JPMorgan (JPM): FY26 Q1 earnings call, Apr 14, 2026
On its Apr 14, 2026 earnings call (FY26 Q1), JPMorgan said 8 of the 15 words Kalshi listed; Parrot’s count agreed with all 15 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
15 words · 8 settled yes · our count agreed on 15 of 15- Kalshi: company speakers + operator
Kalshi
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 | 11 | 19 | ✓ | 83%n=2+tx from settlement history blended with transcripts | Hear it 20:30, Private Credit | – |
| Trading | Yes | 6 | 9 | ✓ | 82%n=2+tx from settlement history blended with transcripts | Hear it 16:51, Trading | – |
| M&A / Merger | Yes | 4 | 4 | ✓ | 63%transcripts from the transcript model | Hear it 7:44, M&A / Merger | – |
| Recession | Yes | 3 | 4 | ✓ | 70%n=2+tx from settlement history blended with transcripts | Hear it 21:06, Recession | – |
| Buyback | Yes | 2 | 3 | ✓ | 77%n=2+tx from settlement history blended with transcripts | Hear it 58:37, Buyback | – |
| Basel 3 | Yes | 2 | 3 | ✓ | 53%transcripts from the transcript model | Hear it 2:03, Basel 3 | – |
| Regulation | Yes | 1 | 1 | ✓ | 76%n=2+tx from settlement history blended with transcripts | Hear it 57:11, Regulation | – |
| Geopolitical | Yes | 1 | 1 | ✓ | 49%n=2+tx from settlement history blended with transcripts | Hear it 23:24, Geopolitical | – |
| Inflation | No | 0 | 0 | ✓ | 83%n=2+tx from settlement history blended with transcripts | – | |
| Hiring | No | 0 | 0 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 67%n=2+tx from settlement history blended with transcripts | – | |
| Fintech | No | 0 | 0 | ✓ | 59%n=2+tx from settlement history blended with transcripts | – | |
| Credit Card | No | 0 | 0 | ✓ | 58%transcripts from the transcript model | – | |
| Crypto / Bitcoin | No | 0 | 0 | ✓ | 40%n=2+tx from settlement history blended with transcripts | – | |
| Blockchain | No | 0 | 0 | ✓ | 35%n=2+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 20, 2026 15:46 UTC.
Transcript
quotes of at most 25 wordsSpeaker-labelled transcript · Source and credits · Used to count words; quotes of at most 25 words.
14 matches for “Revenue”; 5 quoted, at least 25 words apart.
…of $16.5 billion and EPS of $5.94, with an ROTCE of 23%. Revenue of $50.5 billion was up 10% year-on-year, primarily driven by higher markets…
…billion were up 14% year-on-year, largely driven by higher compensation, including higher revenue-related compensation and growth in front office employees, as well as higher brokerage…
CCB reported net income of $5 billion. Revenue of $19.6 billion was up 7% year-on-year, predominantly driven by higher card NII, largely on higher revolving…
…by refi performance. Next, the CIB reported net income of $9 billion. Revenue of $23.4 billion was up 19% year-on-year, driven by higher revenues across…
…21% year-on-year with strong performance across the businesses, partially offset by lower revenue and rates. Equities was up 17% from increased client activity. Turning to…
Where the listed words were said
…was quite clear. I don't think so. I gave the big numbers. Private credit leveraged lending is like $1.7 trillion. High yield bonds are something…
…We already have $80 billion or $90 billion of capital for the trading books. Those numbers just, they're completely out of whack with reality. Operational…
…people need. I think there'd be huge capital needs of companies, huge mergers. I mean, some of these companies, when I look at them, we're…
…almost can't be systemic at that size relative to anything else. When recessions happen and values go down and people refi at higher rates, there'll…
…We're doing it, fair market value and all that, but I'd rather buy back stock when we think it's a real discount, and the ongoing…
…lending. Now, let me spend a few minutes on the recently released Basel III Endgame and G-SIB reproposals. I'll start by acknowledging that this has…
…around $40 billion. Obviously, that can change depending on ultimate rules and regulations. We prefer to deploy the capital serving clients. The way you see…
…our historical stance about wanting to be conservative and concerns about the geopolitical dynamics. A couple things in there. One, as you know, we start…
Agents: this page as TSV at /api/v1/appearances/jpmorgan:2026-04-14:earnings_call · words: /api/v1/brief?appearance=jpmorgan:2026-04-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP