JPM · Financials

JPMORGAN CHASE & CO

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: what to focus on this earnings window

News · 2026-09-23

• India Expansion PlanImportance 31 · Surprise 42
  JPMorgan plans to double its GIFT City business in India. The expansion will add liquidity and payments capabilities. The initiative is intended to capture opportunities from India’s growing global footprint, although…
• Private Capital Group ExpansionImportance 31 · Surprise 42
  JPMorgan appointed Adriaan van der Knaap as a vice chair in its private capital advisory and solutions team. Van der Knaap joined from Apollo Global Management and will be based in New York. He will focus on…
• India Corporate Banking ExpansionImportance 31 · Surprise 42
  JPMorgan plans to double its GIFT City business in India. The expansion will add liquidity and payments capabilities. JPMorgan is targeting opportunities created by India’s growing global corporate and financial…
• Private Capital Advisory ExpansionImportance 31 · Surprise 42
  JPMorgan appointed Adriaan van der Knaap as a vice chair in its private capital advisory and solutions team. Van der Knaap joined from Apollo Global Management and will be based in New York. He will focus on…
• Tokenized Deposit ServicesImportance 31 · Surprise 42
  Canadian banks are exploring a Canadian-dollar tokenized deposit system for faster, programmable payments under regulatory oversight. The initiative follows similar efforts by Wells Fargo, Citi, and JPMorgan to develop…
• Tokenized Deposit InfrastructureImportance 31 · Surprise 42
  JPMorgan is developing tokenized deposit services alongside U.S. banks including Wells Fargo and Citigroup. The initiative is aimed at competing with crypto companies and improving payment efficiency. Separately, major…
• Institutional Ownership ChangesImportance 20 · Surprise 38
  MASTERINVEST Kapitalanlage GmbH increased its JPMorgan position by 16.2%, purchasing 11,037 shares to hold 79,362 shares. Glenview Trust Co. added 8,746 shares, increasing its holdings by 2.2% to 402,882 shares. Public…

News · 2026-09-22

• QIA $20 Billion PartnershipImportance 40 · Surprise 42
  JPMorgan announced a $20 billion investment partnership with the Qatar Investment Authority (QIA). The partnership represents a material strategic capital and investment-management initiative involving Qatar. The…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Corient Private Wealth LP increased its JPMorgan position by 18.2%, purchasing 573,004 shares to reach 3,729,565 shares valued at $1.22 billion. Fayez Sarofim & Co. acquired 85,496 shares, raising its holdings by 2.7%…
• Competition and Market ShareImportance 20 · Surprise 24
  Erebor Bank, an online-only startup founded by Palmer Luckey, reached $4 billion in deposits within three months of launch. The rapid deposit accumulation placed Erebor among the top 10 consumer deposit banks in the…
• Columbus Deposit CompetitionImportance 20 · Surprise 24
  Online-only Erebor Bank accumulated $4 billion in deposits within three months of launch, making it a significant new competitor in the Columbus consumer-deposit market. Chase and Huntington remain among the market…
• Interest Rate EnvironmentImportance 19 · Surprise 32
  Rising 10-year U.S. Treasury yields were identified as a key macro factor affecting financial-sector valuations on September 22, 2026. The move raised concerns about net interest margin expectations for JPMorgan and…
• Climate Risk in Debt MarketsImportance 17 · Surprise 24
  JPMorgan’s global head of climate advisory, Sarah Kapnick, said debt markets have materially changed how they view and price climate-related physical risks. The shift was described relative to conditions five years…

