Yield Theory
Sign inSubscribe

Stock research

JPMorgan Chase & Co. JPM

JPMorgan Chase is the largest US bank by assets, with leading positions in consumer banking, investment banking, and asset management. Its scale and diversification make it a bellwether for the financial system.
Ticker
JPM
Exchange
NYSE
Sector
Financials
Founded
1799

What moves JPM

JPMorgan Chase & Co. sits in Financials. Banks, insurers, asset managers, and exchanges — the plumbing of capital markets, geared directly to interest rates and credit. The forces that matter most for the sector — and therefore for JPM — are:

  • The shape of the yield curve and net interest margins
  • Credit quality and loan-loss provisions
  • Regulation and capital requirements
  • Deal activity and market volatility

Congressional trading in JPM

From time to time, JPMorgan Chase & Co. shows up in the stock transactions members of Congress disclose under the STOCK Act. On its own that's just data — Yield Theory's job is to tell you whether it means anything.

We track these disclosures and read them as one input into the bigger picture: who is positioning, why, and what it implies for capital flows. See the congressional trades tracker for the lawmakers whose filings we watch most closely.

How Yield Theory covers JPM

JPM intersects several of the themes in every Yield Theory issue. We don't chase headlines on individual tickers — we track where capital is rotating and explain what it means for the names in its path.

US marketsRates & central banksEconomic trends

JPM — frequently asked questions

What sector is JPM in?

JPMorgan Chase & Co. is classified in the Financials sector and trades on the NYSE.

Do members of Congress trade JPM?

Congressional trading in JPM appears in public STOCK Act disclosures from time to time. Yield Theory folds notable political flows into its broader analysis.

Is JPM a good investment?

We don't publish one-line buy/sell ratings. Yield Theory members get the full macro thesis, catalysts, and risks behind every name we cover, so you can decide with conviction. This page is research, not investment advice.

Where is JPMorgan Chase & Co. headquartered?

JPMorgan Chase & Co. is headquartered in New York, New York and was founded in 1799.

This page is independent research and educational information, not investment advice or a recommendation to buy or sell any security. Company facts are compiled from public sources. Do your own research.

Want the full thesis on JPM?

Yield Theory members get macro-driven research and stock recommendations every month — with the catalysts and risks spelled out. Founding price $24.99/mo.

$24.99/mo · cancel anytime · researched by humans