id int64 0 1.85k | target_ids listlengths 1 25 | scores listlengths 1 25 | query stringlengths 30 328 |
|---|---|---|---|
0 | [
10,
346
] | [
2,
1
] | Did JPMorganChase execute more than half of its planned $30 billion stock repurchase program by year-end? |
1 | [
1414,
1561,
1566,
1572,
2686,
2734
] | [
1,
1,
1,
1,
1,
1
] | How do the dividend mechanisms and voting rights of Bank of America's Series B and Citigroup's Series O Preferred Stock differ? |
2 | [
1057,
1059,
1497,
1707
] | [
2,
1,
1,
1
] | How does Citigroup manage its interest rate and foreign exchange risks in its banking book and what are the potential impacts on its financial metrics? |
3 | [
1060,
1062,
1071,
1097,
1119,
1131,
1132,
1136,
1181,
1192,
1210,
1285,
1294,
1752,
1852,
1885
] | [
2,
2,
1,
2,
2,
2,
2,
2,
1,
1,
2,
2,
2,
2,
2,
2
] | citigroup 2024 performance comparison banking wealth |
4 | [
2706,
2939
] | [
2,
1
] | Compare the valuation techniques used for mortgage servicing rights and derivatives at Bank of America. |
5 | [
503,
506
] | [
2,
2
] | What are the specific types of Level 3 derivatives reported by Goldman Sachs in 2024? |
6 | [
2639,
2672,
2681,
2684,
2727,
2750,
2761,
2888,
2911,
2923
] | [
1,
1,
1,
1,
2,
2,
1,
1,
1,
1
] | Bank of America's legal risks and their impact on financial reserves |
7 | [
2669,
2683,
2867
] | [
1,
1,
1
] | impact of commercial real estate on Bank of America's Global Banking segment |
8 | [
2639,
2650,
2750,
2794,
2888
] | [
2,
2,
1,
2,
2
] | What are the key risk management challenges faced by Bank of America in 2024 according to its 10-K filing? |
9 | [
2687,
2766
] | [
2,
2
] | Bank of America preferred stock MM dividend rate |
10 | [
2193,
2258
] | [
2,
1
] | What is the relationship between Morgan Stanley's revenue growth and its expense efficiency ratio in 2024? |
11 | [
1242
] | [
2
] | How did the total impact of valuation adjustments for credit risk and own credit risk affect the derivatives portfolio of Bank of America in 2024? |
12 | [
749,
760,
772,
1021,
1227,
1497,
2672,
2683,
2888,
2908
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | Summarize how macroeconomic volatility impacts the financial health of Bank of America, Citigroup, and Goldman Sachs. |
13 | [
2552
] | [
2
] | How many quarterly blackout periods are there for executives, directors, and notified employees at Wells Fargo? |
14 | [
576,
577,
771,
1023
] | [
2,
2,
2,
1
] | Summarize the main business segments of Goldman Sachs as reported in their 2024 Form 10-K |
15 | [
1058,
1059,
1062,
1252,
1829
] | [
2,
2,
2,
1,
2
] | What are the key factors affecting Citigroup's net interest income in 2024? |
16 | [
1077,
1173,
1707,
1807,
2647,
2652,
2708,
2783,
2879,
2890,
2906,
2917,
2933
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | How do Bank of America and Citigroup manage their credit risk differently? |
17 | [
2687,
2790
] | [
2,
2
] | Bank of America Series 5 Preferred Stock redemption value per share |
18 | [
2713,
2874,
2877,
2878
] | [
1,
1,
1,
1
] | Compare the performance of Bank of America's Consumer Banking and Global Wealth & Investment Management segments in 2024, focusing on net income and client inflows. |
19 | [
2874
] | [
2
] | What was the net income reported by Bank of America in its Consumer Banking segment for 2024? |
20 | [
2691,
2695
] | [
1,
2
] | Bank of America pension plan asset allocation 2024 |
21 | [
1061,
1062,
1119,
1152,
1252,
1286,
1294,
1718,
2007
] | [
1,
1,
1,
2,
1,
1,
1,
2,
1
] | citigroup performance trends and market underperformance |
