JPMorgan (JPM): FY25 Q4 earnings call, Jan 13, 2026
On its Jan 13, 2026 earnings call (FY25 Q4), JPMorgan said 11 of the 14 words Kalshi and Polymarket listed; Parrot’s count agreed with 13 of 14 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
14 words · 11 settled yes · our count agreed on 13 of 14- Kalshi: company speakers + operator
Kalshi - Polymarket: anyone
Polymarket
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.
| Word | Result | Our count | All speakers | Agrees | Probability | Clip | Market |
|---|---|---|---|---|---|---|---|
| Private / Credit | Yes | 23 | 23 | ✓ | 96%transcripts from the transcript model | Hear it 3:34, Private / Credit | – |
| Trading | Yes | 3 | 3 | ✓ | 81%n=1+tx from settlement history blended with transcripts | Hear it 4:37, Trading | – |
| Regulation | Yes | 3 | 3 | ✓ | 54%n=1+tx from settlement history blended with transcripts | Hear it 13:42, Regulation | – |
| Hiring | Yes | 2 | 3 | ✓ | 55%n=1+tx from settlement history blended with transcripts | Hear it 1:22, Hiring | – |
| Crypto / Bitcoin | Yes | 2 | 2 | ✓ | 12%n=1+tx from settlement history blended with transcripts | Hear it 12:32, Crypto / Bitcoin | – |
| Inflation | Yes | 1 | 2 | ✓ | 81%n=1+tx from settlement history blended with transcripts | Hear it 46:13, Inflation | – |
| Private Credit | Yes | 1 | 1 | ✓ | 79%n=1+tx from settlement history blended with transcripts | Hear it 40:21, Private Credit | – |
| Recession | Yes | 1 | 1 | ✓ | 48%n=1+tx from settlement history blended with transcripts | Hear it 7:44, Recession | – |
| Fintech | Yes | 1 | 1 | ✓ | 35%n=1+tx from settlement history blended with transcripts | Hear it 52:49, Fintech | – |
| Geopolitical | Yes | 1 | 2 | ✓ | 27%n=1+tx from settlement history blended with transcripts | Hear it 33:09, Geopolitical | – |
| Blockchain | Yes | 1 | 1 | ✓ | 12%n=1+tx from settlement history blended with transcripts | Hear it 11:58, Blockchain | – |
| Buyback | No | 1 | 1 | ✗ | 84%n=1+tx from settlement history blended with transcripts | Hear it 21:56, Buyback | – |
| M&A | No | 0 | 0 | ✓ | 81%n=1+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 80%n=1+tx from settlement history blended with transcripts | – |
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 21, 2026 04:22 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
3 matches for “Regulation”; 3 quoted, at least 25 words apart.
…credentials safeguards, that have been developed over hundreds of years of bank regulation is an obviously, like, dangerous and undesirable thing. And so that is…
…ecosystem that has all the same economic properties and risks without appropriate regulation. And so you know? And the final point to say, I guess,…
…like, what's the narrative here if you go back in terms of regulation and you know, competitive dynamics with the private credit ecosystem in particular…
Where the listed words were said
…and we are not currently seeing deterioration. Cross income groups, debit and credit sales volume continued to perform well, up 7% year on year. For…
…and currencies in emerging markets. Largely offset by lower revenue and credit trading. Equities was up 40% with robust performance across the franchise, particularly in…
…by higher volume and revenue-related expenses and compensation growth, including from office hiring, partially offset by the release of an FDIC special assessment accrual. Turning…
…in CCB, know, we're plugging in a little bit more to the crypto ecosystem and you know, we have an agreement with Coinbase, and it's…
…everything in there. Everything. So even the Apple spending was in there. Inflation is in there. The expectation that revenue might go up is in…
…instances of fraud-like problems or as a result of a particularly deep recession erodes all the credit enhancement. In that scenario, losses associated with traditional…
…look at all of our competitors, but those competitors include all the fintech. You have Stripe. You have SoFi. You have Revolut. You have you…
…But the backdrop is also important, but the time tables are different. Geopolitical is an enormous amount of risk. I don't have to go through…
…question, that as a company, we've been quite involved in the whole blockchain technology space for some time. And through our Connexus offering, are doing…
Agents: this page as TSV at /api/v1/appearances/jpmorgan:2026-01-13:earnings_call · words: /api/v1/brief?appearance=jpmorgan:2026-01-13:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP