Seeking Alpha

JPM
JPMorgan Chase & Co. - NYSE

4/25/2014, 12:59 AM ET
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  • Bank Earnings Reports: Citigroup Versus JPMorgan Chase
    John M. Mason Tue, Apr. 15 8 Comments

    Summary

    • Citigroup reports higher earnings.
    • Citigroup needed some good news given recent news that the Federal Reserve would not approve Citi paying dividends or buying back stock.
    • Also, Citi discovered another fraud case out of Mexico.
  • JPMorgan: Nibble The Dip?
    Shiv Kapoor Sun, Apr. 13 8 Comments

    Summary

    • JPMorgan reported results which disappointed investors. However, the results did have a couple of positives for long-term investors.
    • The first positive was the absence of "items" from earnings. It is very bullish if the gap between core earnings and as reported earnings narrows towards the core.
    • The second positive was clarification that the $6.5 billion buyback plan included $1.5 billion to offset employee issuances, thus implying $5 billion shareholder value being returned.
    • A rise in sustainable earnings and adjusted payout ratio is very bullish for a future period when risk aversion levels might decline.
  • Bank Earnings Reports: JPMorgan Chase Versus Wells Fargo
    John M. Mason Sun, Apr. 13 3 Comments

    Summary

    • Wells Fargo net earnings up 14 percent.
    • JPMorgan Chase net earnings down 19 percent.
    • These results exemplify two different banking business models.
  • JPMorgan Deserves To Be Down After Reporting Decreased Revenues
    Abba's Aces Sat, Apr. 12 4 Comments

    Summary

    • The company missed earnings and revenue estimates, and both were less than the prior year.
    • I would wait to step into the stock until it yields 3% at least.
    • The two smaller segments of the bank were the only segments to increase revenues.
  • JPM Board Showers Dimon With Goodies, Following $20 Billion In Fines And Bad Results
    Don Dion Fri, Apr. 11 14 Comments

    Summary

    • After paying billions in fines to the Obama Administration, the JPM board granted CEO Jamie Dimon millions in compensation.
    • JPM reported a decrease in profits, and settled its legal issues for a stunning $20 billion in losses for shareholders.
    • Given the conflict between executive compensation and institutional performance, JPM shareholders should take profits now.
  • Bank Of America, JPMorgan Kick Off Upcoming Mega Bank Results
    Don Dion Thu, Apr. 10 21 Comments

    Summary

    • The first quarter of 2014 was disappointing for BAC and JPM in several regards, notably an outpouring of bad publicity, surrounding civil and criminal investigations, as well as certain aspects.
    • JPM kicks off Q1 earnings for several megabanks on April 11, 2014.
    • BAC and JPM shareholders should consider poor results as times to take some profits in either or both of these mega institutions.
  • Why JPMorgan Is Heading To $65
    Wall Street Playbook Thu, Apr. 10 1 Comment

    Summary

    • Can JPMorgan escape the image of banking dangerously?
    • Despite recent struggles with revenue growth, the bank continues to create value for investors.
    • The bank's efficiency improvements and cost-cutting measures are beginning to payoff.
  • JPMorgan: When To Nibble, When To Bite
    Shiv Kapoor Thu, Apr. 10 7 Comments

    Summary

    • The earnings season is upon us, and JPMorgan is due to report at 7 a.m. ET on Friday.
    • Prices climb in anticipation of earnings, and adjust to new information after the earnings release.
    • JPMorgan is priced for perfection. And in this post, I set out nibble and bite levels which ought to tempt buy and hold style value investors, should the opportunity arise.
  • Predicting Stock Prices: JPMorgan Chase Has Growth Potential
    Ivan Kitov Wed, Apr. 9 1 Comment

    Summary

    • We have developed a statistically reliable share price model for JPM based on the consumer price index of rent of primary residence and index of food away from home.
    • With the current trends in the defining indices the estimated model foresees an extended period of stock price growth.
    • The model standard error is $2.38 since July 2003, which corresponds to the level of inter-month price fluctuations.
  • Earnings Preview: JPMorgan Chase Q1 2014
    Selerity Research Mon, Apr. 7

