JPM's Michael Cembalest - whose bank is poised to benefit the most from the ongoing carnage - chimed in with the following chart, which added an additional axis looking at loans plus securities as a % of total deposits, but which after the new BTFP bailout facility is irrelevant since the Fed and TSY are effectively backstopping unrealized losses on securities.

So we are really down to which banks have the most bank run risk, which as we explained, are primarily America's small, regional banks.

How are they holding up today? Well, not good: here is the KRE index...