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Sentiment · FY2026 Q2
As of FY2026 Q1, the Tellvest earnings-call sentiment score for JPMorgan Chase & Co. (JPM) is 6/10.
JPMorgan reported Q1 revenue of $50.5 billion, up 10% year-on-year, with EPS of $5.94 and an ROTCE of 23%. Growth was led by the CIB, where revenue of $23.4 billion rose 19% on fixed income up 21%, equities up 17%, and investment banking fees up 28% driven by M&A and equity underwriting. CCB revenue of $19.6 billion grew 7% with consumer spend continuing above last year's pace, while expenses of $26.9 billion climbed 14% on higher revenue-related compensation and front office growth. Management reiterated the full-year 2026 outlook across the board: NII ex Markets of about $95 billion, total NII of about $103 billion, adjusted expenses of about $105 billion, and a Card net charge-off rate of approximately 3.4%. The principal negative was regulatory, with the Basel III endgame and G-SIB reproposals pointing to a 5.2% surcharge in 2028, 70 basis points above the current 4.5%, and roughly $20 billion of incremental G-SIB capital.
Scored from JPMorgan Chase & Co.’s FY2026 Q1 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Op margin | Net margin |
|---|---|---|---|---|---|---|
| FY2024 Q4 | $67.01B | +8.2% | $4.81 | +58.2% | 25.9% | 20.9% |
| FY2025 Q1 | $68.91B | +4.0% | $5.07 | +14.2% | 26.7% | 21.3% |
| FY2025 Q2 | $69.91B | +3.1% | $5.24 | -14.4% | 26.2% | 21.4% |
| FY2025 Q3 | $71.90B | +3.2% | $5.07 | +16.0% | 26.1% | 20.0% |
| FY2025 Q4 | $69.61B | +3.9% | $4.63 | -3.7% | 24.7% | 18.7% |
| FY2026 Q1 | $73.66B | +6.9% | $5.94 | +17.2% | 27.8% | 22.4% |
| FY2026 Q2 | $82.46B | +17.9% | $6.14 | +17.2% | 33.4% | 25.7% |