22 | [
2687,
2736,
2778,
2780,
2781
] | [
1,
1,
1,
1,
1
] | Bank of America preferred stock series ss vs tt redemption terms and dividend rates |
23 | [
451,
1026,
2879
] | [
1,
1,
1
] | What impact do prolonged high interest rates and inverted yield curves have on Bank of America's and Goldman Sachs's margins? |
24 | [
2689,
2715,
2717,
2869,
2934
] | [
2,
2,
2,
2,
2
] | What was the total net income of Bank of America in 2024? |
25 | [
2639,
2661,
2694,
2750,
2761,
2783,
2888,
2908
] | [
1,
1,
1,
1,
1,
2,
1,
1
] | Explain how geopolitical instability can impact Bank of America's financial performance and what measures the bank might take to mitigate these effects. |
26 | [
2659,
2660,
2664,
2670,
2900,
2908
] | [
1,
1,
1,
1,
2,
1
] | What were the total nonperforming balances and credit card charge-offs for Bank of America in 2024? |
27 | [
2338,
2503
] | [
2,
1
] | How did changes in commercial loans and consumer loans contribute to the overall decrease in Wells Fargo's total loans from 2023 to 2024? |
28 | [
2649,
2652,
2653,
2669,
2891,
2899,
2900,
2904,
2916,
2917,
2921
] | [
1,
1,
1,
2,
1,
1,
1,
1,
1,
1,
1
] | How does Bank of America's risk management approach differ between credit risk and market risks in 2024? |
29 | [
2639,
2650,
2683,
2838
] | [
1,
1,
1,
1
] | What are the potential consequences of inflation and interest rate volatility on Bank of America's credit risk? |
30 | [
1054,
1075,
1092,
1741,
1981,
2031,
2051,
2074,
2104,
2138,
2192,
2221,
2231,
2233,
2234,
2236,
2251,
2266,
2268,
2274
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | How do Citi and Morgan Stanley differ in their approaches to managing regulatory compliance and capital structure? |
31 | [
2193,
2211,
2214
] | [
2,
1,
1
] | percentage increase in Morgan Stanley revenue from 2023 to 2024 |
32 | [
2193
] | [
2
] | What were the key factors driving the robust growth in Morgan Stanley's Wealth Management segment? |
33 | [
1057,
1076,
1707,
1741,
1774,
1807,
1976,
2649,
2683,
2783,
2794,
2885,
2910,
2915,
2917,
2940
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | Compare the risk management strategies of Bank of America and Citigroup. |
34 | [
2813,
2814,
2815
] | [
1,
2,
1
] | Does Bank of America's 2024 10-K filing indicate that Trust XIV HITS have a fixed maturity date? |
35 | [
2658,
2659,
2903,
2905,
2907,
2908
] | [
2,
1,
2,
1,
2,
1
] | Bank of America nonperforming loans 2024 |
36 | [
1057,
1058,
2650,
2888,
2916,
2917,
2922
] | [
1,
2,
1,
1,
1,
1,
1
] | What steps are being taken by Bank of America and Citigroup to mitigate the risks posed by rising interest rates and geopolitical instability? |
37 | [
1087,
1089,
1101,
1198,
1907,
1929
] | [
2,
2,
1,
2,
1,
2
] | Is the majority of Citigroup's Allowance for Credit Losses allocated to consumer loans as of 2024? |
38 | [
477,
534,
535,
536,
577,
1014,
1017,
1021,
1022,
1027,
1035,
1036,
1095,
1196,
1940,
2900,
2906
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
2,
1
] | Identify the total charge-off amount reported by Goldman Sachs in 2024 and specify which loan category contributed most to these losses |
39 | [
129
] | [
1
] | Determine the notional value of interest rate contracts within JPMorgan Chase's derivatives portfolio as reported in 2024 risk disclosures. Answer: $29.7 trillion, representing the dominant segment of their $47.7 trillion total derivatives notional exposure. |
40 | [
1294
] | [
2
] | performance trends analysis citigroup stock return s&p 500 financials sector 2019-2024 |
41 | [
2064,
