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JPJPM

JPMorgan Chase & Co.

Hot onWhy it's trendingX chatter spiked vs its recent normStrong bullish X conversationBacked by solid revenue growth
$JPM·$946B·Banks - Diversified·Financial Services
$356.20+0.8%YTD+10.4%1Y+19.4%
Mentions · last 7 days
2026-07-20: 110 posts2026-07-21: 201 posts2026-07-22: 151 posts2026-07-23: 172 posts2026-07-24: 209 posts2026-07-25: 343 posts2026-07-26: 270 posts1,458+25%
Price updated 5h ago·X counts updated 1d ago
JPJPM
$JPMJPMorgan Chase & Co.
$356.20+0.85%1.5k posts+25%
AI analysisFundamentalsVoices on X
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AI verdict & sentimentAI analysisGenerated by AI from underlying data

Top X posts

Today's AI verdict on what's driving $JPM, plus how loud the X conversation is and which way it's leaning.

AI analysis

TickerTalks’ read on the fundamentals and what’s driving the move.

Proven numbersAcceleratingAI verdict · as of 2026-07-25

The move is getting stronger, with heavier trading behind it.

The biggest US bank just printed a record $21B quarter — Jamie Dimon called it "almost as good as it gets," and the tape is at all-time highs.

JPMorgan is the largest US bank by every meaningful measure — deposits, trading, investment banking, credit cards. The July print reset expectations: +41% year-over-year profit growth, all-time-high asset prices supporting fees, and a CEO who said this is about as good as the operating environment gets. That last line is the whole story.

  • The Q2 print was firing on every cylinder: $21.2B in profit (+41% year-over-year) came out of high trading volumes, elevated M&A fees, and asset-management gains — three separate revenue engines all running hot at once, which is unusual and by Dimon's own math not durable indefinitely.
  • Tape action is confirming, not skeptical: shares are at the 99.8th percentile of the 52-week range and Deutsche Bank just upgraded to Buy — for a $914B bank to be trending above every moving average with a fresh downtrend-resistance break in June means the largest institutional buyers are still adding, not trimming.
  • Valuation is where the honest question sits: 14.8x trailing earnings and a 17% free-cash-flow yield sound cheap for a company growing profit 41%, but Dimon's "as good as it gets" line is the tell — pricing off peak earnings is exactly the mistake to avoid, and normalized earnings power is lower than the current run rate.
  • The AI adoption story is real and underappreciated: the CIO framed AI as core to fraud, payments, and lending — for a bank at JPM's scale, incremental AI efficiency gains directly widen operating margin over multiple years, well beyond this cycle.

October 13 Q3 print is the near-term test — an in-line "still strong but decelerating" print keeps the trend going; any sign trading volumes or M&A fees are rolling over faster than expected is what invites the first meaningful pullback. Real risk is a credit turn Dimon himself has warned about; aggressive consumer or CRE reserve builds compress the multiple even with growth intact.

Agrees with X sentimentX is bullish and my read matches — the record print, the fresh technical breakout, and the AI adoption thesis are all legitimate; where I add color is that Dimon's own "as good as it gets" framing is a signal to price this off normalized earnings rather than trailing peak, not just to keep buying trailing.

What to watch: October 13 Q3 earnings — the deciding numbers are net-charge-off trends (any material increase = the credit turn Dimon has warned about) and trading-revenue sequential change (peak-earnings decay pace); either would take the shine off before the next hurdle.

On the calendar: 2026-10-13 — Q3 2026 earnings

X sentiment

What the X crowd is saying right now — descriptive, summarised from the day’s posts.

Bullish sentiment65 posts analyzed · as of 2026-07-27

JPMorgan chatter emphasizes new all-time highs, a Deutsche Bank upgrade to Buy, and a record Q2 with $58.1B revenue converting to $21.2B net profit up 41% YoY. Posters note Dimon's own risk-off commentary is being ignored as the stock breaks out toward the trillion-dollar club. Sentiment is confidently bullish on breakout momentum.

