North America Specialist Sales J P M O R G A N 21 July 2026 Rob O'Dwyer - Specialist Sales - US Financials AC rob.odwyer@jpmorgan.com J.P. Morgan Securities LLC My 2c on Financials Rob O'Dwyer +1 2126222673 rob.odwyer@jpmorgan.com Key Highlights Morning – fun assortment of earnings this morning from Banks to Consumer Credit to Insurance to Info Services to Wealth Managers. The broad takeaway from this morning's earnings is that we remain in a fundamentally supportive backdrop for financials, but the market ...