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James Mitchell

James Mitchell

Managing Director and Senior Equity Analyst at Seaport Global Asset Management LLC

New York, NY, US

James Mitchell is a Managing Director and Senior Equity Analyst at Seaport Global Securities, specializing in the analysis of banks, brokers, and financial services companies. He regularly covers major institutions such as JPMorgan Chase & Co. and Bank of America, maintaining a strong performance record with a success rate above 71% and average returns exceeding 10% according to platforms like TipRanks. Mitchell began his analyst career with roles at Putnam Lovell NBF Securities and The Buckingham Research Group before joining Seaport Global Securities. He holds an MBA from NYU Stern School of Business, a BA from Wesleyan University, and maintains active securities licenses registered with FINRA.

James Mitchell's questions to JPMORGAN CHASE & (JPM) leadership

Question · Q2 2025

Inquired about the bank's actions to reduce asset sensitivity ahead of potential rate cuts and whether a reduction in the Supplementary Leverage Ratio (SLR) would create meaningful opportunities for balance sheet growth.

Answer

The bank has added some duration at the front end of the curve to balance its exposure to different rate scenarios but noted it's nearly impossible to get asset sensitivity to zero. Regarding the SLR, they see its reform as important for systemic resilience but noted JPMorgan is not currently constrained by it. The impact would be modest and is likely already priced into the market.

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