JPMorgan raised its full-year 2026 total net interest income (NII) projection to about $106.2 billion from $105.5 billion, and gave a preliminary central-case 2027 NII excluding Markets of about $107 billion, roughly 10% above the implied 2026 level. Third-quarter NII rose 13% year over year to $27.1 billion, supported by 10% average loan growth to $1.6 trillion and 8% deposit growth to $2.7 trillion. Bank of America and Citigroup also lifted their NII outlooks. Investment banking fees rose 33% and Markets revenue rose 23% so far this year, but the article flags rising operating expenses, credit risks and a premium valuation as concerns.
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Related tickers and likely impact
JPM
▲ Likely positiveJPMorgan Chase
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Financials |
| Industry | Diversified Banks |
| Market cap | $913.3B |
| Close on 10/29/2026 | 343.58 |
| Change that session | +1.26% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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