2193,
2202,
2203,
2204,
2211,
2242
] | [
2,
2,
2,
2,
2,
2,
1
] | Wealth Management revenue 2024 Morgan Stanley |
42 | [
6,
9,
385,
2869,
2870
] | [
1,
2,
2,
2,
2
] | JPMorgan Chase supplementary leverage ratio 2024 |
43 | [
1060
] | [
2
] | How much would a 5% USD appreciation reduce Citigroup's tangible common equity according to their risk assessment? |
44 | [
1292,
1308
] | [
2,
2
] | Extract the total value of Citigroup's share repurchase program disclosed in its strategic financial restructuring table. |
45 | [
1119,
1141,
1175
] | [
1,
1,
1
] | Citigroup Services and Markets net income 2023 |
46 | [
1108,
1206,
1308,
1330,
1363,
1441,
1463,
1829
] | [
1,
1,
2,
1,
2,
1,
1,
2
] | Is the CET1 ratio for Citigroup explicitly stated in the document as being above 12% for 2024? |
47 | [
331,
345,
2057
] | [
1,
1,
1
] | What term describes the hypothetical investment value metric used in Morgan Stanley's executive compensation framework to track performance-linked payouts? |
48 | [
1208,
1252,
2689,
2713,
2715,
2717,
2849,
2869,
2874,
2877,
2879,
2934,
2936,
2937
] | [
1,
1,
2,
2,
2,
2,
2,
2,
1,
1,
1,
2,
1,
2
] | Identify the total net income reported by Bank of America for the fiscal year 2024 as presented in its financial performance visualization. |
49 | [
534
] | [
2
] | What total amount did Goldman Sachs report as its wholesale loan credit loss allowance in 2024? |
50 | [
293,
305
] | [
1,
2
] | What is the maximum combined percentage reduction of Performance Share Units if both JPMorgan's CET1 capital ratio falls below the threshold and the CEO exercises discretion due to unmet financial thresholds in the same performance period? |
51 | [
2251,
2252,
2253
] | [
1,
1,
1
] | What are all the specific third-party risk mitigation strategies explicitly outlined in Morgan Stanley's 2024 governance report besides their centralized oversight structure? |
52 | [
2690,
2869,
2870,
2890,
2892
] | [
2,
1,
1,
1,
2
] | bank of america's 2024 common equity tier 1 capital ratio under advanced approach |
53 | [
1097,
1308,
1718,
1829
] | [
2,
2,
2,
2
] | Citigroup share repurchases 2024 |
54 | [
1940,
2874,
2875,
2877,
2879,
2881
] | [
1,
1,
1,
1,
1,
1
] | Is the net income of Bank of America in 2024 primarily driven by its Consumer Banking, Global Markets, and Global Banking segments? |
55 | [
275
] | [
2
] | Which specific energy sector index is directly referenced in the design of JPMorgan Chase's senior unsecured debt instruments? |
56 | [
478,
577,
578,
596,
1022,
1027,
1030,
1132,
1136,
1160,
1197,
1219,
1232,
1285
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | Analyze the financial performance of Citigroup and Goldman Sachs in 2024 by calculating which institution had a higher revenue growth percentage, considering Citigroup's 3% revenue growth and Goldman Sachs' 16% year-over-year increase in net revenues. |
57 | [
1186,
1219,
1230,
1241,
2689,
2715,
2849,
2869,
2936
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1
] | Citigroup vs Bank of America net income 2024 |
58 | [
2064,
2066,
2193,
2203,
2258,
2261,
2262
] | [
2,
1,
2,
2,
2,
1,
2
] | Morgan Stanley 2024 net income amount |
59 | [
3,
7,
385,
389,
390,
2888
] | [
1,
1,
1,
1,
1,
1
] | Is JPMorgan Chase's 2024 CET1 ratio higher than Bank of America's stress capital buffer percentage? |
60 | [
3,
5,
7,
227,
228,
389
] | [
1,
1,
1,
1,
2,
1
] | Extract the firm's Common Equity Tier 1 (CET1) capital ratio as part of its strategic priorities under Basel III requirements. |
61 | [
1191,
1252
] | [
2,
1
