Geopolitics Alpha

Higher Interest Rates Take Bite Out of JPMorgan’s Profits

Published . Updated .

After banner stretch, the bank released surprisingly spotty earnings results for the third quarter. Its rival Goldman Sachs posted better-than-expected results.

Directly affected

  • JPM Jpmorgan Chase

    Named in this report.

  • BANR Banner

    Named in this report.

  • GS Goldman Sachs Group

    Named in this report.

Indirectly affected

  • TLT iShares 20+ Year Treasury Bond

    Long-term bonds move when yields change

  • IEF iShares 7-10 Year Treasury Bond

    Treasury bonds move when yields change

  • SHY iShares 1-3 Year Treasury Bond

    Short-term bonds move when the Fed changes rates

  • SPY SPDR S&P 500

    Stocks move when the Fed changes the rate path

  • BAC Bank of America

    Bank profits move with lending and interest rates

  • XLF Financial Select Sector SPDR

    A fund of financial companies

  • KRE SPDR S&P Regional Banking

    Regional banks are sensitive to interest rates

  • ALLY ALLY FINANCIAL INC

    GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • BMO BANK MONTREAL MEDIUM

    GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

  • CM CANADIAN IMPERIAL BANK OF CO

    GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
JPM-0.96%-0.92%—-0.91%+0.22%+0.29%+1.53%
BANR———————
GS+0.35%-1.38%—-0.25%-1.74%-0.35%-1.54%
TLT———————
IEF-0.35%+0.01%—+0.12%+0.30%+1.02%+1.10%
SHY———————
SPY———————
BAC-0.84%-1.80%—-1.14%-5.79%-5.30%-6.13%
XLF———————
KRE———————
ALLY-0.76%-0.21%—-0.82%-3.09%-0.47%-0.61%
BMO———————
CM———————

After banner stretch, the bank released surprisingly spotty earnings results for the third quarter. Its rival Goldman Sachs posted better-than-expected results.

Source: The New York Times

Ally Financial (ALLY) since “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” compared with the market

Since the first closing price after “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Ally Financial (ALLY) is +2.16%. The S&P 500 fund (SPY) is -0.40% over the same days, a +2.56% difference versus the market.

CompanyWhenMoveStatus
Ally Financial (ALLY)that day-0.82%final price
Ally Financial (ALLY)the next day-3.09%final price
Ally Financial (ALLY)two days later-0.47%final price
Ally Financial (ALLY)three days later-0.61%final price
Ally Financial (ALLY)three days earlier-0.21%final price
Ally Financial (ALLY)five days earlier-0.76%final price
Bank Of America (BAC)that day-1.14%final price
Bank Of America (BAC)the next day-5.79%final price
Bank Of America (BAC)two days later-5.30%final price
Bank Of America (BAC)three days later-6.13%final price
Bank Of America (BAC)three days earlier-1.80%final price
Bank Of America (BAC)five days earlier-0.84%final price
GSthat day-0.25%final price
GSthe next day-1.74%final price
GStwo days later-0.35%final price
GSthree days later-1.54%final price
GSthree days earlier-1.38%final price
GSfive days earlier+0.35%final price
Ishares Tr (IEF)that day+0.12%final price
Ishares Tr (IEF)the next day+0.30%final price
Ishares Tr (IEF)two days later+1.02%final price
Ishares Tr (IEF)three days later+1.10%final price
Ishares Tr (IEF)three days earlier+0.01%final price
Ishares Tr (IEF)five days earlier-0.35%final price
JPMthat day-0.91%final price
JPMthe next day+0.22%final price
JPMtwo days later+0.29%final price
JPMthree days later+1.53%final price
JPMthree days earlier-0.92%final price
JPMfive days earlier-0.96%final price
ALLY
SPY

Official trades in Ally Financial (ALLY) around 13 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Ally Financial (ALLY)

Companies carried with this story

  • ALLY Ally Financial

    In “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Ally Financial (ALLY) is linked, with no stored direction, medium confidence. Reason on file: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BAC Bank Of America

    In “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Bank Of America (BAC) is linked, with no stored direction, medium confidence. Reason on file: GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BMO Bank Of Montreal /Can/

    Bank Of Montreal /Can/ (BMO) is linked, with no stored direction, medium confidence in the 13 Oct 2026 story “Higher Interest Rates Take Bite Out of JPMorgan’s Profits.” Reason on file: GA selected BMO as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CM Canadian Imperial Bank Of Commerce /Can/

    In “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Canadian Imperial Bank Of Commerce /Can/ (CM) is linked, with no stored direction, medium confidence. Reason on file: GA selected CM as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • CRBG Corebridge Financial

    In “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Corebridge Financial (CRBG) is linked, with no stored direction, medium confidence. Reason on file: GA selected CRBG as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • EFC Ellington Financial

    For “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Ellington Financial (EFC) is linked, with no stored direction, medium confidence. Reason on file: GA selected EFC as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • XLF Select Sector Spdr Tr

    In “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Select Sector Spdr Tr (XLF) is linked, with no stored direction, medium confidence. Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation

  • KRE Spdr Series Trust

    For “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” Spdr Series Trust (KRE) is linked, with no stored direction, medium confidence. Reason on file: Rate-policy changes can alter funding costs, net-interest margins, and financial-sector valuation

How “Higher Interest Rates Take Bite Out of JPMorgan’s Profits” reaches Ally Financial (ALLY)

Ally Financial (ALLY) is the company in “Higher Interest Rates Take Bite Out of JPMorgan’s Profits,” the 13 Oct 2026 this story story.

What ties Ally Financial (ALLY) to the headline is this: GA selected ALLY as a RELATED security because its canonical security name directly matches this event's themes: financial. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Bank Of America (BAC): GA selected BAC as a RELATED security because its canonical security name directly matches this event's themes: bank. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Ally Financial (ALLY), and the dates in the story

ALLY traded between 36.18 and 40.33 across 20 sessions. The latest close on file is 37.53. BAC traded between 49.26 and 58.11 across 20 sessions. The latest close on file is 50.39. BMO traded between 159.57 and 177.46 across 20 sessions. The latest close on file is 166.07.

How solid “Higher Interest Rates Take Bite Out of JPMorgan’s Profits” looks

46 out of 100

“Higher Interest Rates Take Bite Out of JPMorgan’s Profits” scores 46 out of 100. The score uses 1 sources, and 13 linked companies.