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@pete_rizzo_BREAKING: PRESIDENT TRUMP PLANNING EXECUTIVE ORDER TO STOP #BITCOIN AND CRYPTO DEBANKING ABSOLUTELY MASSIVE 🔥🔥
JPM Analysis
Published 3 hours agoJPMorgan passes Fed stress test, announces $50B buyback; Dimon warns US economy may weaken; Sapphire Reserve fee rises 45%.
Expanding investments in Germany and Italy, focusing on infrastructure, AI, and cross-border projectsJPMorgan to Step Up Investments in Germany, Dimon SaysMeloni, JPMorgan’s Dimon Discuss Expanding Investments in Italy
Advancing DeFi-TradFi integration with Chainlink, Base; Kinexys partners with S&P Global on carbon credit tokenizationJPMorgan, Largest Bank Globally, Advances DeFi-TradFi Convergence with Chainlink and Base at RWA Summit CannesJPMorgan’s Kinexys Partners with S&P Global to Pilot Carbon Credit Tokenization in $2 Trillion Market
All 22 largest U.S. banks pass Fed stress test; JPM authorizes $50B buyback, raises dividend to $1.50All 22 Largest U.S. Banks Pass Fed Stress Test; JPMorgan Announces $50B Buyback, Dividend Raised to $1.50JPMorgan Sparks Payout Wave After All 22 U.S. Banks Pass Fed Stress Test
Trump administration considers order to block banks from “debanking” political and crypto clientsTrump Administration Considers Executive Order to Ban JPMorgan, Citibank, Bank of America From Debanking Political and Crypto Clients
Turns bullish on U.S. equities and SMID industrials after recent pullbackJPMorgan Turns Bullish on U.S. Equities and SMID Industrials
Dimon warns of U.S. economic slowdown as unemployment rises to 4.2% and inflation edges upJPMorgan CEO Dimon Warns of U.S. Economic Weakness With 4.2% Unemployment, Inflation Rise; HSBC Downgrades JPMorgan StockJPMorgan CEO Jamie Dimon Warns U.S. Economy Could Weaken as Unemployment Hits 4.2%, Shares Rise 40%, Baird Downgrades Stock
HSBC and Baird downgrade JPM on valuation; Baird sets $235 price target after 40% rallyBaird Cuts JPMorgan to Underperform on Valuation After 40% RallyJPMorgan CEO Jamie Dimon Warns U.S. Economy Could Weaken as Unemployment Hits 4.2%, Shares Rise 40%, Baird Downgrades Stock
Shares hit record highs in late June, up 40% from April, closing at $283.16 on July 9JPMorgan CEO Jamie Dimon Warns U.S. Economy Could Weaken as Unemployment Hits 4.2%, Shares Rise 40%, Baird Downgrades StockJPMorgan Chase, Microsoft, Netflix and Other Major Stocks Hit New All-Time Highs on June 24-25, 2025
Sapphire Reserve card fee raised 45% to $795; new perks and business version launchedJPMorgan Chase Raises Sapphire Reserve Fee 45% to $795, Adds $500 Hotel Credit and Business Version Effective June 23JPMorgan Chase Raises Sapphire Reserve Fee 45% to $795 with New $500 Hotel Credit and Business Version Launch
Piloting permissioned USD deposit token (JPMD) for institutions on Coinbase’s Base blockchainJPMorgan Files Trademark for JPMD Permissioned Deposit Token, Plans Pilot on Coinbase-Linked Base Blockchain for Institutional ClientsJPMorgan to Pilot Permissioned USD Deposit Token JPMD for Institutional Clients on Coinbase’s Layer-2 Ethereum Blockchain Base
Reports strong Q1 for Bitcoin miners; U.S. miners control 31.5% of global hashrateJPMorgan Raises Bitcoin Miner Price Targets After Strong Q1 2025; US Miners Control 31.5% Hashrate, Profitability Up 20%JPMorgan Reports Strong Q1 2025 for Bitcoin Miners; US Controls 31.5% Hashrate, CleanSpark Hits 50 EH/s, Profitability Up 20% in May
Tops Forbes Global 2000 for third consecutive yearJPMorgan Tops Forbes Global 2000 for Third Year; U.S. Leads with 612 Companies Amid Record $52.9T Revenue
Commentary
JPMorgan continues to balance strong operational momentum with emerging macro risks. CEO Jamie Dimon’s repeated warnings about a softer U.S. outlook—highlighted by a 4.2% unemployment rate and rising inflation—have led to more cautious sentiment among analysts. Both HSBC and Baird have downgraded the stock on valuation grounds after a 40% rally from April lows, with Baird’s $235 target implying further downside from the current $283.16 close.
