View ValuationJPMorgan Chase 将来の成長Future 基準チェック /06JPMorgan Chase利益と収益がそれぞれ年間1.3%と5.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17% 4.3%なると予測されています。主要情報1.3%収益成長率4.35%EPS成長率Banks 収益成長6.8%収益成長率5.1%将来の株主資本利益率16.96%アナリストカバレッジGood最終更新日16 Jul 2026今後の成長に関する最新情報お知らせ • Jul 16JPMorgan Chase Provides Earnings Guidance for the Full Year 2026JPMorgan Chase provided earnings guidance for the full year 2026. For the period, the company expects total NII to be approximately $105.5 billion as a function of Markets NII increasing to about $9 billion.すべての更新を表示Recent updatesお知らせ • Jul 16JPMorgan Chase Provides Earnings Guidance for the Full Year 2026JPMorgan Chase provided earnings guidance for the full year 2026. For the period, the company expects total NII to be approximately $105.5 billion as a function of Markets NII increasing to about $9 billion.ライブニュース • Jul 16JPMorgan Chase Posts Record $21.2b Q2 Profit With New $50b Buyback ApprovedJPMorgan Chase reported a record Q2 profit of US$21.2b, the highest quarterly profit in U.S. banking history, helped by an 86% jump in equity markets revenue to US$6b, a 30–45% rise in investment banking fees, and a US$4.6b gain on its long-held Visa stake. The bank raised full-year net interest income and adjusted expense guidance, approved a new US$50b share buyback authorization, and paid a US$1.50 dividend per share, while CEO Jamie Dimon flagged risks from sticky inflation, geopolitics, elevated asset prices and large deficits. JPMorgan Chase shares trade around US$346.91, with the stock up about 6.6% year to date. The mix of record profitability, higher guidance and a large buyback highlights strong current earnings power, while Dimon’s emphasis on macro and market risks underscores the potential for more volatile conditions around future results and capital returns.Reported Earnings • Jul 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$7.71 (up from US$5.25 in 2Q 2025). Revenue: US$54.8b (up 30% from 2Q 2025). Net income: US$21.2b (up 45% from 2Q 2025). Profit margin: 39% (up from 35% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.ナラティブ更新 • Jul 14JPM: Higher For Longer Rates And AI Investments Will Support Earnings PowerJPMorgan Chase's analyst-derived fair value estimate has been raised by about $9 to $353.95, with analysts pointing to higher price targets supported by firmer capital markets momentum, expectations for steadier revenue trends, and ongoing discussions around loan growth and net interest income under a "higher for longer" rate backdrop. Analyst Commentary Recent research updates on JPMorgan Chase highlight a cluster of higher fair value and price target estimates, with analysts focusing on how the bank could execute against firm capital markets activity, loan growth, and a "higher for longer" rate setup.ライブニュース • Jul 13JPMorgan Chase Joins Banks in Consortium to Launch Tokenized Deposit Payment NetworkJPMorgan Chase joined a consortium of major banks planning a shared tokenized deposit network, overseen by The Clearing House and aimed at making bank-issued digital money interoperable and providing an alternative to stablecoin-based payments, with launch targeted for next year. The project is designed to connect tokenized bank deposits across multiple institutions, which could influence how JPMorgan Chase handles digital payments, balances regulatory expectations and responds to the growth of stablecoin transactions. JPMorgan Chase shares trade at about $336.47, with the stock up 8.1% over the past 90 days. This coordinated digital money effort signals that large regulated banks, including JPMorgan Chase, are trying to keep more transaction volume within the traditional banking system, which could affect future fee pools, infrastructure spending and how quickly crypto-native payment competitors gain ground.ライブニュース • Jul 09JPMorgan Chase Mandated on $1.6 Billion Iraq Urea Plant Financing ProjectJPMorgan Chase has been mandated to arrange $1.6 billion in financing for a new urea plant in Basra, Iraq, a project aimed at supporting regional food security, agricultural productivity and local employment, in partnership with export credit agencies. The mandate adds another large, complex international project finance assignment to JPMorgan Chase’s portfolio and reinforces its role in cross-border infrastructure and commodity-linked financing, where banks can earn advisory and arrangement fees. JPMorgan Chase shares trade at $335.47, with the stock up 7.3% over the past 30 days. This Iraq mandate highlights how JPMorgan Chase can use its balance sheet and export-credit relationships to pursue fee-generating roles in real-asset projects, while also taking on country, execution and credit risks that depend on project performance and political stability.ライブニュース • Jul 08JPMorgan Chase in Early Talks to Acquire Fiserv’s STAR Debit Payments NetworkFiserv is in early talks with several major US banks, including JPMorgan Chase, Bank of America, Wells Fargo and PNC, about selling its STAR Network debit payments business. This move could allow large banks that own such networks to avoid Durbin Amendment caps on debit-card interchange fees. Control of STAR’s infrastructure could give JPMorgan Chase more direct influence over debit routing and economics, potentially reducing reliance on external processors such as Visa and Mastercard in certain transactions. JPMorgan Chase shares trade at about $339.22, with the stock up 8.6% over the past 30 days, as investors weigh the implications of possible changes in debit economics and the broader payments mix. Any acquisition of STAR would likely draw close regulatory and political scrutiny, so execution and policy risk would be central issues to watch.Seeking Alpha • Jul 07JPMorgan: All-Time High Doesn't Mean Expensive (Earnings Preview)Summary JPMorgan (JPM) enters Q2 earnings season with a favorable setup and the potential for an earnings beat. JPM trades near its all-time high, yet forward P/E and P/B have compressed as earnings estimates outpace price gains. A potential catalyst is an upward revision to NII guidance, reflecting a more hawkish Fed and improved market activity. Key watchpoints include private credit exposure, AI-driven expense moderation, and consumer credit health metrics. Read the full article on Seeking Alphaライブニュース • Jul 03JPMorgan AI Leadership to Shift as Teresa Heitsenrether Plans 2026 RetirementJPMorgan Chase’s chief data and analytics officer Teresa Heitsenrether plans to retire at the end of 2026 after nearly 40 years at the bank, with her AI and data responsibilities shifting to chief technology officer Scot Baldry as the firm prepares to roll out autonomously operating AI agents later this year. Concentrating AI, data and technology oversight under the CTO aligns JPMorgan’s AI buildout with its core tech stack, which can affect how quickly new tools reach areas such as risk management, trading and consumer banking. JPMorgan Chase shares trade at $334.47, with the stock up 13.5% over the past 90 days, reflecting solid recent momentum around the time of these leadership and technology updates. The handover gives JPMorgan a long runway for succession planning in a core function, but also places execution risk squarely on the technology organization as AI moves deeper into products and internal decision tools.ナラティブ更新 • Jun 30JPM: Future Branch Expansion And AI Deployment Will Sustain Earnings PowerThe analyst price target for JPMorgan Chase has been raised from $337.75 to about $344.71. This change reflects updated views from analysts who point to steady revenue momentum, stronger markets and investment banking activity, and slightly firmer profit margin assumptions.お知らせ • Jun 29JPMorgan Chase & Co.(NYSE:JPM) dropped from Russell 1000 Dynamic IndexJPMorgan Chase & Co.(NYSE:JPM) dropped from Russell 1000 Dynamic Indexライブニュース • Jun 29JPMorgan Chase Elevates Petno and Rohrbaugh as Co-Presidents in Leadership TransitionJPMorgan Chase appointed Doug Petno and Troy Rohrbaugh as co-presidents, with Petno becoming sole CEO of the Commercial & Investment Bank and Rohrbaugh leading Consumer and Community Banking, while long-time executive Marianne Lake will retire after more than 25 years at the firm; both new co-presidents received retention bonuses that could reach a combined $30 million. The board described the appointments as part of its CEO succession planning for Jamie Dimon and signaled confidence in the bank’s outlook by stating an intention to raise the quarterly dividend in fiscal Q3 2026. JPMorgan Chase shares trade at $329.05, with the stock up 11.9% over the past 90 days. This reshuffle puts succession planning at the center of the JPMorgan Chase story, and investors are likely to focus on how Petno and Rohrbaugh’s performance and alignment with the board’s priorities could influence long-term leadership and capital return decisions.Recent Insider Transactions • Jun 29Insider recently sold US$1.8m worth of stockOn the 22nd of June, Stacey Friedman sold around 5k shares on-market at roughly US$331 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$40m. Insiders have been net sellers, collectively disposing of US$127m more than they bought in the last 12 months.お知らせ • Jun 27JPMorgan Chase & Co. (NYSE:JPM) announces an Equity Buyback for $50,000 million worth of its shares.JPMorgan Chase & Co. (NYSE:JPM) announces an share repurchase program. Under the program, the company will repurchases up to $50,000 million worth of its common shares.お知らせ • Jun 26+ 1 more updateJpmorgan Chase & Co. Announces Management ChangesJPMorgan Chase & Co. announced that Doug Petno and Troy Rohrbaugh, Co-CEOs of the Commercial & Investment Bank, had been named Co-Presidents of the company, effective June 25, 2026. Doug Petno became sole CEO of the Commercial & Investment Bank. Troy Rohrbaugh became CEO of Consumer and Community Banking. Marianne Lake, currently CEO of CCB, has decided to retire from the company after more than 25 years of outstanding service. Other leadership roles, including Mary Erdoes, CEO of Asset & Wealth Management, and Jennifer Piepszak, Chief Operating Officer, remained unchanged. The two new Co-Presidents, as well as Erdoes and Piepszak, continued to report to Jamie Dimon. Doug Petno, 61, and Troy Rohrbaugh, 56, were previously Co-CEOs of the Commercial & Investment Bank.お知らせ • Jun 25JPMorgan Chase & Co. Announces Executive Changes, Effective June 24, 2026JPMorgan Chase & Co. had appointed two of its senior bankers as co-heads of its South-east investment banking business, effective June 24, 2026. Kelvin Goh, head of the Asia-Pacific financial institutions group, and Alfons Halim, head of Asia-Pacific real estate for investment banking, would retain their current roles and take on the additional titles of co-heads. The pair would remain based in Singapore. The move came as Vineet Mishra, the bank’s current head of South-east investment banking, would relocate to London from Singapore to take on a new senior role in the bank’s private capital advisory and solutions team for Europe, the Middle East and Africa. Mishra joined JPMorgan in 2011, and had headed the investment banking team in South-east Asia for the last five years. In his new role, he would originate and execute transactions while supporting the broader franchise. Goh joined JPMorgan in 2022 to lead coverage of its Asia-Pacific financial institutions business; Halim had led the bank’s real estate business since 2024.お知らせ • Jun 24Identitii Limited Provides Update on US Patent Infringement Claim Against JPMorgan ChaseIdentitii Limited had provided an update on its US patent infringement claim against JPMorgan Chase. On June 22, 2026 (US time), JPMorgan Chase filed an unredacted copy of its opening brief in support of the motion seeking a declaration that the Company’s case is exceptional and requesting an award of attorneys' fees. The brief contains several matters the Company considers shareholders should be aware of. JPMorgan Chase sets out three grounds for its motion, that the Company’s: (1) patent eligibility arguments were objectively weak considering existing precedent; (2) infringement contentions relied on unsourced and unverified material; and (3) claim construction positions shifted repeatedly during the litigation. JPMorgan Chase is seeking approximately USD 4 million in attorneys’ fees. This figure was not previously available publicly on the court’s docket. JPMorgan Chase’s brief references Identitii’s latest quarterly activity report and financial position. JPMorgan Chase is asking the Court not to delay its fee motion pending resolution of the Company’s Federal Circuit appeal. The Company, supported by its US counsel and litigation fund, strongly disagrees with JPMorgan Chase’s characterisation of its conduct and will oppose the motion. The Company’s view is that this is not an exceptional case, and is appealing the District Court’s dismissal of the case on § 101 grounds with the US Court of Appeals for the Federal Circuit. The appeal is unaffected by the fee motion. The Company will continue to update shareholders on material developments in both the fee motion and the appeal. The US patent matter is separate from Identitii’s commercial operations. BNDRY, the Company’s financial crime compliance infrastructure for Australian venues operating electronic gaming machines, continues to operate as normal, unimpacted by the ruling.ライブニュース • Jun 22JPMorgan Chase to Expand Chase Digital Bank Into Five New European MarketsJPMorgan Chase plans to roll out its Chase digital bank into at least five European countries over the next five years. This extends beyond its current digital operations in the UK and Germany and includes potential expansion into markets such as France, Spain and Italy. Management is aiming to build a broad European retail presence for Chase. The strategy focuses on gathering consumer deposits, generating fee income and establishing longer-term customer relationships in a competitive landscape that includes both incumbent high street banks and newer app-based challengers. JPMorgan Chase shares trade at US$325.22, with the stock up 12.2% over the past 90 days, as investors consider this European retail expansion alongside expectations of regulatory changes and the bank’s wider international plans. The read-through is that JPMorgan Chase is committing substantial resources to consumer banking outside the US, which could diversify funding and revenue but also involves execution and regulatory risk across several different European markets.お知らせ • Jun 19JPMorgan Chase & Co Announces Management ChangesJPMorgan Chase & Co appointed Anu Aiyengar as global chair of Investment Banking and MA. The bank also named Dorothee Blessing, Kevin Foley, and Jared Kaye as co-heads of Global Investment Banking. Aiyengar joined JP Morgan in 1999.お知らせ • Jun 16Identitii Limited Provides Update on Patent Infringement Claim Against JPMorgan ChaseIdentitii Limited had provided an update on its US patent infringement claim against JPMorgan Chase. On June 12, 2026 (US time), JPMC filed a motion with the US District Court for the District of Delaware seeking a declaration that the Company’s case is exceptional under 35 U.S.C. § 285 of the Patent Act, and requesting an award of attorneys' fees. The company will oppose this motion. An exceptional case finding under § 285 requires the court to find that the case stands out from others with respect to the substantive strength of Identitii's litigating position or the way it was litigated. Identitii does not accept that this standard is met. In particular, the Company notes that the US Patent and Trademark Office denied JPMC’s own challenges to the validity of the '413 patent. The Company believes this directly supports the legitimacy of its patent and its decision to enforce it. The Company, supported by its US counsel and litigation fund, will file its opposition in accordance with the Court's scheduling procedures, and will continue to update shareholders on developments in both the fee motion and the Federal Circuit appeal. The US patent matter is separate from Identitii’s commercial operations. BNDRY, the Company’s financial crime compliance infrastructure for Australian venues operating electronic gaming machines, continues to operate as normal, unimpacted by the ruling.ナラティブ更新 • Jun 16JPM: Private Credit And AI Expansion Will Drive Future Stock UpsideAnalysts have nudged their JPMorgan Chase price targets higher by single to double digit dollar amounts, citing updated views on revenue growth, profitability, and valuation. These revised views are now reflected in a modestly adjusted fair value, discount rate, and forward P/E in the model.分析記事 • Jun 16JPMorgan Chase (JPM) Stock Valuation Check After Strong Multi‑Period ReturnsRecent share performance and business scale JPMorgan Chase (JPM) has attracted attention after recent trading, with the stock last closing at US$319.40. For context, the bank carries a market value of about US$859.4b. Over the past week the share price gained about 2.7%, with a move of roughly 7.2% over the past month and about 11.3% over the past 3 months. Over the past year, the total return is about 20.4%. The group operates across Consumer & Community Banking, Commercial & Investment...ライブニュース • Jun 12JPMorgan Chase Pursues AI Expansion and Billions in Acquisitions While Managing Policy RisksJPMorgan plans to roll out long-running autonomous AI agents in 2026, building on tools that it says have contributed to a 20% lift in private banking gross sales and could expand client coverage by up to 50%. The bank is also piloting a consumer-facing AI travel agent and setting guardrails around trust, security and liability. The bank is exploring acquisitions in the US$10b to US$20b range over the next few years, targeting areas such as international expansion, payments, asset management and wealth. These efforts are supported by an estimated US$40b to US$50b in excess capital and ongoing work on tokenized money-market funds. JPMorgan remains a leading financier of fossil fuels with US$58b in funding last year, faces a DOJ subpoena over alleged politically motivated account closures, and is an investor in Jeff Bezos-led AI company Prometheus, which recently raised US$12b at a US$41b valuation. Overall, JPMorgan is leaning into AI, digital assets and potential M&A while also carrying reputational and regulatory questions related to fossil-fuel exposure and account-closure practices. For investors, this combination of technology investment, acquisition capacity and regulatory scrutiny underscores both growth-oriented initiatives and notable policy and ESG risks to monitor.お知らせ • Jun 12Identitii Provides Update on Its US Patent Infringement Claim Against JPMorgan ChaseIdentitii provided the following update on its US patent infringement claim against JPMorgan Chase. The company had filed a Notice of Appeal with the United States Court of Appeals for the Federal Circuit, appealing the District Court's decision of May 29, 2026 that granted the motion to dismiss with prejudice, filed by JPMorgan Chase. The appeal covers the dismissal order itself, the District Court's written opinion explaining its reasoning, and any related rulings or findings connected to that decision. By filing this appeal, Identitii is seeking to have the dismissal overturned and the case reinstated. The US patent matter is separate from Identitii's commercial operations. BNDRY, the Company's financial crime compliance infrastructure for Australian venues operating electronic gaming machines, continues to operate as normal, unimpacted by the claim.ライブニュース • Jun 04JPMorgan Eyes Major Acquisition Push and SpaceX IPO Role Leveraging Unused US$50 Billion CapitalCEO Jamie Dimon signaled interest in a potential acquisition of up to US$20b, targeting areas such as international expansion, payments, asset management and wealth management, supported by what the bank describes as US$40b to US$50b of capital above regulatory requirements. JPMorgan is playing a central role in the run-up to SpaceX’s planned US$1.8t IPO, engaging more than 2,500 high-net-worth clients and using its 5,000-branch network to reach retail investors for an offering expected to raise at least US$75b. The bank is also launching auto-callable notes tied to its Multi-Asset Index, while expanding its footprint in Texas and organizing trips to Venezuela as investors revisit that country’s debt and oil-linked opportunities. Taken together, JPMorgan is using its large capital cushion and broad distribution to position itself at the center of dealmaking, capital markets activity and new product issuance rather than relying only on traditional lending and deposits. For you, the key questions are how effectively the bank deploys excess capital, how regulators respond to any large acquisition, and how much risk is embedded in structured products and emerging-market engagements such as Venezuela.お知らせ • Jun 04+ 1 more updateJPMorgan Chase & Co. to Report Q3, 2026 Results on Oct 13, 2026JPMorgan Chase & Co. announced that they will report Q3, 2026 results at 6:45 AM, US Eastern Standard Time on Oct 13, 2026ナラティブ更新 • Jun 02JPM: Private Credit Discipline And AI Expansion Will Drive Future UpsideAnalyst price targets for JPMorgan Chase have shifted modestly, with a mixed set of recent target raises and cuts translating into a slightly lower implied fair value of about $387, as analysts factor in a marginally higher discount rate, slightly firmer revenue growth assumptions, a small adjustment to profit margin, and a higher future P/E multiple. Analyst Commentary Recent Street research on JPMorgan Chase reflects an active period of reassessment, with several bullish analysts lifting price targets and highlighting what they see as solid execution and earnings power, even as a few firms temper their views with target cuts.Declared Dividend • May 21First quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th July 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% payout ratio) and is expected to be well covered in 3 years' time (28% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 19JPMorgan Chase & Co. Declares Quarterly Common Stock Dividend, Payable on July 31, 2026The Board of Directors of JPMorgan Chase & Co. declared a quarterly dividend of $1.50 per share on the outstanding shares of the common stock of JPMorganChase. The dividend is payable on July 31, 2026, to stockholders of record at the close of business on July 6, 2026.ナラティブ更新 • May 18JPM: Branch Expansion And Heavy Tech Spending Will Face Mixed Credit And Governance RisksThe analyst price target for JPMorgan Chase has moved higher to $298.09 from $288.00, reflecting analyst views that modestly stronger revenue growth, slightly higher profit margins, and an updated future P/E assumption support a higher valuation. Analyst Commentary Recent research shows a mix of optimism and caution around JPMorgan Chase, with several firms adjusting price targets and ratings as they reassess revenue outlooks, spending plans, and risk in specific lending areas such as private credit.Recent Insider Transactions • May 17Insider recently sold US$2.0m worth of stockOn the 15th of May, Mary Erdoes sold around 7k shares on-market at roughly US$298 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$40m. Insiders have been net sellers, collectively disposing of US$129m more than they bought in the last 12 months.お知らせ • May 07Chase Announces Modern Banking Solutions for Young AdultsChase announced accelerated efforts to better serve young adults ages 18–24 and customers new to banking, with products, experiences and support designed around how they manage money, build credit and plan for the future. For many young adults, financial stress is high, and small steps can make a big difference. Chase is investing across products and experiences to deliver more value, control and convenience—with support on customers’ terms. New research highlights what young adults want from their bank. Young adults want a bank that fits how they live: digital every day, in-person when it matters and built to help them stay on track. A survey found: Digital-first, not digital-only: about 1 in 2 (49%) say strong mobile tools and in-person access are equally important. Savings pressure is real: 64% say they can’t build savings or rely on financial support to make ends meet. The American Dream is shifting toward stability: for young adults, it’s led by building a successful career (56%) and achieving financial independence (53%); half (50%) define it as affording daily expenses without stress. Convenience counts: 43% prioritize ATM access and availability when choosing a bank. Grounded in what young adults say they need most, Chase’s approach is anchored in four pillars: a compelling, easy-to-understand product set; practical education and resources designed for on-the-go access; everyday convenience through a modern digital experience, paired with in-person support and expert guidance; all backed by Chase’s strength and security. Chase is expanding its lineup of simple, transparent accounts and tools that help young adults and customers new to banking build healthy habits and credit from day one. Secure Banking: a simple checking account designed to help young adults manage everyday spending and stay on track. Built for peace of mind, Secure Banking account holders can only spend the money they have so there are no overdraft fees, no fees for money orders or cashier’s checks, direct deposit up to two days early, plus identity monitoring and budgeting/spending tools. To make it even more accessible, Chase has expanded the monthly service fee waiver to all customers ages 17–24, whether they are in college, working or taking another path. Secure Banking also now supports incoming wire transfers and allows 17-year-olds to open accounts in-branch. Chase Savings: extends the existing monthly service fee waiver for customers under 18 through age 24. Freedom Rise Credit Card: designed for new-to-credit customers—including young adults—who want to start building credit responsibly. Credit Journey: helps customers understand where their credit stands, what’s influencing it, track progress over time and take practical steps toward stronger credit and greater financial independence. New mobile app experience for young adults: co-created with customers ages 18–24, this enhanced Chase app experience is designed to make everyday money management faster and easier. The updated home screen brings key actions to the forefront, including quicker access to recent transactions, a reimagined wallet, prominent Zelle access and easy external account linking. It also features a refreshed monthly spend view and contextual next steps that help customers save automatically, stay on track with spending, build credit and manage payments over time. Chase is expanding practical education and resources that young adults say they want most: quick, clear guidance on everyday money decisions. Through Chase Money Skills and other learning modules, customers can access bite-sized content on topics like budgeting, building credit and managing bills alongside tools that translate guidance into action. Customers can also access in-person financial health workshops led by Chase Community Managers in communities across the country.Recent Insider Transactions • May 07Chief Operating Officer recently sold US$1.5m worth of stockOn the 5th of May, Jennifer Piepszak sold around 5k shares on-market at roughly US$309 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$40m. Jennifer has been a net seller over the last 12 months, reducing personal holdings by US$8.6m.ナラティブ更新 • May 01JPM: Private Credit Discipline And ROTCE Focus Will Drive Future UpsideAnalysts have nudged the fair value estimate for JPMorgan Chase slightly lower to about $389.92. Recent price target revisions, both higher and lower, reflect refreshed views on revenue growth prospects, profit margins, and a more conservative future P/E multiple.