Jpmorgan

• JPMorgan Chase reportó ingresos netos en el primer trimestre de 13,200 millones de dólares, un aumento del 15% en comparación con el primer trimestre de 2025, impulsado por mayores ingresos netos por intereses y un incremento del 12% en los ingresos de banca de inversión. • El CEO Jamie Dimon afirmó que el banco está "bien posicionado" a pesar de las incertidumbres macroeconómicas, mientras que la firma aumentó su dividendo en un 5% a 1.16 dólares por acción y recompró 11,000 millones de dólares en acciones durante el trimestre. • Los sólidos resultados del banco contrastaron con las preocupaciones generales del sector financiero sobre el aumento de las pérdidas crediticias y la calidad del crédito, aunque las bajas netas de JPMorgan se mantuvieron estables en el 0.31% de los préstamos.

• JPMorgan Chase announced Thursday the acquisition of a fintech startup specializing in regional bank digitalization for $5.2 billion in cash, marking one of 2026's largest financial services M&A deals. • The acquisition will expand JPMorgan's capabilities in serving mid-sized regional banks, addressing a strategic gap as community lenders face increased competition from digital-native competitors. • JPMorgan executives stated the deal is expected to generate $200 million in annual cost synergies by 2028 and will close in the fourth quarter of 2026, subject to regulatory approval.

• JPMorgan Chase authorized a $5 billion share repurchase program, effective immediately, following a strong first quarter in which net income exceeded $6.2 billion and return on equity reached 15.3%. • CEO Jamie Dimon stated that the buyback reflects management confidence in the bank's capital position and long-term earnings trajectory despite macroeconomic headwinds. • The announcement signals investor-friendly capital allocation policies among major financial institutions, supporting bank stock valuations and demonstrating the sector's resilience amid ongoing rate cut speculation.

• JPMorgan revised its 2026 S&P 500 year-end price target down to 7,200 from 7,500, citing rising oil prices and geopolitical tensions as key headwinds to earnings. • The bank warned the index could slide to as low as 6,000 in the near term if current pressures intensify, with 6,000 to 6,200 identified as potential support levels if recession risks escalate. • The S&P 500 closed Friday at 6,506.48, down 1.51%, marking its fourth consecutive weekly loss and lowest level in six months amid AI monetization doubts and Fed rate-cut expectations reversing.