Market development at @tempo & hobby fintech researcher at @popularfintech. Views are my own.
Cite asCryptoQuant has tracked the directional calls on JPM by @jevgenijs on X since Aug 2025: not yet scored on JPM (as of Nov 11, 2026).
1 JPM call on record, a thin history.
Relative view by default: fewer than 30 JPM calls or days on record.
Sentiment timeline shows relative sentiment within this analyst's history. A perma-bull showing 8 bullish : 2 bearish in a bear market sets that as their baseline. If you notice any errors, claim @jevgenijs to submit corrections.
Hover the chart to read the thesis of that period · click a day to pin it
“Everyone is pretty eager to tell a sort of fast deposit run story in this new technology-enabled world. …you are probably not supposed to be hoping that your deposits are stable because the money is difficult to move” - Jeremy Barnum, JPMorgan $JPM Q3 2026 earnings call https://t.co/CtDYQ9aIME https://t.co/OYcREG2mzu
View original →“I think everyone is pretty eager to tell a sort of fast deposit run story in this new technology-enabled world. You can argue that it is sort of downstream of the narrative that the SVB run was a sort of social media phenomenon, and we were never big buyers of that idea. I think the better way to understand that situation was as an extremely concentrated and undiversified deposit base that was wholesale non-op and kind of monoculture in terms of who was shaping the thinking around that. Arguably, in a world with TV and fax machines, I think you probably would have gotten essentially the same answer in terms of the speed of the run.” - Jeremy Barnum, JPMorgan $JPM Q3 2026 earnings call
View original →“…hedge fund leverage as a contributor of risk to the system is very much in the category of known unknowns. Doesn't mean it's riskless, but we kind of know what it is.” - Jeremy Barnum, JPMorgan $JPM Q3 2026 earnings call https://t.co/jyODxKW5xO
View original →The CFO of JPMorgan using the words “one-shot the rewrite” wasn’t on my bingo card! https://t.co/rDfJwbrfpB
View original →Jeremy Barnum, JPMorgan $JPM CFO: “…the benefits [ of AI ] aren't observable in our current quarterly earnings. And I think that's probably not that surprising, because as important and dramatic and exciting as this theme is, it takes a long time to really do things that are visible at an institution of our size.”
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