Key Takeaways JPM cleared the 2025 stress test and raised its quarterly dividend 7% to $1.50 per share.JPM authorized a new $50 billion buyback, with nearly $33.8 billion still available at 2025-end.Strong liquidity, investment-grade ratings and rising 2026-2027 estimates support JPM's returns.JPMorgan (JPM) has a solid capital distribution plan. The company is required to seek approval from the Federal Reserve before announcing any new capital plan, and for that, it has to clear the annual stress test.JPM ...

JPMorgan hires senior banker to strengthen mid-cap investment banking | ReutersSkip to main contentExclusive news, data and analytics for financial market professionalsLearn more aboutRefinitivJPMorgan Chase logo appears in this illustration taken December 1, 2025. REUTERS/Dado Ruvic/Illustration Purchase Licensing Rights, opens new tabMarch 10 (Reuters) - JPMorgan Chase (JPM.N), opens new tab hired Firdaus Pohowalla as a managing director to strengthen the firm's North America midcap mergers and acquisitio ...

Core Viewpoint - JPMorgan advises investors to prepare for short-term market turbulence due to geopolitical tensions, but reassures that this pain is temporary and not a reason to panic [1][2] Market Outlook - JPMorgan expects the current market stress to last days or weeks, not months, suggesting that investors should look for oversold conditions to capitalize on buying opportunities rather than adopting a defensive posture [3] Investment Strategy - The bank encourages investors to add positions during market weakness, viewing rising tensions as a buying opportunity rather than a signal to exit equity markets [4] Short-term Risks - JPMorgan identifies oil and bonds as the primary short-term pressures that could keep markets volatile before stabilization occurs [5] - Oil prices may spike due to disruptions, but the current situation is less severe than the market's reaction during the Russia-Ukraine war in 2022, indicating potential manageability [6] - U.S. gasoline prices have increased by 10 to 15%, which could negatively impact consumer confidence before it reflects in official inflation data [7] Investment Opportunities - JPMorgan highlights specific sectors expected to benefit once the current selling wave subsides, including: - Industrials, favored by hedge funds [9] - Semiconductors, which remain fundamentally strong despite recent selloffs [9] - Consumer discretionary, seen as oversold relative to consumer spending data [9] - Emerging markets and the eurozone, viewed as alternatives to the crowded U.S. equity market [9] - The bank notes that the tech sector's repricing is largely complete, limiting further downside for oversold hyperscalers and AI laggards [10]

几乎是在2022年底OpenAI发布ChatGPT的同一时间，LangChain以开源项目的形式在Github上发布，LangChain可以将大模型同其他工具连接，当时GPT3 的能力还不足以覆盖很多特定行业，LangChain最常用的做法就是通过其连接本地的文本知识库，从而解决大模型无法覆盖特定行业知识的弊端。数月 后，OpenAI官方发布了ChatGPT插件（Plugins）支持，其中最主要的两个插件是浏览和代码解释器，浏览可以使模型具备联网能力，从而获得最新的实时 信息，而代码解释器主要让模型具备数据分析和代码生成能力，解决模型数据和代码能力不足的弊病。同时，OpenAI还开放了插件商店，意图吸引其他 应用或是个人开发者在基于ChatGPT构建各类插件，打造属于自己的"苹果应用商店"。其中阅读PDF文档、获取实时票务信息的插件在社区中使用较多。 在2023年11月，OpenAI又发布了插件的升级版——GPTs，允许个人用户创建特定用途的定制版本GPT，用户可以通过简单的提示词预输入和创建个人知 识库打造自己的"专属智能体"。随着中国的大模型在这一阶段开始逐渐进入市场，中国的模型厂商也开始跟进智能体开发， ...

As the Iran conflict unfolds, Wall Street remains cautiously optimistic that it could end within about a month, aligning with President Donald Trump's projected timeline for resolving the crisis, said J.P. Morgan.According to the bank, Wall Street is currently banking on the “TACO” trade, an acronym for “Trump Always Chickens Out”. This strategy has proven successful in the past, particularly with Trump’s often-reversed aggressive foreign policy on tariffs. Some investors see the Iran conflict as a potentia ...

Sen. Mark Kelly (D-Ariz.) is raising alarms over the impact of artificial intelligence on American workers and unveiled a policy roadmap aimed at protecting jobs and ensuring corporations contribute fairly.AI Job Cuts Raise ConcernOn Monday, in a post on X, Kelly wrote, "Big companies are signaling they'll use AI to shrink their workforce—and too many Americans are already feeling the impact." He added, "My AI for America roadmap has solutions to get big corporations to pay their for share and put workers f ...

While post‑bonus job moves are common in banking, a resurgence in Asia-Pacific deals is sparking a fresh wave of poaching among the world’s largest investment banks. Departures and hiring had slowed in recent years as geopolitical tensions and weaker growth in major economies cooled opportunities.The shifts have hit across key coverage groups, from real estate to equity capital markets. Among them is Indran Thana, a 15-year The talent shift also comes as emerging competitors like Jefferies expand their foo ...

Wall Street traders are ill-prepared for an expected sharp 10% plunge in the S&P 500 triggered by the escalating war in Iran, JPMorgan Chase & Co.’s trading desk warned Monday, as oil prices soared past $100 a barrel and risks of economic stagnation loomed.Andrew Tyler, head of global market intelligence at the financial giant, shifted to a “tactically bearish” stance on US stocks as the conflict entered its second week, with no end in sight.Such a correction from the index’s peak would drag the S&P down to ...

By Jonathan Stempel NEW YORK, March 9 (Reuters) - A federal judge ruled on Monday that JPMorgan Chase employees may pursue part of their lawsuit ‌accusing the largest U.S. bank of mismanaging its health and prescription benefits ‌program, causing them to overpay for prescription drugs and premiums. U.S. District Judge Jennifer Rochon in Manhattan said ​employees can try to prove that JPMorgan allowed repeated, unauthorized excessive payments to CVS Caremark, to benefit the pharmacy benefits manager and a ...

JPMorgan Chase & Co. has turned bullish on US investment-grade bonds and now expects spreads on the securities to tighten by 12 basis points — a reversal from its November projection. https://t.co/zfkyo0mKjW ...