] | Citigroup mortgage portfolio growth 2024 percentage |
62 | [
577
] | [
2
] | Compare the return on equity (ROE) performance of Goldman Sachs' Global Banking & Markets segment with its Asset & Wealth Management segment in 2024, explaining the factors contributing to their differences. |
63 | [
28,
33,
42,
86,
158,
163,
390,
399,
411,
418,
423,
1028
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | How might a visual comparison of credit loss allowance trends between the two banks illustrate differences in their approaches to credit risk provisioning? |
64 | [
2366,
2869,
2870,
2900,
2903,
2915
] | [
1,
1,
1,
1,
1,
1
] | Which bank reported a credit card charge-off ratio exceeding 3.5% in 2024? |
65 | [
452,
453
] | [
2,
1
] | What was the average daily Value at Risk (VaR) for Goldman Sachs during 2024? |
66 | [
2673
] | [
2
] | What is the total residential mortgage exposure held by Bank of America in unconsolidated VIEs as disclosed in their financial reports? |
67 | [
7,
385,
389,
390
] | [
2,
2,
2,
1
] | Extract the Common Equity Tier 1 capital ratio reported by JPMorgan Chase. |
68 | [
9,
241,
242,
387,
391,
407,
408,
436
] | [
1,
1,
1,
1,
1,
1,
1,
1
] | Explain how the reorganization of JPMorgan's business segments in 2024 aligns with its strategic goals for operational efficiency and capital management. |
69 | [
1061,
1062
] | [
2,
2
] | What was Citigroup's net interest margin in 2024? |
70 | [
2154,
2155,
2156,
2157,
2158,
2159,
2168,
2169,
2273
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1
] | Explain how the structure of Morgan Stanley's Performance Stock Unit framework aligns executive compensation with long-term financial objectives and risk mitigation strategies as presented in the report. |
71 | [
2844
] | [
2
] | List the events that trigger a default under the BofA Finance Indenture and the corresponding cure periods for each event |
72 | [
2737,
2740,
2742,
2743,
2748,
2754,
2766,
2782,
2785,
2787,
2830
] | [
2,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | Explain how the transition from LIBOR to SOFR affected the dividend rate calculations for Bank of America's floating-rate preferred stock series after mid-2023 |
73 | [
1090,
1091,
1159,
1530
] | [
1,
2,
1,
1
] | What factors contributed to the increase in Citigroup's valuation allowances for deferred tax assets in 2024? |
74 | [
2066,
2193,
2258
] | [
1,
2,
2
] | What was the percentage increase in Morgan Stanley's net income from 2023 to 2024 based on the reported financial results? |
75 | [
649
] | [
2
] | Does the EU's Corporate Sustainability Reporting Directive require Goldman Sachs to disclose climate risk management information? |
76 | [
2840
] | [
2
] | What are the interest rate changes over time for the Step Up Callable Notes issued by BofA Finance LLC that mature in 2031? |
77 | [
2689,
2713,
2717,
2849,
2869,
2934,
2937
] | [
2,
2,
2,
2,
2,
2,
2
] | Did Bank of America Corporation report a net income of $27.1 billion in 2024? |
78 | [
2676,
2840,
2913
] | [
1,
1,
1
] | Compare the financial exposure from lease obligations and long-term debt for Bank of America as of the end of 2024, including key components such as maturities, interest rates, and future payment obligations. |
79 | [
2742,
2743,
2831
] | [
2,
2,
2
] | What are the dividend payment dates for the preferred stock series issued by Bank of America that has a variable interest rate tied to SOFR and a $100,000 liquidation preference? |
80 | [
1206,
1441
] | [
2,
2
] | Did Citibank's Supplementary Leverage Ratio increase from 2023 to 2024? |
