LQAI2.470%
as of Jul 17
JPM
GrowthJP MORGAN CHASE & CO
JPMorgan Chase & Co. operates as a bank and financial holding company in the United States, rest of North America, Europe, the Middle East, Africa, the Asia Pacific, Latin America, and the Caribbean. It operates in three segments: Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management. The company offers deposit, investment and lending products, and cash management; mortgage origination and servicing activities; residential mortgages and home equity loans; and credit cards, payment solutions, travel services, merchant offers, lifestyle benefits, auto loans, and leases to consumers and small businesses through bank branches, ATMs, and digital and telephone banking.
Close · 3M
+16.88%
Held by 4 AI ETFs
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals23
Win rate83% (19/23)
Avg buy return+4.93%
LQAI · Weight increase · 3d
JPM's recent financial summary, showing a 108.98% revenue growth and a 16.32% ROE alongside a 15.31 PER and 2.42 PBR, aligns with LQAI's core large-cap style by identifying a fundamentally sound company with significant expansion. These metrics likely signaled positively within the LG-Qraft AI engine's ranking applied to its US large-cap core universe, leading to a consecutive weight increase for JPM in LQAI, from 2.37% on July 13th to 2.46% on July 15th. This upward adjustment occurred even as JPM's price reached its 52-week high of $346.91, following a 15.3% 30-day return, indicating the Qraft system's sustained confidence in the stock's underlying strength despite its current valuation.
weight 2.350% → 2.460% (+0.110 pp)·stock up 8.2% in the 30 days before
Jul 15·entry $346.91·now $338.87Fresh
-2.32%
since Jul 15
LQAI · Weight increase · 2d
The Qraft AI engine integrated JPM into LQAI’s portfolio with a substantial 2.40% allocation, likely driven by its compelling 108.98% revenue growth and 16.32% return on equity. This initial move occurred as JPM traded at the top of its 52-week range, indicating the AI's confidence in the company's value despite the elevated price, a decision facilitated by LQAI's weekly rebalancing mechanism. The subsequent and consistent uptick in weight, from 2.35% to 2.41% over recent days, even as the stock maintains its 52-week high, reflects the Qraft algorithm's sustained positive assessment of JPM's fundamental quality within the large-cap core universe, aligning with LQAI's AI-driven selection approach that avoids heavy factor tilts.
weight 2.350% → 2.410% (+0.060 pp)·stock up 9.4% in the 30 days before
Jul 14·entry $342.89·now $338.87Fresh
-1.17%
since Jul 14
LQAI · New entry · 1d
JPM's 108.98% revenue growth and 16.32% ROE likely contributed significantly to its ranking within LQAI's Qraft AI selection process. The company's PER of 15.14 and PBR of 2.42 further indicate a valuation fitting LQAI's core large-cap style, which balances broad market exposure without leaning heavily into specific factor tilts. This 2.4000% new entry on July 7, 2026, coincided with JPM's stock reaching its 52-week high of $339.22, following a 10.7% return in the prior 30 days. The AI appears to have prioritized the company's financial performance as a reason for inclusion, even with the stock at its current price level.
weight 0 → 2.400% (new)·stock up 9.1% in the 30 days before
Jul 7·entry $339.22·now $338.87Fresh
-0.10%
since Jul 7
QRFT · Weight increase · 2d
The AI-driven QRFT fund recently initiated a two-day consecutive weight increase in JPM, adding 0.05% and then 0.02% on July 1st and 2nd, respectively, after a preceding three-day reduction. This specific daily adjustment, reflective of the ETF's weekly rebalancing, occurred while JPM traded precisely at its 52-week high, having achieved a 10.8% return over 30 days and 12.5% over 90 days. Qraft AI, integrating traditional factors like momentum and quality with alternative data, likely interpreted the company's sustained price appreciation in conjunction with its substantial 108.98% revenue growth and 16.32% return on equity. Reinforcing its broad large-cap core style with an AI tilt, the fund's decision to increase exposure, even at the price apex, implies the AI algorithm found JPM's valuation, marked by a PER of 15.14 and PBR of 2.42, justified by these financial attributes.
