2020 firm overview — playbook

2020 firm overview

JPMorgan Chase & Co.

arc beats above · slides in the middle · loops below · scroll → 3 LOOPS

Deck intelligence map

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coverage by narrative range · generated from this deck JSON

Narrative range 12 total

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Problem 3 slides 100% 3/3 slides 100% 3/3 slides · 24 hits

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33.3% 1/3 slides 100% 3/3 slides 100% 3/3 slides Solution 2 slides 100% 2/2 slides 100% 2/2 slides · 14 hits

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50% 1/2 slides 50% 1/2 slides 100% 2/2 slides · 3 hits

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Financials 5 slides 100% 5/5 slides 100% 5/5 slides · 40 hits

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20% 1/5 slides 20% 1/5 slides 100% 5/5 slides 100% 5/5 slides Market Size 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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Competition 1 slides 100% 1/1 slides 100% 1/1 slides · 8 hits

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100% 1/1 slides 100% 1/1 slides 100% 1/1 slides · 2 hits

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Slide inventory

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every slide · same image gating as the playbook

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front_matter

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summarize

Open slide detailLoop · Voice Of Customer

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JPMorgan Chase & Co. corporate slide.present_solution

Open slide detailLoop · Voice Of Customer

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The slide uses a stacked bar chart to show revenue distribution across segments, flanked by qualitative and quantitative performance metrics for each.summarize

Open slide detailBeat · Market Size

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The slide uses a 'hero' metric approach for JPM, followed by peer comparison bar charts.summarize

Open slide detailBeat · FinancialsLoop · Mece Breakdown

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The slide uses a stacked bar chart for financial performance and a combination of line and bar charts for macro indicators.quantify_impact

Open slide detailBeat · FinancialsLoop · Mece Breakdown

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The slide uses a waterfall chart to explain revenue growth and a stacked bar chart to show investment allocation.quantify_impact

Open slide detailBeat · FinancialsLoop · Mece Breakdown

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The slide uses a process-flow style layout to categorize strategic initiatives.summarize

Open slide detailBeat · FinancialsLoop · Mece Breakdown

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The slide uses a combination of metric callouts for share gain and grouped bar charts for growth comparison.quantify_impact

Open slide detailBeat · FinancialsLoop · Mece Breakdown

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Slide 9 of a J.P. Morgan Chase & Co. presentation.establish_context

Open slide detailBeat · ProblemLoop · Cost Of Inaction

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The slide uses a 'before-after' or 'offset' framing to demonstrate resilience.quantify_impact

Open slide detailBeat · ProblemLoop · Cost Of Inaction

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The slide uses four distinct charts to highlight long-term structural shifts in the financial services industry.analyze_data

Open slide detailBeat · ProblemLoop · Cost Of Inaction

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The slide uses a dual-row bar chart structure to contrast declining yields/fees with increasing volumes/assets.quantify_impact

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summarize

Open slide detailBeat · Solution

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Uses a scatter plot framework with an overlay arrow indicating the 'growth vs stability' trend.compare_peers

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The slide highlights the shift in balance sheet composition and growth rates for J.P. Morgan Chase.analyze_data

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The slide uses a waterfall-style bridge to show the shift in liquidity composition between two time periods.analyze_data

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18

The chart shows GSIB scores for major banks (JPM, C, MS, GS, BAC) over time relative to bucket thresholds.recommend

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19

The slide highlights consistency in capital strategy despite regulatory updates pending.summarize

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20

The slide uses a waterfall chart to bridge 2019 NII to 2020 and 2021 projections.quantify_impact

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21

The slide uses a bridge diagram to explain revenue growth drivers and a series of paired bar charts to show volume growth in specific business units.quantify_impact

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The slide uses a waterfall chart to bridge the gap between 2015 and 2019 overhead ratios.quantify_impact

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The chart uses a waterfall structure to explain the change in noninterest expense between 2019 and 2020.quantify_impact

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The slide uses a table to compare NCO rates and dollar amounts across business units, with qualitative outlook indicators.analyze_data

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summarize

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front_matter

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The slide highlights that capital allocation and ROE metrics remained stable year-over-year.analyze_data

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front_matter

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Standard financial disclosure slide for non-GAAP metrics.other

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The slide serves as a formal disclosure/appendix page for ESG-related claims.appendix

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summarize

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appendix

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summarize

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appendix

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appendix

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appendix

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appendix

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appendix

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appendix

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summarize

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This is a standard disclosure slide providing definitions for CAGR, PTI, NTM PE, and earnings volatility metrics used in previous analysis.summarize

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appendix

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This is a technical appendix slide providing definitions for financial terms used in a previous slide.appendix

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appendix

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appendix

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summarize

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appendix

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appendix

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appendix

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appendix

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