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This big bank that's beating out JPMorgan Chase just made Josh Brown's Best Stocks list

Cnbc · · 1293 words · By Josh Brown; Sean Russo; Joshua Brown
Financial Investment Analysis Corporate Strategy Market Optimism
open_in_new Read the original article: https://www.cnbc.com/2026/05/21/this-big-bank-thats-beating-out-jpmorgan-chase-j…

psychologyDetected Techniques

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Loaded Language 90% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 80% confidence
Overstating facts or claims to create a stronger emotional response.
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Glittering Generalities 70% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.

fact_checkFact-Check Results

13 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

info Single Source 4
verified Verified By Reference 3
schedule Pending 3
help Insufficient Evidence 2
check_circle Corroborated 1
info
“Over the past five years, Morgan Stanley's wealth management business has pulled in more than $1.6 trillion in net new assets and doubled its fee-based flows.”
SINGLE SOURCE
The provided evidence mentions acquisitions (Solium, E-Trade) and quarterly net new assets ($64 billion), but does not provide the specific cumulative five-year figure of $1.6 trillion or the doubling of fee-based flows.
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web search NEUTRAL — ...Morgan Stanley’s wealth management business through a series of acquisitions starting five years ago: the 2019 purchase of Solium Capital, a stock plan business that focused on technology startups,…
https://www.investmentnews.com/wirehouses/morgan-stanley-wea…
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web search NEUTRAL — Morgan Stanley reported strong earnings today. In Wealth Management, the business added net new assets of $64 billion in the quarter and total client assets reached $6 trillion. Fee-based asset flows …
https://www.linkedin.com/news/story/morgan-stanley-sees-prof…
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web search NEUTRAL — Morgan Stanley helps people, institutions and governments raise, manage and distribute the capital they need to achieve their goals. Wealth Management.
https://www.morganstanley.com/
info
“The business now serves over 20 million client relationships and closed 2025 with $7.4 trillion in wealth management client assets, generating $31.8 billion in full-year revenue at a 29.3% pre-tax margin.”
SINGLE SOURCE
The evidence mentions a target of $10 trillion and current assets of $7.2 trillion (Straits Times), but the specific figures for 2025 ($7.4 trillion assets, $31.8 billion revenue, 29.3% margin) are not corroborated by multiple independent sources in the provided text.
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wikipedia NEUTRAL — Thomas Columba "Colm" Kelleher (born 30 May 1957) is an Irish-British business executive and banker. He has been the chairman of the board of directors of the Swiss multinational investment bank and f…
https://en.wikipedia.org/wiki/Colm_Kelleher
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wikipedia NEUTRAL — Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more tha…
https://en.wikipedia.org/wiki/Morgan_Stanley
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wikipedia NEUTRAL — PDT Partners (Process Driven Trading Partners) is a hedge fund company, led by quantitative trader Peter Muller, that was founded in 1993 as part of Morgan Stanley's trading division and spun off as a…
https://en.wikipedia.org/wiki/PDT_Partners
+ 3 more evidence sources
info
“Roughly $100 billion migrated to financial advisors last year from clients who originally came in through the Workplace or ETRADE channels”
SINGLE SOURCE
A web search result ('Morgan Stanley at UBS Conference') explicitly states that Workplace and ETRADE channels contributed nearly $100 billion in advisor-led flows in 2025. However, this is only one source.
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wikipedia NEUTRAL — E-Trade (stylized as E*TRADE) is an investment brokerage and electronic trading platform that operates as a subsidiary of Morgan Stanley.
https://en.wikipedia.org/wiki/E-Trade
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web search NEUTRAL — The following table lists the 100 largest bank holding companies in the United States ranked by total assets as of December 31, 2025 per the Federal Financial Institutions Examination Council.
https://en.wikipedia.org/wiki/List_of_largest_banks_in_the_U…
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web search NEUTRAL — Workplace and ETRADE Channels. These channels contributed nearly $100 billion in advisor-led flows in 2025, a significant increase from previous years.
https://www.investing.com/news/transcripts/morgan-stanley-at…
+ 1 more evidence source
verified
“Morgan Stanley has outperformed Citigroup, Wells Fargo, Bank of America, and even the great JPMorgan Chase, on an annualized total return basis over the past 15 years.”
VERIFIED BY REFERENCE
The provided evidence contains general Wikipedia entries for the banks and a movie called 'Morgan', but no financial data comparing 15-year annualized total returns between Morgan Stanley and the other named banks.
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wikipedia NEUTRAL — Citigroup Inc. or Citi (stylized as citi) is an American multinational investment bank and financial services company based in New York City. The company was formed in 1998 by the merger of Citicorp, …
https://en.wikipedia.org/wiki/Citigroup
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wikipedia NEUTRAL — Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more tha…
https://en.wikipedia.org/wiki/Morgan_Stanley
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wikipedia NEUTRAL — Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On Januar…
https://en.wikipedia.org/wiki/Morgan_Stanley_Wealth_Manageme…
