| JPM |
Report |
Total Markets Revenue (FICC + Equities) |
BEAT |
pred ~$10.7B vs. cons $10.28B |
MEDIUM |
| JPM |
Report |
Investment Banking Fees |
BEAT |
pred ~$2.90B vs. cons $2.85B |
MEDIUM |
| JPM |
Report |
NII ex-Markets |
IN-LINE |
pred ~$23.8B vs. cons $23.73B |
HIGH |
| JPM |
Guide |
NII ex-Markets FY2026 (FY2026) |
UNCHANGED |
guide ~$95B vs. cons $95.68B |
HIGH |
| JPM |
Guide |
Adjusted Expenses FY2026 (FY2026) |
UNCHANGED |
guide ~$106B vs. cons $106.17B |
HIGH |
| JPM |
Guide |
Card NCO Rate FY2026 (FY2026) |
BETTER |
guide ~3.4% vs. cons 3.50% |
MEDIUM |
| JPM |
Return |
Day-1 residual (stock − beta × S&P 500) |
+0.5% |
— |
MEDIUM |
| JPM |
Return |
5-day cumulative residual |
+1.0% (STABILIZE) |
STABILIZE — H2 estimates revised up modestly as FY guide math forces Q3/Q4 higher; stock already at 52-week highs limits upside |
MEDIUM |