お知らせ • Apr 21JPMorgan Chase & Co. Appoints Admiral Sir Tony Radakin to the SRI External Advisory CouncilJPMorgan Chase & Co. announced its intention to appoint Admiral Sir Tony Radakin, the former Chief of the U.K. Defence Staff, to the SRI External Advisory Council. Admiral Radakin will operate alongside more than a dozen accomplished leaders from both the public and private sectors, who help guide the initiative’s long-term strategy. His appointment is subject to regulatory approval.Recent Insider Transactions • Apr 17Chairman & CEO recently sold US$40m worth of stockOn the 15th of April, James Dimon sold around 130k shares on-market at roughly US$307 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$61m.ナラティブ更新 • Apr 17JPM: Branch Expansion And Heavy Tech Spending Will Confront Mixed Regulatory SignalsThe updated analyst price target for JPMorgan Chase is now $288.00, reflecting analysts’ consideration of slightly lower revenue growth and profit margin assumptions, along with a modestly reduced discount rate and future P/E multiple based on recent research commentary. Analyst Commentary Recent Street research on JPMorgan Chase includes a mix of higher and lower price targets, as well as changes in ratings and list inclusion.お知らせ • Apr 16JPMorgan Chase & Co. Reports Net Charge Offs for the First Quarter Ended March 31, 2026JPMorgan Chase & Co. reported net charge offs for the first quarter ended March 31, 2026. For the quarter, the company reported net charge-offs of $2,316 million compared to $2,332 million a year ago.Reported Earnings • Apr 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$5.95 (up from US$5.08 in 1Q 2025). Revenue: US$47.3b (up 13% from 1Q 2025). Net income: US$16.1b (up 13% from 1Q 2025). Profit margin: 34% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 08JPMorgan Chase & Co., Annual General Meeting, May 19, 2026JPMorgan Chase & Co., Annual General Meeting, May 19, 2026.ナラティブ更新 • Apr 02JPM: Future Spending On Branch And Card Expansion Will Sustain Earnings PowerJPMorgan Chase's updated analyst price target reflects a modest trim of about $7 per share to $337.75, as analysts factor in recent target reductions, a slightly lower implied future P/E, and ongoing conversations around spending, earnings power, and risk management across the large bank group. Analyst Commentary Recent research on JPMorgan Chase shows a mix of optimism and caution as analysts reassess price targets, earnings power, and spending plans.Recent Insider Transactions • Mar 31Insider recently sold US$128k worth of stockOn the 23rd of March, Robin Leopold sold around 433 shares on-market at roughly US$295 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$21m. Insiders have been net sellers, collectively disposing of US$125m more than they bought in the last 12 months.Recent Insider Transactions Derivative • Mar 29Insider exercised options and sold US$14m worth of stockOn the 25th of March, Mary Erdoes exercised options to acquire 47k shares at no cost and sold these for an average price of US$295 per share. This trade did not impact their existing holding. Since June 2025, Mary's direct individual holding has increased from 608.41k shares to 613.41k. Company insiders have collectively sold US$262m more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Mar 20Fourth quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th April 2026 Payment date: 30th April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (29% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 19JPMorgan Chase & Co. announces Quarterly dividend, payable on April 30, 2026JPMorgan Chase & Co. announced Quarterly dividend of USD 1.5000 per share payable on April 30, 2026, ex-date on April 06, 2026 and record date on April 06, 2026.ナラティブ更新 • Mar 19JPM: Durable Earnings Power Will Offset Elevated Spending On Growth InitiativesJPMorgan Chase's updated analyst price target has shifted from about $328 to roughly $345. Analysts attribute this change to stronger expected revenue growth, slightly higher profit margins, and a modestly lower assumed discount rate, supported by recent research that highlights resilient credit quality, updated investor day guidance, and generally constructive views on large diversified banks.お知らせ • Mar 18JPMorgan Chase & Co. to Report Q1, 2026 Results on Apr 14, 2026JPMorgan Chase & Co. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Apr 14, 2026Board Change • Mar 12High number of new directorsIndependent Director Michele Buck was the last director to join the board, commencing their role in 2025.お知らせ • Mar 05+ 3 more updatesJPMorgan Chase & Co. to Report Q4, 2027 Results on Jan 14, 2028JPMorgan Chase & Co. announced that they will report Q4, 2027 results at 6:45 AM, US Eastern Standard Time on Jan 14, 2028ナラティブ更新 • Mar 04JPM: Higher ROTCE And Capital Return Are Expected To Drive UpsideNarrative Update: JPMorgan Chase We are lifting our analyst price target for JPMorgan Chase to $400 from $391, reflecting analysts' updated views that factor in stronger assumed revenue growth, a slightly lower discount rate, and a modestly lower future P/E and profit margin profile following recent research and the company's investor updates. Analyst Commentary Recent Street research around JPMorgan Chase has been active on both sides, but the more optimistic voices are highlighting specific earnings drivers, capital return themes, and fee income opportunities that they believe are not fully reflected in current market expectations.Recent Insider Transactions Derivative • Feb 20Chairman & CEO notifies of intention to sell stockJames Dimon intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of February. If the sale is conducted around the recent share price of US$307, it would amount to US$21m. For the year to December 2019, James' total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, James' direct individual holding has decreased from 6.61m shares to 6.35m. Company insiders have collectively sold US$281m more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Feb 18Insider recently sold US$1.8m worth of stockOn the 17th of February, Mary Erdoes sold around 6k shares on-market at roughly US$306 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.7m. Insiders have been net sellers, collectively disposing of US$342m more than they bought in the last 12 months.ナラティブ更新 • Feb 18JPM: Higher Spending And Branch Expansion Will Face Test From Regulatory ShiftsOur JPMorgan Chase narrative price target edges up from $280.00 to about $283.37 as analysts adjust their long term assumptions. This reflects slightly higher expected revenue growth and a higher future P/E multiple, while still watching how increased spending translates into market share and returns.Reported Earnings • Feb 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$20.05. Revenue: US$168.2b (flat on FY 2024). Net income: US$55.7b (down 2.1% from FY 2024). Profit margin: 33% (down from 34% in FY 2024). Net interest margin (NIM): 2.50% (down from 2.63% in FY 2024). Cost-to-income ratio: 52.0% (up from 51.0% in FY 2024). Non-performing loans: 0.66% (no change from 0.66% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Banks industry in the US.お知らせ • Feb 14JPMorgan Chase & Co. Appoints Guy Halamish as Chief Operating Officer for Commercial and Investment Banking DivisionJPMorgan Chase & Co. has appointed Guy Halamish as chief operating officer for its commercial and investment banking division. He will be responsible for oversight of the bank's expansion of AI tools across these business areas. Halamish, who has worked at the bank for over 20 years, will collaborate with the leaders of markets, global banking, payments, and securities services. According to an internal communication issued this week, his responsibilities include appointing chief data and analytics officers for each division to maximise the impact of AI. In the memo, co-heads Doug Petno and Troy Rohrbaugh indicated that the newly established team will play a critical role in shaping the data and analytics strategy, ensuring data quality and governance, developing platforms, and unlocking value from firmwide data assets. Nearly three years ago, Jamie Dimon named Teresa Heitsenrether as chief data and analytics officer to lead AI efforts firm-wide. Halamish and his group will work alongside Heitsenrether's teams as part of this initiative.お知らせ • Feb 13Jpmorgan Chase & Co Appoints Burkhard Koep as Global Head of Communications Investment BankingJPMorgan Chase & Co has appointed Burkhard Koep as global head of communications investment banking. Koep will continue to be based in Switzerland and report to Eric Menell, the bank's global head of media and communications investment banking.ナラティブ更新 • Feb 04JPM: Premium Pricing Will Face Test From Credit And Regulatory PressuresAnalysts have nudged their price targets on JPMorgan Chase higher, citing continued best in class execution, refreshed earnings estimates, and support from factors like balance sheet growth, capital return capacity, and potential benefits from partnerships such as the Apple Card program transfer. Analyst Commentary Recent research has generally framed JPMorgan as a high quality bank with strong execution, but not all commentary is unqualifiedly positive.お知らせ • Jan 29JP Morgan Payments Announces Appointment of Zachary Anderson as Chief Data and Analytics OfficerJP Morgan Payments has announced that it has appointed a chief data and analytics officer. The company has appointed NatWest's Zachary Anderson to the position. At NatWest, the executive served as chief data and analytics officer, head of open banking, personalisation and AI.お知らせ • Jan 24JPMorgan Chase & Co. (NYSE:JPM) completed the acquisition of WealthOS Limited from nVentures PTE LTD and others.JPMorgan Chase & Co. (NYSE:JPM) acquired WealthOS Limited from nVentures PTE LTD and others on January 23, 2026. JPMorgan Chase & Co. (NYSE:JPM) completed the acquisition of WealthOS Limited from nVentures PTE LTD and others on January 23, 2026.お知らせ • Jan 23JPMorgan Chase & Co. Issues Statement Regarding President Trump’s LawsuitJPMorgan Chase & Co. issued a statement on January 22, 2026. While the company regrets that President Trump has sued it, the company believes the suit has no merit. The company respects the President’s right to sue and its right to defend itself, noting that is what courts are for. The company does not close accounts for political or religious reasons but does so when they create legal or regulatory risk. The company regrets having to do so but explains that rules and regulatory expectations often lead to this outcome. It has been asking both the current and prior administrations to change the rules that put it in this position and supports the current Administration’s efforts to prevent the weaponization of the banking sector.ナラティブ更新 • Jan 21JPM: Fair Value View Balances Apple Card Shift And Execution RisksAnalysts have lifted their fair value estimate for JPMorgan Chase to $280, citing higher assumed revenue growth, slightly stronger profit margins, and a lower forward P/E in light of recent price target increases and supportive research commentary. Analyst Commentary Recent Street research on JPMorgan Chase points to a mixed setup, with several firms lifting price targets and others striking a more cautious tone.Recent Insider Transactions • Jan 18Chief Operating Officer recently sold US$2.7m worth of stockOn the 16th of January, Jennifer Piepszak sold around 9k shares on-market at roughly US$313 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jennifer has been a net seller over the last 12 months, reducing personal holdings by US$8.0m.Recent Insider Transactions Derivative • Jan 16Insider exercised options and sold US$8.7m worth of stockOn the 13th of January, Mary Erdoes exercised options to acquire 27k shares at no cost and sold these for an average price of US$319 per share. This trade did not impact their existing holding. Since March 2025, Mary's direct individual holding has decreased from 622.47k shares to 601.94k. Company insiders have collectively sold US$498m more than they bought, via options and on-market transactions in the last 12 months.Reported Earnings • Jan 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$20.05. Revenue: US$168.2b (flat on FY 2024). Net income: US$55.7b (down 2.1% from FY 2024). Profit margin: 33% (down from 34% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Banks industry in the US.お知らせ • Jan 09Jp Morgan Appoints Arne Martin Moen as Head of Securities ServicesJP Morgan has announced that it has selected a head of securities services. The US-based banking firm has appointed Arne Martin Moen to the position. He will function in the Nordics region and this is a new position at the firm. Based in Oslo, Moen will focus on the firm's growth strategy. Moen has more than 20 years of experience in asset management.お知らせ • Jan 08+ 1 more updateJPMorgan Chase & Co. (NYSE:JPM) entered into an agreement to acquire Apple credit card portfolio with approximately $20 billion card balances from The Goldman Sachs Group, Inc. (NYSE:GS).JPMorgan Chase & Co. (NYSE:JPM) entered into an agreement to acquire Apple credit card portfolio with approximately $20 billion card balances from The Goldman Sachs Group, Inc. (NYSE:GS) on January 7, 2026. The transaction includes associated accounts in the Apple Card program. J.P. Morgan Securities LLC acted as financial advisor for JPMorgan Chase & Co. Goldman Sachs & Co. LLC acted as financial advisor for The Goldman Sachs Group, Inc.