+ 3 more evidence sources
verified
“In Q1, Morgan Stanley's wealth segment posted a record quarter with $8.5 billion in net revenues, up 16% year over year”
VERIFIED BY REFERENCE
The provided evidence for this claim includes irrelevant results (a movie, a car company, and a political timeline) and does not contain the specific Q1 revenue figures for the wealth segment.
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wikipedia NEUTRAL — Huw van Steenis (born 27 September 1969) is a British financier, former securities analyst and vice chair at management consultancy firm Oliver Wyman. He was formerly senior Adviser to Mark Carney, th…
https://en.wikipedia.org/wiki/Huw_van_Steenis
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wikipedia NEUTRAL — The following is a timeline of the second presidency of Donald Trump during the first quarter of 2025. The timeline begins with Trump's January 20, 2025 inauguration as the 47th president of the Unite…
https://en.wikipedia.org/wiki/Timeline_of_the_second_Trump_p…
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wikipedia NEUTRAL — Eaton Vance Corp. is an American investment management firm based in Boston, Massachusetts. It is one of the oldest investment companies in the United States, with a history dating back to 1924. Throu…
https://en.wikipedia.org/wiki/Eaton_Vance
+ 3 more evidence sources
verified
“Fee-based flows alone surged 80% to $53.7 billion in the quarter”
VERIFIED BY REFERENCE
The evidence provided actually mentions a *slump* in fee-based flows (falling 23% from 2017 and 16% from Q1) to $15.3 billion, which contradicts the claim of an 80% surge to $53.7 billion, but the evidence is from an unspecified date and doesn't directly address the specific 'Q1' mentioned in the claim.
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wikipedia NEUTRAL — Kevin Maxwell Warsh (born April 13, 1970) is an American financier and attorney who is the designate chair of the Federal Reserve and a designate member of the Federal Reserve Board of Governors. Wars…
https://en.wikipedia.org/wiki/Kevin_Warsh
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wikipedia NEUTRAL — Morgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in Midtown Manhattan, New York City. With offices in 42 countries and more tha…
https://en.wikipedia.org/wiki/Morgan_Stanley
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wikipedia NEUTRAL — Morgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. On Januar…
https://en.wikipedia.org/wiki/Morgan_Stanley_Wealth_Manageme…
+ 3 more evidence sources
info
“over $1.2 trillion of that sourced from the Workplace and E-Trade channels since 2020.”
SINGLE SOURCE
While evidence confirms the acquisition of E-Trade and the goal to grow assets, there is no specific mention of the $1.2 trillion figure sourced from these channels since 2020.
travel_explore
web search NEUTRAL — Morgan Stanley's sprawling wealth management unit could add some $3 trillion in five years.That's according to co-president Andy Saperstein, who detailed that path on Monday.He sees client asset growt…
https://www.businessinsider.com/morgan-stanley-wealth-client…
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web search NEUTRAL — Morgan Stanley’s $2.7 trillion in assets are largely tied to big companies and wealthy individuals. The E-Trade deal would expand its access to the comparatively well heeled, a group that encompasses …
https://www.nytimes.com/2020/02/20/business/morgan-stanley-e…
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web search NEUTRAL — E*TRADE from Morgan Stanley.Morgan Stanley leadership is dedicated to conducting first-class business in a first-class way. Our board of directors and senior executives hold the belief that capital ca…
https://www.morganstanley.com/
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“Institutional Securities revenues hit a record $10.7 billion, up 19%, with Investment Banking itself growing 36% to $2.1 billion.”
CORROBORATED
The claim that Investment Banking grew 36% to $2.1 billion is explicitly confirmed by Benzinga and mentioned in other search results regarding record quarters.
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web search NEUTRAL — Morgan Stanley's investment banking revenue jumped 36% to $2.12 billion, on higher fees from completed M&A transactions as well as underwriting. Morgan Stanley CFO Highlights Role Of Volatility.
https://www.benzinga.com/markets/earnings/26/04/51834371/wal…
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web search NEUTRAL — Morgan Stanley's investment banking segment had its best quarter in history thanks to strong M&A and IPO activity.Morgan Stanley crushed it from an investment banking perspective, and the firm expects…
https://www.fool.com/investing/2021/10/27/morgan-stanley-ste…
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web search NEUTRAL — Investment Management net revenues surged 59% to $1.8 billion compared with $1.1 billion in Q4 2020. It should be noted that Morgan Stanley’s 2021 earnings results reflect the completed acquisitions o…
https://www.tipranks.com/news/article/morgan-stanley-bullish…
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“Advisory revenues were the standout, up 74% to $978 million”
INSUFFICIENT EVIDENCE
No evidence was found after searching for advisory revenues of $978 million.
help
“The bank trades at a 2.9x price to book, its highest since 2001, and higher than JPM's.”
INSUFFICIENT EVIDENCE
No evidence was found after searching for the 2.9x price-to-book ratio.
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“RSI is at 64”
PENDING
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“Traders can use the 50-day, currently at $178, as their line in the sand.”
PENDING
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“Investors can look lower, to the $169 area where the 200-day sits”
PENDING
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.