‘This is unbelievable': My adviser made $300,000 trading options. Now I'm being killed by taxes. Do I fire him? [Yahoo! Finance]
JP Morgan Chase & Co. (JPM)
Last jp morgan chase & co. earnings: 4/14 06:43 am
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jpmorganchase.com/corporate/investor-relations/investor-relations.htm
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Source: Yahoo! Finance
Dear Quentin, My registered investment adviser (RIA) made a profit of $300,000 in a few weeks trading options during the recent market turmoil. I am getting hit with IRMAA in two years. I use three different RIAs at three firms, employing various strategies. I have about 20 accounts, using both platform managers, asset-allocation models that each firm provides (which managers can adjust), diversified strategies, and IPO access that I self-manage. Overall, my allocation is about 65/35. The windfall came from investing in the AI/tech sector during March's downturn and capturing the April turnaround. Also, remember that returns are relative to the amount invested. Most Read from MarketWatch ‘This is unbelievable': My adviser made $300,000 trading options. Now I'm being killed by taxes. Do I fire him? The ‘blue sky' scenario that could take the S&P 500 to 8,000 by year's end, according to JPMorgan ‘Some stocks have risen, but others have flopped': I will soon inherit my paren
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JPM
Earnings
- 4/14/26 - Beat
JPM
Sec Filings
- 4/22/26 - Form 424B2
- 4/22/26 - Form 424B2
- 4/22/26 - Form 424B2
- JPM's page on the SEC website