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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Ebrahim Poonawala | Bank of America | 12 | 8% |
| John McDonald | Truist Securities | 12 | 8% |
| Gerard Cassidy | RBC Capital Markets | 12 | 8% |
| Jim Mitchell | Seaport Research Partners | 12 | 0% |
| Mike Mayo | Wells Fargo | 10 | 20% |
| Erika Najarian | UBS | 10 | 20% |
| Betsy Graseck | Morgan Stanley | 9 | 11% |
| Ken Usdin | Autonomous Research | 8 | 0% |
| Glenn Schorr | Evercore ISI | 7 | 14% |
| Matt O'Connor | Deutsche Bank | 7 | 29% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| UBS | 2 | 12 | 17% |
| Bank of America | 1 | 12 | 8% |
| Seaport Research Partners | 1 | 12 | 0% |
| RBC Capital Markets |
| 1 |
| 12 |
| 8% |
| Truist Securities | 1 | 12 | 8% |
| Morgan Stanley | 2 | 11 | 9% |
| Wells Fargo | 1 | 10 | 20% |
| Autonomous Research | 1 | 8 | 0% |
JPMorgan delivered Q1 2026 revenue of $50.5 billion, up 10% year-over-year, with EPS of $5.94 and ROTCE of 23% as record markets revenue drove topline growth and IB fees surged 28% on M&A strength. Full-year 2026 NII ex-markets was maintained at approximately $95 billion with adjusted expenses at approximately $105 billion, while card NCO guidance was raised to approximately 3.6% on the Apple Card portfolio contribution. The consumer franchise remained resilient, and Basel III and G-SIB reproposals were noted as increasing the capital burden. AI innovation and cyber risk management were strategic priorities.
Demand | Competitive Dynamics | Credit | Regulation Policy | Macroeconomic | Capital Allocation | Margin | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 1 | 2 | 4 | 4 | 2 | |
| 2025Q1 | 6 | 3 | 4 | 4 | 10 | 1 | 2 | |
| 2025Q2 | 10 | 9 | 3 | 4 | 2 | 4 | 4 | 3 |
| 2025Q3 | 4 | 4 | 6 | 3 | 2 | 2 | 3 | 1 |
| 2025Q4 | 6 | 4 | 3 | 7 | 1 | 2 | 3 | 3 |
| 2026Q1 | 5 | 5 | 7 | 4 | 3 | 5 | 2 | 3 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 3 | 6 | 10 | 4 | 6 | 5 |
| Competitive Dynamics | 3 | 3 | 9 | 4 | 4 | 5 |
| Credit | 1 | 4 | 3 | 6 | 3 | 7 |
| Regulation Policy | 2 | 4 | 4 | 3 | 7 | 4 |
| Macroeconomic | 4 | 10 | 2 | 2 | 1 | 3 |
| Capital Allocation | 4 | 1 | 4 | 2 | 2 | 5 |
| Margin | 2 | 2 | 4 | 3 | 3 | 2 |
| Innovation & R&D | 3 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JPM JPMorgan Chase & Co. | 6 | +6.9% | |
| BAC Bank of America | 8 | +7.0% | |
| C Citigroup | 7 | +7.0% | |
| WFC Wells Fargo | 6 | +7.3% |