Workflow
摩根大通(JPM)
icon
搜索文档
JPMorgan’s (JPM) Dividend Strategy: A Key to Its Best Performing in 2025 Status
Yahoo Finance· 2025-09-18 19:32
JPMorgan Chase & Co. (NYSE:JPM) is included among the 15 Best Performing Dividend Stocks So Far in 2025. JPMorgan’s (JPM) Dividend Strategy: A Key to Its Best Performing in 2025 Status Photo by Dan Dennis on Unsplash JPMorgan Chase & Co. (NYSE:JPM) is one of the largest banks in the US by assets and has a strong history of performing well across different economic conditions. For investors seeking exposure to bank stocks, it’s hard to argue against JPMorgan. The bank consistently delivers some of the be ...
House Judiciary panel blocks Democrats' bid to subpoena bank CEOs in Epstein case
Fox Business· 2025-09-18 18:34
The House Judiciary Committee on Thursday blocked a Democratic push to subpoena the CEOs of four major banks as part of an inquiry into their ties to convicted sex offender Jeffrey Epstein. The failed bid was to subpoena Jamie Dimon of JPMorgan Chase, Brian Moynihan of Bank of America, Christian Sewing of Deutsche Bank and Robin Vince of BNY. The request largely centered around $1.5 billion worth of suspicious transactions that the banks had reported to authorities.Ranking member Jamie Raskin, D-Md., moved ...
If the Fed is on your side, small caps and financials should work: Ritholtz's Josh Brown
Youtube· 2025-09-18 17:06
美联储政策与市场策略 - 不应对抗美联储的货币政策 尤其当市场预期2024年底前还将有1.75次降息时[1] - 小型股和金融股是当前市场主要投资方向 罗素2000指数可能创下自2021年11月8日以来首次收盘历史新高[3] - 罗素2000指数经历967个交易日未创新高 这是美股历史上第二长的整理期[4] 金融板块表现与估值 - 金融板块市盈率与2024年1月持平 未出现估值扩张 Huntington Bank股价较50日均线高4% 较200日均线高10% 年初至今仅上涨9%[6] - 36家金融公司被列入最佳股票名单 包括摩根大通、美国银行、富国银行、贝莱德和万事达等头部机构[4][5] - 多家大型银行创股价纪录:花旗创52周新高 高盛、摩根士丹利、摩根大通均创历史新高[13] 行业细分投资机会 - 区域性银行和金融科技公司存在差异化机会 Interactive Brokers、Synchry、Huntington Bank等小型金融股受关注[5] - SoFi等金融科技公司通过银行即服务技术获得增长潜力 其对利率敏感度低于传统银行[19] - 哥伦比亚银行因股息收益率和自由现金流优势被纳入股息收入策略 但年内表现平平[20][21] 机构投资布局 - 部分投资组合将金融板块配置比例提升至35% 覆盖44家金融机构包括区域性银行和货币中心银行[10][11] - 嘉信理财年内上涨26% 美国运通表现强劲 但大型银行因自由现金流收益率不足未被纳入某些策略[22] - 降息周期结合并购活动增加和监管放松 为金融板块提供多重利好因素[12][14]
American Express hikes Platinum card annual fees to $895, unveils new benefits — Here's what cardholders will get
MINT· 2025-09-18 16:52
American Express Co. (Amex) has increased the annual fee for its Platinum consumer credit card to $895, reportedly a $200 rise, effective from December 2, 2025, and January 2, 2026, depending on the user. In addition to the fee increase, the lender announced the latest perks to customers.“The new annual fee for each of the U.S. Consumer and Business Platinum Cards is $8952. For Card Members who opened accounts before September 18, 2025, the new annual fee will go into effect at their next renewal date on or ...
Is JEPI Silently Eroding Your Wealth? (NYSEARCA:JEPI)
Seeking Alpha· 2025-09-18 09:53
I first analyzed the JPMorgan Equity Premium Income ETF (NYSEARCA: JEPI ) in December 2024, concluding that investing in the fund, both in the near term and over the long haul, would be an unwise decision. Was I wrong inBuilding a high-income portfolio is about more than just buying superficially high-yielding assets, it also involves preserving and growing wealth over time. I come here as an investment analyst, not a financial advisor, with the aim of educating readers on how to do both. My focus will be o ...
Here's My Top Dividend Stock for 2026 and Beyond
The Motley Fool· 2025-09-18 07:45
JPMorgan Chase's combination of earnings power, disciplined capital returns, and scale makes it a standout dividend stock heading into 2026.After a big run higher over the last few years, JPMorgan Chase (JPM 0.73%) doesn't look the high-yield story it used to be. But dividend investing isn't only about dividend yield. It is just as much about the staying power and the likelihood of consistent increases over the long haul. The nation's largest bank by assets has both.JPMorgan is a diversified financial servi ...
