JPMorgan Chase

also referred to as: jp morgan · jp morgan chase · jpmorgan

12 statements across 9 episodes · 1 bullish · 4 bearish · 8 people on the record · first statement May 13, 2022 by David Friedberg · said 74 times in 46 episodes since 2020 · across every show →

Mentions by year

brought up most by Chamath Palihapitiya (24), Michael Tracey (10), David Sacks (9), Jason Calacanis (8), David Friedberg (7), Michael Ovitz (3), Andrew Ross Sorkin (3), Scott Bessent (2)

tap a year for its mentions
0010820152020202120222023202420252026episodesmentions
08152020202120222023202420252026episodes it came up in
001.37.52.5152020202120222023202420252026episodesmentions per episode
2026 17 mentions in 7 episodes 2 per episode
2025 16 mentions in 11 episodes 1 per episode
2024 8 mentions in 4 episodes 2 per episode
2023 17 mentions in 9 episodes 2 per episode
2022 7 mentions in 7 episodes 1 per episode
2021 7 mentions in 6 episodes 1 per episode
2020 2 mentions in 2 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about JPMorgan Chase, oldest first

May 13, 2022 bearish
Assertion Partly supported
Major stocks had turned over only 0.5x total shares since peak
“And so far in those stocks, we've only seen half of the total shares outstanding turnover since peak.”
David Friedberg May 13, 2022 ▶ 1:29:51 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
May 13, 2022 neutral
Assertion Partly supported
Past market crashes saw stock turnover reach 6x total shares outstanding
“On average, it took six times their total shares outstanding for them to go from top to bottom, meaning that the shares ultimately turned over six X the total, you know, diluted shares out.”
David Friedberg May 13, 2022 ▶ 1:29:36 E80: Recession deep dive: VC psychology, macro risks, Tiger Global, predictions and more
Jun 2, 2023 negative
Prediction Held up
Sacks: Neither political party would nominate a major bank head for president
“And actually I think neither party could nominate a banker right now. I mean, if you saw what happened around the whole banking crisis, That I think is still going on in slow motion. I mean, the amount of animosity, both towards the banks that went under and t…”
David Sacks Jun 2, 2023 ▶ 23:03 E131: 2024 Fantasy President picks, debt ceiling agreement, Dollar dominance & more
Oct 27, 2023 negative
Assertion Supported
Sacks: Bank of America sits on $131 billion in unrealized Q3 losses
“Bank of America had unrealized losses of a hundred and thirty-one billion on securities in Q-three. JP Morgan Chase had unrealized losses of forty billion in its held to maturity portfolio in Q-three. And Citigroup did not disclose It's losses for Q three, but…”
David Sacks Oct 27, 2023 ▶ 1:08:24 E151: WW3 risk, War with Iran?, 4.9% GDP, startup failures growing, new Speaker & more
Aug 9, 2024 neutral
Assertion Supported
Friedberg: JPMorgan estimates 75% of yen carry trades have unwound
“With this particular trade, JP Morgan yesterday, or a few hours ago, said that they think about 75% of the yen carry trades have now been unwound, and it was at 50% a little over a day ago, so the market has moved to kind of unwind these trades, it seems, and …”
David Friedberg Aug 9, 2024 ▶ 26:03 Yen Carry Trade, Recession odds grow, Buffett cash pile, Google ruled monopoly, Kamala picks Walz
Sep 17, 2024 positive
Assertion Not checkable as stated
Ovitz: Palantir saved JPMorgan $150M in 55 days during 2008 crisis
“And we delivered in 55 days and we saved them one hundred and fifty million dollars to the bottom line in that 55 day period.”
Michael Ovitz Sep 17, 2024 ▶ 14:37 Michael Ovitz | All-In Summit 2024
Feb 23, 2025
Assertion Supported
Calacanis: Coworker petition demands Dimon retract his remote work stance
“There is a coworker.org petition to get Jamie to retract his statement.”
Jason Calacanis Feb 23, 2025 ▶ 11:00 Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
Feb 23, 2025 negative
Assertion Not checkable as stated
Dimon: JPMorgan wealth management decision required approval from 14 committees
“Someone told me to approve some of his wealth management that they had to go to 14 committees.”
Jamie Dimon Feb 23, 2025 ▶ 5:16 Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
Feb 23, 2025
Assertion Not checkable as stated
Dimon: Any 100-person corporate team can run more efficiently with 90
“If I was ready to partner with a hundred people, I guarantee you, if I wanted to, I could run it with 90 and be more efficient. I guarantee you. I could do it in my sleep.”
Jamie Dimon Feb 23, 2025 ▶ 4:56 Remote Work Under Fire: All-In Podcast Unpacks Jamie Dimon’s Leaked Rant!
Oct 16, 2025
Assertion Partly supported
Sorkin: Glass-Steagall was driven by Chase lobbying against JP Morgan
“It almost has nothing to do. I don't want to say it has nothing to do with breaking the banks apart for like political reasons, but it actually has to do with business reasons, meaning there was like some major bank money and lobbying going on behind the scene…”
Andrew Ross Sorkin Oct 16, 2025 ▶ 21:49 1929 vs 2025: Andrew Ross Sorkin on Crashes, Bubbles & Lessons Learned
Feb 20, 2026
Assertion Supported
Tracey: JPMorgan Epstein settlement totaled $290M with 30% in attorney fees
“So JP Morgan was ended up totaling around two hundred ninety million. And the lawyers end up convincing the judge who presided over this agreement in New York, the federal judge Rakoff to grant them 30% in legal fees or attorney's fees that they claimed.”
Michael Tracey Feb 20, 2026 ▶ 1:01:20 Epstein Deep Dive: Prince Andrew Arrested, Global Network, Mythology, Reid Hoffman Files
May 29, 2026
Prediction Open · timeframe May 2031
Chamath: No startup will enter a regulated market and displace JPMorgan
“A startup is not going to go and enter a regulated market and put JP Morgan out of business. Not going to happen.”
Chamath Palihapitiya May 29, 2026 ▶ 1:14:31 Anthropic's Digital God, Pope vs AI, Job Loss Narrative Flips, Open Source Crackdown Coming?
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