Feed / Theme
Confirmed

Life Insurance & Annuities

8 names are moving together; 75% are participating in the current session.

3 observed Confirmed episodes

Co-movement

Observed member paths adjusted against SPY. Shading marks the latest observation window.

Members

TICKERCompanySectorTodayObserved activity
WFCWells Fargo & CompanyFinancial Services+0.7%5/7 observed active sessions
JXNJackson Financial Inc.Financial Services+3.4%2/7 observed active sessions
BACBank of America CorporationFinancial Services-0.2%5/7 observed active sessions
SFStifel Financial CorporationFinancial Services-0.0%2/7 observed active sessions
SEICSEI Investments CompanyFinancial Services+0.8%6/7 observed active sessions
JPMJP Morgan Chase & Co.Financial Services-0.5%3/7 observed active sessions
RJFRaymond James Financial, Inc.Financial Services-0.7%2/7 observed active sessions
AMPAmeriprise Financial, Inc.Financial Services+2.2%3/7 observed active sessions

Why we believe this

Cohort

8 names

Participation

75% this session

Observed history

12 daily builds

Filing coverage

8/8 members

demand / volume

During the three months ended March 31, 2026, first mortgage loan originations for Consumer Banking and the total Corporation increased $1.2 billion and $1.9 billion compared to the same period in 2025 primarily driven by higher demand.

BAC 10-Q

restructuring affecting expense

As a result of the RA’s and CA's review of the submitted information, we could be required to take certain actions over the next several years that could increase operating costs and potentially result in the restructuring of certain businesses and subsidiaries.

BAC 10-K

credit / rates

While the cost and availability of unsecured funding may be negatively impacted by general market conditions or by matters specific to the financial services industry or the Corporation, we seek to mitigate refinancing risk by actively managing the amount of our borrowings that we anticipate will mature within any month or quarter.

BAC 10-K

This identity theme becomes less useful if activity narrows to one or two names instead of remaining broad across the cohort.

Connected, outside the group

DLX

JPMsupplier · Not moving with the group now

Filing receipt · DLX / JPM

Additionally, on August 6, 2025, we acquired certain assets of JPMorgan Chase Bank’s CheckMatch electronic check conveyance service business for cash payments totaling $…

JPM · supplier
ASH

JPMcustomer · Not moving with the group now

Filing receipt · ASH / JPM

Under this program, JP Morgan and its affiliates may purchase certain confirmed receivables directly from suppliers pursuant to the terms of a separate arrangement enter…

JPM · customer
VRSK

JPMcustomer · Not moving with the group now

Filing receipt · VRSK / JPM

As of March 31, 2026 and December 31, 2025 , a vast majority of our domestic cash and cash equivalents is with TD Bank, N.A.

JPM · customer
BILL

JPMcustomer · Not moving with the group now

Filing receipt · BILL / JPM

As of December 31, 2025, our partners included some of the most trusted brands in the financial services business, including more than 85 of the top 100 accounting firms…

JPM · customer
GPGI

JPMcustomer · Not moving with the group now

Filing receipt · GPGI / JPM

The company’s leading position is reinforced by long-standing customer relationships with leading bank issuers like American Express, JPMorgan Chase and Capital One, and…

JPM · customer

History

2026-07-141 observed active session · 100% of active names held across the episode
2026-07-07 → 2026-07-093 observed active sessions · 22.2% of active names held across the episode
2026-06-29 → 2026-07-023 observed active sessions · 0% of active names held across the episode