We do expect that J.P. Morgan Chase & Co. ( NYSE: JPM ) will be allowed to increase their dividends and buybacks again now that the dust settled after the London Whale losses have been realized. Due to J.P. Morgan's fortress balance sheet, even the strictest of regulators probably understands that this was a line-item now that did not really jeopardize taxpayers, depositors, and trading partners. Things are strong enough at Wells Fargo & Co. ( NYSE: WFC ) that they already jumped the gun and raised their dividend early this year.