文章核心观点 - JPMorgan作为美国金融集团,是一家家喻户晓的金融机构 [1] - 公司的净利息收入和非利息收入均保持较强增长 [2] - 尽管贷款损失准备金有所增加,但公司的盈利能力仍然很强 [3] 公司财务分析 - 公司的净利息收入同比增长超过4% [2] - 非利息收入总额也达到近40亿美元 [2] - 尽管贷款损失准备金增加至30.52亿美元,但公司仍实现了234.35亿美元的税前利润 [3] - 公司净利润约181.5亿美元,其中约4亿美元用于支付优先股股息 [3] 优先股分析 - 公司发行的MM系列优先股近期价格上涨19%,总收益超过20% [4] - DD系列优先股提供5.7%的收益率,但目前价格溢价,存在被赎回的风险 [6][7] - EE系列优先股提供5.9%的收益率,相比DD系列更有吸引力,但也存在被赎回的风险 [8][9][10] - 在利率持续下降的情况下,低收益率的优先股可能会有进一步涨价空间 [11]

文章核心观点 - 动量投资策略是关注股票最近的价格趋势,无论涨跌,目标是在趋势持续时获得收益 [1] - 动量投资策略的关键是识别股票价格的固定方向,一旦确定就可以进行及时和有利可图的交易 [1] - 动量投资策略的指标选择和评估一直存在争议,Zacks动量风格评分可以帮助解决这个问题 [1] 公司分析 JPMorgan Chase & Co. - JPMorgan Chase & Co.目前拥有Zacks动量风格评分为B,Zacks排名为2(买入) [2] - 过去一周,JPMorgan Chase & Co.股价上涨2.97%,优于同行业2.46%的涨幅 [3] - 过去一个月,JPMorgan Chase & Co.股价上涨6.65%,也优于同行业6.27%的涨幅 [3] - 过去一个季度,JPMorgan Chase & Co.股价上涨12.38%,过去一年上涨51.43%,远高于标普500指数的涨幅 [4] - JPMorgan Chase & Co.过去20天的日均成交量为6,319,567股,表明股价有较强的上涨动能 [4] - 过去2个月,JPMorgan Chase & Co.的全年盈利预测已上调4次,无下调,预测值从16.53美元上调至16.78美元,下一财年的预测也有9次上调 [5]

The most recent trading session ended with JPMorgan Chase & Co. (JPM) standing at $219.33, reflecting a -0.44% shift from the previouse trading day's closing. The stock's change was less than the S&P 500's daily loss of 0.16%. Elsewhere, the Dow saw an upswing of 0.09%, while the tech-heavy Nasdaq depreciated by 0.3%.The the stock of company has risen by 9.96% in the past month, leading the Finance sector's gain of 6.28% and the S&P 500's gain of 3.64%.Analysts and investors alike will be keeping a close ey ...

The legal scrutiny of how banks and brokerages treat their customers during high interest rates intensifies as the phase is drawing to a close. Many large U.S. banks are accused of deceiving clients to make profits of billions of dollars.JPMorgan & Chase (JPM) , Raymond James (RJF) , Morgan Stanley (MS) , Wells Fargo (WFC) and a few other banks and brokerage firms were sued for transferring clients' idle funds into sweep accounts with near-zero interest rates.Cash sweep accounts are intended to convert idle ...

文章核心观点 - 美联储预计将于2024年9月开始降息,反映出通胀压力有所缓解[1] - 降息可能会大幅推动股市,使一些公司受益于更宽松的货币政策[1] 行业总结 - 公用事业行业 - 公用事业股票在利率较低的环境下通常表现良好,因为它们拥有稳定的现金流和吸引人的股息收益率[2][3] - 公用事业公司通常需要大量债务来进行基础设施项目,降息将降低其借贷成本,直接改善其底线[2] - NextEra Energy是一家领先的电力公用事业公司,专注于可再生能源,在2024年表现出色,股价上涨超过30%[2][3] - NextEra Energy的财务状况稳健,持续派发股息,对注重收益的投资者很有吸引力[3] - 金融行业 - 降息可能会刺激借贷和贷款活动,消费者和企业将利用较低的借贷成本[5] - 作为一家大型多元化金融机构,摩根大通可以从这种增加的金融活动中获益[5] - 降息也可能推动房地产市场,使更便宜的抵押贷款增加住房需求,作为主要抵押贷款提供商,摩根大通将从中获益[5] - 摩根大通的股价目前创历史新高,受益于强劲的市场动力和对美国经济实现软着陆的乐观情绪[6]

Shares of JPMorgan (JPM) , the largest American lender, have been performing remarkably well this year. The stock touched its two-year high of $219.19 during the last trading session and finally closed at $218.31, soaring 28.3% year to date. The JPM stock has handily outperformed the industry, the S&P 500 Index and its close peers – Bank of America (BAC) , Citigroup (C) and Wells Fargo (WFC) – in 2024.The recent jump in the shares of JPMorgan can be attributed to the statement by the Federal Reserve chairma ...

Whether it's through stocks, bonds, ETFs, or other types of securities, all investors love seeing their portfolios score big returns. But when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, a metric that measures ...

JoeDunckley Investment Thesis JPMorgan's (NYSE:JPM) strong performance this year has been largely driven by the company's strong net interest income. The banking giant has largely outperformed initial earnings expectations, and this has helped power the stock higher. Their net interest income has been supported by a highly favorable interest rate environment, where higher rates have allowed them to capitalize on their strong lending activities. Higher rates have been a critical driver for the bank to post s ...

文章核心观点 - 公司最近一个交易日的股价上涨0.69%,低于标普500指数0.97%的涨幅,但高于道琼斯指数0.58%和纳斯达克指数1.39%的涨幅 [1] - 过去一个月,公司股价上涨2%,超过同期金融板块下跌0.47%和标普500指数下跌1.85% [2] - 预计公司即将发布的财报中,每股收益将同比下降6.24%至4.06美元,收入将同比增长2.92%至410.4亿美元 [3] - 全年来看,公司每股收益和收入预计将分别同比增长3.39%和8.37%至16.78美元和1713.4亿美元 [4] - 分析师对公司业务健康状况和盈利能力持乐观态度,上调了公司的盈利预测 [5][6] 行业分析 - 公司所属的银行业(Banks - Major Regional)目前在250多个行业中排名前18% [10][11] - 该行业的平均市盈率为11.94,而公司的市盈率为12.75,处于溢价水平 [8] - 公司的市盈率/预期增长比率(PEG)为2.49,高于行业平均水平1.41 [9]

The Finance group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. JPMorgan Chase & Co. (JPM) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? Let's take a closer look at the stock's year-to-date performance to find out.JPMorgan Chase & Co. is one of 860 companies in the Finance group. The Finance group currently sits at #2 within the Zacks Sector Rank. ...