JPM · Full Picture
JPMORGAN CHASE & CO — the full picture
Earnings window · 2026-05-01 to 2026-09-24 · anchored on the 10-Q report
One earnings window, everything merged: the filing, the call, press releases and news digests, folded into ranked threads.
What to look at first
- Revenue Performance and Mix · Revenue growth & mixPriority 92+0.0% liability; 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); structured_verifiedFirmwide net revenue up 27% or up 15% excluding significant items
- Provision for Credit Losses · Credit losses & provisionsPriority 88-104.8% net_income; 3 sources (news, press_release, sec_filing); 9 forward row(s); structured_verifiedJPMorgan Chase & Co. projected provision for credit losses of $95.6 billion for 1Q26–1Q28.
- Operating Expense Trends · Operating expenses (SG&A)Priority 85-16.1% operating_income (realized); 4 sources (news, press_release, sec_filing, transcript); 2 forward row(s); structured_verifiedNew adjusted expense outlook for full year 2026: about $107.5 billion.
- Credit Card Portfolio · UnclassifiedPriority 84+37.2% assets (realized); 4 sources (news, press_release, sec_filing, transcript); 1 forward row(s); structured_verifiedFirm expects FY2026 Card Services NCO rate of ~3.2%
- Investment Banking Demand Trends · Demand, orders & backlogPriority 84-57.1% liability (realized); 3 sources (news, press_release, sec_filing); 1 forward row(s); quote_verifiedJPMorgan forecast mid-to-high-teens growth in investment-banking fees and markets revenue for the third quarter.
- Markets and Securities Services Activity · UnclassifiedPriority 83-2.1% liability; 3 sources (news, press_release, sec_filing); 7 forward row(s); structured_verifiedCIB Markets & Securities Services revenue: $13,691 million, up 33%; Securities Services revenue: $1.7 billion, up 17%
- International Banking Market Growth · UnclassifiedPriority 82+30.6% assets (realized); 3 sources (news, press_release, sec_filing); 2 forward row(s); structured_verifiedAverage loans up 10% year-over-year and up 2% quarter-over-quarter; average deposits up 7% year-over-year and up 3% quarter-over-quarter (firmwide)
- American Dream Housing Initiative · UnclassifiedPriority 81+12.7% assets; 4 forward row(s); quote_verifiedJPMorgan announced a $750 billion multi-year program to enhance housing supply and affordable lending through 2035, aiming to build or preserve approximately 1 million affordable housing units and facilitate 500,000 home purchases, with 200,000 being first-time homeowners.
- Profit & loss projections (PPNR and components) · UnclassifiedPriority 80+304.6% operating_income; 2 sources (news, press_release); 9 forward row(s); quote_verifiedJPMorgan Chase & Co. projected nine-quarter cumulative Pre-provision net revenue (PPNR) of $135.9 billion for 1Q26–1Q28.
- Capital Ratios and RWA · UnclassifiedPriority 79-1.1% assets; 4 sources (news, press_release, sec_filing, transcript); 3 forward row(s); structured_verifiedBasel III Standardized RWA for JPMorgan Chase & Co. were $1,982 billion in actual 4Q25 and projected $2,089 billion in 1Q28.
