Investment Intelligence Workstation
Baseline Fabric Moderate risk persona
Active Workspace
Marchi Family
Julio Marchi Long-Term Growth
Canonical Asset

JPM JPMorgan Chase & Co.

Equity Financial NYSE USD Active

Latest pricing comes from the newest ingested market-data snapshot when one exists. Portfolio values fall back to the latest transaction price only if snapshot coverage is still missing.

Research Notes Asset Brief Portfolios Watchlists
Held In Portfolios
1
Tracked In Watchlists
1
Personas Referencing
1
Latest Quote Snapshot
$230.30
Baseline seeded snapshots • Captured May 28, 2026 4:05 PM
Held Shares
20
Held Market Value
$4,606.00

Recent Price History

Baseline seeded snapshots • newest first
Latest ingested quote history
5 sessions of snapshot coverage
JPM close $230.30
Latest close $230.30
Window move +3.5%
Range $219.32 - $234.86
$230.92 $226.43 $221.93 May 22 May 26 May 28
Snapshot history only. This surface does not claim live or streaming market data.
Date Open High Low Close Volume Captured
May 28, 2026 $231.50 $234.86 $226.96 $230.30 9,810,000 May 28, 2026 4:05 PM
May 27, 2026 $227.90 $232.07 $224.94 $229.09 10,620,000 May 27, 2026 4:00 PM
May 26, 2026 $227.04 $231.27 $223.75 $227.63 11,430,000 May 26, 2026 4:00 PM
May 25, 2026 $225.70 $228.97 $222.77 $225.70 12,240,000 May 25, 2026 4:00 PM
May 22, 2026 $223.13 $226.03 $219.32 $222.55 13,050,000 May 22, 2026 4:00 PM

Portfolio Presence

Portfolio Persona Shares Latest Price Mkt Value Gain/Loss
Paper Trading Lab
Paper Trade
 Learning Portfolio
Ana Marchi
 20 $230.30
Baseline seeded snapshots · May 28, 2026 4:05 PM
$4,606.00 +$266.00
+6.1%

Watchlist Presence

Paper Trade Queue
Learning Portfolio · Ana Marchi
Medium Researching
Follow bank earnings and net interest margin sensitivity.
Useful training case for financial-sector drivers.
Operating Plan
Set Plan
No operating plan recorded yet for this watchlist item.
Added Sep 4, 2025

Catalyst & Event Timeline

baseline records only — no live news feed
Add Event

History

Date Type Title Importance Status Source
Apr 30, 2026 Dividend JPM Q1 2026 Dividend Paid
JPMorgan quarterly dividend payment. Part of financial-sector income thesis.
 Low Completed Seeded baseline Edit
Apr 11, 2026 Earnings JPM Q1 2026 Earnings
JPMorgan Chase quarterly results. Net interest income guidance and credit qua...
 Medium Completed Seeded baseline Edit

Research Notes

+ Note All notes →
Management Signal Apr 7, 2026 Seeded baseline
Jamie Dimon Flagged Macro Uncertainty in Shareholder Letter
The annual shareholder letter explicitly flagged elevated geopolitical risk and fiscal uncertainty as inputs to maintaining excess capital reserves. Credit quality monitoring remains conservative.
Thesis Support Jan 15, 2026 Seeded baseline
Net Interest Income Exceeds Cycle Expectations
JPMorgan Net Interest Income (NII) has held above original rate-cycle guidance, supported by deposit repricing timing and loan mix. NII has been consistently above consensus through FY2025.