    Summary

    • JPMorgan Chase is scheduled to report 1Q 2014 earnings before the bell on Friday, April 11.
    • Earnings Per Share: The current Street estimate is $1.41 per share.
    • Revenues: The current Street estimate is $24.55 bln, a 5.00% decrease from the year-ago period.
  • JPMorgan Chase: Distancing Further From The Pack
    Tradevestor Mon, Apr. 7 5 Comments

    Summary

    • JPMorgan recently announced its 4th consecutive dividend increase, by 5%.
    • Low payout ratio and free cash flow strength offer sufficient dividend coverage, plus potential for future increases.
    • Buybacks, insider support, and price target make the stock appear more enticing.
  • Blythe Masters Leaves JPMorgan Chase
    Don Dion Sat, Apr. 5 6 Comments

    Summary

    • Blythe Masters, commodities chief at JPM, has announced her resignation as her division has stopped earning as expected.
    • Ms. Masters follows several other recent departures from JPM, including top executive Michael Cavanagh, who left for the private equity sector.
    • As JPM’s top leaders continue to leave, we reiterate our stance that investors should take some profits in JPM in 2014.
  • JPMorgan/Wells Fargo Earnings Previews: Revenue Growth Remains An Issue
    Brian Gilmartin Fri, Apr. 4 7 Comments

    Summary

    • Revenue growth remains flat, more expense reductions needed.
    • Loan-loss reserves are driving EPS growth.
    • Top-line growth is a sector issue, not just JPM and WFC.
  • Why I'm Avoiding JPMorgan
    Jeremy LaKosh Thu, Apr. 3 9 Comments

    Summary

    • JPM is trading at or near a 52 week high in price-to-book ratio.
    • JPM may be barely trading at 10 times forward earnings, but the industry trades at less.
    • JPM's earnings history is nothing to write home about.
    • JPM may begin re-leveraging.
  • How Fast Is JPMorgan Chase's Stock Price Capable Of Growing?
    Harvard Winters Wed, Apr. 2 9 Comments

    Summary

    • JPM's stock price performance has exceeded that of C and BAC in recent years, but lags that of WFC and USB.
    • Many large bank stock prices now greatly exceed the highs reached in 2000. JPM's still does not.
    • What do investors hope will propel JPM shares higher from here - organic growth, acquisitions, margin improvements or multiple expansion?
  • JPMorgan Raises Its Dividend 5.3%, But Is It A Buy?
    Abba's Aces Wed, Apr. 2 7 Comments

    Summary

    • The dividend yield is low with respect to the yield on the 10-year treasury.
    • The stock has bearish technicals.
    • Future earnings growth potential is a bit small.
  • Be Ready For JPMorgan's Weak Financial Results For Fiscal Q1 2014
    Gemstone Equity Research Wed, Mar. 26

    Summary

    • Sandler O'Neill analyst Jeffery Harte recently cut his Q1 FY 2014 earnings estimate for all leading banks in the U.S., including JPMorgan Chase & Co.
    • Headwinds for the company's top-line came from the slowdown in fixed-income trading recovery and the mortgage market.
    • Concerned about more regulations, the company divested its physical commodities business unit to Mercuria Energy Group for $3.5 billion in cash.
    • The company's asset management business has bright prospects, supported by outsourcing from insurers around the globe.
  • Dimon's Fang Fang Surreptitiously Retires; JP Morgan Again In Possible Violation Of FCPA
    Don Dion Tue, Mar. 25 8 Comments

    Summary

    • Mr. Fang, J.P. Morgan's top investment banking executive in China, announced his retirement amid allegations of the bank's violation of the Foreign Corrupt Practices Act.
    • Regulators are investigating whether Mr. Fang was involved in the hiring of the son of the China Everbright Group Chairman, with whom JP Morgan hoped to curry favor.
    • Following this "retirement" and other recent scandals, we suggest investors take some profits in JP Morgan in 2014.
  • JPMorgan Shedding Its Fat
    Suman Chatterjee Mon, Mar. 24

    Summary

    • JPM recently sold its physical commodity business to Mercuria Energy Group for $3.5 billion.
    • Unsteady commodity market, rising legal expenses, high debt makes it a right choice.
    • JPM leads GS, MS and other US banks in commodity income.
JPM vs. ETF Alternatives
Company Description

JPMorgan Chase & Co is a financial services firm and a banking institution. its segments are Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset Management.

Sector: Financial
Country: United States