknown (Item 7.01 event not detailed)

The SEC Form 8-K filing dated April 14, 2026, reports on Item 7.01 for JPMorgan Chase Co. However, the provided text does not specify the exact event or occurrence under Item 7.01. It primarily lists ...

Filed 2026-04-14
8-K
Company Update Bullish $1.3 trillion client investment assets

JPMorgan Chase & Co. provided a comprehensive company update highlighting strong financial performance and strategic initiatives. Key achievements include record net income and revenue driven by stron...

Filed 2026-02-23
8-K
Departure

The filing reports a departure under Item 5.02. However, the filing text provided does not specify any details about the departure or compensatory arrangement, no names, titles, or dollar amounts are ...

Filed 2026-01-22
8-K
Registration of securities and guarantees

The 8-K filing for JPMorgan Chase reports the registration of various classes of preferred stock and guarantees of notes and ETNs by JPMorgan Chase Financial Company LLC. No specific agreements, depar...

Filed 2026-01-13
Insider selling: $11,906,980 sold by 8 insiders (30d)
Factor divergence: DIVERGENCE: analyst_revisions bullish vs price_momentum bearish
Est. revisions: +0.1% (6 up, 3 down in 30d)
Factor Model (net +0.4)

Factor Model

net +0.4 2.3 / 10
Est. Revisions
+0.0
Insider Activity
+0.0
Momentum
-0.3
Analyst Rev.
+0.6
Narrative Gap
+0.0

Dimon Eyes $20B Deal Amid Private Credit Risks

Watch: Watch for Q2 earnings and regulatory developments to reveal if acquisition efforts and inflow momentum overcome credit risk challenges.

JPMorgan CEO Jamie Dimon announced plans for up to a $20 billion acquisition, the largest in his tenure, signaling aggressive growth. He warned the private credit market, worth $1.7 trillion, faces credit risks from weak underwriting and transparency, potentially underperforming banks. Dimon criticized crypto regulation and highlighted dampening oil demand trends. Despite credit concerns, JPMorgan embraces AI, planning hiring shifts toward specialists, and benefits from strong ETF inflows supporting momentum.

Dimon's acquisition ambitions paired with credit cautions and AI investment reveal JPMorgan's dual approach to growth and risk management, crucial for navigating credit cycles and regulatory headwinds.

Evidence

Fundamentals & Data ▾
JPMorgan Chase & Co. Financial Services · Banks - Diversified
Mkt Cap
$802B
P/E
14.3 fwd 12.7
Beta
1.02
Div Yield
200.00%
52w Range
$260.31 - $337.25
Short Interest
27.1M 1.01%
Days to Cover
3.4 +0%
Technicals downtrend
vs 20d MA
-1.3%
vs 50d MA
-1.1%
from 52w Hi
-10.6%
Vol (20d)
22%
1w return
-1.2%
1m return
-3.2%
3m return
-0.3%
Vol ratio
1.1x
Insiders
selling 0B / 16S
Analysts
mixed
Earnings
beating 3B / 1M
EPS Estimate
$5.39 +0.1% 30d 6up / 3dn
Est. Dispersion
8% 15 analysts
Analyst Target
$342 $295 - $391
Options P/C
0.40 2C / 2P unusual
Insider Cluster
strong sell 0B / 8S
Fund Convergence
strong Citadel, D.E. Shaw, Two Sigma, Elliott, Renaissance
Financials
Revenue
$49.8B +10% YoY
FCF
$-211.8B
Momentum: accelerating
Top Holders
Citadel $3.9B
D.E. Shaw $3.3B
Two Sigma $710M
Elliott $614M
Renaissance $202M
Recent Filings & Data
insider trade 9
net selling · $11,906,980 sold
8 insiders · 9 transactions (30d)
Recent transactions
FRIEDMAN STACEY R. · sell · $1,641,856
BACON ASHLEY · sell · $1,259,356
PIEPSZAK JENNIFER A · sell · $1,522,037
BARNUM JEREMY · sell · $935,032
LAKE MARIANNE · sell · $1,917,531
BEER LORI A · sell · $949,658
PETNO DOUGLAS B · sell · $1,697,983
ERDOES MARY E. · sell · $1,983,527
PETNO DOUGLAS B · other
material event 9

The SEC Form 8-K filing dated April 14, 2026, reports on Item 7.01 for JPMorgan Chase Co. However, the provided text does not specify the exact event or occurrence under Item 7.01. It primarily lists the securities and guarantees related to JPMorgan Chase, including various series of non-cumulative preferred stock and guarantees of callable fixed rate notes and ETNs. SEC↗

JPMorgan Chase & Co. provided a comprehensive company update highlighting strong financial performance and strategic initiatives. Key achievements include record net income and revenue driven by strong Markets, Payments, and Securities Services, expansion of client services globally, growth in client investment assets to approximately $1.3 trillion, doubling since 2019, and significant customer base growth including 10.4 million new card accounts. The report emphasizes a diverse, global business model with a focus on innovation, customer experience, and long-term shareholder value. SEC↗

The filing reports a departure under Item 5.02. However, the filing text provided does not specify any details about the departure or compensatory arrangement, no names, titles, or dollar amounts are mentioned. SEC↗

The 8-K filing for JPMorgan Chase reports the registration of various classes of preferred stock and guarantees of notes and ETNs by JPMorgan Chase Financial Company LLC. No specific agreements, departures, or acquisitions are mentioned. SEC↗

The SEC 8-K filing for JPMorgan Chase Co. dated December 7, 2025, under Item 5.02 does not provide specific details about any departure or compensatory arrangement in the excerpt provided. The filing lists various securities registered but does not disclose any individual names, titles, or compensation agreements related to departures or arrangements. No dollar amounts or other transaction details are mentioned. SEC↗

4 more
The filing only includes listing of securities and guarantees without specific e
JPMorgan Chase Co. filed an 8-K on July 15, 2025, reporting under Item 7.01. The
The filing reports information related to various depositary shares and guarante
JPMorgan Chase & Co. held its 2025 Investor Day Presentation, highlighting its d
Track Record (5/10 correct) ▾

Direction History

5/10 correct at 5 days
2026-05-21 bullish -1.2%
2026-05-14 bullish +1.0%
2026-05-11 bullish +0.2%
2026-05-08 bearish -1.4%
2026-05-04 bullish -2.5%
2026-05-01 bullish -3.3%
2026-04-22 bullish -1.2%
2026-04-12 bullish +0.1%
2026-04-07 bearish +4.6%
2026-04-05 bullish +5.7%
15 signals · latest 9h ago

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