News · 2026-09-21

• Revenue Performance and MixImportance 52 · Surprise 30
  JPMorgan reported quarterly revenue of $58.02 billion, up 27.7% year over year. Quarterly EPS was $6.14, and the company reportedly exceeded analyst estimates. The digest did not provide a segment-level revenue…
• QIA $20 Billion PartnershipImportance 34 · Surprise 42
  J.P. Morgan Asset Management announced a $20 billion strategic investment partnership with Qatar Investment Authority (QIA) on September 21, 2026. The arrangement includes a $15 billion global equity mandate and a $5…
• QIA Investment Management MandateImportance 34 · Surprise 42
  Qatar Investment Authority and J.P. Morgan Asset Management announced a $20 billion strategic investment partnership. The arrangement includes a $15 billion global equity mandate and a $5 billion private-markets…
• Interest Rate EnvironmentImportance 33 · Surprise 42
  A third-party market report said the Federal Reserve raised interest rates by 25 basis points five days before the September 21 digest. The report characterized Chair Kevin Warsh’s tone as hawkish and suggested the…
• Institutional Ownership ChangesImportance 18 · Surprise 30
  Institutional investors reported mixed changes in JPMorgan Chase holdings during the second quarter. Canada Pension Plan Investment Board increased its position by 22.9% to 8,020,990 shares, while Jupiter Topco LLC…
• Dividend DeclarationImportance 10 · Surprise 6
  JPMorgan increased its quarterly dividend to $1.65 per share. The dividend increase was cited alongside quarterly EPS of $6.14 and revenue of $58.02 billion. The digest did not state the prior dividend rate,…

News · 2026-09-20

• Operating Cash Flow TrendsImportance 44 · Surprise 24
  JPMorgan reportedly generated negative free cash flow of $147.78 billion for FY2025. The reported deficit represented a significant deterioration from the prior period, although the digest does not provide the…
• Dividend DeclarationImportance 34 · Surprise 42
  JPMorgan increased its quarterly dividend to $1.65 per share. The new dividend implies an annualized payout of $6.60 per share. The dividend increase was reported as supporting JPMorgan’s income-investment appeal in…
• Dividend IncreaseImportance 34 · Surprise 42
  JPMorgan Chase increased its quarterly dividend to $1.65 per share. The new payout represents an annualized dividend of $6.60 per share. Third-party coverage cited the dividend increase as supporting the bank’s…
• Institutional Ownership ChangesImportance 31 · Surprise 46
  Peak Asset Management increased its JPMorgan stake by 7% during Q2, making JPMorgan its seventh-largest position. Manning & Napier Advisors reduced its position by 6.3% and held 94,965 shares after selling 6,365…

News · 2026-09-19

• Q2 Revenue Performance and MixImportance 52 · Surprise 30
  JPMorgan reported second-quarter revenue of $58.02 billion, exceeding analyst expectations. Revenue increased 27.7% year over year, surpassing the materiality threshold and indicating substantial growth in the reported…
• Quarterly Dividend IncreaseImportance 34 · Surprise 42
  JPMorgan increased its quarterly dividend to $1.65 per share. The higher dividend was reported alongside second-quarter EPS of $6.14 and revenue of $58.02 billion. The digest does not state the prior quarterly…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Connor Clark and Lunn Investment Management increased its JPMorgan position by 44.8% during the second quarter, purchasing 217,342 shares and ending with 702,078 shares. OMERS Administration increased its holdings by…
• U.S.-China Trade and AI TalksImportance 14 · Surprise 24
  U.S. Treasury Secretary Scott Bessent and Chinese Vice Premier He Lifeng are scheduled to meet on September 20, 2026, at JPMorgan Chase headquarters in New York. The discussions will address AI security, trade, and…

News · 2026-09-18

• Investment Banking and Markets RevenueImportance 60 · Surprise 58
  JPMorgan expects investment banking fees and markets revenue to rise by mid-to-high teens percentages in the third quarter. The expected growth is supported by a strong mergers-and-acquisitions pipeline and robust…
• Investment Banking Demand TrendsImportance 60 · Surprise 58
  JPMorgan expects investment-banking fees and Markets revenue to increase by a mid-to-high-teens percentage in the third quarter of 2026. The outlook is supported by a strong mergers-and-acquisitions pipeline and robust…
• Dividend IncreaseImportance 50 · Surprise 58
  JPMorgan recently raised its quarterly dividend by 10%, according to third-party reporting. The increase followed quarterly earnings of $6.14 per share. The dividend action represents a change in capital deployment…
• Institutional Ownership ChangesImportance 16 · Surprise 22
  Institutional ownership disclosures showed mixed positioning in JPMorgan Chase during the second quarter. EP Wealth Advisors increased its holdings by 10.1% to 724,174 shares, while Emerald Investment Advisers raised…

