JPMorgan raised its guide and cut its buybacks. Wells Fargo held. The nine bank lines, read back.
All six big banks have filed their third-quarter 8-Ks. JPMorgan moved its 2026 net interest income outlook to about $106.2 billion and cut net buybacks to $664 million; Wells Fargo held +/- $50 billion and added a fourth-quarter figure of about $13 billion. Reserve builds, card charge-offs, CET1 ratios and buybacks read back against our 12 October preview, every figure with its accession.