JPMorgan (JPM): FY26 Q2 earnings call, Jul 14, 2026
On its Jul 14, 2026 earnings call (FY26 Q2), JPMorgan said 13 of the 36 words Kalshi and Polymarket listed; Parrot’s count agreed with 34 of 36 settlements. Quotes below are at most 25 words each, with timed clips.
UpdatedMarkets
36 words · 13 settled yes · our count agreed on 34 of 36- 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 |
|---|---|---|---|---|---|---|---|
| Revenue 10+ times | Yes | 25 | 25 | ✓ | 78%transcripts from the transcript model | Hear it 0:51, Revenue 10+ times | – |
| AI / Artificial Intelligence 5+ times | Yes | 24 | 24 | ✓ | 59%transcripts from the transcript model | Hear it 13:45, AI / Artificial Intelligence 5+ times | – |
| Invest / Investment 5+ times | Yes | 23 | 23 | ✓ | 81%transcripts from the transcript model | Hear it 1:00, Invest / Investment 5+ times | – |
| Risk | Yes | 21 | 21 | ✓ | 96%transcripts from the transcript model | Hear it 7:52, Risk | – |
| Inflation | Yes | 4 | 4 | ✓ | 64%n=3+tx from settlement history blended with transcripts | Hear it 1:19, Inflation | – |
| Credit Card | Yes | 3 | 4 | ✓ | 41%n=1+tx from settlement history blended with transcripts | Hear it 34:30, Credit Card | – |
| Trading | Yes | 2 | 3 | ✓ | 85%n=3+tx from settlement history blended with transcripts | Hear it 4:15, Trading | – |
| M&A / Merger | Yes | 2 | 3 | ✓ | 79%n=1+tx from settlement history blended with transcripts | Hear it 3:35, M&A / Merger | – |
| Regulation | Yes | 2 | 3 | ✓ | 72%n=3+tx from settlement history blended with transcripts | Hear it 1:00:36, Regulation | – |
| Hiring | Yes | 2 | 2 | ✓ | 42%n=3+tx from settlement history blended with transcripts | Hear it 1:18, Hiring | – |
| Mortgage | Yes | 1 | 1 | ✓ | 83%transcripts from the transcript model | Hear it 35:29, Mortgage | – |
| Fraud | Yes | 1 | 1 | ✓ | 66%transcripts from the transcript model | Hear it 38:36, Fraud | – |
| Fintech | Yes | 1 | 2 | ✓ | 45%n=3+tx from settlement history blended with transcripts | Hear it 39:19, Fintech | – |
| Dollar 10+ times | No | 42 | 42 | ✗ | 88%transcripts from the transcript model | Hear it 0:45, Dollar 10+ times | – |
| Million 10+ times | No | 4 | 4 | ✓ | 35%transcripts from the transcript model | Hear it 1:27, Million 10+ times | – |
| Buyback | No | 1 | 3 | ✗ | 82%n=3+tx from settlement history blended with transcripts | Hear it 47:31, Buyback | – |
| Private Credit | No | 0 | 0 | ✓ | 90%n=3+tx from settlement history blended with transcripts | – | |
| Cyber | No | 0 | 0 | ✓ | 73%transcripts from the transcript model | – | |
| Basel 3 | No | 0 | 2 | ✓ | 67%n=1+tx from settlement history blended with transcripts | – | |
| Recession | No | 0 | 0 | ✓ | 62%n=3+tx from settlement history blended with transcripts | – | |
| Pivot | No | 0 | 0 | ✓ | 59%transcripts from the transcript model | – | |
| Geopolitical | No | 0 | 0 | ✓ | 53%n=3+tx from settlement history blended with transcripts | – | |
| Tariff | No | 0 | 0 | ✓ | 48%n=3+tx from settlement history blended with transcripts | – | |
| Rate Cut / Cut Rates | No | 0 | 0 | ✓ | 36%transcripts from the transcript model | – | |
| Disruption | No | 0 | 0 | ✓ | 31%transcripts from the transcript model | – | |
| Crypto / Bitcoin | No | 0 | 0 | ✓ | 28%n=3+tx from settlement history blended with transcripts | – | |
| Blockchain | No | 0 | 0 | ✓ | 23%n=3+tx from settlement history blended with transcripts | – | |
| Hike | No | 0 | 0 | ✓ | 21%transcripts from the transcript model | – | |
| Bitcoin | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Bond Crisis | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Churn | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Monetize | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Prediction | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Stakeholder | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Synergy | No | 0 | 0 | ✓ | 17%transcripts from the transcript model | – | |
| Trump | No | 0 | 0 | ✓ | 17%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 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.
42 matches for “Dollar”; 5 quoted, at least 25 words apart.
…significant items noted on the page, the firm delivered net income of $16.9 billion, EPS of $6.14, and an ROTCE of 23%. Excluding the significant…
…loan balances, partially offset by the impact of lower rates. Expenses of $27.3 billion were up 15% year-on-year, largely driven by volume and revenue-related expense,…
…higher RWA and capital distributions. This quarter's standardized RWA increase of approximately $103 billion is largely driven by increases in financing across our markets business,…
…the third quarter. Moving to our businesses. CCB reported net income of $5.3 billion. Revenue of $20.3 billion was up 8% year-on-year, predominantly driven by…
…products over the last 12 months. The CIB reported net income of $9.7 billion. Revenue of $24.9 billion was up 27% year-on-year, driven by strong…
Where the listed words were said
…in credit, currencies in emerging markets, and rates, partially offset by lower revenue and commodities. The equities business delivered an exceptionally strong quarter, with revenue…
…expenses. Really, the returns that you're getting from the branch build-out, the AI investments, the hire of the bankers. Ultimately, I guess the question is,…
…on higher average market levels and strong net inflows, as well as investment valuation gains, higher loan balances, and higher brokerage activity. Long-term net inflows…
…anyone would have expected. How do you judge the sustainability, and how do you judge just how risk-on are we across the various businesses? Thanks.
…and small businesses continue to show resilience despite elevated gas prices and inflation, with higher tax refunds and a solid labor market contributing to strong…
…that in Asset & Wealth Management, a little bit of that in credit card spend, a little bit of that other parts of the business…
…want it across the whole company, not weighted to investment banking or trading or just big CEOs, but also weighted to the fact that we've…
…some large ECM deals and the acceleration of the closure of some M&A transactions, the pipeline remains quite robust, and the current activity levels seem…
…or, "You can only replace so many," or, "We don't want flip-flopping regulations." I really like the fact that Mickey Bowman and Kevin Warsh are…
…hard. It's technology, it's people, it's systems, it's branches, it's bankers, it's hiring, it's training, it's recruiting. I was surprised to find out in parts…
…internally. To oversimplify and exaggerate, we have an FX trader now selling mortgage, credit cards, and deposits. I'm being simplistic for a reason, but what…
…though we'd say that the really important ones are 50 across risk, fraud, marketing, hedging, prospecting, note-taking, idea generation, document reading. It's kind of just…
Agents: this page as TSV at /api/v1/appearances/jpmorgan:2026-07-14:earnings_call · words: /api/v1/brief?appearance=jpmorgan:2026-07-14:earnings_call · columnar JSON in #parrot-data · llms.txt · MCP