Despite macro caution, the bank’s capital position remains robust. JPMorgan and all major U.S. banks cleared the Fed’s 2025 stress test, triggering a $50B buyback and a dividend hike to $1.50. This has supported sector-wide capital return announcements, though questions remain on the sustainability of these payouts if economic conditions soften as Dimon suggests.
Strategic initiatives remain a focal point. JPMorgan is piloting its permissioned USD deposit token (JPMD) on Coinbase’s Base blockchain, marking its first public blockchain launch. The bank is also pushing further into digital assets and DeFi integration, including tokenized carbon credits and partnerships with Chainlink and S&P Global. International growth is another theme, with new investment plans in Germany and Italy targeting infrastructure, AI, and cross-border projects.
On the consumer side, the Sapphire Reserve fee hike and new perks reflect a bid to maintain premium card competitiveness and boost non-interest income. Meanwhile, the bank’s bullish stance on U.S. equities and SMID industrials, and its positive view on Bitcoin mining profitability, suggest selective risk-taking even as macro signals turn mixed.
Traders should monitor incoming economic data for confirmation of Dimon’s warnings, track regulatory developments on digital assets and “debanking,” and watch for further volatility in JPM shares as the market weighs strong execution against elevated valuations and macro uncertainty.
JPM Analysis
Published 3 hours agoJPMorgan passes Fed stress test, announces $50B buyback; Dimon warns US economy may weaken; Sapphire Reserve fee rises 45%.
Expanding investments in Germany and Italy, focusing on infrastructure, AI, and cross-border projectsJPMorgan to Step Up Investments in Germany, Dimon SaysMeloni, JPMorgan’s Dimon Discuss Expanding Investments in Italy
Advancing DeFi-TradFi integration with Chainlink, Base; Kinexys partners with S&P Global on carbon credit tokenizationJPMorgan, Largest Bank Globally, Advances DeFi-TradFi Convergence with Chainlink and Base at RWA Summit CannesJPMorgan’s Kinexys Partners with S&P Global to Pilot Carbon Credit Tokenization in $2 Trillion Market
All 22 largest U.S. banks pass Fed stress test; JPM authorizes $50B buyback, raises dividend to $1.50All 22 Largest U.S. Banks Pass Fed Stress Test; JPMorgan Announces $50B Buyback, Dividend Raised to $1.50JPMorgan Sparks Payout Wave After All 22 U.S. Banks Pass Fed Stress Test
Trump administration considers order to block banks from “debanking” political and crypto clientsTrump Administration Considers Executive Order to Ban JPMorgan, Citibank, Bank of America From Debanking Political and Crypto Clients
Turns bullish on U.S. equities and SMID industrials after recent pullbackJPMorgan Turns Bullish on U.S. Equities and SMID Industrials
Dimon warns of U.S. economic slowdown as unemployment rises to 4.2% and inflation edges upJPMorgan CEO Dimon Warns of U.S. Economic Weakness With 4.2% Unemployment, Inflation Rise; HSBC Downgrades JPMorgan StockJPMorgan CEO Jamie Dimon Warns U.S. Economy Could Weaken as Unemployment Hits 4.2%, Shares Rise 40%, Baird Downgrades Stock
HSBC and Baird downgrade JPM on valuation; Baird sets $235 price target after 40% rallyBaird Cuts JPMorgan to Underperform on Valuation After 40% RallyJPMorgan CEO Jamie Dimon Warns U.S. Economy Could Weaken as Unemployment Hits 4.2%, Shares Rise 40%, Baird Downgrades Stock
