Added to YB: 2025-09-04
Pitch date: 2025-07-17
JPM [bullish]
JPMorgan Chase & Co.
+23.78%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$911.5B
Pitch Price
$284.02
Price Target
N/A
Dividend
1.75%
EV/EBITDA
N/A
P/E
14.72
EV/Sales
N/A
Sector
Banks
Category
special_situation
JPMorgan Chase & Co. - $JPM
JPM: Stablecoin thesis - launched JPMD deposit token on Base blockchain. GENIUS Act creates banking oligopoly, bars non-banks from scale competition. No interest payments to holders boosts NIM. Fed SLR exemption frees $5.5T balance sheet capacity. $20B compliance costs cut to ~zero via AI/blockchain. TBTF banks could rise 180% on 14x P/E applied to stablecoin earnings potential.
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