Here is Tim Travis’ research report on JPMorgan Chase & Co. (JPM) on Jul 17th 2013.   http://seekingalpha.com/article/1553122-jpmorgan-a-great-example-of-a-big-bank-working-with-reasonable-upsideRead More

Here is Tim Travis’ research report on JPMorgan Chase & Company (JPM) on Apr 15th 2013.   http://seekingalpha.com/article/1343071-jpmorgan-stock-still-cheap-on-an-absolute-basisRead More

Here is Tim Travis’ research report on JPMorgan Chase & Company (JPM) on Jan 16th 2013.   http://seekingalpha.com/article/1116471-if-the-economy-improves-jpmorgans-earnings-will-be-considerably-higherRead More

Here is Tim Travis’ research report on JPMorgan Chase & Co. (JPM) on Oct 14th 2012.   http://seekingalpha.com/article/922391-jpmorgan-see-the-forest-through-the-treesRead More

Below is TTCM’s most recent research report on J.P. Morgan.  While other banks may offer a bigger disconnect between price and value, J.P. Morgan is an exceptionally well run, and still undervalued institution.  Enjoy! http://seekingalpha.com/article/922391-jpmorgan-see-the-forest-through-the-trees INVESTING IN THE FINANCIAL MARKETS INVOLVES RISKS. OPTIONS ARE NOT SUITABLE FOR ALL INVESTORS.Read More

JP Morgan CEO Jamie Dimon showed some serious confidence in his own company by buying 500,000 shares last week for $34.22 each.  That is a real conviction purchase that shows that Dimon is confident his company can survive the “Whale Problem” and the European crisis.  JP Morgan has some of the best earnings power of...Read More

One of my favorite investors Bruce Berkowitz of Fairholme Funds posted a new slide show today.  He correctly identifies the difference between volatility and risk as defined by a permanent loss of capital.  In this market anything with the perception of risk is being punished quite viciously as the macroeconomic situation is trumping individual stock...Read More

Corporations are issuing debt aggressively taking advantage of these record low interest rates.  JP Morgan (JPM) is taking advantage of their tremendous financial strength and is gaining market share as the number one underwriter.  Because JP Morgan has been able to stay in tact after the “Great Recession” they have benefited greatly as their competitors...Read More

Richard Bove of Rochdales Securities is correct in his assertion that people shouldn’t make too much of the trading loss at JP Morgan (JPM).  Yes it is a significant mistake and should never have happened but JP Morgan has $20-$25 Billion in earnings power.  Although I do like JP Morgan here I’m more attracted to...Read More

This article written by Simon Johnson is another in a long line of commentary that is not supported by facts or solutions.  Obviously there is a lot of stress directly stemming from the situation in Europe and it will effect banks.  Currently banks in the United States have some of the highest capital and liquidity...Read More