Overview

• JPMorgan plans to finance or facilitate $1.5 trillion over the next decade, lifting a prior target by about $500 billion.
• Up to $10 billion will be invested through direct equity and venture stakes in companies focused on defense, energy resilience, supply chains and frontier technologies such as AI and quantum computing.
• The bank detailed 27 priority sub-sectors spanning shipbuilding, nuclear energy, nanomaterials, secure communications and critical defense components.
• JPMorgan will hire additional bankers and experts, create an external advisory council and expand research on supply-chain vulnerabilities and emerging technologies.
• Shares of JPMorgan rose before the bell and rare-earth and mining stocks rallied, while executives pointed to ongoing engagement with Washington and emphasized the effort is 100% commercial.