# Five Bank Earnings Reports Put $1.20T in 13F View

> JPMorgan, Bank of America, Goldman Sachs, Wells Fargo and Citi reported on July 14. Arkolith maps them to about $1.20T of Q1 2026 tracked 13F value.

- Content type: NewsArticle
- Section: News
- Published: 2026-07-14T09:45:00.000Z
- Updated: 2026-07-14T18:52:15.938Z
- Publisher: Arkolith Newsroom
- Canonical HTML: https://arkolith.com/news/news-bank-earnings-13f-exposure
- Plain Markdown: https://arkolith.com/news/news-bank-earnings-13f-exposure.md
- Topics: Bank earnings, 13F ownership, JPMorgan, Bank of America, Goldman Sachs

## Article

Five large U.S. banks reported second-quarter results on Tuesday, July 14: JPMorgan Chase, Bank of America, Goldman Sachs, Wells Fargo and Citigroup. The first-order story is earnings season. The second-order question is how much institutional filing exposure sits behind one packed morning.

Arkolith's Q1 2026 13F snapshot maps those five public stocks to about $1.20 trillion of tracked disclosed long value. That is not total ownership, and it is not a live trading signal. It is the SEC filing floor that shows why one bank-earnings cluster can matter across thousands of institutional books.

**Update, July 14, 2026, 20:30 CEST:** The five result releases are now filed or linked from issuer investor-relations pages. This update adds the reported earnings figures below and leaves the original Q1 2026 13F ownership map unchanged.

## What happened today

The companies' own investor-relations pages put the July 14 calendar in one narrow window. [JPMorgan Chase earnings-call notice](https://www.jpmorganchase.com/ir/news/2026/jpmc-to-host-second-quarter-2026-earnings-call) said it would release results at about 7:00 a.m. Eastern and review them at 8:30 a.m. [Bank of America earnings notice](https://newsroom.bankofamerica.com/content/newsroom/press-releases/2026/06/bank-of-america-to-report-second-quarter-2026-financial-results-.html) said its results would come at about 6:45 a.m., with a call at 8:30 a.m.

[Investors.com bank earnings report](https://www.investors.com/news/wells-fargo-stock-goldman-sachs-bank-of-america-jp-morgan-chase-bank-earnings-wall-street/) included Goldman Sachs in the same Tuesday morning bank-earnings cluster. [Wells Fargo quarterly earnings page](https://www.wellsfargo.com/about/investor-relations/quarterly-earnings/) listed Q2 2026 for July 14. [Citi earnings-call notice](https://www.citigroup.com/global/news/press-release/2026/citi-second-quarter-2026-earnings-call) said it would issue results at about 8:00 a.m. and review them at 11:00 a.m.

That creates a compressed read on trading revenue, net interest income, credit costs, investment-banking activity and consumer health. It also makes the ownership map harder to read from headlines alone.

![Illustration: five blank cream earnings folders spread across a dark analyst desk](/article-images/news-bank-earnings-13f-exposure-1.webp)

## What the filed results added

The later primary records turned the calendar story into a results story. [JPMorgan Chase 8-K exhibit](https://www.sec.gov/Archives/edgar/data/19617/000162828026048078/a2q26erfexhibit991narrative.htm) reported second-quarter net income of $21.2 billion and diluted EPS of $7.70. [Bank of America 8-K exhibit](https://www.sec.gov/Archives/edgar/data/70858/000007085826000353/bac06302026ex991.htm) reported net income of $9.1 billion, EPS of $1.21 and revenue of $31.6 billion.

[Goldman Sachs 8-K exhibit](https://www.sec.gov/Archives/edgar/data/886982/000088698226000294/a2q26gsearningsresultspr.htm) reported net revenues of $20.338 billion, net earnings of $6.628 billion and diluted EPS of $20.98. [Wells Fargo 8-K exhibit](https://www.sec.gov/Archives/edgar/data/72971/000007297126000288/wfc2qer07-14x26ex991xrelea.htm) reported net income of $6.407 billion, or $2.00 per diluted share, on total revenue of $22.622 billion. [Citi 8-K filing](https://www.sec.gov/Archives/edgar/data/831001/000110465926083383/c-20260714x8k.htm) includes the earnings exhibit reporting net income of $5.831 billion, or $3.15 per diluted share, on revenues of $24.8 billion.

Those figures answer what the banks reported. They do not change what the 13F table below can prove.

## The 13F exposure map

The five stocks are not equal in the filing data. JPMorgan is the largest tracked exposure in this set by a wide margin.

| Bank stock | Arkolith page | Q1 2026 tracked 13F holders | Q1 2026 tracked 13F value |
|---|---:|---:|---:|
| JPMorgan Chase | [JPM ownership page](https://arkolith.com/stock/JPM) | 1,787 | $510.9B |
| Bank of America | [BAC ownership page](/stock/BAC) | 1,436 | $231.6B |
| Goldman Sachs | [GS ownership page](/stock/GS) | 1,253 | $164.2B |
| Wells Fargo | [WFC ownership page](/stock/WFC) | 1,263 | $159.5B |
| Citigroup | [C ownership page](/stock/C) | 1,166 | $135.9B |

The combined value is about $1.20 trillion. The count is based on current long, non-option 13F positions for the Q1 2026 filing cycle. Passive giants and index-linked managers dominate the top of these cap tables, so the table should not be read as a fresh active bet on the July 14 reports.

## Why it matters

Bank earnings are macro data with company names attached. Net interest income speaks to the rate environment. Trading and investment-banking fees speak to market activity. Credit costs speak to consumer and corporate stress.

When five large banks report within hours, readers have to separate three things: what each bank says today, what the market expected, and how widely the stocks sit inside institutional portfolios. The 13F view answers only the third question, but it is the part generic earnings calendars usually leave out.

## What comes next

The next primary records are the earnings releases, call slides and transcripts. Watch whether executives describe the same rate, credit and capital-markets backdrop, or whether the banks split by business model.

The ownership data will not update from these earnings calls. The next broad institutional refresh comes from Q2 2026 13F filings, due in August. Until then, the clean use of the Q1 map is context: which public bank stocks were widely reported in institutional long books before the July 14 earnings cluster.

*Arkolith provides source-linked public information for educational and informational use. This article is not investment advice.*

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