JPMorgan (JPM): FY25 Q3 earnings call, Oct 14, 2025

Tue, Oct 14Earnings callSpeaker-labelled transcriptJPMorgan

On its Oct 14, 2025 earnings call (FY25 Q3), JPMorgan said 7 of the 14 words Kalshi listed; Parrot’s count agreed with all 14 settlements. Quotes below are at most 25 words each, with timed clips.

Updated

Markets

14 words · 7 settled yes · our count agreed on 14 of 14

backtest The probabilities on settled rows are a walk-forward backtest: the model as of before each event, computed after Parrot went live; they were not published at the time.

Listed words: result, our count under the market rule, the count over every speaker, whether they agree, and the probability (a walk-forward backtest on settled rows)
WordResultOur countAll speakersAgreesProbabilityClipMarket
Inflation Yes79✓58%transcripts from the transcript modelHear it 6:13, Inflation–
Buyback Yes34✓76%transcripts from the transcript modelHear it 18:46, Buyback–
Private Credit Yes33✓69%transcripts from the transcript modelHear it 14:49, Private Credit–
M&A Yes22✓76%transcripts from the transcript modelHear it 48:42, M&A–
Tariff Yes22✓71%transcripts from the transcript modelHear it 40:58, Tariff–
Trading Yes11✓72%transcripts from the transcript modelHear it 37:40, Trading–
Hiring Yes11✓32%transcripts from the transcript modelHear it 21:42, Hiring–
Regulation No00✓72%transcripts from the transcript model–
Recession No00✓61%transcripts from the transcript model–
Fintech No00✓60%transcripts from the transcript model–
Geopolitical No00✓47%transcripts from the transcript model–
Blockchain No00✓16%transcripts from the transcript model–
Coinbase No00✓16%transcripts from the transcript model–
Crypto / Bitcoin No00✓16%transcripts from the transcript model–

Market prices are mid quotes from Kalshi and Polymarket, shown for context, may be delayed by several minutes and are not a signal. Quotes as of Oct 20, 2026 15:46 UTC.

Transcript

quotes of at most 25 words

Speaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.

32 matches for “Dollar”; 5 quoted, at least 25 words apart.

Jeremy Barnumcompanyprepared · 1:00Hear it 0:55, Jeremy Barnum

…that, turning to this quarter's results, the firm reported net income of $14.4 billion and EPS of $5.07 and an ROTCE of 20%. Revenue of…

Jeremy Barnumcompanyprepared · 1:22Hear it 1:21, Jeremy Barnum

…and mix was offset by the impact of lower rates. Expenses of $24.3 billion were up 8% year on year driven by similar themes as…

Jeremy Barnumcompanyprepared · 2:19Hear it 2:16, Jeremy Barnum

…other markets activities. Moving to our businesses, CCB reported net income of $5 billion. Revenue of $19.5 billion was up 9% year on year predominantly…

Jeremy Barnumcompanyprepared · 3:09Hear it 3:06, Jeremy Barnum

Next, the CIB reported net income of $6.9 billion. Revenue of $19.9 billion was up 17% year on year driven by higher revenues across markets,…

Jeremy Barnumcompanyprepared · 4:01Hear it 3:56, Jeremy Barnum

…Prime. Turning to Asset and Wealth Management, AWM reported net income of $1.7 billion with a pretax margin of 36%. Record revenue of $6.1 billion…

Where the listed words were said

Jeremy Barnumcompany“Inflation” · prepared · 6:15Hear it 6:09, Jeremy Barnum

…look at the fourth quarter and adjust for seasonality, and expected labor inflation as well as adding some growth, the consensus of about $100 billion…

Jeremy Barnumcompany“Buyback” · qa · 18:48Hear it 18:45, Jeremy Barnum

…above thing. Obviously, we are not going to give forward guidance on buybacks or dividend policy. But as you know, yes, we are generating a…

Jeremy Barnumcompany“Private Credit” · qa · 14:51Hear it 14:48, Jeremy Barnum

…that industry. But that is probably not quite what you meant by private credit. And I have not heard anything to suggest that the private…

Jeremy Barnumcompany“M&A” · qa · 48:44Hear it 48:40, Jeremy Barnum

…the meantime, as you know, we are starting to see more M and A activity as well. I noted earlier, I think it was busiest…

Jeremy Barnumcompany“Tariff” · qa · 41:00Hear it 40:57, Jeremy Barnum

…whether it is labor or goods and services, not to get into tariffs or whatever, that is a factor that applies to our entire cost…

Jeremy Barnumcompany“Trading” · qa · 37:42Hear it 37:37, Jeremy Barnum

…have said for years, GSIB, CCAR, operational risk capital, double counting of trading book, I mean it is just wrong. And some of these numbers…

Jeremy Barnumcompany“Hiring” · qa · 21:44Hear it 21:38, Jeremy Barnum

…market in this moment of what people are describing as a low hiring, low firing moment. You can think of that as potentially explained by…

Agents: this page as TSV at /api/v1/appearances/jpmorgan:2025-10-14:earnings_call · words: /api/v1/brief?appearance=jpmorgan:2025-10-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP