JPM
JPMorgan Chase & Co.
stock NYSE

I sold a put on JPM expiring this Friday. Hopefully earnings tomorrow don’t make me regret it
Also sold puts on klarna and affirm

Yeah. Meanwhile, another bio stock goes up $5 today on speculation during JPM week.
You decide what play you want to go with

Earnings are starting to roll in! I have developed this calendar of all S&P 500 events that I wanted to share. It includes historical average price volatility per each stock:[](https://preview.redd.it/s-p-500-earnings-lookahead-jan-2026-v0-pyjogjphptcg1.png?width=2956&format=png&auto=webp&s=baa4e866fc9abe7c4b0e97fe93b869fc3abb4d94)
[S&P 500 Earnings Calendar: Jan 2026](https://preview.redd.it/j8n2up92yzcg1.png?width=2962&format=png&auto=webp&s=0274b801840569f244e065d0b1cfcb4826c6cd95)
I highlighted top three highest volatility events in orange \^
# Highest expected volatility events
*(... And what I think are the key debates this quarter):*
* **MMM (Jan 20 | \~9.0%)** 
* Exposure to AI-linked demand for materials and data-center infrastructure e.g. cooling liquid
* **INTC (Jan 22 | \~9.1%)** 
* Government support, execution under the U.S. AI chip strategy, and Intel’s ability to reclaim relevance
* **CHTR (Jan 30 | \~11.8%)**
* Referendum on U.S. broadband demand
# What Polymarket is pricing for banks
*(as of 12th Jan EOD)*
Prediction markets are currently skewed toward **positive EPS beats** for U.S. banks next week:
* **JPM:** \~53% chance to beat (although big drop from yest.)
* **GS:** \~92%
* **WFC:** \~77%
* **MS:** \~82%
* **BAC:** \~80%
* **C:** \~53%
Here’s what investors will be watching by sector 👇
# Banks
The most debated topic may be **Trump’s proposed 10% cap on card commissions**.
However structured, such a policy would pressure **credit card profitability and credit availability**, making management commentary critical.
Other focus areas:
* Mortgage activity and consumer credit trends
* Net interest margin trajectory
* Capital return outlook
# Big Tech & Platforms
Two major debates dominate:
**1) AI spend discipline vs ROI**
* Capex trajectory: another year of aggressive data-center build, or moderating spend growth?
* Monetisation proof points: where AI is translating into revenue (cloud consumption, ad efficiency, subscriptions, devices/services)
**2) The next AI bottleneck**
* Is it **compute, power, memory, cooling, networking, or materials**?

What are the key names and debates for you?

Be brave apes - more stock was withdrawn on the latest CME Silver Stock reports.
shitty scenario for the CME - 27.8% of registered stock is matched for delivery this month too + fall in eligible stock to replenish means stock is tiiiight aight
Details on the inventory moves and which warehouse here:
Silver (CME) — Jan 09: Total inventory fell 0.52% (net -2.26M oz) due to physical withdrawals.
Total
437.49M
🔻 -2.26M
Registered
123.50M
🔻 -399K
Eligible
313.99M
🔻 -1.86M
• Stonex Precious Metals LLC: withdrew \~792K oz from eligible → physical metal exited CME stocks (tightening if persistent).
• Brinks Inc.: withdrew \~618K oz from eligible → physical metal exited CME stocks (tightening if persistent).
• Jp Morgan Chase Bank Na: withdrew \~436K oz from eligible → physical metal exited CME stocks (tightening if persistent). - JPM has consistently moved stock every day in Jan!!
• Cnt Depository Inc.: withdrew \~351K oz from registered → physical metal exited CME stocks (tightening if persistent).
Registered stocks fell (delivery tightness).
I have all major indicators, news feeds, inventory analysis and pressure analysis + 25 years hostiric data for pattern matching on precious metals on a personal dashboard i have built for myself if yo want peeks let me know by DM. The above image is a lickle snapshot of a section from it.

Totalreturns.com comparison: JPM>SPMO>QQQ>VOO. I Started a position in SPMO to complement SCHG and SPYM. I Will probably also add JPM ( 37% 1yr return) and see.

$ATON: $ATON Just Dropped a $46M NVIDIA Deal at JPM — The Biotech-to-AI Pivot is Real.

Calls: BK DAL
Puts: JPM

JPM in the morning

Definitely.
Banks that issue credit cards (C, JPM, WFC, etc.) are. Plus, they have been on a tear heading into earnings so some are probably locking in profits.

Is JPM an oil company ( drill baby drill), a AI/Tech company or a Bank these days? Hell it could be a Healthcare company. I just don’t know what the company I’m watching even do anymore.

JPM QuantSignals V3: Early 2026 Earnings Outlook and Institutional Positioning

Tweet Mirror:[FirstSquawk](https://twitter.com/FirstSquawk/status/2010778056903037211)
>PFIZER CEO SAYS NEXT\-GEN OBESITY ASSETS FROM METSERA BUYOUT EXPECTED TO LAUNCH IN 2028 – JPM CONF

BHVN update at JPM HC looks very promising for a long term play. Been a series of misses for them recently.

anyone playing JPM? -2% today, earnings tomorrow

FUCKING JPM POS CUCK STOCK

Who crosses the 1T threshold sooner, JPM or TSLA

For anyone interested in the clinical foundation behind the JPM discussion, I previously posted a detailed breakdown of Biomea’s 52-week COVALENT-111 data (durability, beta-cell signal, safety).
Linking it here for context, since JPM seems more about execution and regulatory framing than new data.
👉 https://www.reddit.com/r/biotech_stocks/s/p1cdtR0dDm

I bought JPM calls thinking it was the bottom. Nope. $330c are cooked

JPM calls are awfully cheap ahead of earnings…. Buying more

How many of you also purchase individual stocks to tilt or complement your ETF portfolios or have a different portfolio that has individual stock allocation?
If so, what are some stocks you add.
Majority of my funds are invested in a combination of VTI, VXUS, VBR, and SCHG.
I have some stocks in AAPL, GOOG, JPM, and others. When people ask me about investing I only really share about my ETFs cause my stock investments are "boring" (I prefer it that way).
But, I'm curious about the people in this subreddit.

Cheers