ナラティブ更新 • Jan 06JPM: Earnings Beat And Higher ROTCE Are Expected To Drive UpsideNarrative Update The analyst price target for JPMorgan Chase has moved from US$375 to US$391 as analysts factor in the recent Q3 earnings beat, higher return on tangible common equity, updated net interest income guidance into 2025, and revised assumptions around margins, revenue growth, discount rate, and future P/E. Analyst Commentary Bullish analysts are responding positively to JPMorgan Chase's recent Q3 results and refreshed guidance, and that is feeding into higher price targets and a constructive view on execution and earnings power.Upcoming Dividend • Dec 30Upcoming dividend of US$1.50 per shareEligible shareholders must have bought the stock before 06 January 2026. Payment date: 31 January 2026. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).ナラティブ更新 • Dec 19JPM: Strong ROTCE And Loan Growth Are Expected To Drive UpsideAnalysts have raised their fair value estimate for JPMorgan Chase to $375 from $350. This reflects increased confidence in stronger revenue growth, resilient profitability, and sustained post-earnings momentum that supports higher price targets across the Street.Declared Dividend • Dec 12Third quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th January 2026 Payment date: 31st January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Dec 11JPMorgan Chase & Co. announces Quarterly dividend, payable on January 31, 2026JPMorgan Chase & Co. announced Quarterly dividend of USD 1.5000 per share payable on January 31, 2026, ex-date on January 06, 2026 and record date on January 06, 2026.お知らせ • Dec 09+ 1 more updateJPMorgan Chase & Co. Announces Resignation of Todd A. Combs as Member of the Board of Directors, Effective December 7, 2025On December 7, 2025, Todd A. Combs notified JPMorgan Chase & Co. (the "Company") of his intention to resign as a member of the Board of Directors, effective December 7, 2025. Mr. Combs’ resignation is not the result of any disagreement with the Company.ナラティブ更新 • Dec 05JPM: Earnings And ROTCE Strength Will Offset Rising Expenses And Cybersecurity RisksAnalysts have modestly raised their price target on JPMorgan Chase, reflecting a slightly lower implied cost of equity and continued confidence in the bank's strong earnings momentum, robust ROTCE performance, and improving loan growth backdrop. Updated targets now cluster in the low to mid $300s per share.ナラティブ更新 • Nov 21JPM: Recent Earnings Momentum And New Ventures Will Balance Expense Pressures AheadJPMorgan Chase’s analyst price target saw a modest increase to approximately $328. Analysts cited the company's recent earnings beat and stronger loan growth as supportive factors for the upward revision.ナラティブ更新 • Nov 06JPM: Recent Guidance And New Initiatives Will Shape Sector Leadership Amid Ongoing RisksJPMorgan Chase's analyst price target has been modestly increased by $1.26 per share to $327.70. Analysts point to the firm's recent earnings beat and improved growth guidance as supporting factors for the upward revision.お知らせ • Nov 01JPMorgan Chase & Co. Appoints Eric Hirschfield as Vice Chair for Its Diversified Industries BusinessJPMorgan Chase & Co. announced the appointment of former Rothschild executive Eric Hirschfield as the vice chair for its diversified industries business, Reuters has reported. The appointment comes as investment banking activities have been picking up.お知らせ • Oct 31Jpmorgan Chase & Co. Appoints Head of Investment Banking ChangesJPMorgan Chase & Co. announced the appointment of a sole head for investment banking. The firm has appointed Dorothee Blessing as sole head of JPMorgan's investment banking business. Her current co-head, Jay Horine, will lead a new initiative to invest in US companies. Horine will lead an initiative that will invest in US companies that are critical to national security.ナラティブ更新 • Oct 23Analysts Boost JPMorgan Chase Price Target Amid Strong Earnings and Upgraded Growth OutlookJPMorgan Chase's analyst price target has been revised upward by $5 to $326.43. Analysts highlight strong recent earnings, robust balance sheet growth, and improved revenue outlook despite elevated expenses.お知らせ • Oct 17Scott+Scott Files Lawsuit Against Jpmorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, Pnc, and TruistScott+Scott Attorneys at Law LLP filed a class action lawsuit on behalf of two California and Colorado residents against some of the nation’s leading banks, including JPMorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, PNC, and Truist. The lawsuit of nationwide significance was filed in the United States District Court for the District of Connecticut and alleges that the largest U.S. banks conspired to fix, raise, and stabilize the rate charged to their most creditworthy customers for short-term loans, commonly referred to as “prime rates.” These prime rates, which control the interest rates on millions of consumer and small-business loans, are collected and regularly published by The Wall Street Journal as the Wall Street Journal Prime Rate (“WSJ Prime Rate”). The WSJ Prime Rate, in turn, governs the interest rates most Americans pay on their credit cards and home equity loans. The litigation alleges that by coordinating their interest rates for prime customers, defendant banks not only charged their prime loan customers supracompetitive rates, but also artificially inflated interest rates for millionsof loans explicitly tied to the WSJ Prime Rate, reaping billions in profits. The antitrust class action lawsuit alleges conspiracy and rate fixing related to a variety of financial products, including HELOC (Home Equity Lines of Credit) and Consumer Credit Cards. The case is: Normandin et al. v. JP Morgan Chase Bank, N. A et al. No. 3:25-cv-01749, (D. CT).お知らせ • Oct 16JPMorgan Chase & Co. Reports Net Charge-Offs for the Third Quarter Ended September 30, 2025JPMorgan Chase & Co. reported net charge-offs for the third quarter ended September 30, 2025. For the quarter, the company reported net charge-offs $2,593 million as compared to $2,087 million a year ago.お知らせ • Oct 15+ 1 more updateJPMorgan Chase & Co. (NYSE:JPM) acquired an additional unknown minority stake in Curro Holdings Limited (JSE:COH).JPMorgan Chase & Co. (NYSE:JPM) acquired an additional unknown minority stake in Curro Holdings Limited (JSE:COH) on October 15, 2025. JPMorgan Chase & Co. now holds 5.01% stake in Curro Holdings Limited's total issued ordinary share capital. JPMorgan Chase & Co. (NYSE:JPM) completed the acquisition of an additional unknown minority stake in Curro Holdings Limited (JSE:COH) on October 15, 2025.Reported Earnings • Oct 14Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$5.08 (up from US$4.38 in 3Q 2024). Revenue: US$43.0b (up 8.8% from 3Q 2024). Net income: US$14.0b (up 12% from 3Q 2024). Profit margin: 33% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.ナラティブ更新 • Oct 09Digital Banking And Tokenization Will Unlock Future ValueJPMorgan Chase's analyst price target has been increased by approximately $10 to $320.96, as analysts point to improved capital markets activity, stronger revenue growth, and reduced discount rates as factors driving the positive revision. Analyst Commentary Recent analyst commentary on JPMorgan Chase underscores a largely optimistic outlook, anchored by multiple price target increases and favorable assessments of the bank's recent financial performance.お知らせ • Oct 06JP Morgan Appoints Conor Hillery as Co-Chief Executive of the Group’s Operations Across Europe, Middle East and AfricaJP Morgan has named Irishman Conor Hillery as co-chief executive of the group’s operations across Europe, Middle East and Africa (EMEA). Mr. Hillery, son of the late one-time Fianna Fáil TD Brian Hillery, will share CEO duties for the region with Frenchman Matthieu Wiltz. They take a step up from being deputy CEOs of EMEA after their predecessor, Filippo Gori, had to move to New York this summer because of the demands of his role as co-head of global banking. Mr. Hillery, whose maternal grandfather was stockbrokers Davy co-founder Eugene Davy, will retain existing responsibilities as head of investment banking across EMEA. Originally from Dublin, Mr. Hillery completed a bachelor of commerce degree in University College Dublin (UCD) before training as a chartered accountant with KPMG. He subsequently joined Kleinwort Benson in London, before moving to stockbrokers Cazenove in 2002. JP Morgan bought Cazenove in 2010. Mr. Hillery served as co-head of UK investment banking at the group from 2013 until 2016. He subsequently became co-heading the firm’s financial institutions group globally. In 2020, he was appointed co-head of investment banking for the EMEA region, before being named as sole head in 2024. The co-CEOs will report to US-based Mary Erdoes, CEO of asset and wealth management, and Doug Petno and Troy Rohrbaugh, co-CEOs of commercial and investment banking.ナラティブ更新 • Sep 25Digital Banking And Tokenization Will Unlock Future ValueJPMorgan Chase’s consensus analyst price target has been revised upward as strong quarterly results, improved profitability outlook, and increased capital return flexibility outweigh near-term valuation concerns, lifting the fair value from $306.17 to $310.48. Analyst Commentary Bullish analysts highlight strong quarterly results, with EPS beats and upward revisions to net interest income guidance driven by loan growth, favorable yield curve, and robust deposit flows.分析記事 • Sep 24JPMorgan Chase's (NYSE:JPM) Upcoming Dividend Will Be Larger Than Last Year'sJPMorgan Chase & Co. ( NYSE:JPM ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Sep 23JPMorgan Chase & Co. Announces Board AppointmentsJPMorgan Chase announced the hire of three bankers to enhance its mid-cap investment banking business. Rohan Juneja is to be based in New York as a managing director and is to cover media and communications. Ryan Lake, who most recently worked at Arlington Capital Advisors, has joined as a managing director. Lauren Vitale, who joined from Lincoln International, joined as an executive director based in Chicago.Declared Dividend • Sep 19Second quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th October 2025 Payment date: 31st October 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (31% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Sep 18JPMorgan Chase & Co. announces Quarterly dividend, payable on October 31, 2025JPMorgan Chase & Co. announced Quarterly dividend of USD 1.5000 per share payable on October 31, 2025, ex-date on October 06, 2025 and record date on October 06, 2025.お知らせ • Sep 13JPMorgan Appoints Francisco 'Cisco' Abularach as Co-Head for Infrastructure Investment BankingJPMorgan Chase announced the appointment of a global co-head of infrastructure investment banking. The firm has appointed former Citigroup Inc. dealmaker Francisco 'Cisco' Abularach to the position. He joined the firm two months ago to lead the team in Europe.お知らせ • Sep 05Jpmorgan Chase & Co. Appoints Sarah Catania as the Head of Its Private Banking Business for Continental EuropeJPMorgan Chase & Co. has announced the hire of a new continental head for Europe. The firm has announced the appointment of Sarah Catania as the head of its private banking business for continental Europe. The bank also announced the appointment of Pietro Sala as market manager for JPMorgan Private Bank in Italy and Greece.業績と収益の成長予測NYSE:JPM - アナリストの将来予測と過去の財務データ ( )USD Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/2028216,84466,373N/AN/A512/31/2027211,17563,551N/AN/A1212/31/2026208,34566,615N/AN/A96/30/2026186,32863,634N/AN/AN/A3/31/2026173,55957,512-107,704-107,704N/A12/31/2025168,23555,681-147,782-147,782N/A9/30/2025167,22956,660-119,748-119,748N/A6/30/2025163,74855,155-148,615-148,615N/A3/31/2025168,71458,243-139,693-139,693N/A12/31/2024166,77556,868-42,012-42,012N/A9/30/2024162,14852,070-129,539-129,539N/A6/30/2024160,99552,217-10,339-10,339N/A3/31/2024149,66248,509-29,943-29,943N/A12/31/2023145,67047,76012,97412,974N/A9/30/2023142,41149,48653,96553,965N/A6/30/2023135,20046,057-9,358-9,358N/A3/31/2023129,11840,24037,79537,795N/A12/31/2022122,30635,892107,119107,119N/A9/30/2022120,58535,22290,99290,992N/A6/30/2022120,58037,196132,527132,527N/A3/31/2022123,73040,49780,03980,039N/A12/31/2021130,89846,50378,08478,084N/A9/30/2021131,58448,274-35,063-35,063N/A6/30/2021129,05446,058-73,082-73,082N/A3/31/2021118,89238,828-3,693-3,693N/A12/31/2020102,47127,410-79,910-79,910N/A9/30/202098,10423,80330,95330,953N/A6/30/202097,23723,39561,65661,656N/A3/31/2020102,23328,322N/A-35,117N/A12/31/2019110,13434,642N/A4,092N/A9/30/2019107,34333,193N/A-78,297N/A6/30/2019105,87832,535N/A-81,123N/A3/31/2019104,82331,224N/A-31,584N/A12/31/2018103,74430,709N/A15,614N/A9/30/2018102,72127,848N/A26,319N/A6/30/2018100,53526,162N/A8,235N/A3/31/201897,86324,830N/A-23,377N/A12/31/201794,74522,567N/A-10,827N/A9/30/201794,13325,036N/A15,530N/A6/30/201793,40924,585N/A24,617N/A3/31/201792,51623,763N/A19,020N/A12/31/201691,20822,834N/A21,884N/A9/30/201688,91521,492N/A-2,548N/A6/30/201687,61121,951N/A18,384N/A3/31/201687,51022,000N/A37,204N/A12/31/201589,20222,651N/A73,466N/A9/30/201589,99221,987N/A86,045N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: JPMの予測収益成長率 (年間1.3% ) は 貯蓄率 ( 3.5% ) を下回っています。収益対市場: JPMの収益 ( 1.3% ) US市場 ( 17.8% ) よりも低い成長が予測されています。高成長収益: JPMの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: JPMの収益 ( 5.1% ) US市場 ( 12.6% ) よりも低い成長が予測されています。高い収益成長: JPMの収益 ( 5.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: JPMの 自己資本利益率 は、3年後には低くなると予測されています ( 17 %)。成長企業の発掘7D1Y7D1Y7D1YBanks 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/17 04:01終値2026/07/17 00:00収益2026/06/30年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋JPMorgan Chase & Co. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50 アナリスト機関Stephen BiggarArgus Research CompanyDavid GeorgeBairdJason GoldbergBarclays47 その他のアナリストを表示
お知らせ • Jul 16JPMorgan Chase Provides Earnings Guidance for the Full Year 2026JPMorgan Chase provided earnings guidance for the full year 2026. For the period, the company expects total NII to be approximately $105.5 billion as a function of Markets NII increasing to about $9 billion.
