What Anti-Woke Funds and ESG Have in Common
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jul 08 2025
0mins
Should l Buy JPM?
Source: WSJ
Woke Investment Alternatives: Investors seeking to move away from "woke" principles are turning to exchange-traded funds like the American Conservative Values ETF, which aligns investments with conservative political beliefs.
Boycotting Hostile Companies: This ETF focuses on boycotting companies perceived as opposing its values, aiming to provide a financial solution for those frustrated with liberal corporate culture.
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Analyst Views on JPM
Wall Street analysts forecast JPM stock price to rise
19 Analyst Rating
11 Buy
7 Hold
1 Sell
Moderate Buy
Current: 308.780
Low
260.00
Averages
341.38
High
400.00
Current: 308.780
Low
260.00
Averages
341.38
High
400.00
About JPM
JPMorgan Chase & Co. is a financial holding company. The Company is engaged in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. The Company operates through three segments: Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM). Its CCB segment offers products and services to consumers and small businesses through bank branches, ATMs, digital and telephone banking. Its CIB segment consists of banking and payments and markets and securities services, and offers a suite of investment banking, lending, payments, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients. AWM segment offers investment and wealth management solutions. It offers multi-asset investment management solutions, retirement products and services, brokerage, custody, estate planning, and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Employee Recruitment Initiative: This expansion will add 1,100 new employees, moving closer to Chase's goal of increasing its Consumer Bank team by over 10,500 by year-end, ensuring enhanced service quality for customers.
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- Branch Network Expansion: JPMorgan Chase plans to open over 160 new branches across 30 states and renovate nearly 600 existing locations as part of a multibillion-dollar investment aimed at enhancing access to financial services nationwide.
- Community Center Development: Since opening its first Community Center in Harlem in 2018, Chase has established 19 centers that offer financial health workshops and small business support, with plans to increase Community Managers to 225 by 2030, thereby strengthening community financial resilience.
- Employee Recruitment Initiative: This expansion will add 1,100 new employees, moving closer to Chase's goal of increasing its Consumer Bank team by over 10,500 by year-end, ensuring enhanced service quality for customers.
- Innovative Product Launches: Chase is committed to launching innovative banking products and services, such as Chase Pay in 4℠ and Overdraft Assist, which help customers manage their finances better, leading to increased customer satisfaction, particularly with the Secure Banking account attracting over 3 million customers.
See More
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- SoFi Membership Growth: For the year ending December 31, 2025, SoFi reported a 37% year-over-year revenue increase and a 111% rise in adjusted net income, indicating moderate membership growth that supports sustained revenue and earnings growth, thereby maintaining its elevated valuation.
- Optimistic Earnings Outlook: SoFi's management anticipates revenue and earnings-per-share (EPS) growth of 30% and 54%, respectively, for the next year, which could drive stock price increases despite potential near-term slumps.
- Citigroup's Successful Turnaround: Since late 2023, Citigroup's stock has surged due to CEO Jane Fraser's long-term turnaround strategy, achieving 3% revenue growth and 38% earnings growth in 2024, reflecting steady operational improvements.
- Future Growth Potential: Citigroup expects EPS to reach $10.23 and $12.03 in 2026 and 2027, respectively, and if the stock is re-rated, it could see over a 50% increase by 2027, highlighting its strong investment appeal.
See More
Growth Potential Analysis of SoFi and Citigroup
- SoFi Growth Momentum: For the year ending December 31, 2025, SoFi reported a 37% year-over-year revenue growth and a 111% increase in adjusted net income, with management forecasting 30% revenue and 54% EPS growth next year, indicating that the company's expansion in the digital banking sector will further drive its stock price upward.
- Citigroup Turnaround Success: Citigroup achieved 3% revenue growth and 38% earnings growth in 2024, with a 6.5% revenue increase and a 35% EPS growth to $7.97 in 2025 after excluding one-time items, demonstrating the effectiveness of CEO Jane Fraser's long-term turnaround strategy.
- Stock Price Potential: Currently, Citigroup trades at a price-to-earnings ratio of only 10.8, significantly lower than peers like Bank of America and JPMorgan Chase, which trade at 12 to 14 times earnings; if the market rerates its value, the stock could rally by over 50% by 2027, providing substantial return potential for investors.
- Market Competitiveness: As both SoFi and Citigroup continue to grow, investors should pay attention to these two companies, particularly Citigroup's efforts in cost-cutting and business consolidation, which may provide strong support for its future growth.
See More
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- Withdrawal Restrictions: Blue Owl Capital's announcement to permanently restrict withdrawals from its retail debt fund led to a nearly 6% drop in its stock price on Thursday, raising concerns about potential stress in the private credit sector.
- Asset Sale Impact: The firm sold $1.4 billion in loan assets from three private debt funds, particularly from the Blue Owl Capital Corporation II aimed at U.S. retail investors, which will cease quarterly redemption options, potentially signaling a bursting market bubble.
- Increasing Market Risks: Research indicates that institutional ownership of publicly traded business development companies (BDCs) has steadily declined to about 25% by 2023, highlighting the growing role of retail investors in providing equity capital, which may increase market fragility.
- Rising Default Risks: As investor unease grows over AI tools disrupting traditional enterprise software models, concerns in private credit have resurfaced, with market watchers warning of significant defaults ahead, particularly among high-yield loans.
See More
Japan's Inflation Rate Drops to 1.5%, Economy Grows Slightly
- Inflation Rate Decline: Japan's headline inflation rate fell to 1.5% in January, the lowest since March 2022, ending a streak of 45 months above the Bank of Japan's 2% target, indicating a reduction in price pressures.
- Core Inflation Metrics: The core inflation rate, excluding fresh food prices, eased to 2%, matching economists' forecasts, down from 2.4% in December, reflecting improved stability in consumer prices.
- Future Forecast Adjustments: The Bank of Japan raised its inflation forecasts for fiscal 2026, projecting core inflation at 1.9% and
See More
Trump's Lawsuit Against JPMorgan Progresses
- Legal Basis Controversy: Trump's lawsuit relies on the Florida Deceptive and Unfair Trade Practices Act (FDUTPA), but JPMorgan argues that the statute explicitly exempts federally regulated banks and their officers, indicating significant flaws in the lawsuit's legal foundation.
- Vague Allegations: JPMorgan highlighted in its court filing that Trump's claims regarding a 'blacklist' are vague and lack essential details, failing to specify what the blacklist entails, when it was created, or to whom it was supposedly circulated, which could lead to the lawsuit's dismissal.
- Massive Damages Sought: Trump is seeking $5 billion in damages, claiming substantial financial harm and adverse impacts due to the closure of his bank accounts, which could exert pressure on JPMorgan's reputation given the high stakes involved.
- Market Sentiment Steady: Over the past 24 hours, retail sentiment around JPM stock remained neutral, indicating that investors are not overly concerned about the lawsuit's implications, reflecting a limited impact on market perception.
See More
