JPM's fortress balance sheet and dominant investment banking franchise capture market share through cycles. Capital markets activity recovering with M&A and IPO pipeline rebuilding. Net interest income at peak as deposit costs normalize. However Dimon succession overhang and credit normalization pace bear watching.
Thesis reviewed May 29, 2026
JPMorgan Chase & Co. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β93% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β93% | AVOID |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β94% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β94% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β94% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β93% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β94% | AVOID |
Investors who hold JPM may also have indirect exposure through these country funds.
M&A volumes hit highest since 2021
JPM card delinquencies stabilizing
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Donald J. TrumpFL | R | Buy | $100kβ$250k | Mar 2, 26 | -0.3% |
| Donald J. TrumpFL | R | Buy | $100kβ$100k | Mar 12, 26 | -0.3% |
| Sheldon Whitehouse | Sell | $15kβ$50k | Apr 13, 26 | -2.7% | |
| Elizabeth FletcherTX | D | Sell | $1kβ$15k | Apr 8, 26 | -4.2% |
| Donald J. TrumpFL | R | Buy | $1.0Mβ$5.0M | Mar 2, 06 | -2.9% |
| Jonathan JacksonIL | D | Buy | $1kβ$15k | Jan 20, 26 | +1.1% |
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 29, 26 | -2.4% |
| David J. TaylorOH | R | Buy | Unknown amount | Feb 2, 26 | -2.4% |
| Katie Britt | Sell | $1kβ$15k | Jan 28, 26 | -1.8% | |
| Katie Britt | Buy | $1kβ$15k | Apr 14, 25 | -0.1% | |
| Markwayne Mullin | Buy | $50kβ$100k | Dec 29, 25 | -3.7% | |
| Roger WilliamsTX | R | Buy | $1kβ$15k | Dec 22, 25 | -2.7% |
| Julia LetlowLA | R | Buy | $1kβ$15k | Oct 23, 24 | -3.2% |
| Angus S King, Jr. | Buy | $1kβ$15k | Jul 21, 25 | +4.2% | |
| John Boozman | Sell | $1kβ$15k | Jul 24, 25 | +4.2% | |
| Shelley M Capito | Sell | $1kβ$15k | Jul 18, 25 | +3.2% | |
| Thomas H Tuberville | Sell | $15kβ$50k | Apr 15, 25 | +14.1% | |
| John Boozman | Sell | $1kβ$15k | Apr 8, 25 | +14.9% | |
| John Boozman | Sell | $1kβ$15k | Feb 5, 25 | +24.5% | |
| Shelley M Capito | Sell | $1kβ$15k | Jan 17, 25 | +11.1% |