お知らせ • Jul 16JPMorgan Chase Provides Earnings Guidance for the Full Year 2026JPMorgan Chase provided earnings guidance for the full year 2026. For the period, the company expects total NII to be approximately $105.5 billion as a function of Markets NII increasing to about $9 billion.
ライブニュース • Jul 16JPMorgan Chase Posts Record $21.2b Q2 Profit With New $50b Buyback ApprovedJPMorgan Chase reported a record Q2 profit of US$21.2b, the highest quarterly profit in U.S. banking history, helped by an 86% jump in equity markets revenue to US$6b, a 30–45% rise in investment banking fees, and a US$4.6b gain on its long-held Visa stake. The bank raised full-year net interest income and adjusted expense guidance, approved a new US$50b share buyback authorization, and paid a US$1.50 dividend per share, while CEO Jamie Dimon flagged risks from sticky inflation, geopolitics, elevated asset prices and large deficits. JPMorgan Chase shares trade around US$346.91, with the stock up about 6.6% year to date. The mix of record profitability, higher guidance and a large buyback highlights strong current earnings power, while Dimon’s emphasis on macro and market risks underscores the potential for more volatile conditions around future results and capital returns.
Reported Earnings • Jul 15Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: US$7.71 (up from US$5.25 in 2Q 2025). Revenue: US$54.8b (up 30% from 2Q 2025). Net income: US$21.2b (up 45% from 2Q 2025). Profit margin: 39% (up from 35% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 12%. Earnings per share (EPS) also surpassed analyst estimates by 32%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブ更新 • Jul 14JPM: Higher For Longer Rates And AI Investments Will Support Earnings PowerJPMorgan Chase's analyst-derived fair value estimate has been raised by about $9 to $353.95, with analysts pointing to higher price targets supported by firmer capital markets momentum, expectations for steadier revenue trends, and ongoing discussions around loan growth and net interest income under a "higher for longer" rate backdrop. Analyst Commentary Recent research updates on JPMorgan Chase highlight a cluster of higher fair value and price target estimates, with analysts focusing on how the bank could execute against firm capital markets activity, loan growth, and a "higher for longer" rate setup.
ライブニュース • Jul 13JPMorgan Chase Joins Banks in Consortium to Launch Tokenized Deposit Payment NetworkJPMorgan Chase joined a consortium of major banks planning a shared tokenized deposit network, overseen by The Clearing House and aimed at making bank-issued digital money interoperable and providing an alternative to stablecoin-based payments, with launch targeted for next year. The project is designed to connect tokenized bank deposits across multiple institutions, which could influence how JPMorgan Chase handles digital payments, balances regulatory expectations and responds to the growth of stablecoin transactions. JPMorgan Chase shares trade at about $336.47, with the stock up 8.1% over the past 90 days. This coordinated digital money effort signals that large regulated banks, including JPMorgan Chase, are trying to keep more transaction volume within the traditional banking system, which could affect future fee pools, infrastructure spending and how quickly crypto-native payment competitors gain ground.
ライブニュース • Jul 09JPMorgan Chase Mandated on $1.6 Billion Iraq Urea Plant Financing ProjectJPMorgan Chase has been mandated to arrange $1.6 billion in financing for a new urea plant in Basra, Iraq, a project aimed at supporting regional food security, agricultural productivity and local employment, in partnership with export credit agencies. The mandate adds another large, complex international project finance assignment to JPMorgan Chase’s portfolio and reinforces its role in cross-border infrastructure and commodity-linked financing, where banks can earn advisory and arrangement fees. JPMorgan Chase shares trade at $335.47, with the stock up 7.3% over the past 30 days. This Iraq mandate highlights how JPMorgan Chase can use its balance sheet and export-credit relationships to pursue fee-generating roles in real-asset projects, while also taking on country, execution and credit risks that depend on project performance and political stability.
ライブニュース • Jul 08JPMorgan Chase in Early Talks to Acquire Fiserv’s STAR Debit Payments NetworkFiserv is in early talks with several major US banks, including JPMorgan Chase, Bank of America, Wells Fargo and PNC, about selling its STAR Network debit payments business. This move could allow large banks that own such networks to avoid Durbin Amendment caps on debit-card interchange fees. Control of STAR’s infrastructure could give JPMorgan Chase more direct influence over debit routing and economics, potentially reducing reliance on external processors such as Visa and Mastercard in certain transactions. JPMorgan Chase shares trade at about $339.22, with the stock up 8.6% over the past 30 days, as investors weigh the implications of possible changes in debit economics and the broader payments mix. Any acquisition of STAR would likely draw close regulatory and political scrutiny, so execution and policy risk would be central issues to watch.
Seeking Alpha • Jul 07JPMorgan: All-Time High Doesn't Mean Expensive (Earnings Preview)Summary JPMorgan (JPM) enters Q2 earnings season with a favorable setup and the potential for an earnings beat. JPM trades near its all-time high, yet forward P/E and P/B have compressed as earnings estimates outpace price gains. A potential catalyst is an upward revision to NII guidance, reflecting a more hawkish Fed and improved market activity. Key watchpoints include private credit exposure, AI-driven expense moderation, and consumer credit health metrics. Read the full article on Seeking Alpha
ライブニュース • Jul 03JPMorgan AI Leadership to Shift as Teresa Heitsenrether Plans 2026 RetirementJPMorgan Chase’s chief data and analytics officer Teresa Heitsenrether plans to retire at the end of 2026 after nearly 40 years at the bank, with her AI and data responsibilities shifting to chief technology officer Scot Baldry as the firm prepares to roll out autonomously operating AI agents later this year. Concentrating AI, data and technology oversight under the CTO aligns JPMorgan’s AI buildout with its core tech stack, which can affect how quickly new tools reach areas such as risk management, trading and consumer banking. JPMorgan Chase shares trade at $334.47, with the stock up 13.5% over the past 90 days, reflecting solid recent momentum around the time of these leadership and technology updates. The handover gives JPMorgan a long runway for succession planning in a core function, but also places execution risk squarely on the technology organization as AI moves deeper into products and internal decision tools.
ナラティブ更新 • Jun 30JPM: Future Branch Expansion And AI Deployment Will Sustain Earnings PowerThe analyst price target for JPMorgan Chase has been raised from $337.75 to about $344.71. This change reflects updated views from analysts who point to steady revenue momentum, stronger markets and investment banking activity, and slightly firmer profit margin assumptions.
お知らせ • Jun 29JPMorgan Chase & Co.(NYSE:JPM) dropped from Russell 1000 Dynamic IndexJPMorgan Chase & Co.(NYSE:JPM) dropped from Russell 1000 Dynamic Index
ライブニュース • Jun 29JPMorgan Chase Elevates Petno and Rohrbaugh as Co-Presidents in Leadership TransitionJPMorgan Chase appointed Doug Petno and Troy Rohrbaugh as co-presidents, with Petno becoming sole CEO of the Commercial & Investment Bank and Rohrbaugh leading Consumer and Community Banking, while long-time executive Marianne Lake will retire after more than 25 years at the firm; both new co-presidents received retention bonuses that could reach a combined $30 million. The board described the appointments as part of its CEO succession planning for Jamie Dimon and signaled confidence in the bank’s outlook by stating an intention to raise the quarterly dividend in fiscal Q3 2026. JPMorgan Chase shares trade at $329.05, with the stock up 11.9% over the past 90 days. This reshuffle puts succession planning at the center of the JPMorgan Chase story, and investors are likely to focus on how Petno and Rohrbaugh’s performance and alignment with the board’s priorities could influence long-term leadership and capital return decisions.
Recent Insider Transactions • Jun 29Insider recently sold US$1.8m worth of stockOn the 22nd of June, Stacey Friedman sold around 5k shares on-market at roughly US$331 per share. This transaction amounted to 3.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$40m. Insiders have been net sellers, collectively disposing of US$127m more than they bought in the last 12 months.
お知らせ • Jun 27JPMorgan Chase & Co. (NYSE:JPM) announces an Equity Buyback for $50,000 million worth of its shares.JPMorgan Chase & Co. (NYSE:JPM) announces an share repurchase program. Under the program, the company will repurchases up to $50,000 million worth of its common shares.
お知らせ • Jun 26+ 1 more updateJpmorgan Chase & Co. Announces Management ChangesJPMorgan Chase & Co. announced that Doug Petno and Troy Rohrbaugh, Co-CEOs of the Commercial & Investment Bank, had been named Co-Presidents of the company, effective June 25, 2026. Doug Petno became sole CEO of the Commercial & Investment Bank. Troy Rohrbaugh became CEO of Consumer and Community Banking. Marianne Lake, currently CEO of CCB, has decided to retire from the company after more than 25 years of outstanding service. Other leadership roles, including Mary Erdoes, CEO of Asset & Wealth Management, and Jennifer Piepszak, Chief Operating Officer, remained unchanged. The two new Co-Presidents, as well as Erdoes and Piepszak, continued to report to Jamie Dimon. Doug Petno, 61, and Troy Rohrbaugh, 56, were previously Co-CEOs of the Commercial & Investment Bank.
お知らせ • Jun 25JPMorgan Chase & Co. Announces Executive Changes, Effective June 24, 2026JPMorgan Chase & Co. had appointed two of its senior bankers as co-heads of its South-east investment banking business, effective June 24, 2026. Kelvin Goh, head of the Asia-Pacific financial institutions group, and Alfons Halim, head of Asia-Pacific real estate for investment banking, would retain their current roles and take on the additional titles of co-heads. The pair would remain based in Singapore. The move came as Vineet Mishra, the bank’s current head of South-east investment banking, would relocate to London from Singapore to take on a new senior role in the bank’s private capital advisory and solutions team for Europe, the Middle East and Africa. Mishra joined JPMorgan in 2011, and had headed the investment banking team in South-east Asia for the last five years. In his new role, he would originate and execute transactions while supporting the broader franchise. Goh joined JPMorgan in 2022 to lead coverage of its Asia-Pacific financial institutions business; Halim had led the bank’s real estate business since 2024.
