JPM
JPMorgan Chase & Co.
stockNYSE

Look at JPM preferred stocks instead of JEPQ. Its preferreds yield over 6.6%, super safe, and qualified dividend for tax advantage.

Would recommend you take a look at the chart from JPM's Guide to Retirement]( https://tinyurl.com/2fbv9r84) on slide 41. Annual returns drop from 11% to 6.6% by missing the best 10 performing days of the market. Best days occur frequently close to the worst days.

$ spending on AI continues to accelerate. It’s super early. Unless there’s an actual moratorium on data centers, in which case it’s all slowed but will still continue. And JPM leaning super heavily into AI, as well as Hilton, as well as Visa, as well as Coca-Cola, it’s clearly bullish. Their growth has accelerated because of AI if you actually listen to them.

Yeah the holdings back this up pretty well. VOO and QQQ overlap about 56% by weight, and the top of both is basically the same: NVDA 8.39% vs 8.46%, AAPL 7.38% vs 7.26%, MSFT 5.78% vs 5.81%. VOO and VTI overlap about 89%, so VTI's extra 3,000ish stocks only add up to \~9% of the fund. The \~44% of VOO that QQQ skips is mostly names like LLY, BRK.B and JPM. [You can see the overlap for all three here](https://turtto.com/?tickers=VOO%2CVTI%2CQQQ&timeframe=2yr&graphType=adjclose). Overlap isn't necessarily bad if you're aware of it. And yeah as others have mentioned people typically wont hold VOO / VTI and think they're diversifying doing that. In terms of moving correlation down I feel like you'd want to select other ETFs that have more weight in other stocks. I feel like people sometimes look at holdings but the more important thing to look at is the weight in individual holdings. If you look at something like [SCHD when compared to VOO ](https://turtto.com/?tickers=SCHD%2CVOO&timeframe=1yr&graphType=adjclose)you'll see they go somewhat in opposite directions even though 44% of SCHD holdings are in VOO they only share 7.7% of the same weight.

Method \- 22 stocks and ETFs: AAPL, AMD, AMZN, AVGO, BA, BAC, GOOGL, INTC, JPM, LLY, META, MRVL, MSFT, MU, NFLX, NVDA, PLTR, QQQ, SPY, TSLA, UNH, XOM \- Costs: $0.99 per order plus 1¢ of slippage per share \- Rules and pass mark written down before running anything; 2026 sealed and run once \- Luck test: 4,000 sets of random twins (same stock, direction, time of day, target and costs, on random other days) \- Also tested 2-, 3- and 10-minute bars: none passed \- 168 trades can miss a small edge: a true +0.10R edge would show up only about 1 time in 3

Ronald Read had a ton of individual stocks. * Procter & Gamble (PG) * Wells Fargo (WFC) * Johnson & Johnson (JNJ) * JPMorgan Chase (JPM) / J.P. Morgan Chase & Co. * Colgate-Palmolive (CL) * American Express (AXP) * J.M. Smucker (SJM) * General Electric (GE) * Pacific Gas & Electric (PG&E) * Bank of America / Merrill Lynch * VF Corporation (VFC) * McCormick & Company (MKC) * CVS Health

I feel like I'm talking to someone not providing sources, from what I see institutions absolutely pay commisions(http://pricing.free.fr/docs/vwap/JPM_Steil.pdf). More importantly. You need to quantify what is gained with the liquidity vs the tax. Just because it's good, doesn't mean it's worth not collecting those taxes.

I think the point is that JPM is accidentally making is they made a calculation and decided they rather face the “three armies within 400 miles” than keep pretending that America is honest.

Tweet Mirror:[StockMKTNewz](https://twitter.com/StockMKTNewz/status/2115088222560653814) >JPMorgan [$JPM](https://www.tradingview.com/symbols/JPM) Asset Management has expanded its Asia\-Pacific assets under management by almost a third in 12 months to about $400 billion \- Bloomberg > >[\[Twitter Image 1\]](https://pbs.twimg.com/media/HVpNhKEWgAAKc_z?format=webp&name=large)

We look for excellent (boring) companies with a long track record, whose share prices have been beaten down. Since 2019, the stand-outs have been Abbvie (ABBV) with annualized total returns of 22.81%, JP Morgan Chase (JPM) at 20.46%, and Shell Oil (SHEL) at 15.94%. CVS, Home Depot (HD), Coca-Cola (KO), and Southern Company (SO) have been solid performers at 8.5% to 12.1%. But those returns are very much a product of having purchased shares at discount prices. The new additions since August are Proctor & Gamble (PG), Pfizer (PFE), Medtronic (MDT), Enbridge (ENB), and UTF. ENB and UTF are still in the red, but show promise as long-term holds. The others are shaping up nicely, as their share prices recover.

Jamie Dimon CEO of JPM to countries repatriating Gold from US, “you’re not thinking clearly”.

It’s a very complicated financing deal involving Delta hedging with a note holder who was sold the debt contract by JPM, just google it if you don’t believe me, but it’s true