JPM Stock Recent News

Phil Camporeale, JPMorgan portfolio manager, joins 'Money Movers' to discuss the markets, impact of tariffs and his 2025 back-half outlook.

In the first six months of 2025, the stock market has been on a roller-coaster ride, hitting both lows and highs driven by trade tariff uncertainties and geopolitical tensions.

After starting calendar Q2 with a huge "Liberation Day" dip, the Nasdaq and S&P 500 once again close at new all-time highs.

CNBC's Leslie Picker joins 'Money Movers' to discuss the financial sector seeing a rise is stock amid passing the Fed's stress test.

JPM, BAC, GS and others pass the Fed's milder 2025 stress test with ease, opening the door to bigger buybacks and dividends.

JPMorgan Chase is the strongest US bank, proven resilient by recent Fed stress test results even under severe recession scenarios. Despite its lower risk profile, JPMorgan's current valuation is not attractive, with a dividend yield now just 2% after recent share price gains. All 22 major banks passed the Fed's harsh stress test, but JPMorgan stands out for its superior capitalization and risk management.

BDCs have been facing an increasingly unfavorable environment recently. However, Jerome Powell just gave a big gift to BDC investors. We discuss what this gift is and how it is impacting our view on the BDC sector.

JPMorgan's Q1 results demonstrate robust profitability, with preferred dividends covered even under severe earnings stress, supporting the safety of preferred shares. I favor JPMorgan's preferred shares for their risk/reward profile, especially given their seniority over common equity and the bank's strong financials. While yields on JPMorgan preferreds aren't the highest, the bank's stability justifies a slightly lower return compared to peers like Wells Fargo.

For income investors, closed-end funds remain an attractive investment class that covers various asset classes and promises high distributions and reasonable total returns. Closed-end funds, or CEFs, are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone. In this monthly series, we highlight five CEFs with solid track records that pay high distributions and offer "excess" discounts. We try to separate the wheat from the chaff using our filtering process to select just five CEFs every month from around 500 closed-end funds.

Following an exciting rally in recent months, shares of JPMorgan and Bank of America may now be running on fumes only, according to a senior Baird analyst. David George recommends a more cautious stance on the two money center banks since their risk-reward profiles have become increasingly unattractive as valuations stretch and expectations soar.