お知らせ • Jun 24Identitii Limited Provides Update on US Patent Infringement Claim Against JPMorgan ChaseIdentitii Limited had provided an update on its US patent infringement claim against JPMorgan Chase. On June 22, 2026 (US time), JPMorgan Chase filed an unredacted copy of its opening brief in support of the motion seeking a declaration that the Company’s case is exceptional and requesting an award of attorneys' fees. The brief contains several matters the Company considers shareholders should be aware of. JPMorgan Chase sets out three grounds for its motion, that the Company’s: (1) patent eligibility arguments were objectively weak considering existing precedent; (2) infringement contentions relied on unsourced and unverified material; and (3) claim construction positions shifted repeatedly during the litigation. JPMorgan Chase is seeking approximately USD 4 million in attorneys’ fees. This figure was not previously available publicly on the court’s docket. JPMorgan Chase’s brief references Identitii’s latest quarterly activity report and financial position. JPMorgan Chase is asking the Court not to delay its fee motion pending resolution of the Company’s Federal Circuit appeal. The Company, supported by its US counsel and litigation fund, strongly disagrees with JPMorgan Chase’s characterisation of its conduct and will oppose the motion. The Company’s view is that this is not an exceptional case, and is appealing the District Court’s dismissal of the case on § 101 grounds with the US Court of Appeals for the Federal Circuit. The appeal is unaffected by the fee motion. The Company will continue to update shareholders on material developments in both the fee motion and the appeal. The US patent matter is separate from Identitii’s commercial operations. BNDRY, the Company’s financial crime compliance infrastructure for Australian venues operating electronic gaming machines, continues to operate as normal, unimpacted by the ruling.
ライブニュース • Jun 22JPMorgan Chase to Expand Chase Digital Bank Into Five New European MarketsJPMorgan Chase plans to roll out its Chase digital bank into at least five European countries over the next five years. This extends beyond its current digital operations in the UK and Germany and includes potential expansion into markets such as France, Spain and Italy. Management is aiming to build a broad European retail presence for Chase. The strategy focuses on gathering consumer deposits, generating fee income and establishing longer-term customer relationships in a competitive landscape that includes both incumbent high street banks and newer app-based challengers. JPMorgan Chase shares trade at US$325.22, with the stock up 12.2% over the past 90 days, as investors consider this European retail expansion alongside expectations of regulatory changes and the bank’s wider international plans. The read-through is that JPMorgan Chase is committing substantial resources to consumer banking outside the US, which could diversify funding and revenue but also involves execution and regulatory risk across several different European markets.
お知らせ • Jun 19JPMorgan Chase & Co Announces Management ChangesJPMorgan Chase & Co appointed Anu Aiyengar as global chair of Investment Banking and MA. The bank also named Dorothee Blessing, Kevin Foley, and Jared Kaye as co-heads of Global Investment Banking. Aiyengar joined JP Morgan in 1999.
お知らせ • Jun 16Identitii Limited Provides Update on Patent Infringement Claim Against JPMorgan ChaseIdentitii Limited had provided an update on its US patent infringement claim against JPMorgan Chase. On June 12, 2026 (US time), JPMC filed a motion with the US District Court for the District of Delaware seeking a declaration that the Company’s case is exceptional under 35 U.S.C. § 285 of the Patent Act, and requesting an award of attorneys' fees. The company will oppose this motion. An exceptional case finding under § 285 requires the court to find that the case stands out from others with respect to the substantive strength of Identitii's litigating position or the way it was litigated. Identitii does not accept that this standard is met. In particular, the Company notes that the US Patent and Trademark Office denied JPMC’s own challenges to the validity of the '413 patent. The Company believes this directly supports the legitimacy of its patent and its decision to enforce it. The Company, supported by its US counsel and litigation fund, will file its opposition in accordance with the Court's scheduling procedures, and will continue to update shareholders on developments in both the fee motion and the Federal Circuit appeal. The US patent matter is separate from Identitii’s commercial operations. BNDRY, the Company’s financial crime compliance infrastructure for Australian venues operating electronic gaming machines, continues to operate as normal, unimpacted by the ruling.
ナラティブ更新 • Jun 16JPM: Private Credit And AI Expansion Will Drive Future Stock UpsideAnalysts have nudged their JPMorgan Chase price targets higher by single to double digit dollar amounts, citing updated views on revenue growth, profitability, and valuation. These revised views are now reflected in a modestly adjusted fair value, discount rate, and forward P/E in the model.
分析記事 • Jun 16JPMorgan Chase (JPM) Stock Valuation Check After Strong Multi‑Period ReturnsRecent share performance and business scale JPMorgan Chase (JPM) has attracted attention after recent trading, with the stock last closing at US$319.40. For context, the bank carries a market value of about US$859.4b. Over the past week the share price gained about 2.7%, with a move of roughly 7.2% over the past month and about 11.3% over the past 3 months. Over the past year, the total return is about 20.4%. The group operates across Consumer & Community Banking, Commercial & Investment...
ライブニュース • Jun 12JPMorgan Chase Pursues AI Expansion and Billions in Acquisitions While Managing Policy RisksJPMorgan plans to roll out long-running autonomous AI agents in 2026, building on tools that it says have contributed to a 20% lift in private banking gross sales and could expand client coverage by up to 50%. The bank is also piloting a consumer-facing AI travel agent and setting guardrails around trust, security and liability. The bank is exploring acquisitions in the US$10b to US$20b range over the next few years, targeting areas such as international expansion, payments, asset management and wealth. These efforts are supported by an estimated US$40b to US$50b in excess capital and ongoing work on tokenized money-market funds. JPMorgan remains a leading financier of fossil fuels with US$58b in funding last year, faces a DOJ subpoena over alleged politically motivated account closures, and is an investor in Jeff Bezos-led AI company Prometheus, which recently raised US$12b at a US$41b valuation. Overall, JPMorgan is leaning into AI, digital assets and potential M&A while also carrying reputational and regulatory questions related to fossil-fuel exposure and account-closure practices. For investors, this combination of technology investment, acquisition capacity and regulatory scrutiny underscores both growth-oriented initiatives and notable policy and ESG risks to monitor.
お知らせ • Jun 12Identitii Provides Update on Its US Patent Infringement Claim Against JPMorgan ChaseIdentitii provided the following update on its US patent infringement claim against JPMorgan Chase. The company had filed a Notice of Appeal with the United States Court of Appeals for the Federal Circuit, appealing the District Court's decision of May 29, 2026 that granted the motion to dismiss with prejudice, filed by JPMorgan Chase. The appeal covers the dismissal order itself, the District Court's written opinion explaining its reasoning, and any related rulings or findings connected to that decision. By filing this appeal, Identitii is seeking to have the dismissal overturned and the case reinstated. The US patent matter is separate from Identitii's commercial operations. BNDRY, the Company's financial crime compliance infrastructure for Australian venues operating electronic gaming machines, continues to operate as normal, unimpacted by the claim.
ライブニュース • Jun 04JPMorgan Eyes Major Acquisition Push and SpaceX IPO Role Leveraging Unused US$50 Billion CapitalCEO Jamie Dimon signaled interest in a potential acquisition of up to US$20b, targeting areas such as international expansion, payments, asset management and wealth management, supported by what the bank describes as US$40b to US$50b of capital above regulatory requirements. JPMorgan is playing a central role in the run-up to SpaceX’s planned US$1.8t IPO, engaging more than 2,500 high-net-worth clients and using its 5,000-branch network to reach retail investors for an offering expected to raise at least US$75b. The bank is also launching auto-callable notes tied to its Multi-Asset Index, while expanding its footprint in Texas and organizing trips to Venezuela as investors revisit that country’s debt and oil-linked opportunities. Taken together, JPMorgan is using its large capital cushion and broad distribution to position itself at the center of dealmaking, capital markets activity and new product issuance rather than relying only on traditional lending and deposits. For you, the key questions are how effectively the bank deploys excess capital, how regulators respond to any large acquisition, and how much risk is embedded in structured products and emerging-market engagements such as Venezuela.
お知らせ • Jun 04+ 1 more updateJPMorgan Chase & Co. to Report Q3, 2026 Results on Oct 13, 2026JPMorgan Chase & Co. announced that they will report Q3, 2026 results at 6:45 AM, US Eastern Standard Time on Oct 13, 2026
ナラティブ更新 • Jun 02JPM: Private Credit Discipline And AI Expansion Will Drive Future UpsideAnalyst price targets for JPMorgan Chase have shifted modestly, with a mixed set of recent target raises and cuts translating into a slightly lower implied fair value of about $387, as analysts factor in a marginally higher discount rate, slightly firmer revenue growth assumptions, a small adjustment to profit margin, and a higher future P/E multiple. Analyst Commentary Recent Street research on JPMorgan Chase reflects an active period of reassessment, with several bullish analysts lifting price targets and highlighting what they see as solid execution and earnings power, even as a few firms temper their views with target cuts.
Declared Dividend • May 21First quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th July 2026 Payment date: 31st July 2026 Dividend yield will be 2.0%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (28% payout ratio) and is expected to be well covered in 3 years' time (28% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 19JPMorgan Chase & Co. Declares Quarterly Common Stock Dividend, Payable on July 31, 2026The Board of Directors of JPMorgan Chase & Co. declared a quarterly dividend of $1.50 per share on the outstanding shares of the common stock of JPMorganChase. The dividend is payable on July 31, 2026, to stockholders of record at the close of business on July 6, 2026.
ナラティブ更新 • May 18JPM: Branch Expansion And Heavy Tech Spending Will Face Mixed Credit And Governance RisksThe analyst price target for JPMorgan Chase has moved higher to $298.09 from $288.00, reflecting analyst views that modestly stronger revenue growth, slightly higher profit margins, and an updated future P/E assumption support a higher valuation. Analyst Commentary Recent research shows a mix of optimism and caution around JPMorgan Chase, with several firms adjusting price targets and ratings as they reassess revenue outlooks, spending plans, and risk in specific lending areas such as private credit.
Recent Insider Transactions • May 17Insider recently sold US$2.0m worth of stockOn the 15th of May, Mary Erdoes sold around 7k shares on-market at roughly US$298 per share. This transaction amounted to 1.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$40m. Insiders have been net sellers, collectively disposing of US$129m more than they bought in the last 12 months.
お知らせ • May 07Chase Announces Modern Banking Solutions for Young AdultsChase announced accelerated efforts to better serve young adults ages 18–24 and customers new to banking, with products, experiences and support designed around how they manage money, build credit and plan for the future. For many young adults, financial stress is high, and small steps can make a big difference. Chase is investing across products and experiences to deliver more value, control and convenience—with support on customers’ terms. New research highlights what young adults want from their bank. Young adults want a bank that fits how they live: digital every day, in-person when it matters and built to help them stay on track. A survey found: Digital-first, not digital-only: about 1 in 2 (49%) say strong mobile tools and in-person access are equally important. Savings pressure is real: 64% say they can’t build savings or rely on financial support to make ends meet. The American Dream is shifting toward stability: for young adults, it’s led by building a successful career (56%) and achieving financial independence (53%); half (50%) define it as affording daily expenses without stress. Convenience counts: 43% prioritize ATM access and availability when choosing a bank. Grounded in what young adults say they need most, Chase’s approach is anchored in four pillars: a compelling, easy-to-understand product set; practical education and resources designed for on-the-go access; everyday convenience through a modern digital experience, paired with in-person support and expert guidance; all backed by Chase’s strength and security. Chase is expanding its lineup of simple, transparent accounts and tools that help young adults and customers new to banking build healthy habits and credit from day one. Secure Banking: a simple checking account designed to help young adults manage everyday spending and stay on track. Built for peace of mind, Secure Banking account holders can only spend the money they have so there are no overdraft fees, no fees for money orders or cashier’s checks, direct deposit up to two days early, plus identity monitoring and budgeting/spending tools. To make it even more accessible, Chase has expanded the monthly service fee waiver to all customers ages 17–24, whether they are in college, working or taking another path. Secure Banking also now supports incoming wire transfers and allows 17-year-olds to open accounts in-branch. Chase Savings: extends the existing monthly service fee waiver for customers under 18 through age 24. Freedom Rise Credit Card: designed for new-to-credit customers—including young adults—who want to start building credit responsibly. Credit Journey: helps customers understand where their credit stands, what’s influencing it, track progress over time and take practical steps toward stronger credit and greater financial independence. New mobile app experience for young adults: co-created with customers ages 18–24, this enhanced Chase app experience is designed to make everyday money management faster and easier. The updated home screen brings key actions to the forefront, including quicker access to recent transactions, a reimagined wallet, prominent Zelle access and easy external account linking. It also features a refreshed monthly spend view and contextual next steps that help customers save automatically, stay on track with spending, build credit and manage payments over time. Chase is expanding practical education and resources that young adults say they want most: quick, clear guidance on everyday money decisions. Through Chase Money Skills and other learning modules, customers can access bite-sized content on topics like budgeting, building credit and managing bills alongside tools that translate guidance into action. Customers can also access in-person financial health workshops led by Chase Community Managers in communities across the country.
