Geopolitical signals are not creating a directional thesis for JPMorgan. EM exposure is well-diversified. No OSINT thesis.
| Ticker | Company | Score | Gap | Signal Δ | Action |
|---|---|---|---|---|---|
| V | Visa Inc. | 43 | -10% | ↓2% | AVOID |
| MELI | MercadoLibre | 43 | -14% | ↓2% | AVOID |
| SAN | Banco Santander SA | 43 | +16% | ↓2% | EARLY |
| SCHW | The Charles Schwab Corporation | 43 | +4% | ↓2% | EARLY |
| AIG | American International Group, Inc. | 43 | +3% | ↓2% | NEUTRAL |
| PGR | The Progressive Corporation | 43 | +8% | ↓2% | EARLY |
| MET | MetLife, Inc. | 43 | +2% | ↓2% | NEUTRAL |
Estimates · Yahoo Finance · Not audited figures