Jeremy Barnum
CFO, JPMorgan Chase
“NII ex-Markets to be about $96.5 billion, and total NII approximately $105.5 billion for full year 2026.”
“The particular set of things that happened in equities this quarter, it's a little bit hard to imagine being repeated.”
“We saw some deals come through where we were just like, 'Yeah, we're not doing that.' It's normal, competitive.”
Jeremy Barnum
One-line summary: CFO of JPMorgan Chase; tracked for NII guidance, markets-revenue durability, and credit-underwriting commentary.
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Speaker-attributed claims extracted from diarized sources. Each bullet mirrors one entry in quotes: frontmatter — keep them in sync.
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On warsh-higher-for-longer-to-brokerage-nii-rerate:
"NII ex-Markets to be about $96.5 billion, and total NII approximately $105.5 billion for full year 2026." — 2026-07-14-earnings-jpm-q2-fy2026 (2026-07-14)
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On steroid-era-earnings-inflation:
"The particular set of things that happened in equities this quarter, it's a little bit hard to imagine being repeated." — 2026-07-14-earnings-jpm-q2-fy2026 (2026-07-14)
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On bdc-redemption-spiral-to-private-credit-repricing:
"We saw some deals come through where we were just like, 'Yeah, we're not doing that.' It's normal, competitive." — 2026-07-14-earnings-jpm-q2-fy2026 (2026-07-14)
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