Recent Insider Transactions • May 07Chief Operating Officer recently sold US$1.5m worth of stockOn the 5th of May, Jennifer Piepszak sold around 5k shares on-market at roughly US$309 per share. This transaction amounted to 5.5% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$40m. Jennifer has been a net seller over the last 12 months, reducing personal holdings by US$8.6m.
ナラティブ更新 • May 01JPM: Private Credit Discipline And ROTCE Focus Will Drive Future UpsideAnalysts have nudged the fair value estimate for JPMorgan Chase slightly lower to about $389.92. Recent price target revisions, both higher and lower, reflect refreshed views on revenue growth prospects, profit margins, and a more conservative future P/E multiple.
お知らせ • Apr 21JPMorgan Chase & Co. Appoints Admiral Sir Tony Radakin to the SRI External Advisory CouncilJPMorgan Chase & Co. announced its intention to appoint Admiral Sir Tony Radakin, the former Chief of the U.K. Defence Staff, to the SRI External Advisory Council. Admiral Radakin will operate alongside more than a dozen accomplished leaders from both the public and private sectors, who help guide the initiative’s long-term strategy. His appointment is subject to regulatory approval.
Recent Insider Transactions • Apr 17Chairman & CEO recently sold US$40m worth of stockOn the 15th of April, James Dimon sold around 130k shares on-market at roughly US$307 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. James has been a net seller over the last 12 months, reducing personal holdings by US$61m.
ナラティブ更新 • Apr 17JPM: Branch Expansion And Heavy Tech Spending Will Confront Mixed Regulatory SignalsThe updated analyst price target for JPMorgan Chase is now $288.00, reflecting analysts’ consideration of slightly lower revenue growth and profit margin assumptions, along with a modestly reduced discount rate and future P/E multiple based on recent research commentary. Analyst Commentary Recent Street research on JPMorgan Chase includes a mix of higher and lower price targets, as well as changes in ratings and list inclusion.
お知らせ • Apr 16JPMorgan Chase & Co. Reports Net Charge Offs for the First Quarter Ended March 31, 2026JPMorgan Chase & Co. reported net charge offs for the first quarter ended March 31, 2026. For the quarter, the company reported net charge-offs of $2,316 million compared to $2,332 million a year ago.
Reported Earnings • Apr 15First quarter 2026 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2026 results: EPS: US$5.95 (up from US$5.08 in 1Q 2025). Revenue: US$47.3b (up 13% from 1Q 2025). Net income: US$16.1b (up 13% from 1Q 2025). Profit margin: 34% (in line with 1Q 2025). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.9%. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 8.1% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 08JPMorgan Chase & Co., Annual General Meeting, May 19, 2026JPMorgan Chase & Co., Annual General Meeting, May 19, 2026.
ナラティブ更新 • Apr 02JPM: Future Spending On Branch And Card Expansion Will Sustain Earnings PowerJPMorgan Chase's updated analyst price target reflects a modest trim of about $7 per share to $337.75, as analysts factor in recent target reductions, a slightly lower implied future P/E, and ongoing conversations around spending, earnings power, and risk management across the large bank group. Analyst Commentary Recent research on JPMorgan Chase shows a mix of optimism and caution as analysts reassess price targets, earnings power, and spending plans.
Recent Insider Transactions • Mar 31Insider recently sold US$128k worth of stockOn the 23rd of March, Robin Leopold sold around 433 shares on-market at roughly US$295 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$21m. Insiders have been net sellers, collectively disposing of US$125m more than they bought in the last 12 months.
Recent Insider Transactions Derivative • Mar 29Insider exercised options and sold US$14m worth of stockOn the 25th of March, Mary Erdoes exercised options to acquire 47k shares at no cost and sold these for an average price of US$295 per share. This trade did not impact their existing holding. Since June 2025, Mary's direct individual holding has increased from 608.41k shares to 613.41k. Company insiders have collectively sold US$262m more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Mar 20Fourth quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th April 2026 Payment date: 30th April 2026 Dividend yield will be 2.1%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (29% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 19JPMorgan Chase & Co. announces Quarterly dividend, payable on April 30, 2026JPMorgan Chase & Co. announced Quarterly dividend of USD 1.5000 per share payable on April 30, 2026, ex-date on April 06, 2026 and record date on April 06, 2026.
ナラティブ更新 • Mar 19JPM: Durable Earnings Power Will Offset Elevated Spending On Growth InitiativesJPMorgan Chase's updated analyst price target has shifted from about $328 to roughly $345. Analysts attribute this change to stronger expected revenue growth, slightly higher profit margins, and a modestly lower assumed discount rate, supported by recent research that highlights resilient credit quality, updated investor day guidance, and generally constructive views on large diversified banks.
お知らせ • Mar 18JPMorgan Chase & Co. to Report Q1, 2026 Results on Apr 14, 2026JPMorgan Chase & Co. announced that they will report Q1, 2026 results at 7:00 AM, US Eastern Standard Time on Apr 14, 2026
Board Change • Mar 12High number of new directorsIndependent Director Michele Buck was the last director to join the board, commencing their role in 2025.
お知らせ • Mar 05+ 3 more updatesJPMorgan Chase & Co. to Report Q4, 2027 Results on Jan 14, 2028JPMorgan Chase & Co. announced that they will report Q4, 2027 results at 6:45 AM, US Eastern Standard Time on Jan 14, 2028
ナラティブ更新 • Mar 04JPM: Higher ROTCE And Capital Return Are Expected To Drive UpsideNarrative Update: JPMorgan Chase We are lifting our analyst price target for JPMorgan Chase to $400 from $391, reflecting analysts' updated views that factor in stronger assumed revenue growth, a slightly lower discount rate, and a modestly lower future P/E and profit margin profile following recent research and the company's investor updates. Analyst Commentary Recent Street research around JPMorgan Chase has been active on both sides, but the more optimistic voices are highlighting specific earnings drivers, capital return themes, and fee income opportunities that they believe are not fully reflected in current market expectations.
Recent Insider Transactions Derivative • Feb 20Chairman & CEO notifies of intention to sell stockJames Dimon intends to sell 70k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of February. If the sale is conducted around the recent share price of US$307, it would amount to US$21m. For the year to December 2019, James' total compensation was 4% salary and 96% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2025, James' direct individual holding has decreased from 6.61m shares to 6.35m. Company insiders have collectively sold US$281m more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Feb 18Insider recently sold US$1.8m worth of stockOn the 17th of February, Mary Erdoes sold around 6k shares on-market at roughly US$306 per share. This transaction amounted to less than 1% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$2.7m. Insiders have been net sellers, collectively disposing of US$342m more than they bought in the last 12 months.
ナラティブ更新 • Feb 18JPM: Higher Spending And Branch Expansion Will Face Test From Regulatory ShiftsOur JPMorgan Chase narrative price target edges up from $280.00 to about $283.37 as analysts adjust their long term assumptions. This reflects slightly higher expected revenue growth and a higher future P/E multiple, while still watching how increased spending translates into market share and returns.
Reported Earnings • Feb 17Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$20.05. Revenue: US$168.2b (flat on FY 2024). Net income: US$55.7b (down 2.1% from FY 2024). Profit margin: 33% (down from 34% in FY 2024). Net interest margin (NIM): 2.50% (down from 2.63% in FY 2024). Cost-to-income ratio: 52.0% (up from 51.0% in FY 2024). Non-performing loans: 0.66% (no change from 0.66% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.4%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Banks industry in the US.
お知らせ • Feb 14JPMorgan Chase & Co. Appoints Guy Halamish as Chief Operating Officer for Commercial and Investment Banking DivisionJPMorgan Chase & Co. has appointed Guy Halamish as chief operating officer for its commercial and investment banking division. He will be responsible for oversight of the bank's expansion of AI tools across these business areas. Halamish, who has worked at the bank for over 20 years, will collaborate with the leaders of markets, global banking, payments, and securities services. According to an internal communication issued this week, his responsibilities include appointing chief data and analytics officers for each division to maximise the impact of AI. In the memo, co-heads Doug Petno and Troy Rohrbaugh indicated that the newly established team will play a critical role in shaping the data and analytics strategy, ensuring data quality and governance, developing platforms, and unlocking value from firmwide data assets. Nearly three years ago, Jamie Dimon named Teresa Heitsenrether as chief data and analytics officer to lead AI efforts firm-wide. Halamish and his group will work alongside Heitsenrether's teams as part of this initiative.
お知らせ • Feb 13Jpmorgan Chase & Co Appoints Burkhard Koep as Global Head of Communications Investment BankingJPMorgan Chase & Co has appointed Burkhard Koep as global head of communications investment banking. Koep will continue to be based in Switzerland and report to Eric Menell, the bank's global head of media and communications investment banking.
ナラティブ更新 • Feb 04JPM: Premium Pricing Will Face Test From Credit And Regulatory PressuresAnalysts have nudged their price targets on JPMorgan Chase higher, citing continued best in class execution, refreshed earnings estimates, and support from factors like balance sheet growth, capital return capacity, and potential benefits from partnerships such as the Apple Card program transfer. Analyst Commentary Recent research has generally framed JPMorgan as a high quality bank with strong execution, but not all commentary is unqualifiedly positive.
お知らせ • Jan 29JP Morgan Payments Announces Appointment of Zachary Anderson as Chief Data and Analytics OfficerJP Morgan Payments has announced that it has appointed a chief data and analytics officer. The company has appointed NatWest's Zachary Anderson to the position. At NatWest, the executive served as chief data and analytics officer, head of open banking, personalisation and AI.
お知らせ • Jan 24JPMorgan Chase & Co. (NYSE:JPM) completed the acquisition of WealthOS Limited from nVentures PTE LTD and others.JPMorgan Chase & Co. (NYSE:JPM) acquired WealthOS Limited from nVentures PTE LTD and others on January 23, 2026. JPMorgan Chase & Co. (NYSE:JPM) completed the acquisition of WealthOS Limited from nVentures PTE LTD and others on January 23, 2026.
お知らせ • Jan 23JPMorgan Chase & Co. Issues Statement Regarding President Trump’s LawsuitJPMorgan Chase & Co. issued a statement on January 22, 2026. While the company regrets that President Trump has sued it, the company believes the suit has no merit. The company respects the President’s right to sue and its right to defend itself, noting that is what courts are for. The company does not close accounts for political or religious reasons but does so when they create legal or regulatory risk. The company regrets having to do so but explains that rules and regulatory expectations often lead to this outcome. It has been asking both the current and prior administrations to change the rules that put it in this position and supports the current Administration’s efforts to prevent the weaponization of the banking sector.
ナラティブ更新 • Jan 21JPM: Fair Value View Balances Apple Card Shift And Execution RisksAnalysts have lifted their fair value estimate for JPMorgan Chase to $280, citing higher assumed revenue growth, slightly stronger profit margins, and a lower forward P/E in light of recent price target increases and supportive research commentary. Analyst Commentary Recent Street research on JPMorgan Chase points to a mixed setup, with several firms lifting price targets and others striking a more cautious tone.
Recent Insider Transactions • Jan 18Chief Operating Officer recently sold US$2.7m worth of stockOn the 16th of January, Jennifer Piepszak sold around 9k shares on-market at roughly US$313 per share. This transaction amounted to 11% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Jennifer has been a net seller over the last 12 months, reducing personal holdings by US$8.0m.
Recent Insider Transactions Derivative • Jan 16Insider exercised options and sold US$8.7m worth of stockOn the 13th of January, Mary Erdoes exercised options to acquire 27k shares at no cost and sold these for an average price of US$319 per share. This trade did not impact their existing holding. Since March 2025, Mary's direct individual holding has decreased from 622.47k shares to 601.94k. Company insiders have collectively sold US$498m more than they bought, via options and on-market transactions in the last 12 months.
Reported Earnings • Jan 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: US$20.05. Revenue: US$168.2b (flat on FY 2024). Net income: US$55.7b (down 2.1% from FY 2024). Profit margin: 33% (down from 34% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Banks industry in the US.
