金十整理：机构前瞻美国4月季调后非农就业人口 3. 德意志银行：+12.5万；德商银行：+13万；穆迪分析：+13.0万；丹斯克银行：+13.0万；渣打银行： +13.0万； 4. 法巴银行：+13.5万；瑞银集团：+13.5万；加皇银行：+13.8万；高盛集团：+14.0万；劳埃德银行： +14.5万； 5. 凯投宏观：+15.0万；潘森宏观：+15.0万；道明证券：+15.0万；富国银行：+15.0万；野村证券： +16.0万； 6. 法兴银行：+16.0万；摩根士丹利：+16万；美国银行：+16.5万。[前值：+22.8万；路透预期：+13.0 万] 1. 汇丰控股：+7.50万；德卡银行：+8.00万；瑞穗证券：+8.50万；杰富瑞集团：+10.0万；花旗集团： +10.5万； 2. 荷兰国际：+11.0万；澳新银行：+12.0万；大和资本：+12.5万；巴克莱银行：+12.5万；摩根大通： +12.5万； ...

Financial Performance - JPMorgan Chase reported net income of $14.6 billion for Q1 2025, a 9% increase year-over-year, with diluted earnings per share of $5.07, up 14%[25]. - Total net revenue reached $45.3 billion, an 8% increase from the previous year, driven by a 17% rise in noninterest revenue to $22.0 billion and a 1% increase in net interest income to $23.3 billion[27]. - For the three months ended March 31, 2025, total net revenue was $45.31 billion, an increase of 8% compared to $41.93 billion in the same period of 2024[48]. - Net income for the three months ended March 31, 2025, was $14,643 million, up from $13,419 million in 2024[96]. - Net income for the three months ended March 31, 2025, was $4.4 billion, down 8% from $4.8 billion in 2024[121]. - Total net revenue increased by 4% to $18.3 billion, compared to $17.7 billion in the same period last year[121]. - Net income for the period was $6.94 billion, reflecting a 5% increase compared to $6.62 billion in the previous year[135]. - Total net revenue for the three months ended March 31, 2025, was $19.67 billion, a 12% increase from $17.58 billion in the prior year[135]. - Net revenue for the three months ended March 31, 2025, was $19.7 billion, an increase of 12% compared to $17.6 billion in 2024[138]. Credit Losses and Allowances - The provision for credit losses was $3.3 billion, significantly higher than the $1.9 billion in the prior year, with net charge-offs increasing to $2.3 billion[28]. - The total allowance for credit losses stood at $27.8 billion, with a coverage ratio of 1.94% compared to 1.77% in the previous year[28]. - The provision for credit losses was $3.30 billion, a 75% increase from $1.88 billion in the same quarter of 2024, with net charge-offs of $2.30 billion[60]. - Provision for credit losses was $2.6 billion, a 37% increase from $1.9 billion in the previous year[121]. - The allowance for loan losses increased by 4% to $(25,208) million, indicating a net addition driven by macroeconomic outlook changes[74]. - The provision for credit losses was $705 million, with net charge-offs of $177 million, compared to $69 million in the prior year[141]. - Total allowance for credit losses increased by 8% to $9.8 billion, up from $9.1 billion in 2024[146]. - The provision for credit losses was a net benefit of $10 million, compared to a net benefit of $57 million in the prior year[162]. Revenue Streams - Investment banking fees increased by 11% to $2.18 billion, while asset management fees rose by 13% to $4.70 billion[48]. - Noninterest revenue grew by 6% to $4.2 billion, supported by higher asset management fees and commissions[121]. - Noninterest revenue for the three months ended March 31, 2025, was $4.0 billion, up 14% from $3.5 billion in 2024[162]. - Revenue from Global Private Bank was $3.1 billion, up 10%, driven by higher management fees and brokerage fees[162]. - Noninterest revenue excluding Markets increased by 20% to $13.8 billion, compared to $11.5 billion in 2024[100]. - Noninterest revenue reached $653 million, a significant increase from a loss of $275 million in the prior year, primarily due to a $588 million First Republic-related gain[181][183]. Assets and Liabilities - Total assets increased by 9% to $4,357,856 million as of March 31, 2025, compared to $4,002,814 million at December 31, 2024[70]. - Total assets rose by 1% to $636.1 billion, while total loans remained stable at $570.2 billion[126]. - Total assets increased by 15% to $2,174.1 billion from $1,898.3 billion year-over-year[144]. - Total assets increased by 7% to $258.4 billion compared to $240.6 billion in the previous year[166]. - Client deposits and other third-party liabilities averaged $1.0 trillion, an increase of 11% from $931.6 billion in 2024[155]. - The average interest-earning assets were $3.7 trillion, an increase of $223 billion, with a yield of 5.19%, down 36 basis points[57]. Equity and Capital Ratios - The Firm achieved a return on common equity (ROE) of 18% and a return on tangible common equity (ROTCE) of 21%[25]. - Stockholders' equity rose by 2% to $351,420 million, reflecting net income and lower unrealized losses[82]. - Tangible common equity increased to $278.9 billion, up from $272.2 billion in the previous quarter[102]. - The CET1 capital ratio was 15.4% as of March 31, 2025, compared to 15.7% at the end of 2024, while the Tier 1 capital ratio was 16.5%[203]. - Total capital increased to $330.5 billion as of March 31, 2025, from $325.6 billion at the end of 2024[203]. - The firm reported a Tier 1 leverage ratio of 7.2% for the three months ended March 31, 2025, consistent with the previous quarter[205]. Customer Metrics - Active digital customers increased by 6% to 72.48 million, and active mobile customers grew by 8% to 59.04 million[131]. - The number of client advisors increased by 6% to 9,641 from 9,107[173]. Market Performance - The company ranked 1 for Global Investment Banking fees according to Dealogic, with total investment banking fees increasing by 12% to $2.2 billion[143]. - Equity Markets revenue surged 48% to $3.8 billion, driven by strong performance in Equity Derivatives[143]. - Total international net revenue increased by 10% to $7.7 billion, with notable growth in the Asia-Pacific region at 22%[157]. - Total international net revenue grew by 11% to $1.8 billion, compared to $1.6 billion last year[175]. Operational Expenses - Compensation expense increased by 7% to $14.09 billion, driven by higher revenue-related compensation and growth in employee numbers[64]. - Total noninterest expense increased by 6% to $9.9 billion, reflecting higher compensation and operational costs[121]. - Noninterest expense rose by 13% to $9.8 billion, primarily due to higher compensation and legal expenses[140]. - Noninterest expense decreased by 86% to $185 million, largely attributed to a net benefit of $19 million in the provision for credit losses, compared to a provision of $27 million in the previous year[181][186].