weight 1.850% → 1.920% (+0.070 pp)·stock up 11.1% in the 30 days before
Jul 2·entry $334.47·now $338.87Fresh
+1.32%
since Jul 2
QRFT · Weight decrease · 3d
The weight of JPM in QRFT shows a consistent, gradual decrease over four trading days, moving from 1.9100% to 1.8500%. This adjustment by Qraft’s AI-driven methodology reflects a rebalancing act as JPM approaches its 52-week high of $335.12, currently trading at $327.33. Given QRFT’s blend of traditional factors like value, momentum, and low-volatility, the AI could be trimming exposure to JPM as its momentum carries it to elevated price levels, potentially reducing its appeal on a valuation or low-volatility basis despite its 108.98% revenue growth and 16.32% ROE. The AI system, which targets a broad large-cap core style, is likely managing risk as the stock reaches the upper bound of its recent trading range.
weight 1.930% → 1.850% (-0.080 pp)·stock up 9.4% in the 30 days before
Jun 30·entry $327.33·now $338.87
+3.53%
since Jun 30
QRFT · Weight decrease · 2d
QRFT’s Qraft AI methodology, which integrates traditional factors with proprietary alternative data overlays, drove the consecutive reduction in JPM’s weight observed on June 26th and 29th. The fund’s weekly rebalancing cycle, designed to manage exposure across its portfolio of approximately 300 US large caps, allowed for this precise adjustment. This move by the AI system coincided with JPM's price of $329.39, placing it at 98% of its 52-week high. Such a high price level, regardless of its +10.6% 30-day return, likely influenced the AI’s valuation or risk algorithms, leading to a calibrated trimming of the position.
weight 1.930% → 1.880% (-0.050 pp)·stock up 11.0% in the 30 days before
Jun 29·entry $329.39·now $338.87
+2.88%
since Jun 29
QRFT · Accumulation · 5d
QRFT’s AI strategy, which integrates traditional factors like quality and momentum with proprietary alternative data overlays, drove the measured accumulation of JPM shares. Despite JPM trading near 98% of its 52-week high, its 108.98% revenue growth and 16.32% ROE likely registered as strong quality signals. The sustained positive price returns over 30 days and one year further align with the ETF's momentum criteria for large-cap financial holdings. The weekly rebalance cycle allowed the Qraft AI to gradually increase its position in JPM from 1.8000% to 1.9300%. This steady increase reflects an ongoing favorable assessment for JPM within QRFT’s broad large-cap core mandate.
weight 1.800% → 1.930% (+0.130 pp)·stock up 9.3% in the 30 days before
Jun 25·entry $335.12·now $338.87Fresh
+1.12%
since Jun 25
QRFT · Accumulation · 5d
J.P. Morgan Chase & Co. is presently trading at $334.14, directly approaching its 52-week high of $334.61, following a +11.4% return in the last 30 days and a +24.4% gain over the past year. This upward price trajectory and the stock's positioning near its annual peak suggest that Qraft’s AI, which incorporates traditional factors like momentum and quality, is detecting a continuation of positive price action and underlying financial strength. The AI is likely emphasizing JPM's 108.98% revenue growth and 16.32% return on equity, indicating strong financial performance that supports further accumulation. The gradual increase in weight from 1.80% to 1.92% over several weekly rebalancing periods reflects the AI's dynamic assessment, combining these fundamental factors with its proprietary alternative data overlays to adjust exposure within its broad large-cap core portfolio.
weight 1.800% → 1.920% (+0.120 pp)·stock up 10.3% in the 30 days before
Jun 23·entry $334.14·now $338.87Fresh
+1.42%
since Jun 23
QRFT · Accumulation · 5d
The gradual accumulation of JPM shares by QRFT over the past two weeks shows a pattern of consistent incremental additions, interspersed with slight tactical reductions, indicating a responsive rebalancing cadence. This measured approach, rather than a singular large purchase, aligns with Qraft AI's strategy that synthesizes traditional factors like value, momentum, and quality alongside proprietary alternative-data overlays. Despite JPM’s current price residing at 97% of its 52-week high, its 108.98% revenue growth and 16.32% ROE likely appeal to momentum and quality considerations, while a PER of 14.8 and PBR of 2.42 offer a balanced perspective for the fund's broad large-cap core allocation.