お知らせ • Jan 09Jp Morgan Appoints Arne Martin Moen as Head of Securities ServicesJP Morgan has announced that it has selected a head of securities services. The US-based banking firm has appointed Arne Martin Moen to the position. He will function in the Nordics region and this is a new position at the firm. Based in Oslo, Moen will focus on the firm's growth strategy. Moen has more than 20 years of experience in asset management.
お知らせ • Jan 08+ 1 more updateJPMorgan Chase & Co. (NYSE:JPM) entered into an agreement to acquire Apple credit card portfolio with approximately $20 billion card balances from The Goldman Sachs Group, Inc. (NYSE:GS).JPMorgan Chase & Co. (NYSE:JPM) entered into an agreement to acquire Apple credit card portfolio with approximately $20 billion card balances from The Goldman Sachs Group, Inc. (NYSE:GS) on January 7, 2026. The transaction includes associated accounts in the Apple Card program. J.P. Morgan Securities LLC acted as financial advisor for JPMorgan Chase & Co. Goldman Sachs & Co. LLC acted as financial advisor for The Goldman Sachs Group, Inc.
ナラティブ更新 • Jan 06JPM: Earnings Beat And Higher ROTCE Are Expected To Drive UpsideNarrative Update The analyst price target for JPMorgan Chase has moved from US$375 to US$391 as analysts factor in the recent Q3 earnings beat, higher return on tangible common equity, updated net interest income guidance into 2025, and revised assumptions around margins, revenue growth, discount rate, and future P/E. Analyst Commentary Bullish analysts are responding positively to JPMorgan Chase's recent Q3 results and refreshed guidance, and that is feeding into higher price targets and a constructive view on execution and earnings power.
Upcoming Dividend • Dec 30Upcoming dividend of US$1.50 per shareEligible shareholders must have bought the stock before 06 January 2026. Payment date: 31 January 2026. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of American dividend payers (4.4%). Lower than average of industry peers (2.3%).
ナラティブ更新 • Dec 19JPM: Strong ROTCE And Loan Growth Are Expected To Drive UpsideAnalysts have raised their fair value estimate for JPMorgan Chase to $375 from $350. This reflects increased confidence in stronger revenue growth, resilient profitability, and sustained post-earnings momentum that supports higher price targets across the Street.
Declared Dividend • Dec 12Third quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th January 2026 Payment date: 31st January 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (30% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 11JPMorgan Chase & Co. announces Quarterly dividend, payable on January 31, 2026JPMorgan Chase & Co. announced Quarterly dividend of USD 1.5000 per share payable on January 31, 2026, ex-date on January 06, 2026 and record date on January 06, 2026.
お知らせ • Dec 09+ 1 more updateJPMorgan Chase & Co. Announces Resignation of Todd A. Combs as Member of the Board of Directors, Effective December 7, 2025On December 7, 2025, Todd A. Combs notified JPMorgan Chase & Co. (the "Company") of his intention to resign as a member of the Board of Directors, effective December 7, 2025. Mr. Combs’ resignation is not the result of any disagreement with the Company.
ナラティブ更新 • Dec 05JPM: Earnings And ROTCE Strength Will Offset Rising Expenses And Cybersecurity RisksAnalysts have modestly raised their price target on JPMorgan Chase, reflecting a slightly lower implied cost of equity and continued confidence in the bank's strong earnings momentum, robust ROTCE performance, and improving loan growth backdrop. Updated targets now cluster in the low to mid $300s per share.
ナラティブ更新 • Nov 21JPM: Recent Earnings Momentum And New Ventures Will Balance Expense Pressures AheadJPMorgan Chase’s analyst price target saw a modest increase to approximately $328. Analysts cited the company's recent earnings beat and stronger loan growth as supportive factors for the upward revision.
ナラティブ更新 • Nov 06JPM: Recent Guidance And New Initiatives Will Shape Sector Leadership Amid Ongoing RisksJPMorgan Chase's analyst price target has been modestly increased by $1.26 per share to $327.70. Analysts point to the firm's recent earnings beat and improved growth guidance as supporting factors for the upward revision.
お知らせ • Nov 01JPMorgan Chase & Co. Appoints Eric Hirschfield as Vice Chair for Its Diversified Industries BusinessJPMorgan Chase & Co. announced the appointment of former Rothschild executive Eric Hirschfield as the vice chair for its diversified industries business, Reuters has reported. The appointment comes as investment banking activities have been picking up.
お知らせ • Oct 31Jpmorgan Chase & Co. Appoints Head of Investment Banking ChangesJPMorgan Chase & Co. announced the appointment of a sole head for investment banking. The firm has appointed Dorothee Blessing as sole head of JPMorgan's investment banking business. Her current co-head, Jay Horine, will lead a new initiative to invest in US companies. Horine will lead an initiative that will invest in US companies that are critical to national security.
ナラティブ更新 • Oct 23Analysts Boost JPMorgan Chase Price Target Amid Strong Earnings and Upgraded Growth OutlookJPMorgan Chase's analyst price target has been revised upward by $5 to $326.43. Analysts highlight strong recent earnings, robust balance sheet growth, and improved revenue outlook despite elevated expenses.
お知らせ • Oct 17Scott+Scott Files Lawsuit Against Jpmorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, Pnc, and TruistScott+Scott Attorneys at Law LLP filed a class action lawsuit on behalf of two California and Colorado residents against some of the nation’s leading banks, including JPMorgan Chase, Bank of America, Wells Fargo, Citibank, U.S. Bank, PNC, and Truist. The lawsuit of nationwide significance was filed in the United States District Court for the District of Connecticut and alleges that the largest U.S. banks conspired to fix, raise, and stabilize the rate charged to their most creditworthy customers for short-term loans, commonly referred to as “prime rates.” These prime rates, which control the interest rates on millions of consumer and small-business loans, are collected and regularly published by The Wall Street Journal as the Wall Street Journal Prime Rate (“WSJ Prime Rate”). The WSJ Prime Rate, in turn, governs the interest rates most Americans pay on their credit cards and home equity loans. The litigation alleges that by coordinating their interest rates for prime customers, defendant banks not only charged their prime loan customers supracompetitive rates, but also artificially inflated interest rates for millionsof loans explicitly tied to the WSJ Prime Rate, reaping billions in profits. The antitrust class action lawsuit alleges conspiracy and rate fixing related to a variety of financial products, including HELOC (Home Equity Lines of Credit) and Consumer Credit Cards. The case is: Normandin et al. v. JP Morgan Chase Bank, N. A et al. No. 3:25-cv-01749, (D. CT).
お知らせ • Oct 16JPMorgan Chase & Co. Reports Net Charge-Offs for the Third Quarter Ended September 30, 2025JPMorgan Chase & Co. reported net charge-offs for the third quarter ended September 30, 2025. For the quarter, the company reported net charge-offs $2,593 million as compared to $2,087 million a year ago.
お知らせ • Oct 15+ 1 more updateJPMorgan Chase & Co. (NYSE:JPM) acquired an additional unknown minority stake in Curro Holdings Limited (JSE:COH).JPMorgan Chase & Co. (NYSE:JPM) acquired an additional unknown minority stake in Curro Holdings Limited (JSE:COH) on October 15, 2025. JPMorgan Chase & Co. now holds 5.01% stake in Curro Holdings Limited's total issued ordinary share capital. JPMorgan Chase & Co. (NYSE:JPM) completed the acquisition of an additional unknown minority stake in Curro Holdings Limited (JSE:COH) on October 15, 2025.
Reported Earnings • Oct 14Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: US$5.08 (up from US$4.38 in 3Q 2024). Revenue: US$43.0b (up 8.8% from 3Q 2024). Net income: US$14.0b (up 12% from 3Q 2024). Profit margin: 33% (in line with 3Q 2024). Revenue exceeded analyst estimates by 1.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.4%. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Banks industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 36% per year, which means it is tracking significantly ahead of earnings growth.
ナラティブ更新 • Oct 09Digital Banking And Tokenization Will Unlock Future ValueJPMorgan Chase's analyst price target has been increased by approximately $10 to $320.96, as analysts point to improved capital markets activity, stronger revenue growth, and reduced discount rates as factors driving the positive revision. Analyst Commentary Recent analyst commentary on JPMorgan Chase underscores a largely optimistic outlook, anchored by multiple price target increases and favorable assessments of the bank's recent financial performance.
お知らせ • Oct 06JP Morgan Appoints Conor Hillery as Co-Chief Executive of the Group’s Operations Across Europe, Middle East and AfricaJP Morgan has named Irishman Conor Hillery as co-chief executive of the group’s operations across Europe, Middle East and Africa (EMEA). Mr. Hillery, son of the late one-time Fianna Fáil TD Brian Hillery, will share CEO duties for the region with Frenchman Matthieu Wiltz. They take a step up from being deputy CEOs of EMEA after their predecessor, Filippo Gori, had to move to New York this summer because of the demands of his role as co-head of global banking. Mr. Hillery, whose maternal grandfather was stockbrokers Davy co-founder Eugene Davy, will retain existing responsibilities as head of investment banking across EMEA. Originally from Dublin, Mr. Hillery completed a bachelor of commerce degree in University College Dublin (UCD) before training as a chartered accountant with KPMG. He subsequently joined Kleinwort Benson in London, before moving to stockbrokers Cazenove in 2002. JP Morgan bought Cazenove in 2010. Mr. Hillery served as co-head of UK investment banking at the group from 2013 until 2016. He subsequently became co-heading the firm’s financial institutions group globally. In 2020, he was appointed co-head of investment banking for the EMEA region, before being named as sole head in 2024. The co-CEOs will report to US-based Mary Erdoes, CEO of asset and wealth management, and Doug Petno and Troy Rohrbaugh, co-CEOs of commercial and investment banking.
ナラティブ更新 • Sep 25Digital Banking And Tokenization Will Unlock Future ValueJPMorgan Chase’s consensus analyst price target has been revised upward as strong quarterly results, improved profitability outlook, and increased capital return flexibility outweigh near-term valuation concerns, lifting the fair value from $306.17 to $310.48. Analyst Commentary Bullish analysts highlight strong quarterly results, with EPS beats and upward revisions to net interest income guidance driven by loan growth, favorable yield curve, and robust deposit flows.
分析記事 • Sep 24JPMorgan Chase's (NYSE:JPM) Upcoming Dividend Will Be Larger Than Last Year'sJPMorgan Chase & Co. ( NYSE:JPM ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Sep 23JPMorgan Chase & Co. Announces Board AppointmentsJPMorgan Chase announced the hire of three bankers to enhance its mid-cap investment banking business. Rohan Juneja is to be based in New York as a managing director and is to cover media and communications. Ryan Lake, who most recently worked at Arlington Capital Advisors, has joined as a managing director. Lauren Vitale, who joined from Lincoln International, joined as an executive director based in Chicago.
Declared Dividend • Sep 19Second quarter dividend of US$1.50 announcedShareholders will receive a dividend of US$1.50. Ex-date: 6th October 2025 Payment date: 31st October 2025 Dividend yield will be 1.8%, which is lower than the industry average of 3.2%. Sustainability & Growth Dividend is well covered by earnings (27% payout ratio) and is expected to be well covered in 3 years' time (31% forecast payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 13% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Sep 18JPMorgan Chase & Co. announces Quarterly dividend, payable on October 31, 2025JPMorgan Chase & Co. announced Quarterly dividend of USD 1.5000 per share payable on October 31, 2025, ex-date on October 06, 2025 and record date on October 06, 2025.
お知らせ • Sep 13JPMorgan Appoints Francisco 'Cisco' Abularach as Co-Head for Infrastructure Investment BankingJPMorgan Chase announced the appointment of a global co-head of infrastructure investment banking. The firm has appointed former Citigroup Inc. dealmaker Francisco 'Cisco' Abularach to the position. He joined the firm two months ago to lead the team in Europe.
お知らせ • Sep 05Jpmorgan Chase & Co. Appoints Sarah Catania as the Head of Its Private Banking Business for Continental EuropeJPMorgan Chase & Co. has announced the hire of a new continental head for Europe. The firm has announced the appointment of Sarah Catania as the head of its private banking business for continental Europe. The bank also announced the appointment of Pietro Sala as market manager for JPMorgan Private Bank in Italy and Greece.
