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Giverny Capital Praises JPMorgan's Earnings Strength Amid Market Dispersion

Yahoo Finance Read original source (opens in a new tab)
The Story

News Summary

  • Giverny Capital's Q2 2026 letter highlights quality holdings like JPMorgan, Progressive, and Mastercard growing EPS despite lagging stock prices, citing market dispersion and AI-driven momentum concerns overshadowing fundamentals.
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JPM price history

356.23 +21.24% over the displayed period

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