weight 1.790% → 1.910% (+0.120 pp)·stock up 10.9% in the 30 days before
Jun 17·entry $333.46·now $338.87Fresh
+1.62%
since Jun 17
QRFT · Accumulation · 5d
QRFT’s Qraft AI, which integrates traditional factors like value and quality with proprietary alternative-data overlays, appears to be systematically increasing its allocation to JPM. This gradual accumulation, occurring during the fund’s weekly rebalance cycles within its ~300 US large-cap portfolio, suggests the AI identified a compelling signal in the financial giant. JPM’s current Revenue Growth of 108.98% combined with a respectable ROE of 16.32% likely align with the AI's quality and potential momentum factor inputs. Even with JPM trading at 96% of its 52-week high, the AI’s consistent buying pattern indicates continued confidence in the stock's trajectory based on its proprietary models.
weight 1.690% → 1.840% (+0.150 pp)·stock up 6.8% in the 30 days before
Jun 12·entry $320.72·now $338.87Drifting
+5.66%
since Jun 12
QRFT · Accumulation · 5d
The observed gradual accumulation of JPM shares, increasing the weight from 1.68% to 1.80% over two weeks with minor fluctuations, aligns with Qraft AI's methodology of weekly rebalances and iterative adjustments within its broad large-cap core mandate. This measured growth reflects the AI's continuous evaluation of JPM's financial profile, where a 108.98% revenue growth and 16.32% ROE likely contribute positively to its momentum and quality factor scores, while a PER of 14.3 and PBR of 2.42 suggest a balanced valuation. Considering the stock’s upward trajectory, delivering a 2.6% return over 30 days and currently trading at 96% of its 52-week high, the AI likely interprets JPM's consistent performance as a reinforcing signal for its diversified portfolio, rather than an overextended position.
weight 1.680% → 1.800% (+0.120 pp)·stock up 2.8% in the 30 days before
Jun 11·entry $313.49·now $338.87Drifting
+8.10%
since Jun 11
QRFT · Accumulation · 6d
JPM's financial profile, featuring a PER of 14.3, PBR of 2.42, 108.98% revenue growth, and 16.32% ROE, aligns with QRFT's AI-driven approach, which integrates traditional value, momentum, and quality factors for its broad large-cap core portfolio. This blend of strong growth and return on equity alongside relatively low valuation multiples likely signaled the stock as a suitable candidate for Qraft's methodology, enhanced by its proprietary alternative-data overlays. The AI initiated this gradual accumulation from June 1st to June 10th, increasing its position as JPM's 30-day return remained flat at -0.0% and its 90-day return showed a slight +0.3%, suggesting a period of stability around its $309.14 price, which sits at 92% of its 52-week high.
weight 1.630% → 1.820% (+0.190 pp)·stock up 3.0% in the 30 days before
Jun 10·entry $309.14·now $338.87Drifting
+9.62%
since Jun 10
+8.37%
since Jun 9
+8.92%
since Jun 8
QRFT · Accumulation · 5d
stock down 0.8% in the 30 days before
Jun 5·entry $312.37·now $338.87Drifting
+8.48%
since Jun 5
QRFT · Weight increase · 3d
stock up 0.5% in the 30 days before
Jun 4·entry $310.89·now $338.87Drifting
+9.00%
since Jun 4
QRFT · Weight increase · 2d
stock down 2.2% in the 30 days before
Jun 3·entry $300.85·now $338.87Chased
+12.64%
since Jun 3
PQUS · Weight decrease · 2d
The observed pattern for JPM in PQUS displays two consecutive daily weight reductions, decreasing from 0.97% to 0.96% on July 17th and further to 0.95% on July 18th, 2026. This measured, downward adjustment aligns with Pictet Asset Management's AI ranking system, which balances US large-cap exposure with sector and concentration rules. Given JPM’s price of $341.10, currently at 98% of its 52-week high after a 9.7% 30-day return, the AI likely initiated this trim. The AI's periodic rebalancing mechanism appears to be proactively managing the fund’s exposure to the large-cap financial stock, possibly to maintain sector-balance or adhere to concentration rules, even with JPM’s 108.98% revenue growth and 17.81% ROE.
