PQUS0.920%
as of Sep 1
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
+17.45%
Held by 2 AI ETFs
AIEQ0.050%
as of Sep 4
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 signals16
Win rate94% (15/16)
Avg buy return+4.40%
PQUS · Weight increase · 2d
weight 0.910% → 0.930% (+0.020 pp)·stock up 4.7% in the 30 days before
Aug 13·entry $363.11·now $362.06Fresh
-0.29%
since Aug 13
PQUS · Weight decrease · 2d
weight 0.960% → 0.910% (-0.050 pp)·stock up 6.6% in the 30 days before
Aug 7·entry $357.52·now $362.06
+1.27%
since Aug 7
PQUS · Weight increase · 3d
weight 0.950% → 0.990% (+0.040 pp)·stock up 5.9% in the 30 days before
Jul 25·entry $356.20·now $362.06Fresh
+1.65%
since Jul 25
PQUS · Weight increase · 2d
weight 0.950% → 0.970% (+0.020 pp)·stock up 5.9% in the 30 days before
Jul 24·entry $353.21·now $362.06Drifting
+2.51%
since Jul 24
PQUS · Weight decrease · 2d
weight 0.970% → 0.950% (-0.020 pp)·stock up 3.0% in the 30 days before
Jul 18·entry $338.87·now $362.06
+6.84%
since Jul 18
PQUS · Weight increase · 2d
stock up 9.3% in the 30 days before
Jun 25·entry $335.12·now $362.06Drifting
+8.04%
since Jun 25
PQUS · Weight increase · 2d
stock up 10.0% in the 30 days before
Jun 19·entry $331.48·now $362.06Drifting
+9.23%
since Jun 19
AIEQ · New entry · 1d
weight 0 → 0.050% (new)·stock up 0.7% in the 30 days before
Sep 1·entry $354.95·now $362.06Fresh
+2.00%
since Sep 1
AIEQ · Exit · 1d
weight 0.590% → 0 (exited)·stock up 5.3% in the 30 days before
Aug 2·entry $352.64·now $362.06
+2.67%
since Aug 2
AIEQ · Weight increase · 2d
weight 0.570% → 0.590% (+0.020 pp)·stock up 4.7% in the 30 days before
Jul 23·entry $349.90·now $362.06Drifting
+3.48%
since Jul 23
AIEQ · Weight increase · 2d
weight 0.560% → 0.580% (+0.020 pp)·stock up 7.4% in the 30 days before
Jul 16·entry $343.15·now $362.06Drifting
+5.51%
since Jul 16
+8.38%
since Jul 1
AIEQ · Weight increase · 2d
stock up 10.0% in the 30 days before
Jun 18·entry $325.22·now $362.06Chased
+11.33%
since Jun 18
LQAI · Exit · 1d
weight 2.540% → 0 (exited)·stock up 7.8% in the 30 days before
Aug 6·entry $356.30·now $362.06
+1.62%
since Aug 6
LQAI · Accumulation · 5d
weight 2.450% → 2.570% (+0.120 pp)·stock up 5.3% in the 30 days before
Jul 31·entry $351.79·now $362.06Drifting
+2.92%
since Jul 31
LQAI · Weight decrease · 2d
weight 2.640% → 2.560% (-0.080 pp)·stock up 7.2% in the 30 days before
Jul 30·entry $350.85·now $362.06
+3.20%
since Jul 30
LQAI · Accumulation · 5d
weight 2.460% → 2.640% (+0.180 pp)·stock up 8.6% in the 30 days before
Jul 28·entry $357.31·now $362.06Fresh
+1.33%
since Jul 28
LQAI · Weight increase · 3d
weight 2.450% → 2.560% (+0.110 pp)·stock up 5.9% in the 30 days before
Jul 24·entry $353.21·now $362.06Drifting
+2.51%
since Jul 24
LQAI · Weight increase · 2d
weight 2.450% → 2.510% (+0.060 pp)·stock up 4.7% in the 30 days before
Jul 23·entry $349.90·now $362.06Drifting
+3.48%
since Jul 23
LQAI · Weight decrease · 2d
weight 2.470% → 2.450% (-0.020 pp)·stock up 6.2% in the 30 days before
Jul 21·entry $345.23·now $362.06
+4.88%
since Jul 21
LQAI · Weight increase · 3d
weight 2.350% → 2.460% (+0.110 pp)·stock up 8.2% in the 30 days before
Jul 15·entry $346.91·now $362.06Drifting
+4.37%
since Jul 15
LQAI · Weight increase · 2d
weight 2.350% → 2.410% (+0.060 pp)·stock up 9.4% in the 30 days before
Jul 14·entry $342.89·now $362.06Drifting
+5.59%
since Jul 14
LQAI · New entry · 1d
weight 0 → 2.400% (new)·stock up 9.1% in the 30 days before
Jul 7·entry $339.22·now $362.06Drifting
+6.73%
since Jul 7
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.