JPMorgan Chase Earnings Reaction: What to Expect and Historical Trends

JPMorgan Chase (JPM) is set to report earnings on July 15, 2025. Earnings are expected to be $4.47 per share, down from $6 in the year-ago period, while revenues are expected to decline by 12% to $44 billion. The company is likely to be weighed down by weaker investment banking fees due to tariff policy uncertainty and geopolitical tensions. The bank has a market capitalization of about $823 billion and revenue over the last twelve months was $173 billion.

Title: JPMorgan Chase (JPM) Earnings Preview: July 15, 2025

JPMorgan Chase & Co. (JPM) is set to report its earnings for the quarter ended June 2025 on July 15, 2025. Analysts expect the company to post earnings of $4.47 per share, representing a year-over-year decrease of 26.3% from $6.00 per share in the year-ago period. Revenue is projected to decline by 12% to $44 billion, primarily due to weaker investment banking fees stemming from tariff policy uncertainty and geopolitical tensions.

The consensus EPS estimate for the quarter has been revised 1.37% higher over the last 30 days to the current level of $4.47 per share [1]. This upward revision reflects analysts' collective reassessment of the company's earnings prospects, driven by recent bullish sentiment. The Most Accurate Estimate is higher than the Zacks Consensus Estimate, suggesting that analysts have become more optimistic about JPMorgan Chase's earnings performance.

The company's Earnings ESP (Expected Surprise Prediction) stands at +0.42%, indicating a likely deviation of actual earnings from the consensus estimate. Combined with a Zacks Rank of #3 (Hold), this suggests that JPMorgan Chase will most likely beat the consensus EPS estimate [1]. Historically, the company has beaten consensus EPS estimates four times over the last four quarters, including the last reported quarter where it delivered a surprise of +9.74% [1].

Investors should be aware that an earnings beat or miss may not be the sole factor driving the stock price. Other factors, such as management's discussion of business conditions on the earnings call, could significantly impact JPMorgan Chase's near-term stock performance. The company's market capitalization is approximately $823 billion, and its revenue over the last twelve months was $173 billion.

References:
[1] https://finance.yahoo.com/news/jpmorgan-chase-co-jpm-earnings-140003316.html
[2] https://finviz.com/news/98133/jpmorgan-chase-co-jpm-earnings-expected-to-grow-what-to-know-ahead-of-next-weeks-release