JPM News
R40 coverage and dated third-party headlines for JPMorgan Chase & Co. (JPM).
R40 Coverage
We Published Four Bank Capital Ratios in One Week. The Highest One Got the Most Sceptical Adjective.
SoFi's CET1 is 18.7% and we called it capital piling up. Bank of America's is 11.2% and we called it real headroom. Both descriptions are correct, and the reason why is the only thing worth knowing about a regulatory ratio.
JPMorgan Q2 2026: Record $21.2B Profit — and Dimon Warns It 'Feels Like 2007'
JPMorgan posted the largest quarterly profit in U.S. banking history, beating EPS estimates by 33%. In the same breath, Jamie Dimon warned markets are showing the exuberance of 1972, 1986, 2000, and 2007. We break down the numbers and the warning.
Prediction Markets
January 2026
JPMorgan Cautious on US Stocks Amid Fed Probe
Trading desk cautious after Fed criminal investigation rattles markets; threats to Fed independence could weigh short-term, but de-escalation may create buying opportunity.
JPMorgan at JPM is all in on obesity
Expresses enthusiasm for phase 1-2 assets; anticipates showdown with competitors like Novo Nordisk in weeks.
JPMorgan Q4 Profits Drop
7% drop in profits for Q4 2025 due to reserves for loan losses; part of broader 2025 financial reporting.