Shares hit record highs in late June, up 40% from April, closing at $283.16 on July 9JPMorgan CEO Jamie Dimon Warns U.S. Economy Could Weaken as Unemployment Hits 4.2%, Shares Rise 40%, Baird Downgrades StockJPMorgan Chase, Microsoft, Netflix and Other Major Stocks Hit New All-Time Highs on June 24-25, 2025
Sapphire Reserve card fee raised 45% to $795; new perks and business version launchedJPMorgan Chase Raises Sapphire Reserve Fee 45% to $795, Adds $500 Hotel Credit and Business Version Effective June 23JPMorgan Chase Raises Sapphire Reserve Fee 45% to $795 with New $500 Hotel Credit and Business Version Launch
Piloting permissioned USD deposit token (JPMD) for institutions on Coinbase’s Base blockchainJPMorgan Files Trademark for JPMD Permissioned Deposit Token, Plans Pilot on Coinbase-Linked Base Blockchain for Institutional ClientsJPMorgan to Pilot Permissioned USD Deposit Token JPMD for Institutional Clients on Coinbase’s Layer-2 Ethereum Blockchain Base
Reports strong Q1 for Bitcoin miners; U.S. miners control 31.5% of global hashrateJPMorgan Raises Bitcoin Miner Price Targets After Strong Q1 2025; US Miners Control 31.5% Hashrate, Profitability Up 20%JPMorgan Reports Strong Q1 2025 for Bitcoin Miners; US Controls 31.5% Hashrate, CleanSpark Hits 50 EH/s, Profitability Up 20% in May
Tops Forbes Global 2000 for third consecutive yearJPMorgan Tops Forbes Global 2000 for Third Year; U.S. Leads with 612 Companies Amid Record $52.9T Revenue
Commentary
JPMorgan continues to balance strong operational momentum with emerging macro risks. CEO Jamie Dimon’s repeated warnings about a softer U.S. outlook—highlighted by a 4.2% unemployment rate and rising inflation—have led to more cautious sentiment among analysts. Both HSBC and Baird have downgraded the stock on valuation grounds after a 40% rally from April lows, with Baird’s $235 target implying further downside from the current $283.16 close.
Despite macro caution, the bank’s capital position remains robust. JPMorgan and all major U.S. banks cleared the Fed’s 2025 stress test, triggering a $50B buyback and a dividend hike to $1.50. This has supported sector-wide capital return announcements, though questions remain on the sustainability of these payouts if economic conditions soften as Dimon suggests.
Strategic initiatives remain a focal point. JPMorgan is piloting its permissioned USD deposit token (JPMD) on Coinbase’s Base blockchain, marking its first public blockchain launch. The bank is also pushing further into digital assets and DeFi integration, including tokenized carbon credits and partnerships with Chainlink and S&P Global. International growth is another theme, with new investment plans in Germany and Italy targeting infrastructure, AI, and cross-border projects.
On the consumer side, the Sapphire Reserve fee hike and new perks reflect a bid to maintain premium card competitiveness and boost non-interest income. Meanwhile, the bank’s bullish stance on U.S. equities and SMID industrials, and its positive view on Bitcoin mining profitability, suggest selective risk-taking even as macro signals turn mixed.
Traders should monitor incoming economic data for confirmation of Dimon’s warnings, track regulatory developments on digital assets and “debanking,” and watch for further volatility in JPM shares as the market weighs strong execution against elevated valuations and macro uncertainty.
