Dividend AttractivenessJPM's strong capital position, combined with recent management commentary that buybacks are likely to remain close to the current run rate increases the probability that JPM will hike regular dividends over and above consensus expectations.
Private Credit GrowthJPM shows 'Goliath is Winning' in private credit where it targets growth given its position as the largest lender in the space.
Technological AdvancementsJPM is focused on replacing core platforms for deposits, credit card, mortgage, etc. over time and moving to the cloud.