weight 0.970% → 0.950% (-0.020 pp)·stock up 3.0% in the 30 days before
Jul 18·entry $338.87·now $338.87
0.00%
since Jul 18
PQUS · Weight increase · 2d
JPM's financial profile, featuring a PER of 15.18, a PBR of 2.42, 108.98% revenue growth, and an ROE of 16.32%, presents a picture of a financially sound and growing US large-cap company. These figures would likely be highly rated by Pictet Asset Management's AI ranking system, which screens the US large-cap universe for PQUS. The ETF’s AI system managing PQUS subsequently increased JPM's weight from 0.94% to 0.96% on June 24th and 25th, 2026, marking a consecutive rise. This decision to add weight occurred as JPM reached $333.45, precisely at 100% of its 52-week high, supported by 30-day and 90-day returns of +9.4% and +10.2%. Even at a new price peak, the AI's rebalance activity indicates its continued favorable assessment of JPM's fundamental strength and positive momentum within its sector-balance and concentration rules.
weight 0.920% → 0.960% (+0.040 pp)·stock up 9.3% in the 30 days before
Jun 25·entry $335.12·now $338.87Fresh
+1.12%
since Jun 25
PQUS · Weight increase · 2d
JPM is currently trading at $325.22, which places it at 97% of its 52-week high of $334.61, following a recent +6.2% 30-day return that signals strong near-term momentum. This price trajectory interacts with PQUS's AI ranking system, which, despite a prior dip on June 17th, registered consecutive weight increases for JPM to 0.9300% and 0.9500% on June 18th and 19th respectively, within its periodic rebalancing schedule for US large-cap holdings. Pictet Asset Management's AI-driven method, layering sector-balance and concentration rules onto its large-cap universe, likely prioritized JPM's underlying financial strength—reflected in a PER of 14.8, PBR of 2.42, 108.98% revenue growth, and 16.32% ROE. Consequently, the AI's decision to sequentially add to its JPM position suggests these financial metrics continue to rank favorably, even as the stock approaches its annual high, demonstrating the system’s responsiveness to current fundamentals and recent price action within its measured turnover strategy.
weight 0.900% → 0.950% (+0.050 pp)·stock up 10.0% in the 30 days before
Jun 19·entry $331.48·now $338.87Drifting
+2.23%
since Jun 19
PQUS · Weight increase · 2d
stock down 0.8% in the 30 days before
Jun 7·entry $311.11·now $338.87Drifting
+8.92%
since Jun 7
AIEQ · Weight increase · 2d
With a P/E of 15.31, P/B of 2.42, Revenue Growth of 108.98%, and ROE of 16.32%, JPM’s financial standing presents a compelling fit for AIEQ’s broad market, fundamentals-driven selection criteria. The Amplify ETFs (EquBot) management, leveraging IBM Watson NLP, likely detected a sustained positive shift in sentiment or fundamental signals concerning JPM. This analysis, which ingests news, filings, transcripts, and social posts across thousands of US equities, translated into a consecutive weight increase for JPM starting July 15th, 2026. This move occurred precisely as JPM traded at $343.15, positioning it at 99% of its 52-week high, suggesting the AI's conviction in its continued strength. AIEQ's daily rebalancing and high-turnover portfolio allowed for this rapid and consistent adjustment based on the new ranking from Watson and EquBot's risk overlay.
weight 0.560% → 0.580% (+0.020 pp)·stock up 7.4% in the 30 days before
Jul 16·entry $343.15·now $338.87Fresh
-1.25%
since Jul 16
AIEQ · Weight decrease · 2d
JPM, priced at $334.07, is currently at 100% of its 52-week high, having achieved a +13.0% return over the past 30 days. This elevated valuation, following earlier slight reductions, led Amplify ETFs' AIEQ to dramatically decrease its JPM allocation from 1.60% to 0.55% on July 1st. AIEQ, which employs IBM Watson NLP to process vast quantities of market data daily for a fundamentals-and-sentiment hybrid approach, likely identified a shift in sentiment or increased risk via EquBot's risk overlay as the stock neared its peak. This fund's high-turnover, daily rebalancing strategy prioritizes such real-time signals, allowing it to act decisively on perceived overextension, even while JPM displays 108.98% revenue growth and a 16.32% ROE.
