ThetaOwl

JPM Earnings Report

Analysis based on market close March 31, 2026

Earnings Verdict

Earnings expected around 4/14 (implied by IV kink). IV is elevated for the 4/17 expiration (33.7% vs 27.8% pre-earnings). Historical pattern shows a high beat rate and tendency to move less than the expected move. Best strategy is selling premium via an iron condor, with a long strangle as a higher-risk alternative for a surprise move.

Confidence:
6.5 / 10
base 5; +1 for clear earnings IV kink; +0.5 for strong historical beat rate; -0 for data quality
Most important: IV term structure shows a clear kink at the 4/17 expiration, implying earnings that week. Historical moves average 2.3% vs an expected 5.7% for the 4/17 cycle, supporting premium-selling strategies.
📅Earnings date implied as ~4/14 by IV kink at 4/17 expiration. Confirm via company IR.
📊Historical moves average 2.3% vs current 5.7% EM. Strong statistical edge for selling premium.
⚠️Unusual OTM put flow at $250/$230 suggests some are hedging for a tail event. Monitor.

Regime Classification

Vol Regime
Normal (IV 29%)
Gamma Regime
Pinning (GEX +$26.9M)
Flow Regime
Mixed (net prem +$27.2M, P/C 0.81)
Spot vs MP
Above max pain by 1.4% (spot $294.16 vs MP $290)
Gamma flip: ~$200.00Estimated ~$200 based on put OI concentration. Spot is well above, suggesting stability near current levels.

Earnings Overview

Next earnings: 2026-04-14 (14 days)implied (IV kink at 4/17 expiration, 17 days out)

Expected moves:

  • 4/17 (17d): ±$16.77 (5.7%) [$277.39 - $310.94]

IV Setup

Term structure: Clear kink at 4/17 expiration: IV 33.7% vs 27.8% (4/10) and 32.6% (4/24).

Crush estimate: ~5-7 vol pts post-earnings, back to ~28-29% range.

Skew: Unusual activity shows large OTM put purchases ($250, $230) for April, suggesting some tail hedging.

Historical Context

Beat rate: 75% (3/4 quarters)

Avg move vs expected: Actual ~2.3% vs EM ~5.7% (based on 4/17 cycle) — significant under-move tendency.

Directional bias: Mixed: 2 gaps up, 1 gap down, 1 flat in last 4 quarters.

Key Levels

1$290 (near-term max pain)
2$295 (spot, 4/17 max pain)
3$310 (EM upper bound approx)
4$277.5 (EM lower bound approx)
5$250 (major put OI)

Flow Highlights

Large OTM put buying in April: $250P 4/10 (Vol 844 vs OI 303, IV 50.5%) and $230P 5/08.

Institutional hedging or speculation on a significant downside move, though far OTM.

Heavy volume in near-term $295P and $297.5P for 4/02 expiration.

Short-term downside protection or speculation ahead of earnings.

Net premium flow heavily bullish ($27.2M net), dominated by deep OTM call buying (e.g., $200C).

Likely speculative long-dated call spreads or leverage plays, not directly related to earnings.

Strategies

Iron Condor (Premium Sale)
Sell $280/$277.5P x Buy $310/$312.5C 4/17
Credit: $1.10-$1.40
Max loss: $1.40
Max gain: $1.25
BE: 278.75 / 311.25
Trigger: Enter 3-5 days before implied earnings date (week of 4/7).
Capitalizes on elevated IV (33.7%) and high probability of an under-move based on history. Strikes placed just inside the 5.7% expected move boundaries.
Outperforms: Stock stays within a ~$32 range ($278-$311). Historical under-move supports this.
Underperforms: Gap exceeds expected move by >15% (outside $274-$314).
Long Strangle (Directional Surprise)
Buy $280P x Buy $310C 4/17
Max loss: Debit paid
Max gain: Unlimited
BE: Below ~$277 / Above ~$313
Trigger: Enter only if IV for 4/17 stays below 35% and you anticipate a surprise >6%.
Higher-risk play betting against the historical under-move trend. Requires a significant EPS/guidance surprise. Use smaller size.
Outperforms: Actual move exceeds expected move (>5.7%).
Underperforms: Stock moves less than ~4% and IV crushes post-earnings.
Put Calendar Spread (Theta Play)
Sell $290P 4/10 x Buy $290P 4/17
Credit: $0.40-$0.70
Max loss: Width of strikes (0) minus credit
Max gain: Full credit received
BE: Stock above $290 at 4/10 expiry, or manages IV crush on long leg.
Trigger: Enter now, close short leg before 4/10 expiry.
Exploits the IV differential (27.8% vs 33.7%) between pre- and post-earnings expirations. Benefits from theta decay on the short leg and potential IV crush on the long leg after earnings.
Outperforms: Stock stays flat or rises, and IV crush on the 4/17 leg is less than decay on the 4/10 leg.
Underperforms: Stock drops sharply, pinning risk at $290, or IV spike in near-term leg.

Risk Assessment

!Gap Risk: Expected move is ±5.7% ($16.77). While history favors under-moves, banking sector news or guidance could trigger a larger reaction.
!IV Crush: Estimated 5-7 vol point drop post-earnings. Long premium strategies need a move >5.7% to overcome crush.
!Liquidity: Excellent (619k total OI). Strikes are liquid with $2.5/$5 increments.
!Sizing: For premium-selling strategies (iron condor), size for max loss. For long strangle, keep position small (<1% of portfolio).

What to Watch

?IV trajectory for the 4/17 expiration into the earnings week.
?Any unusual flow into ATM or near-ATM options as earnings approach.
?Broader market and financial sector sentiment (XLF).

Read the Earnings analysis for JPM for 2026-03-31. This AI-generated report covers regime classification, key price levels, strategy recommendations, and actionable trade ideas drawn from end-of-day options data including gamma exposure, delta exposure, and implied volatility.