News · 2026-09-17

• American Housing Financing CommitmentImportance 64 · Surprise 42
  JPMorgan Chase pledged more than $750 billion through 2035 to increase U.S. housing supply and support homeownership. The commitment includes financing 1 million affordable housing units and assisting 500,000…
• American Dream Housing InitiativeImportance 64 · Surprise 42
  JPMorgan Chase pledged more than $750 billion through 2035 to support U.S. housing supply and homeownership. The initiative includes financing 1 million affordable housing units and assisting 500,000 homebuyers. The…
• Interest Rate EnvironmentImportance 31 · Surprise 42
  The Federal Reserve raised interest rates for the first time in three years on September 17, 2026. Third-party reporting expects the hike to create mixed effects for JPMorgan Chase, including potential support for net…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Tranquilli Financial Advisor LLC increased its JPMorgan stake by 56.3% in the second quarter, acquiring 1,855 shares to hold 5,150 shares. Portfolio Design Labs LLC reduced its position by 13.2% after selling 2,827…
• Prime Brokerage Position ChangeImportance 14 · Surprise 24
  JPMorgan Chase and its global affiliates ceased to be a substantial holder in West African Resources as of September 15, 2026. The reduction reflected trading, securities lending, collateral and prime brokerage…

News · 2026-09-16

• Guidance / OutlookImportance 44 · Surprise 58
  JPMorgan’s Commercial & Investment Bank expects strong third-quarter investment-banking fees and markets revenue, with broad-based strength across the division. Co-president Doug Petno said the bank sees "nothing…
• Dividend IncreaseImportance 40 · Surprise 58
  JPMorgan announced a 10% increase in its quarterly dividend from $1.50 to $1.65 per share. Shareholders of record on October 6, 2026 will receive the dividend on October 31, 2026. The reported annualized yield is…
• Investment Banking Demand TrendsImportance 30 · Surprise 40
  JPMorgan’s Commercial & Investment Bank expects strong third-quarter investment-banking fees and markets revenue, with reported growth in the mid-to-high teens. Co-president Doug Petno described demand as broad-based…
• Institutional Ownership ChangesImportance 28 · Surprise 46
  Asahi Life Asset Management reduced its JPMorgan stake by 18.4%, selling 2,465 shares and retaining 10,954 shares. Oversea-Chinese Banking increased its position by 19.6% to 55,774 shares after purchasing 9,149 shares,…
• Interest Rate OutlookImportance 20 · Surprise 24
  JPMorgan CEO Jamie Dimon said inflation may not yet be fully contained despite the Federal Reserve’s September 2026 rate hike. He warned businesses to prepare for interest-rate volatility driven by persistent…

News · 2026-09-15

• Long-term Callable Debt IssuanceImportance 40 · Surprise 42
  JPMorgan recently issued a significant amount of long-dated, fixed-rate callable medium-term notes. The notes extend the firm’s funding profile while locking in fixed rates amid expectations for higher-for-longer…
• Investment Banking and Markets RevenueImportance 20 · Surprise 40
  JPMorgan expects third-quarter investment-banking fees and trading revenue to show strong growth. Commercial and Investment Bank co-president Doug Petno said the expected strength is broad-based across investment…
• Investment Banking Demand TrendsImportance 20 · Surprise 40
  JPMorgan expects third-quarter investment banking fees to show strong growth, supported by broad-based activity across advisory, underwriting and capital markets. Commercial and Investment Bank co-president Doug Petno…
• Trading Revenue Demand TrendsImportance 20 · Surprise 24
  JPMorgan expects third-quarter trading revenue growth to remain strong, alongside investment banking fees. The reported strength is described as broad-based across the markets business rather than concentrated in a…
• Institutional Ownership ChangesImportance 6 · Surprise 46
  Diversify Advisory Services increased its JPMorgan position by 1,505.1% to 72,679 shares after buying 68,151 shares. Stevens Capital Partners increased its stake by 222.1% to 7,118 shares after purchasing 4,908 shares,…
• Dividend DeclarationImportance 6 · Surprise 6
  JPMorgan declared a quarterly dividend on its outstanding common stock on September 15, 2026. The firm also declared dividends on outstanding Series CC preferred stock. The announcements cover both common and preferred…

