JPMorgan Chase is set to report third-quarter earnings – here’s what the Street expects

Core Viewpoint - JPMorgan Chase is expected to provide insights into the performance of U.S. consumers and corporations in the third quarter, with analysts anticipating continued strong trends in trading revenue, mergers, and consumer resilience [1][2]. Group 1: Financial Performance Expectations - Analysts predict that JPMorgan will report earnings per share of $4.84 and revenue of $45.4 billion for the third quarter [5]. - The bank's net interest income is expected to be $24.16 billion, with trading revenue comprising $5.3 billion from fixed income and $2.97 billion from equities [5]. Group 2: Market Context and Trends - The major American banks have benefited from the current administration's policies, leading to increased trading revenue and a more favorable environment for mergers [2][3]. - The KBW Bank Index has increased nearly 15% this year, contrasting with a roughly 1% drop in the KBW Regional Banking Index, indicating that larger banks are outperforming regional lenders [4].