David Trainer believes investing in JPMorgan Chase (JPM) is a better and safer move than the S&P 500 (SPX). He points to today's earnings beat as one example of his reasoning. Pierre Buhler agrees on JPMorgan's market strength, but urges investors to keep Wells Fargo (WFC) on their radar. One aspect he believes is encouraging growth in banking stocks is that they're careful not to distribute too many loans.