weight 1.620% → 0.550% (-1.070 pp)·stock up 12.6% in the 30 days before
Jul 1·entry $334.07·now $338.87
+1.44%
since Jul 1
AIEQ · Weight increase · 2d
Amplify ETFs’ AIEQ, powered by IBM Watson NLP, processes thousands of data points daily, from news to social posts, and subsequently rebalances its 140-180 stock portfolio to reflect shifting sentiment and fundamental signals. This daily ranking system evidently identified escalating positive catalysts for JPM between June 16 and June 18, leading to a consecutive weight increase from 1.52% to 1.62%. The fund’s high-turnover method allowed it to swiftly adjust its JPM position in just three trading days. JPM's substantial 108.98% revenue growth likely factored heavily into the fundamental assessment, signaling underlying strength recognized by the AI. Even with the stock currently trading at 97% of its 52-week high, AIEQ’s system continued to allocate more capital, suggesting the NLP models found further upside or sustained positive signals.
weight 1.520% → 1.620% (+0.100 pp)·stock up 10.0% in the 30 days before
Jun 18·entry $325.22·now $338.87Drifting
+4.20%
since Jun 18
AIEQ · Accumulation · 5d
JPM's PER of 14.3, PBR of 2.42, 108.98% revenue growth, and 16.32% ROE align with the fundamental criteria AIEQ considers within its broad market, fundamentals, and sentiment hybrid style. These figures indicate a company with solid valuation and substantial growth. Given these strong fundamental attributes, IBM Watson NLP likely detected favorable sentiment across various data sources, leading EquBot's risk overlay to implement a gradual accumulation strategy for JPM through its daily rebalancing process from June 3rd to June 11th. This consistent buying occurred while JPM was trading at $313.49, approximately 94% of its 52-week high, after a period of limited recent movement, including a 0.1% 30-day return and a 0.4% 90-day decline, suggesting the AI identified an opportune moment near its annual peak.
weight 1.430% → 1.530% (+0.100 pp)·stock up 2.8% in the 30 days before
Jun 11·entry $313.49·now $338.87Drifting
+8.10%
since Jun 11
AIEQ · Weight increase · 3d
stock down 0.8% in the 30 days before
Jun 7·entry $311.11·now $338.87Drifting
+8.92%
since Jun 7
AIEQ · Weight increase · 2d
stock down 0.8% in the 30 days before
Jun 5·entry $312.37·now $338.87Drifting
+8.48%
since Jun 5
+14.26%
since May 30
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 19
The AI ETFs show mixed but largely positive activity, with LQAI and AIEQ increasing their positions and LQAI making a new entry, indicating an attractive outlook for them. This contrasts with the framework's 'Fail' verdict, which stems from the inability to fully assess J.P. Morgan against all stringent value investing criteria due to data limitations.
- Circle of CompetenceAs a globally diversified financial institution with established operations, J.P. Morgan Chase & Co.'s core earning power can be reasonably projected over a ten-year horizon.
- Economic MoatJ.P. Morgan benefits from a strong brand, immense scale, extensive global network, and high switching costs for many institutional clients, forming a durable competitive advantage.
- ManagementThe provided information does not offer sufficient detail to assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthCritical long-term financial data, such as 10-year average ROE, consistent operating margins, detailed debt structure, and owner earnings, are not available to fully satisfy the framework's criteria.
- Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if the current price offers a sufficient margin of safety.
While J.P. Morgan Chase & Co. appears to fall within the circle of competence and possesses a strong economic moat, the framework cannot fully assess its investment merits. Crucial information regarding management's capital allocation, long-term financial health, and a justifiable margin of safety is not provided. Therefore, a comprehensive investment judgment cannot be made using this framework, resulting in a 'Fail' verdict for a complete assessment.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.