U.S. Large-Cap Banks: Jason Goldberg's Bank Brief | Volume 23, Issue 117 | 6.30.26

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U.S. Large-Cap Banks: Jason Goldberg's Bank Brief | Volume 23, Issue 117 | 6.30.26

Equity Research

30 June 2026

U.S. Large-Cap Banks

Jason Goldberg's Bank Brief |

Volume 23, Issue 117 | 6.30.26

JPM is putting its own funds into vital industries, calls for U.S. Large-Cap Banks

stronger safeguards for digital assets; BNY adds CRCL’s POSITIVE

stablecoin to its digital asset platform; TX-area bankers report U.S. Large-Cap Banks

Jason M. Goldberg, CFA

notable increase in loan volume and demand in June; +1 212 526 8580

Bankers expect robust equity issuance, M&A to persist; Back jason.goldberg@barclays.com

BCI, US

7/13

Bank Brief’s Break / Out of Office

The Bank Brief (and its author) are taking a short break (to celebrate my 25th

wedding anniversary). Will be back in your inbox on July 13. While we'll be checking

email, we encourage you to take advantage of the self-service resources below, which

may be helpful:

• Everything you need to help prep for 2Q26 earnings: Earnings Enchiridion and

extra elements to make the EPS season easier

• Our marketing deck designed to answer most questions: State of the Industry –

Summer 2026

• Details for our Sept 14-16 Global Financial Services Conference: Click HERE for

Conference website, click HERE for registration information

• Our website with links to all of our research and models: https://

live.barcap.com/go/research/analyst/LB00427

Recent Research

Monday - Earnings Enchiridion and extra elements to make the EPS season easier

(6/29/26). Our quarterly Earnings Enchiridion is an interactive xls workbook that has everything

you need for the upcoming EPS season. It includes links to our company preview notes and

excel models; calendar appointments with call details; line item expectations; and recently

made forward-looking disclosures.