Is the Fortress Crumbling? JP Morgan’s $2.2B Apple Card Problem скачать в хорошем качестве

Is the Fortress Crumbling? JP Morgan’s $2.2B Apple Card Problem

JP Morgan Chase just released their Q4 2025 earnings, and the numbers tell two very different stories. On the surface, the "Financial Fortress" looks impenetrable with $185.6B in managed revenue. But when we stress-test the foundation, serious cracks are appearing in the consumer division. In this episode of Iron Financial, we break down how a massive $2.2B credit reserve build for the Apple Card portfolio is eating into profits, despite the Investment Bank (CIB) and Wealth Management divisions firing on all cylinders. Is the American consumer finally breaking? And why are JPM's expenses projected to jump by $10B in 2026? We cut through the noise to tell you what this actually means for your portfolio. Timestamps: 0:00 - Intro: The Tale of Two Stories 1:11 - The Bull Case: A Revenue Monster ($185.6B) 3:37 - The Bear Case: Where did the profit go? 5:08 - The $2.2B Apple Card "Gamble" 6:43 - The Engine Room: Investment Banking vs. Consumer Weakness 8:27 - The 2026 Blueprint: Why Expenses are Exploding 10:04 - The Verdict: Buy, Sell, or Hold? #IronFinancial #JPM #StockMarket #Finance Disclaimer: I am not a financial advisor. This content is for educational and entertainment purposes only. Please do your own research.