J.P. Morgan
Discussion centred on J.P. Morgan’s unusually weak third-quarter earnings headline, offset by strong equity trading and higher 2026 net-interest-income guidance 2. Fiona Cincotta viewed credit metrics as resilient for now, while other commentators focused on downside risks from higher yields, delinquencies, AI disruption and investor disappointment over management commentary 23. Lance Roberts separately criticised J.P. Morgan’s failure to pay interest on money-market balances, saying he sweeps excess cash to Fidelity 4.
Where the voices land
Nobody took a position this week.
Mentions
4 this weekStories it travels in
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The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Guy Adami 1 mention
- Cameron Dawson 1 mention
- Dan Nathan 1 mention
- Lance Roberts 1 mention
- Fiona Cincotta 1 mention
- David Lin 1 mention
- Adam Taggart 1 mention
- Josh Linville 1 mention
See what your own voices say about J.P. Morgan, every morning.
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