News · 2026-09-14

• Q2 Revenue Performance and MixImportance 59 · Surprise 48
  JPMorgan reported second-quarter revenue of $58.02 billion, exceeding analyst expectations. The reported revenue represented a 27.7% year-over-year increase, materially exceeding the 10% change threshold. JPMorgan also…
• Frontier Market Debt Index LaunchImportance 34 · Surprise 42
  JPMorgan plans to launch its GBI-EM Edge frontier-market local-currency government bond index by the end of September. The index will cover approximately $330 billion of debt across 26 countries, including markets…
• Frontier-Market Debt Index LaunchImportance 34 · Surprise 42
  JPMorgan plans to launch its GBI-EM Edge frontier-market local-currency government bond index by the end of September 2026. The index will track approximately $330 billion of debt across 26 countries, including markets…
• American Dream InitiativeImportance 31 · Surprise 42
  JPMorgan has launched its American Dream Initiative to address the expected succession of small businesses owned by baby boomers. Management-linked commentary warns that ownership-transition challenges could affect…
• Institutional Ownership ChangesImportance 18 · Surprise 22
  Main Street Financial Solutions increased its JPMorgan position by 12.9% during the quarter, adding shares to reach 14,600 shares. Meeder Advisory Services increased its stake by 2.4% to 82,381 shares after acquiring…

News · 2026-09-13

• Revenue Performance and MixImportance 52 · Surprise 30
  JPMorgan Chase reported quarterly EPS of $6.14, exceeding analyst expectations. Quarterly revenue increased 27.7% year over year. The digest does not provide segment revenue or mix details.
• Institutional Ownership ChangesImportance 8 · Surprise 14
  Deutsche Bank AG reduced its JPMorgan stake by 4.8% in the second quarter, selling more than 400,000 shares while retaining a position valued at $2.59 billion. Mitsubishi UFJ Asset Management increased its holdings by…

News · 2026-09-12

• Q2 Earnings and Revenue PerformanceImportance 37 · Surprise 6
  JPMorgan Chase reported second-quarter earnings per share of $6.14. Second-quarter revenue was $58.02 billion. The reported EPS and revenue exceeded analyst expectations.
• Institutional Ownership ChangesImportance 2 · Surprise 38
  AMG National Trust Bank reduced its JPMorgan Chase stake by 15.7%, selling 12,283 shares and retaining 66,023 shares. Simplicity Wealth LLC increased its position by 38.9% in the second quarter to $16.1 million, while…

News · 2026-09-11

• Europe Digital Banking ExpansionImportance 31 · Surprise 42
  JPMorgan is expanding its European corporate-banking strategy into Greece. The initiative is intended to create cross-selling opportunities across lending, payments, and investment banking. The report provides no…
• Anthropic Wealth Management CompetitionImportance 31 · Surprise 42
  JPMorgan is competing with Goldman Sachs, Bank of America, Bank of New York Mellon, and Wells Fargo to manage Anthropic employees’ wealth ahead of a potential IPO. Anthropic has solicited proposals covering…
• Small Business AI AdoptionImportance 17 · Surprise 24
  A JPMorgan Chase study cited in reporting found rapid AI adoption among small businesses, particularly restaurants. New Mexico restaurants are using AI for forecasting and inventory management, while also debating…
• Institutional Ownership ChangesImportance 14 · Surprise 14
  Bellars Harris Wealth Management initiated a JPMorgan position of 39,817 shares valued at approximately $13.033 million in the second quarter. Global Retirement Partners acquired 127,872 shares worth approximately…