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CME Group’s FedWatch estimates a 44.1% chance of a Fed rate hike at the mid-September meeting and a 57.7% chance for late October, based on 30-day fed funds futures. The article highlights UNH, JPM, and CVX as stocks it says could perform despite higher rates, citing UNH Q2 2026 earnings up about 54% YoY and JPM Q2 net interest income of $25.6B.

JPMorgan Chase reported Q2 results with revenue up 27% year over year to $58 billion and earnings up 47% to $7.70 per share, with ROTCE of 23% excluding special items. The article notes JPMorgan’s 17% long-term ROTCE target and Dimon’s comments that returns may slow. It also cites Dimon’s view that he would not buy the broader market at high valuation.

JPMorgan Chase will hire Bank of America executive Amy Lissauer to lead global shareholder engagement and M&A capital markets, according to a Reuters-seen memo. Lissauer previously headed Activism & Raid Defense at BofA. JPMorgan has expanded its activism defense team as hedge-fund campaigns increased in 1H 2026, Barclays data showed.

A report by US lawmaker Ron Wyden alleges JPMorgan Chase, Deutsche Bank, and Bank of America failed to report suspicious transactions tied to Jeffrey Epstein under the Bank Secrecy Act. Wyden cites over $1.4 billion in suspicious wire transfers and JPMorgan earnings of $8.1 million (2009-2014). The banks deny wrongdoing; settlements include JPMorgan $290m, BofA $72.5m, Deutsche $75m.

The Banker reports Citi CEO Jane Fraser said she is worried a UK bank tax would hurt London’s competitiveness, citing a risk of banks choosing not to book business in London. Other items include Deutsche Bank seeking millions in repaid settlements in a £700mn High Court dispute with former staff, Lloyds cutting £2bn via strategy changes, and JPMorgan expanding a $1.5tn fund for European defence.

JPMorgan Chase launched a 10-year, $1.5 trillion Security and Resilience Initiative to finance U.S. national security and supply-chain industries, including defense, critical minerals, robotics, and energy, according to JPMorgan. The article says the program could benefit General Dynamics (prime on the $100 billion Columbia-class submarine) and Huntington Ingalls, which builds nuclear-powered ships and is developing $13 billion supercarriers.

JPMorgan Chase’s former scam-prevention chief Christy Lillie filed a federal complaint alleging JPMorgan relabeled some fraud losses as “scams” to avoid more than $100 million in reimbursements. According to The Wall Street Journal, Manhattan prosecutors and Treasury officials met with her and received documents. JPMorgan denies the claims and also disputes alleged AML gaps and related class-action allegations.

The White House outlined a voluntary AI security testing framework that excludes open-weight models, including Meta’s Llama and Nvidia’s Nemotron, after meetings with Meta, Anthropic, Google, Nvidia and OpenAI. Google reshuffled DeepMind leadership and researchers plan to leave. JPMorgan said it is expanding an AI-risk alliance. Separately, hackers targeted dozens of financial firms via help-desk impersonation and phishing for credentials and MFA codes.

JPMorgan CEO Jamie Dimon told CNBC that margin debt is at the highest level on record and that regulators may not fully capture leverage. He cited prime brokers, hedge funds, leveraged ETFs, and Treasury arbitrage. He warned leverage can trigger sudden disruptions, noted JPMorgan’s role in an AI hedge fund unwind, and said the Fed is reviewing private credit.

A Senate Democrats Finance Committee report, cited by NPR, alleges that JPMorgan Chase, Bank of America, and Deutsche Bank knew of suspicious transactions linked to Jeffrey Epstein for years but delayed filing suspicious activity reports. The report cites Treasury documents and bank records, saying Epstein moved over $1 billion. Deutsche Bank and Bank of America deny wrongdoing; JPMorganChase did not comment.