24/7 Wall Street
27 Sept 2026, 15:28 UTC · 1h ago
Verdict
Headline takes no side. We score JPM +0.40 across four claims — moderately bullish.
+0.40moderately bullish
More positive than 66% of ticker scores this week
What the story claims
4 claims · scored −1 bearish … +1 bullish · 0 new · 4 priced in
JPMorgan's Q2 EPS of $7.70 included a $4.6 billion one-time exchange gain.
Priced inanalysis of Q2 results reported earlier
So whatStripping this one-time gain leaves a core EPS of $3.10, suggesting significant headwinds for the next print if exchange volatility subsides.
More negative than 91% of claims this week
Management guides to approximately $105.5 billion in total net interest income for 2026.
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Scored by the NIS engine · methodology.
Top 3 movers · tap to explore
Priced instanding guidance
So whatWith a 2026 NII target of $105.5B, any downward revision in the next quarterly update would likely trigger a multiple compression below 14x forward earnings.
More positive than 65% of claims this week
A new $50 billion share buyback program took effect on July 1, 2026.
Priced inevent occurred July 1, prior to Sep 27
So whatThis buyback provides a floor for the stock price given trailing EPS of $23.33 and a dividend payout of $6 per share.
More positive than 53% of claims this week
JPMorgan held the #1 rank in U.S. retail deposits for five consecutive years as of Q3 2025.
Priced indata as of Q3 2025
So whatThis deposit dominance supports the current 2.538x book value premium compared to peers with less stable funding.
More positive than 45% of claims this week
Which stocks this story touches
More positive than 66% of ticker scores this week
Strong decade of returns and dominant market position, though tempered by warnings from CEO Jamie Dimon that peak conditions may have been reached.
Near neutral — 92% of ticker scores this week are stronger
Mentioned as a benchmark for comparison without specific positive or negative outlook.
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54m ago
[mutual] Both are major U.S. banks competing in the same financial services market.
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JPM hasn't traded since this ran. Last close $343.06 (Sep 25); the reaction starts at the next open.
JPM chart →