Investors are looking for growth beyond the technology sector, and that’s putting dividend stocks back in favor. The idea is simple: When a stock’s growth outlook is unclear, dividends can help boost its total return and mitigate downside risk to investors’ portfolios. For example, The Coca-Cola Company NYSE: KO stock has been up about 17% in the last 12 months. When you add in the company’s dividend yield, which currently is about 2.12%, the total return for KO stock is closer to 20%. That’s something that ...

When it comes to banking giants, JPMorgan (JPM) and Bank of America (BAC) are often at the top of mind. As two of the most diversified financial institutions in the United States, they offer a broad spectrum of services, including retail banking, investment banking (IB) and wealth management on a global scale.JPMorgan, the largest U.S. bank by assets, commands a leading position in the IB sector. In contrast, Bank of America—the second-largest by assets—boasts one of the most extensive retail banking networ ...

Group 1 - The announcement of US tariffs in early April 2025 has led to equity selling across most industry sectors due to recession fears [1] - An unusual market behavior has been observed during this period, indicating potential shifts in investor sentiment [1]

智通财经4月30日电，香港交易所信息显示，摩根大通（JPMorgan）在比亚迪股份的持股比例于04月25 日从4.81%升至5.14%，平均股价为396.3990港元。 ...

主力合约前20席位中，多头增仓前三名分别是：华泰期货、持仓4253、增仓218，永安期货、持仓2916、增仓203，东证期货、持 仓6604、增仓187；多头减仓前三名分别是：国泰君安、持仓19176、减仓-2929，光大期货、持仓2270、减仓-507，海通期货、持 仓5051、减仓-363； 新浪期货 根据交易所数据，截至4月30日收盘主力合约中证1000指数期货2506,涨跌+0.56%,成交量10.88万手，持仓数据显示前20 席位呈现净空，差额头寸为17179手。 中证1000指数期货期货全合约总计成交17.24万手，比上一日减少6398手。全合约前20席位多头持仓21.41万手，比上一日减少4923 手。全合约前20席位空头持仓24.29万手，比上一日减少4413手。 根据合并数据显示，多头前三席位为中信期货，总持仓41107、国泰君安，总持仓40749、国投期货，总持仓13740；空头前三席位 为中信期货，总持仓59286、国泰君安，总持仓39493、海通期货，总持仓16357； | | | | | 2025年4月30日中证1000指数期货全合约持仓数据一览 | | | | | | | --- ...

根据合并数据显示，多头前三席位为一德期货，总持仓62113、中信期货，总持仓54998、银河期货，总持仓46275；空头前三席位 为国泰君安，总持仓61576、华泰期货，总持仓58050、乾坤期货，总持仓55353； 主力合约前20席位中，多头增仓前三名分别是：大地期货、持仓12731、增仓2334，招商期货、持仓8275、增仓1625，中信期货、 持仓40770、增仓1017；多头减仓前三名分别是：乾坤期货、持仓16377、减仓-2290，东证期货、持仓20402、减仓-1804，东吴期 货、持仓10387、减仓-670； 新浪期货 根据交易所数据，截至4月30日收盘主力合约菜粕2509,涨跌-2.72%,成交量46.86万手，持仓数据显示前20席位呈现净空， 差额头寸为34730手。 菜粕期货全合约总计成交68.09万手，比上一日新增1504手。全合约前20席位多头持仓61.43万手，比上一日减少1.28万手。全合约 前20席位空头持仓66.50万手，比上一日增加1.08万手。 主力合约前20席位中，空头增仓前三名分别是：乾坤期货、持仓49481、增仓11326，摩根大通、持仓48442、增仓6431，国 ...

据英国金融时报：摩根大通CEO戴蒙支持英国财政大臣里夫斯的"促增长议程"。 ...

2025年4月29日菜粕主力合约2509持仓数据一览 | | 名次 会员名称 成交量(双边) | | 増減 | 会员 | 持买单 | 增减 | 会员 | 持卖单 | 增减 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | J | 国泰君安 | 117,352 | -26,911 | 一德期货 | 48,767 | 4,477 | 中信期货 | 42,633 | 464 | | 2 | 东证期货 | 94,240 | 1,916 | 中信期货 | 39,753 | -7,027 | 摩根大通 | 42,011 | 11,096 | | 3 | 中信期货 | 91,349 | -11.183 | 国泰君安 | 27,442 | -3,855 | 东证期货 | 41,640 | 8,212 | | ব | 走闻期货 | 49,415 | -25,995 | 银河期货 | 22,633 | 727 | 国泰君安 | 40,517 | -857 | | 5 | 光大期货 | 37,743 | 3,621 | 东证期货 | 22,206 | ...