10 Value Stocks in Ken Fisher’s Portfolio

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1. JPMorgan Chase & Co. (NYSE:JPM)

Fisher Asset Management Equity Stake: $4.17 Billion

Forward P/E Ratio as of April 17: 12.55

Number of Hedge Holders: 123

JPMorgan Chase & Co. (NYSE:JPM) is one of the largest financial services companies specializing in investment banking, commercial banking, and financial transaction processing and asset management. It is one of the top-value stocks in Ken Fisher’s portfolio as it operates in the traditional banking sector, backed by mature businesses and predictable revenue streams.

Over the past year, JPMorgan Chase & Co. (NYSE:JPM) has increased by more than 40% and successfully leveraged a resilient economic backdrop. In the fourth quarter of fiscal 2024, JPMorgan delivered a 58% increase in earnings per share to $4.81, affirming its ability to generate shareholder value. Even with the Federal Reserve cutting interest rates, the bank still delivered an 11% year-over-year increase in net interest income.

The better-than-expected financial results are due to JPMorgan Chase & Co.’s (NYSE:JPM) diversified financial services footprint, size, and scale of operations. Its investment banking section continues to be a key value driver, with fees surging by 49% in fiscal 2024 as the bank capitalized on a solid deal-making environment. JPMorgan rewards income-focused investors with a 2.44% dividend yield amid the underlying growth.

While we acknowledge the potential of JPMorgan Chase & Co. (NYSE:JPM) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. There is an AI stock that went up since the beginning of 2025, while popular AI stocks lost around 25%. If you are looking for an AI stock that is more promising than JPM but that trades at less than 5 times its earnings check out our report about this cheapest AI stock.

READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires.

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