Read the AI verdict + X sentiment for $JPM

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • X crowd read with bullish/bearish call + post volume
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What it does

Plain-English summary of the business — what they sell and how they make money.

Largest U.S. bank by assets, operating consumer banking, investment banking, commercial lending, and asset management globally.

Industry overviewAI analysisGenerated by AI from underlying data

Where Banks - Diversified sits in its cycle right now — and what that implies for $JPM.

Banks - Diversified · Financial Services

No material change from last week — elevated NIM has padded bank earnings through 2025, but markets pricing Fed cuts through 2026 compress margins on the way down.

What this means for $JPM

Partial — Largest U.S. bank by assets, operating consumer banking, investment banking, commercial lending, and asset management globally; partial earnings exposure to banks - diversified demand dynamics through its product portfolio.

Top industry ETF

$KBESPDR S&P Bank ETF
+14.0%YTD
+19.9%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
14.8How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
3.0%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
26.2%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
16.8%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.9Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
16.3%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
60.9%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
3.4Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 14, 2026$7.59$5.59+35.8%
Q1 2026Apr 14, 2026$5.94$5.47+8.6%
Q4 2025Jan 13, 2026$4.63$4.85-4.5%
Q3 2025Oct 14, 2025$5.07$4.85+4.5%
Next earningsTue, Oct 13·consensus EPS $5.78

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$73.7B+6.9%64.3%27.8%$5.95$-211.8B
Q4 FY25$69.6B+3.9%59.1%24.7%$4.63$368.4B
Q3 FY25$71.9B+3.2%59.8%26.1%$5.09$-45.2B
Q2 FY25$69.9B+3.1%60.1%26.2%$5.25$29.5B

Forward consensus

3-year forecast · up to 9 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$206.2B$199.2B – $210.9B$24.53$22.82 – $26.557
FY27$211.8B$205.1B – $218.8B$24.95$23.71 – $25.779
FY28$221.3B$219.1B – $223.5B$27.00$24.71 – $30.055

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.8×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.96%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+10.1%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+14.6%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatMega float · 2.7B shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.3% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.β0.985-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellJun 22Stacey FriedmanGeneral Counsel5.5K sh$1.8MSellMay 20Stacey FriedmanGeneral Counsel5.5K sh$1.6MSellMay 15Mary E. ErdoesCEO6.6K sh$2.0MSellMay 15Marianne LakeCEO6.4K sh$1.9MSellMay 15Douglas B PetnoCEO5.7K sh$1.7MSellMay 15Lori A BeerChief Information Officer3.2K sh$950KSellMay 5Ashley BaconChief Risk Officer4.1K sh$1.3MSellMay 5Jennifer PiepszakCOO4.9K sh$1.5MSellMay 5Jeremy BarnumCFO3.0K sh$935KSellApr 15Douglas B PetnoCEO5.7K sh$1.7M
1–10 of 17
+ 33 other (12 awards · 10 inkinds · 10 exempts · 1 gift) in window

See when $JPM insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KCharter amendmentJul 238-K — Item 5.03: Charter amendment
AI summary

JPM filed an 8-K covering Item(s) 5.03. ported): July 21, 2026 JPMorgan Chase & Co . (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Commission File Number) (I.R.S. employer identification no.) 270 Park Avenue, New York, New York 10017 (Address of principal executive offices) (Zip Code) Registrant’s telephone number, including area code: ( 212 ) 270-6000 Check the appropriate box below if the Form 8-K filing is intended to simultaneously. This filing likely covers corporate governance or structural changes; investors should review the attached exhibits for complete terms.

