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.
21 matches for “Risk”; 5 quoted, at least 25 words apart.
…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.
…the end, we're just trying to serve the clients and manage the risk and get our fair share of the business. Overall, obviously, the environment…
…fact that the rate environment is a little bit more hawkish, yield-seeking flows are still a factor and probably a little bit of a risk.
…like that. They should get rid of the double count in operating risk capital. They should get rid of the double count in market risk…
…gets, or, and I know you've kind of flagged some of the risks out there, but is there also an argument to be made that…
Where the listed words were said
…EPS of $6.14, and an ROTCE of 23%. Excluding the significant items, revenue was up 15% year-on-year, predominantly driven by markets revenue, higher asset management…
…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,…
…net new checking account growth of over 500,000 accounts this quarter. Client investment assets were up 21% year-on-year, driven by market performance along with strong…
…today, 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…
…revenue-related expense, as well as growth in front office hiring and labor inflation. Credit costs were $2.5 billion, with net charge-offs of $2.4 billion and…
…that in Asset & Wealth Management, a little bit of that in credit card spend, a little bit of that other parts of the business…
…conditions. We saw strength across products and regions. Flows were strong, and trading was favorable in both derivatives and cash, and Prime benefited from higher…
…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…
…be offered to smaller competitors too, through Fiserv and FIS and other fintech companies. Over time, we've been doing this nonstop for 25 years with…
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