- Credit Provided and Capital Raised · UnclassifiedPriority 78+34.7% assets (realized); 2 sources (press_release, sec_filing); structured_verifiedApproximately $1.9 trillion of credit and capital raised year-to-date, comprised of $160 billion for consumers, $17 billion for U.S. small businesses, $1.7 trillion for corporations and non-U.S. government entities, and $52 billion for nonprofit and U.S. government entities
- Significant Items (Visa & Equity Gains) · UnclassifiedPriority 78+17.2% net_income (realized); 3 sources (news, press_release, sec_filing); structured_verifiedFirm significant items in 2Q26: $4.6 billion net gain related to Visa shares and $1.0 billion of gains on certain equity investments
Threads by pillar
Revenue & Demand Priority 97 · 10 threads
- Revenue Performance and MixPriority 92 · News, Release, Filing, Call
- Wealth Management GrowthPriority 58 · Release, Filing
- Markets Trading Revenue GrowthPriority 20 · News
- Investment Banking Demand TrendsPriority 84 · News, Release, Filing
- Consumer Credit DemandPriority 46 · Filing
- Wholesale Lending DemandPriority 46 · Filing
- Payments and Transaction Volume GrowthPriority 43 · Release, Filing
- Active ETF investor demandPriority 28 · News
- Geographic Market CommentaryPriority 56 · News, Filing
- Products and TechnologyPriority 10 · News
Costs & Margins Priority 97 · 17 threads
- Provision for Credit LossesPriority 88 · News, Release, Filing
- Residential Real Estate Credit QualityPriority 39 · Filing
- Credit Costs and Charge-offsPriority 32 · Release, Filing
- Nonperforming Assets / Consumer NonaccrualsPriority 22 · Filing
- Operating Expense TrendsPriority 85 · News, Release, Filing, Call
- Net Income and EPS PerformancePriority 77 · News, Release, Filing
- AFS Securities ImpairmentPriority 37 · Filing
- Workforce Reduction and RestructuringPriority 28 · News
- Plano Call-center LayoffsPriority 22 · News
- Headcount / Centralization of RiskPriority 31 · Filing
- AI Adoption and Workforce ShiftPriority 30 · News
- Strategic Hiring / Coverage ExpansionPriority 27 · News
- Institutional Crypto Hiring SurgePriority 21 · News
- AI Workforce TransitionPriority 19 · News
- SpaceX IPO DistributionPriority 29 · News
- ETF Distribution CorrectionPriority 22 · News
- JMST Distribution DeclaredPriority 18 · News
Capital & Balance Sheet Priority 95 · 21 threads
- Structured notes exposurePriority 49 · News, Filing
- TLAC and Eligible Long‑Term DebtPriority 44 · News, Filing
- Long-term unsecured funding issuancePriority 38 · Filing
- Frontier Market Debt Index LaunchPriority 36 · News
- Outstanding IndebtednessPriority 36 · News, Filing
- Liquidity Coverage / HQLA / Available LiquidityPriority 68 · Filing
- Liquidity and Cash PositionPriority 59 · Release, Filing, Call
- Deposits, Loans and LiquidityPriority 52 · Release
- Downgrade Trigger Liquidity ImpactPriority 26 · Filing
- System Liquidity and Fed Balance SheetPriority 26 · Release, Call
- Capital Return ProgramPriority 59 · News, Release, Filing, Call
- Dividend DeclarationPriority 49 · News
- Dividend IncreasePriority 44 · News, Release
- Accelerated Share RepurchasePriority 23 · News
- Income Tax Rate ChangesPriority 61 · Release, Filing
- Investment Securities PortfolioPriority 60 · Filing
- Operating Cash Flow TrendsPriority 48 · News
- Derivatives Receivables / Netting / Balance Sheet ImpactPriority 32 · Filing
- Derivative receivables & collateralPriority 31 · Filing
- Receivables from customers (margin loans)Priority 30 · Filing
- Preferred Stock Offering Series PPPriority 31 · News
Strategy & Portfolio Priority 85 · 18 threads
- Securities Financing ExpansionPriority 62 · Filing
- Bay Area Corporate Center ExpansionPriority 59 · News
- Fintech and Digital Asset ExpansionPriority 45 · News, Call
- Branch Network ExpansionPriority 35 · News
- NBA Expansion AdvisoryPriority 35 · News
- Acquisition / Partnership: Apple CardPriority 44 · Filing
- Syndicated Acquisition FinancingPriority 30 · News
- Acquisition / Underwriting Pipeline (OPay IPO)Priority 29 · News
- Acquisition Advisory CompetitionPriority 26 · News
- Idex Acquisition InterestPriority 22 · News
- Capital Deployment StrategyPriority 41 · News, Release
- AI Infrastructure InvestmentPriority 34 · Call
- Tech IPO Lending StrategyPriority 26 · News
- QIA $20 Billion PartnershipPriority 34 · News
- Olympics Partnership / Brand MarketingPriority 30 · News
- Quantum AI PartnershipPriority 25 · News
- Ohio State Athletics PartnershipPriority 23 · News
- FactSet Distribution PartnershipPriority 18 · News
Legal, Regulatory & Policy Priority 80 · 12 threads
- Regulatory Capital and TLACPriority 55 · News, Release
- Regulatory RiskPriority 48 · News, Filing
- Debanking Investigation SubpoenasPriority 31 · News
- Non-U.S. Regulatory Timing (Basel III / MREL)Priority 29 · Filing
- Regulatory Proposals / G‑SIBPriority 26 · Call
- Capital Adequacy and RequirementsPriority 57 · Filing
- Non-U.S. Subsidiary CapitalPriority 30 · Filing
- Executive Harassment LawsuitPriority 32 · News
- Debanking Litigation RiskPriority 28 · News
- Frozen Payments LawsuitPriority 27 · News
- Settlement Offer and LawsuitPriority 27 · News
- US Class Action RiskPriority 27 · News
Guidance & Outlook Priority 76 · 5 threads
- Guidance / OutlookPriority 73 · News, Release, Filing
- Prediction Market Trading GuidancePriority 23 · News
- Crypto Regulation OutlookPriority 22 · News
- Dollar Long-Term OutlookPriority 14 · News
- Kospi / Korea Equity OutlookPriority 14 · News
Macro & Market Conditions Priority 87 · 19 threads
- Net Interest Income TrendsPriority 69 · News, Release, Filing, Call
- Structural interest rate riskPriority 54 · News, Filing
- Cash flow hedge gains and lossesPriority 59 · Filing
- Fair value hedge adjustmentsPriority 39 · Filing
- Hedge accounting and AOCI recognitionPriority 33 · Filing
- Anthropic Wealth Management CompetitionPriority 30 · News
- Competition and Market SharePriority 29 · News
- Columbus Deposit CompetitionPriority 28 · News
- Investment banking advisory competitionPriority 26 · News
- Competition and Talent MobilityPriority 25 · News
- Net investment hedge FX swingPriority 31 · Filing
- FX / Currency HeadwindsPriority 18 · Filing
- Foreign Exchange Risk ManagementPriority 17 · Filing
- Dollar Reserve Currency RiskPriority 14 · News
- Macroeconomic Factors ImpactPriority 37 · News, Release, Filing
- Consumer Health and InflationPriority 13 · News
- National Security InitiativePriority 29 · News
- DOJ Probe Iran TransactionsPriority 27 · News
- Geopolitical market volatility outlookPriority 23 · News
Management & Governance Priority 68 · 8 threads
- CIB Activity SustainabilityPriority 65 · Call
- Technology Banking Leadership AppointmentsPriority 29 · News
- Leadership Succession PlanningPriority 26 · News
- Split Chair and CEO ProposalPriority 24 · News
- AI Leadership TransitionPriority 22 · News
- Small-business succession opportunityPriority 11 · News
- Board Independence GovernancePriority 26 · News
- Corporate governance challengePriority 22 · News
Shareholders & Street Priority 52 · 5 threads
- Institutional ownership changesPriority 44 · News
- Institutional Holdings ActivityPriority 32 · News
- 51Talk Stake IncreasePriority 24 · News
- Crypto ETF Holdings IncreasePriority 23 · News
- Insider Selling ActivityPriority 19 · News
Unclassified Priority 100 · 5 threads
- Credit Card PortfolioPriority 84 · News, Release, Filing, Call
- Markets and Securities Services ActivityPriority 83 · News, Release, Filing
- International Banking Market GrowthPriority 82 · News, Release, Filing
- American Dream Housing InitiativePriority 81 · News
- Profit & loss projections (PPNR and components)Priority 80 · News, Release
Expected impact by metric
| metric | forward net | forward gross | realized |
|---|---|---|---|
| operating_income | +301.6% | +307.6% | -8.8% |
| net_income | -267.8% | +298.8% | +54.9% |
| revenue | +136.7% | +136.7% | +49.5% |
| assets | +13.4% | +15.6% | +191.8% |
| liability | -2.4% | +2.4% | -73.2% |
| cash | -0.7% | +1.1% | -26.7% |
| margin | -0.8% | +0.8% | — |