摩根大通:美降息25基点或支撑新兴市场资产
搜狐财经· 2025-09-18 06:49
【9月18日,摩根大通资管策略师称美降息或支撑新兴市场资产】摩根大通资产管理公司策略师Kerry Craig 表示,美国降息可能支撑新兴市场资产。美联储25个基点的降息幅度,符合市场普遍预期。该策略师认 为,利率下调或使美元走弱,有望提振新兴市场资产中的股票及本币债务表现。他还补充道,美国衰退风 险降低,意味着信贷市场将继续获良好支撑。 本文由 Al 算法生成,仅作参考,不涉投资建议,使用风险自担 和讯财经 和而不同 迅达天下 扫码查看原文 本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担 和训猎报 09.18 12:51:15 周 摩根大通:美降息25基点或支撑新兴 市场资产 【9月18日,摩根大通资管策略师称美降息或支撑新 兴市场资产】 摩根大通资产管理公司策略师Kerry Craig表示,美国降息可能支撑新兴市场资产。美联 储25个基点的降息幅度,符合市场普遍预期。 该策 略师认为,利率下调或使美元走弱,有望提振新兴 市场资产中的股票及本币债务表现。 他还补充道, 美国衰退风险降低,意味着信贷市场将继续获良好 支撑。 ...
美联储“降息日”:科技巨头股“卖事实”
华尔街见闻· 2025-09-18 00:53
美联储降息后市场交易动态 - 美联储如期降息25基点 强调就业下行风险并预计年内再降息两次 [1] - 降息后市场出现"卖事实"交易 资金从高估值科技股流向金融及公用事业等传统板块 [1] - 科技七巨头指数下跌0.66% 结束四连涨走势 纳斯达克100指数下跌0.2% [1] 科技股表现与估值调整 - 科技七巨头股票篮子自4月初以来飙升近60% 预期市盈率从22倍攀升至30倍 [3] - 英伟达、亚马逊和博通等利率敏感科技股收跌 苹果和微软因避险属性上涨 [7] - 美债收益率大幅上涨 10年期涨6.3基点 2年期涨5.62基点 压制科技股估值 [4][6] 传统板块及小盘股表现 - 金融板块表现突出 KBW银行指数上涨1.3% 含摩根大通等银行股 [8] - 消费必需品和公用事业板块成为标普500最佳表现群体 受益于降息环境 [8] - 罗素2000小盘股指数一度上涨2.1% 未盈利科技公司指数上涨1.9% [8] 市场情绪与波动性 - 波动率指数VIX跌破16 远低于市场承压时常见的20水平 [9] - 标普500指数当日仅下跌0.1% 创两年来波动最小的美联储决议日 [9] - 市场未出现恐慌情绪 资金轮动有序进行 [9]
中兴通讯(00763.HK)遭摩根大通减持169.21万股
格隆汇· 2025-09-17 23:34
股东权益变动 - JPMorgan Chase & Co于2025年9月11日以每股均价34.3432港元减持中兴通讯H股169.21万股[1] - 本次减持涉及金额约5811.21万港元[1] - 减持后JPMorgan Chase & Co持好仓数量降至51,627,481股[1][3] 持股比例变化 - JPMorgan Chase & Co持好仓比例由7.05%下降至6.83%[1][3] - 该公司同时持有24,430,806股淡仓(S)占比3.23%[3] - 另持有12,573,475股质押股份(P)占比1.66%[3] 交易时间范围 - 权益披露资料覆盖时间为2025年8月18日至2025年9月18日[2] - 具体减持交易发生在2025年9月11日[1][3] - 股份代码为00763.HK[1][2]
Fed Cuts Rates by 25 Bps, JPMorgan Follows; Gundlach Warns on Yield Curve as PayPal and Google Cloud Partner
Stock Market News· 2025-09-17 20:09
Key TakeawaysThe Federal Reserve enacted a 25 basis point (bps) interest rate cut today, bringing the federal funds rate to a range of 4.00% to 4.25%, marking its first rate reduction since December 2024.JPMorgan Chase & Co. announced a subsequent cut to its prime lending rate to 7.25%, effective September 18.DoubleLine Capital's Jeffrey Gundlach supported the Fed's 25 bps rate cut but cautioned about the risk of higher inflation if the central bank over-eases.Gundlach anticipates the yield curve will conti ...