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JPMorgan
102 TokenPost stories are tagged JPMorgan. The newest appear first.
Latest JPMorgan stories
- J.P. Morgan Securities Held 11.2 Million IBIT Shares at Q3 End
Its Sept. 30 filing also listed call and put options tied to IBIT and Strategy shares.
· Investing
- Jane Street Nearly Octuples Fidelity Bitcoin ETF Shares in Third Quarter
FBTC holdings climbed from about 887,000 shares at June 30 to 7.01 million at Sept. 30. Jane Street’s IBIT share count fell 19%, while the position’s value rose to $957 million.
· Investing
- JPMorgan Held About $549 Million in Bitcoin ETFs at Q3 End
Its Nov. 12 filing listed 11,408,930 iShares Bitcoin Trust shares worth about $539.98 million and a Strategy stake valued at $131.3 million.
· Investing
- JPMorgan’s Q3 Filing Shows 848,932 Strategy Shares as of Sept. 30
The position rose 224,545 shares, or 36%, from June 30 and was valued at $131.3 million at quarter-end.
· Business
- JPMorgan’s Oct. 13 Results Show $15.3 Billion in Third-Quarter Net Income
Net income excluding $658 million in net investment securities losses was $15.8 billion.
· Business
- JPMorgan Cuts Nvidia Price Target by $105 to $215 From $320
The change came after Nvidia shares posted sharp moves over three sessions, including a 2.6% gain Nov. 11.
· Investing
- J.P. Morgan Analyst Upgrades Mercury Systems to Overweight
Seth Seifman set a $102 price target. Bookings rose 48% year over year to $370 million.
· Investing
- JPMorgan Says Long Momentum Portfolio Had Its Worst Month Since 1985
The portfolio lagged the broader market by 11% in October as hedge funds sold global technology stocks at their fastest net pace since 2016.
· Investing
- JPMorgan Strategist Sees an Opening in AI Suppliers After Selloff
The strategy favors technology over energy and defensive sectors, while tighter computing capacity may support cloud providers’ pricing power, margins and cash flow over the medium term.
· Investing
- JPMorgan Favors Technology, Sees Opening in AI Supply Chain
The bank recommends buying 12-month winners and shorting stocks that led over three months. It sees limited near-term upside for cloud providers but possible medium-term benefits from tighter computing supply.
· Investing
- Anthropic Says Draft IPO Pricing Was Inaccurate After $69.3 Billion Figure
The draft listed 867 million shares at $70 to $80 each. Anthropic told underwriting banks it would send revised pricing details.
· Business
- Tronox Shares Gain 7.2% as J.P. Morgan Raises Rating to Neutral
Demand for titanium dioxide was constrained by negative paint-industry volumes in the U.S. and Europe, while Tronox shares were near all-time lows.
· Investing
- JPMorgan Downgrades DraftKings to Neutral After Third-Quarter Results
The change came after the sports betting company reported earnings, as analysts across Wall Street lowered estimates.
· Investing
- JPMorgan Downgrades Molson Coors as U.S. Beer Trends Stay Weak
The bank moved the brewer to underweight from neutral on Nov. 9. Analyst Drew Levine pointed to category softness and competition.
· Investing
- JPMorgan M&A Chief Expects Slower Deals in 2027 as Private Equity Firms Weigh Exits
Some portfolio companies may face refinancing decisions in 2028 or 2029, while firms could seek liquidity in the second half of 2027.
· Business
- Five Financial Institutions Form GL1 Org to Develop Tokenized Market Standards
The Singapore nonprofit was announced Nov. 4 and will build on the Monetary Authority of Singapore (MAS)'s Global Layer One initiative.
· Business
- Fidelity National Information Services, Inc. Shares Fall After J. P. Morgan Downgrade
J. P. Morgan cut its rating on Fidelity National Information Services, Inc. (FIS) to Neutral from Overweight and lowered its price target to $38 from $53. FIS reported third-quarter earnings above analyst expectations.
· Investing
- Treasury Yields Stay Near Flat After Democrats Win Control of Congress
The 10-year yield rose less than one basis point to 4.954%, while the 30-year and two-year yields each gained one basis point.
· Investing
- J.P. Morgan Calendar Schedules JSCP Payment Despite No-Dividend Statement
The calendar gives Nov. 2, 2026, as the ex-dividend and record date and Nov. 4 as the pay date, without specifying an amount.
