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Source document· January 9, 2026

JPM Q4 Earnings on Deck: Buy, Sell or Hold the Stock Ahead of Results?

View original at finance.yahoo.com
JPM Q4 Earnings on Deck: Buy, Sell or Hold the Stock Ahead of Results? JPMorgan JPM is slated to report fourth-quarter and full-year 2025 earnings on Jan…
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  • JPMorgan expects to record a $2.2 billion provision for credit losses in fourth-quarter 2025 tied to its forward purchase commitment for Apple Card

    80% confidence
  • Management expects markets revenues in the fourth quarter to rise at a low-teens percentage rate on a year-over-year basis

    80% confidence
  • IB revenues in the fourth quarter are expected to increase in the low single digit

    80% confidence
  • Existing shareholders may continue to hold JPM stock, given its strong fundamentals and proven resilience. Potential investors should carefully weigh factors and assess risk tolerance before initiating new positions

    80% confidence
  • Management expects NII to reach almost $25 billion in the fourth quarter of 2025, which implies a full-year NII of approximately $95.8 billion

    80% confidence
  • The chances of an earnings beat for JPMorgan are low this time based on Earnings ESP of -0.03% and Zacks Rank #3

    80% confidence
  • JPMorgan's earnings are closely watched for clues about the broader financial sector and are often seen as a bellwether for how other banks may perform

    80% confidence
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AI infrastructure demand is fueling a broad semiconductor rally — Broadcom's AI chip revenue and Q4 guidance, Amazon's custom silicon crossing a $25B annual run rate, and bullish analyst calls on Micron and Sandisk tied to a memory chip boom underestimated even by bulls — with ASML rallying on sympathy. That momentum runs alongside unresolved US-China tech tensions: Belgium's arrest of a suspect for stealing chip technology for China and a blacklisted Chinese firm still acquiring Nvidia's top AI chips show export-control enforcement lagging the pace of AI chip demand.
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High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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JPMorgan Chase & Co.
Both facts record the same attribute (net_income) for JPMorgan Chase & Co. in the identical fiscal period (Q1 2026) and observation date (2026-03-31), but report values that differ by approximately 1 billion times: $16,494,000,000 vs $16.49. These cannot both be true simultaneously. The discrepancy suggests either a unit mismatch (e.g., one is total net income, the other earnings per share mislabeled as net_income), a decimal point error, or data entry corruption. For the same entity, attribute, and time period, only one value can be correct.
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