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$JPM

JPMorgan
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JPMorgan Chase is a global financial services firm offering banking and investment services.

sentiment mix
bull 82%bear 0%neu 18%

signal summary

latest high-conviction thesis
Dimon details JPMorgan's fortress balance sheet and rigorous stress testing▾

JPMorgan maintains a fortress balance sheet and runs hundreds of weekly stress tests including Great Financial Crisis scenarios, ensuring resilience across a wide range of outcomes from low rates to $200 oil.

jamie dimonT1In Good Company with Nicolai Tangen2026-04-29
confidence 88 / 100impact High
key themes
  • Payments & Banking Infrastructure55%
  • AI Infrastructure45%
  • AI Geopolitics & Export Controls45%
  • Defense Tech36%
  • Venture Capital27%

bull thesis · 9

87 / 100
  • •JPMorgan joins Castelion Series C signaling defense tech maturity to public markets
  • •JPMorgan Chase leads Base Power $1B Series D at $13B valuation
  • •JPM Payments building comprehensive treasury platform

bear thesis · 0

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  • — none —

mentions · 11

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Joe LonsdaleWhy AI Creators Keep Panicking (They're Wrong)1 mentions · 0▲ 0▼ 1○ · 2 months ago
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TBPNStripe’s $53B PayPal Offer, OpenAI’s First Device, TBPN’s New Business Ideas | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 2 months ago
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TBPNChina Considers AI Export Controls, SK Hynix $28B IPO, Banks Target Payment Business | Diet TBPN1 mentions · 1▲ 0▼ 0○ · 3 months ago
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In Good Company with Nicolai TangenLive podcast with Jamie Dimon - CEO of JPMorgan Chase | Podcast | In Good Company1 mentions · 1▲ 0▼ 0○ · 5 months ago
0:007:0015:0022:0030:00
In Good Company with Nicolai TangenBrian Armstrong - CEO of Coinbase | Podcast | In Good Company | Norges Bank Investment Management1 mentions · 1▲ 0▼ 0○ · 6 months ago
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Scaling EuropeGeorge Davis, CEO at Lorum: 80% month-to-month growth for 6 months1 mentions · 1▲ 0▼ 0○ · 7 months ago
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Joe LonsdalePentagon Chief: 6 Weapons That Will Prevent WW31 mentions · 1▲ 0▼ 0○ · 9 months ago
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a16zCan Community Banks Survive the Next SVB1 mentions · 0▲ 0▼ 1○ · 10 months ago
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