81 | [
143,
144,
145,
207,
395,
410,
420
] | [
1,
1,
1,
1,
1,
1,
1
] | JPMorgan Chase CIB vs CCB segment performance 2024 revenue and structure changes |
82 | [
243,
385,
403,
410,
414,
422
] | [
1,
1,
1,
1,
1,
1
] | JPMorgan Chase non-GAAP financial metrics overhead ratio improvement 2024 |
83 | [
1206,
1352,
1363
] | [
1,
1,
1
] | Compare the changes in risk-weighted assets under the Standardized Approach versus the Advanced Approaches for Citigroup in 2024, including the primary drivers behind the differences in each methodology. |
84 | [
1014,
1023,
1028,
1030,
1062,
1119,
1208,
1230,
1752,
1829
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | How did revenue growth in Citigroup's Services and Markets segments compare to Goldman Sachs' Asset & Wealth Management performance in terms of drivers and net income contribution? |
85 | [
2662,
2666,
2670,
2879,
2905,
2941
] | [
1,
2,
1,
1,
1,
2
] | Compare the risk exposure and management strategies for commercial real estate office loans versus consumer loans at Bank of America in 2024, focusing on credit quality trends and mitigation actions taken |
86 | [
1940
] | [
2
] | How did the performance of Citigroup's Markets segment compare to its Banking segment in terms of revenue growth and key contributing factors in 2024? |
87 | [
294,
300,
304,
305,
306,
307,
308,
313,
316,
319,
321,
327,
331,
332,
336,
337,
338,
344,
350
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | How do the vesting conditions for Performance Share Units differ between employees who leave to take a government office and those who qualify for full career eligibility at JPMorgan Chase? |
88 | [
1099,
1105,
1119,
1285,
1718,
2689,
2713,
2937
] | [
1,
1,
1,
1,
1,
1,
1,
1
] | Calculate the difference in net income growth between Citigroup and Bank of America in 2024 based on their reported year-over-year changes |
89 | [
1132,
1184,
1215,
1277,
1941,
2669,
2684,
2934
] | [
1,
1,
1,
1,
1,
1,
1,
1
] | Bank of America vs Citigroup credit loss provisions and litigation liabilities 2024 |
90 | [
2687
] | [
2
] | compare dividend rates and payment dates for Bank of America preferred stock series GG and HH |
91 | [
2696,
2722,
2723,
2794,
2855,
2876,
2885,
2886,
2887,
2889,
2898
] | [
1,
1,
1,
1,
1,
1,
1,
1,
1,
1,
1
] | governance policies Bank of America executive compensation |
92 | [
1081,
1082,
1497,
1652
] | [
2,
1,
1,
2
] | impact of sanctions on Citigroup Russia investment |
93 | [
2343
] | [
2
] | What was the percentage decrease in Wells Fargo's total average loans in 2024 compared to the previous year? |
94 | [
2847
] | [
2
] | What are all the details that you must provide upon request of a letter agreement in agreeing to the award in the Bank of America Corporation Equity Plan Restricted Stock Award Agreement? |
95 | [
2669,
2700,
2706,
2709,
2905
] | [
2,
1,
1,
1,
1
] | 2023 vs. 2024 Bank of America’s non-cash net transfers LHFS. |
96 | [
2083,
2087,
2088
] | [
1,
1,
2
] | Does Morgan Stanley restrict common stock dividends if preferred stock dividends are unpaid? |
97 | [
1582,
1583,
1587,
1600
] | [
2,
2,
2,
2
] | What is the fixed annual dividend rate for Citigroup's Series P preferred stock? |
98 | [
2887
] | [
2
] | What is the comparison between Bank of America’s Hispanic and Asian employees in percentage? |
99 | [
1091,
1158,
1275,
1374,
1530
] | [
2,
2,
1,
1,
2
] | What is the total value of Citigroup’s deferred tax assets (DTAs) at the end of 2024? |
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