· Insights & Views
- JPMorgan BetaBuilders ETF Has Nov. 4 Distribution Payment Scheduled
Nov. 2 is listed as both the fund’s ex-dividend date and record date.
· Insights & Views
- J.P. Morgan Lifts Cloudflare Rating After a Recent 20% Pullback
Cloudflare shares rose 3.3% in premarket trading Tuesday, Nov. 3.
· Investing
- JPMorgan Raises Circle Price Target to $110 From Previous $105
The move adds $5 to the prior figure, an increase of about 4.8%.
· Investing
- JPMorgan Gives Democratic Sweep 66% Odds; S&P 500 Best Case Is GOP Hold
The bank projects a 1% to 1.25% S&P 500 gain if Republicans retain both chambers, a scenario it assigns a 7% probability.
· Investing
- S&P 500 Low-Volatility Factor Crowding Reaches 17.9th Percentile
The gauge rose from near zero in June but remained below earlier defensive peaks. JPMorgan tied the broader shift to market and political risks.
· Investing
- JPMorgan Sets $262 Palantir Target on $11.7B Cash-Flow Forecast
The bank projects 77% annual free-cash-flow growth through 2028 as Palantir prepares to report third-quarter results Monday, Nov. 2.
· Investing
- JPMorgan Starts Palantir Coverage With $262 Price Target
The target is 33% above Wednesday’s close. Palantir is scheduled to report third-quarter results after the market closes Monday, Nov. 2.
· Insights & Views
- Norwegian Cruise Line Faces $0.94 EPS Estimate Before Q3 Results
Revenue is projected at $2.88 billion, down 0.7% year over year, with results due before markets open Thursday.
· Business
- JPMorgan Says Treasury May Increase Short-Term Borrowing
JPMorgan projects net borrowing from private investors at $2.038 trillion in 2026 and $2.202 trillion in 2027.
· Investing
- 33 Companies Oppose OKXICE Stock-Token Trading
Seven companies are among the objectors. The SEC exemption gives issuers 30 calendar days from receiving notice to file a written objection.
· Regulation
- JPMorgan Names 40 Companies for a Higher-Rate Stock Basket
The basket spans financial, energy, consumer and technology firms, with criteria including asset-sensitive lending or client funds, self-funded growth and resilient demand.
· Investing
- Coca-Cola Gets Two Buy-Rating Reaffirmations After Raising Outlook
RBC and J.P. Morgan kept their price targets unchanged after the company reported 7% revenue growth and lifted its 2026 comparable EPS forecast.
· Business
- Bitcoin near $80,000 as institutional research highlights preferred-stock demand
Bitcoin closed near $80,000 as JPMorgan’s return assumptions drew attention. Fidelity research cited by Natalie Brunell found preferred shares financed purchases of almost 136,000 Bitcoin.
· Investing
- JPMorgan Keeps Microsoft Overweight With $625 Target Ahead of Earnings
Analyst Samik Chatterjee pointed to Azure, Microsoft 365 Commercial Cloud and Copilot growth as areas investors will watch.
· Investing
- JPMorgan Forecast Sees Bitcoin Likely to Outperform Stocks, REITs and Gold
The bank estimates a 10% compounded annual return over 10 to 15 years and warns Bitcoin may remain highly volatile.
· Investing
- J.P. Morgan Launches Tokenized Money Market Funds on Solana
The funds are live immediately. Solana’s Alpenglow upgrade has also cut transaction finality to about 150 milliseconds.
· Business
- US crypto policy shift encourages overseas stablecoin adoption
Saeed Badreg said US crypto policy is encouraging foreign governments to accept stablecoins and major banks to invest, with changes that could outlast the Trump administration.
· Regulation
- U.S. Banks Prepare AI Incident Plans to Protect Accounts and Restore Access
Morgan Stanley, JPMorgan and Bank of America are restricting third-party agents amid concerns that agents may act without customers’ approval.
· Technology
- Dimon Recalled Buffett’s Approval of Combs’ Move to JPMorgan
Todd Combs was slated to lead JPMorgan’s Strategic Investment Group, which received an initial $10 billion allocation for direct equity investments.
· Business
- Nazarov, J.P. Morgan and GLEIF Discuss Agentic AI at Sibos 2026
The session considered AI’s possible role in financial markets and its implications for custody and asset servicing.
· Technology
- JPM Coin Had No Supply or Transfers on Ethereum as of Oct. 22
The Ethereum contract had one allowlisted address. On Base, JPMD supply was 1,001,000 tokens across two addresses.
· Investing