JPMorgan Chase is set to report fourth-quarter earnings, with expectations of $5 per share in earnings, $46.2 billion in revenue, $24.99 billion in net interest income, and trading revenue of $5.29 billion in fixed income and $2.55 billion in equities.

The banking sector has benefited from favorable conditions, including a rebound in trading, falling interest rates, stable consumer credit, and deregulation. The KBW Bank Index climbed 29% last year, outpacing the S&P 500 for the second consecutive year.

Analysts are eager to hear how much momentum from 2025 will carry over into this year, particularly regarding consumer spending strength amid signs of a weakening labor market and the outlook for Wall Street dealmaking. CEO Jamie Dimon may address President Trump’s call for a credit card rate cap and Federal Reserve concerns.

Bank of America, Citigroup, and Wells Fargo will report results Wednesday, with Goldman Sachs and Morgan Stanley reporting Thursday. Stay tuned for updates as this story develops.

Read more at CNBC: JPMorgan Chase (JPM) earnings Q4 2025