17 handpicked stocks

The Apple Card Shake-Up: A New Financial Alliance

JPMorgan Chase is poised to become the new issuer for the Apple Card, taking over from Goldman Sachs in a landmark deal. This shift in financial partnerships creates potential ripple effects for payment networks and the broader fintech infrastructure supporting them.

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Author avatar

Han Tan | Market Analyst

Published on July 30

Top Picks from This Group

Here are a few of the assets in this group. Create an account to unlock the full list.

JPM

JPMorgan Chase & Co.

JPM

Current price

$308.90

V

Visa, Inc.

V

Current price

$339.05

MA

MasterCard Inc.

MA

Current price

$582.96

12 Month Growth Potential

Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.

If you invested across these assets:

In 12 months it might be worth:

$1,000.00

+6.03%

About This Group of Stocks

1

Our Expert Thinking

JPMorgan Chase's acquisition of the Apple Card portfolio from Goldman Sachs represents a major shift in consumer finance partnerships. This $20 billion transfer creates opportunities across payment networks, fintech infrastructure, and credit management companies that support large-scale financial operations.

2

What You Need to Know

This group focuses on companies positioned to benefit from the integration of Apple Card's massive user base into JPMorgan's ecosystem. The stocks span traditional banks, payment processors, and fintech firms that provide the technology backbone for modern credit card operations.

3

Why These Stocks

These companies were handpicked based on their roles in payment processing, credit management, and financial technology infrastructure. As JPMorgan integrates Apple Card's operations, these firms may see increased transaction volumes and demand for their specialized services.

Group Performance Snapshot

6.03%

Average 12 Month Profit

On average, analysts expect assets in this group to grow 6.03% over the next year.

13 of 17

Stocks Rated Buy by Analysts

13 of 17 assets in this group are rated Buy by professional analysts.

0.7%

Group Growth

This group averaged a 0.7% return last month.

Source: Analyst sentiment is provided by Refinitiv Ltd, a global leader in financial market data with over 40k business clients. Refinitiv Ltd is an independent third party to Nemo. This is not advice.

Why You'll Want to Watch These Stocks

🔄

Major Partnership Shift

The Apple Card moving from Goldman Sachs to JPMorgan represents one of the biggest credit card portfolio transfers in recent history. This creates immediate opportunities for companies that support large-scale financial integrations.

💳

Payment Processing Boom

With millions of Apple Card users now under JPMorgan's umbrella, payment networks and processing companies could see significant transaction volume increases as the integration unfolds.

🚀

Fintech Infrastructure Play

The technical complexity of migrating a $20 billion credit portfolio creates demand for specialized fintech services, from risk management to customer service platforms.

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