8-KPress release / Reg FDJul 148-K — Item 7.01: Press release / Reg FD
AI summary

JPMorgan Chase & Co. (JPM) furnished a Regulation FD disclosure on July 14, 2026, including its Q2 2026 investor presentation and supplemental financial data. This is the primary common-stock filing for JPMorgan Chase's Reg FD quarterly supplement. Financial details are contained in the attached exhibits. The same 8-K is cross-filed across multiple JPMorgan Chase preferred tickers.

8-KOfficer or director changeJun 258-K — Item 5.02: Officer or director change
AI summary

JPMorgan Chase filed an 8-K on June 24, 2026 under Item 5.02 (officer/director change). The body excerpt is limited to boilerplate XBRL metadata and the securities registration table — the substantive disclosure of who joined or departed and under what terms is not captured in the available excerpt. JPMorgan regularly files director/officer change 8-Ks for committee appointments, retirements, and compensation updates. Details require reading the full filing.

8-KPress release / Reg FDJun 248-K — Item 7.01: Press release / Reg FD
AI summary

JPMorgan Chase & Co. filed an 8-K (Items 7.01 and 9.01) for an event dated June 24, 2026, indicating a Reg FD disclosure — typically an investor presentation or supplemental financial data. The body excerpt is consumed entirely by the cover page before reaching the Item 7.01 content. Body unavailable — excerpt truncated before the Reg FD disclosure; details require reading the full filing.

SC 13D/AActivist amendmentJun 5SC 13D/A
AI summary

With filed Amendment No. 2 to Schedule 13D disclosing updated beneficial ownership in JPM (JPM). The filing covers approximately 7,178 shares of JPM. The position is held for potential M&A activity. Schedule 13D amendments are required when a 5%-or-greater holder's ownership, intent, or plans change materially, providing transparency into concentrated positions that could influence corporate governance or trigger M&A activity.

8-KShareholder voteMay 218-K — Item 5.07: Shareholder vote
AI summary

JPMorgan Chase & Co. (JPM) filed an 8-K on May 19, 2026 disclosing annual shareholder meeting vote results (Item 5.07). JPMorgan is a New York-based global financial services company listed on the NYSE. Annual meeting vote results for a mega-cap bank are routine governance disclosures.

8-KCharter amendmentMay 78-K — Item 3.03 · Item 5.03: Charter amendment · Item 8.01: Other event
AI summary

JPM filed an 8-K (Item 8.01) dated 2026-05-07. JPMORGAN CHASE & CO false 0000019617 --12-31 0000019617 2026-05-06 2026-05-06 0000019617 us-gaap:CommonStockMember 2026-05-06 2026-05-06 0000019617 jpm:DepositarySharesOneFourHundredthInterestinaShareof5.75NonCumulativePreferredStockSeriesDDMember 2026-05-06 2026-05-06 0000019617 jpm:DepositarySharesOneFourHundredthInterestinaShareof6.00NonCumulati.

8-KCharter amendmentApr 248-K — Item 5.03: Charter amendment
AI summary

JPM filed an 8-K (Item 5.03) dated 2026-04-24. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (date of earliest event reported): April 21, 2026 JPMorgan Chase & Co . (Exact name of registrant as specified in its charter) Delaware 1-5805 13-2624428 (State or other jurisdiction of incorporation or organization) (Commission File .

+ 115 other (74 13Gs · 10 SC 13D/As · 6 routine 8-Ks · 6 proxys) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Earnings Estimates Rising for JPMorgan Chase & Co. (JPM): Will It Gain?zacks.com·14h agoBuy These 3 Sales Growth Stocks With Promising Upside Potentialzacks.com·16h agoJPMorgan Chase & Co. $JPM Shares Sold by Bowen Hanes & Co. Inc.defenseworld.net·20h agoArrowstreet Capital Limited Partnership Sells 285,654 Shares of JPMorgan Chase & Co. $JPMdefenseworld.net·21h agoAscension Capital Advisors Inc. Raises Holdings in JPMorgan Chase & Co. $JPMdefenseworld.net·21h ago

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TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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