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Sentiment · FY2026 Q2
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We are also rolling out our AI-native policy engine and vote implementation capabilities for institutional investors like JPMorgan and Wells Fargo who are seeking to reduce their reliance on proxy advisers.”
JPMorgan is named as an asset-manager client adopting Broadridge's AI-native proxy-voting policy engine to reduce reliance on proxy advisers.
“we supported Chase with the launch of Chase Sapphire Reserve for Business on Visa Infinite, an expansion of the Sapphire Reserve product line.”
Visa supported JPMorgan's Chase in launching the Chase Sapphire Reserve for Business on Visa Infinite, extending a premium co-brand product line.
“we're gonna get some percentage of your market as is JP and B of A.”
PNC frames JPMorgan as a fellow national-scale branch-builder aggressively taking share in new markets, part of the intensifying retail-banking competition.
“Close collaborative share owners as Quanta, NVIDIA, JPMorgan, Amgen, and Mitsui have led to new commercial partnerships that are supporting the development of critical applications for improving drug discovery, cybersecurity, and encryption for large financial institutions.”
JPMorgan is a shareowner and commercial partner of Honeywell's Quantinuum, developing encryption applications for financial institutions.
“Mastercard will continue to be the exclusive network for the Apple Card, which will transition to JPMorgan Chase as the issuer in approximately 24 months.”
JPMorgan Chase will become the issuer of the Apple Card in ~24 months, a meaningful co-brand portfolio win for JPMorgan's card business.
“Amended our co-brand credit card agreement with Chase, including new benefits and improved economics”
Southwest amended its co-brand credit card agreement with Chase (JPMorgan) on improved economics, a positive for the JPMorgan co-brand card portfolio.
“we're currently in discussions with Visa, Chase, and American Express and expect to have new deals in the U.S. in place later this year.”
Marriott is negotiating new co-brand card deals with Chase (JPMorgan).
“we scaled our card benefits business with the completion of the first full year of our partnership with Chase Card Services, supporting benefits for millions of cardholders nationwide and also recently expanding our relationship in the UK.”
Assurant completed the first full year of its card-benefits partnership with JPMorgan's Chase Card Services and expanded it into the UK; a partner read-through on Chase's cardholder benefits program.
“We're working very hard in the ecosystem to sort of identify partners that are interested in doing work with us. And JPMorgan is one of those firms.”
FactSet names JPMorgan as one of its ecosystem partners as it builds out CUSIP-based private-market identifiers, part of FactSet's push to become the identifier standard for private markets.
“JP Morgan has had a 17%. Rotsee target through the cycle for a long time”
An analyst cites JPMorgan's long-standing 17% through-cycle ROTCE target as a competitive benchmark for Bank of America's return trajectory.
“I'm not going to divulge the details of our Chase contract in terms of its term, that remains confidential, but the term doesn't go forever”
United's co-brand credit-card partnership with JPMorgan Chase is central to its plan to double loyalty EBITDA, with the contract term finite and up for eventual renegotiation.
“behind only Sachs, Morgan Stanley, and JPMorgan, and ahead of all the other historically better-known names in the funds industry”
Interactive Brokers benchmarks its prime-brokerage franchise against JPMorgan, ranking #4 in hedge funds serviced just behind JPMorgan, indicating IBKR is closing on incumbent prime brokers.
“we have an agreement with Coinbase, and it's gonna know, be possible to buy crypto up in the in the CCB ecosystem too.”
JPMorgan cites an agreement with Coinbase enabling crypto purchases within its consumer banking ecosystem, a distribution/partnership read-through for Coinbase.
“Apple wants to take very good care of those customers.”
JPMorgan describes its Apple Card co-brand partnership and integration favorably, noting Apple's high customer-care standards; a positive read-through for Apple's co-brand franchise.
“On Tricolor, it represents $170 million of the wholesale charge-off this quarter.”
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Ebrahim Poonawala | Bank of America | 13 (8%) |
| Jim Mitchell | Seaport Research Partners | 13 (8%) |
| John McDonald | Truist Securities |
JPMorgan took a $170M wholesale charge-off tied to Tricolor, a subprime-auto lender that collapsed amid apparent collateral fraud. Read-through: Tricolor's failure inflicted real losses on its secured lenders.
| 13 (8%) |
| Gerard Cassidy | RBC Capital Markets | 13 (8%) |
| Mike Mayo | Wells Fargo | 11 (27%) |
| Erika Najarian | UBS | 11 (18%) |
| Ken Usdin | Autonomous Research | 10 (0%) |
| Betsy Graseck | Morgan Stanley | 9 (11%) |
| Glenn Schorr | Evercore ISI | 8 (13%) |
| Matt O'Connor | Deutsche Bank | 8 (25%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| UBS | 2 | 13 (15%) |
| Bank of America | 1 | 13 (8%) |
| Seaport Research Partners | 1 | 13 (8%) |
| RBC Capital Markets | 1 | 13 (8%) |
| Truist Securities | 1 | 13 (8%) |
| Morgan Stanley | 2 | 12 (8%) |
| Wells Fargo | 1 | 11 (27%) |
| Autonomous Research | 1 | 10 (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 | Margin | Capital Allocation | Innovation & R&D | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 3 | 1 | 2 | 4 | 2 | 4 | |
| 2025Q1 | 6 | 3 | 4 | 4 | 10 | 2 | 1 | |
| 2025Q2 | 10 | 9 | 3 | 4 | 2 | 4 | 4 | 3 |
| 2025Q3 | 4 | 4 | 6 | 3 | 2 | 3 | 2 | 1 |
| 2025Q4 | 6 | 4 | 3 | 7 | 1 | 3 | 2 | 3 |
| 2026Q1 | 5 | 5 | 7 | 4 | 3 | 2 | 5 | 3 |
| 2026Q2 | 2 | 1 | 1 | 1 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|---|
| Demand | 3 | 6 | 10 | 4 | 6 | 5 | 2 |
| Competitive Dynamics | 3 | 3 | 9 | 4 | 4 | 5 | 1 |
| Credit | 1 | 4 | 3 | 6 | 3 | 7 | 1 |
| Regulation Policy | 2 | 4 | 4 | 3 | 7 | 4 | |
| Macroeconomic | 4 | 10 | 2 | 2 | 1 | 3 | 1 |
| Margin | 2 | 2 | 4 | 3 | 3 | 2 | 2 |
| Capital Allocation | 4 | 1 | 4 | 2 | 2 | 5 | |
| Innovation & R&D | 3 | 1 | 3 | 3 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
JPM JPMorgan Chase & Co. | 9 | +17.9% | |
| BAC Bank of America | 8 | +7.0% | |
| C Citigroup | 8 | +14.0% | |
| WFC Wells Fargo | 8 | +11.3% |