## Filings that contain financial statements - **Q1 2026 results (quarter ended March 31, 2026):** furnished with the 8-K filed April 14, 2026, accession **0001628280-26-024990**. Exhibit 99.1 is the earnings release narrative (income statement, segment results); Exhibit 99.2 is the earnings release financial supplement (detailed income statement, balance sheet, and segment tables). - **Q2 2026 results (quarter ended June 30, 2026):** furnished with the 8-K filed July 14, 2026, accession **0001628280-26-048078**. Exhibit 99.1 is the earnings release narrative; Exhibit 99.2 is the earnings release financial supplement. As of this writing, JPMorgan Chase's Form 10-Q for the quarter ended June 30, 2026 has not yet been filed with the SEC, so this 8-K and its exhibits are the only SEC source for Q2 2026 financial statements. ## Earnings **Q2 2026 (reported July 14, 2026; accession 0001628280-26-048078).** Net income of $21.2 billion, or $7.70 per share, versus $15.0 billion, or $5.24 per share, in Q2 2025. Results included two significant items: a $4.6 billion net gain related to Visa shares (+$1.27 to EPS) and $1.0 billion of gains on certain equity investments (+$0.29 to EPS); excluding these, net income was $16.9 billion with ROTCE of 23%. Firmwide net revenue was $58.0 billion, up 27% (up 15% ex-significant items), with net interest income of $25.6 billion, up 10%. Every line of business posted record revenue: CIB revenue grew 27%, with Markets revenue up 35% and investment-banking fees up 30% (the highest level since 2021); CCB revenue rose 8%; Card Services & Auto revenue was up 12%. Book value per share was $133.01 (up 9% YoY); tangible book value per share was $113.35 (up 10% YoY). Standardized CET1 ratio was 14.1%. In the quarter the firm paid a $4.0 billion common dividend ($1.50/share) and repurchased $6.2 billion of common stock (LTM net payout ratio of 73%). **Q1 2026 (reported April 14, 2026; accession 0001628280-26-024990 cover 8-K; earnings materials furnished in the same filing).** Net income of $16.5 billion, or $5.94 per share, versus $14.6 billion, or $5.07 per share, in Q1 2025. CIB revenue grew 19%, with Markets revenue at a record $11.6 billion and investment-banking fees up 28%; CCB revenue rose 7%; AWM revenue increased 11% with $54 billion of long-term AUM net inflows. Book value per share was $128.38 (up 8% YoY); tangible book value per share was $108.87 (up 8% YoY). Standardized CET1 ratio was 14.3%. The firm paid a $4.1 billion common dividend ($1.50/share) and repurchased $8.1 billion of common stock (LTM net payout ratio of 82%). Earnings-presentation slide decks accompanying both releases were furnished (not filed) under Item 7.01 in separate same-day 8-Ks: Q1 slides, accession 0001628280-26-025013 (filed April 14, 2026); Q2 slides, accession 0001628280-26-048086 (filed July 14, 2026). ## Capital return: dividend increase and new buyback authorization On June 24, 2026 (8-K accession 0001628280-26-045167, Exhibit 99), JPMorgan Chase announced its Board intends to raise the quarterly common dividend to $1.65 per share (from $1.50), effective for the third quarter of 2026, subject to the Board's customary declaration approval. The Board also authorized a new $50 billion common share repurchase program, effective July 1, 2026, with the amount and timing of repurchases at management's discretion. The release confirmed that, following the Federal Reserve's February 2026 announcement, the firm's Stress Capital Buffer requirement of 2.5% will remain unchanged through September 30, 2027 (new requirements to be calculated in 2027 based on revised supervisory models), keeping the firm's standardized CET1 capital ratio requirement including regulatory buffers at 11.5%. ## Annual stress test (DFAST) results On June 24, 2026 (8-K accession 0001628280-26-045169, Exhibit 99), JPMorgan Chase furnished the results of its company-run 2026 Dodd-Frank Act Stress Test (DFAST) for the firm and JPMorgan Chase Bank, N.A., covering the nine-quarter projection period 1Q26–1Q28 under the Federal Reserve's Supervisory Severely Adverse Scenario. As noted above, the Federal Reserve had already indicated in February 2026 that SCB requirements for large banks, including JPMorganChase, would hold at current levels through September 30, 2027, so this disclosure did not itself change the firm's capital requirement. ## Management changes On June 25, 2026 (8-K accession 0000019617-26-000241; event dated June 24-25, 2026), JPMorgan Chase announced a leadership realignment effective immediately: Doug Petno and Troy Rohrbaugh, previously Co-CEOs of the Commercial & Investment Bank (CIB), were elected Co-Presidents of the firm. Petno becomes sole CEO of the CIB; Rohrbaugh becomes CEO of Consumer & Community Banking (CCB). Marianne Lake, the outgoing CEO of CCB, is retiring from the firm after more than 25 years, and will assist with the transition. Separately, the independent members of the Compensation & Management Development Committee approved one-time retention/continuity equity awards (RSUs) on June 24, 2026 to four Operating Committee members: $30 million each to Petno and Rohrbaugh, and $20 million each to Mary Erdoes (CEO, Asset & Wealth Management) and Jennifer Piepszak (Chief Operating Officer). The awards cliff-vest 100% after three years, subject to the firm achieving a three-year average ROTCE of 12% for 2026–2028, plus standard recapture/clawback and stock-ownership-retention provisions. ## Governance and by-laws - **July 21, 2026** (8-K accession 0000019617-26-000288): the Board adopted a by-laws amendment, effective July 21, 2026, providing that a Lead Independent Director, if any, is to be appointed by the non-management directors. - **April 21, 2026** (8-K accession 0000019617-26-000119): the Board adopted a by-laws amendment, effective April 21, 2026, updating the advancement provisions in Article IX governing fee/expense advancement. - **Annual meeting, May 19, 2026** (8-K accession 0000019617-26-000228, filed May 21, 2026): all 11 director nominees were elected (each receiving at least 92.4% of votes cast, including Linda B. Bammann, Michele G. Buck, Stephen B. Burke, Alicia Boler Davis, James Dimon, Alex Gorsky, Mellody Hobson, Phebe N. Novakovic, Virginia M. Rometty, Brad D. Smith, and Mark A. Weinberger); the say-on-pay advisory vote was approved (92.4% for); and PricewaterhouseCoopers LLP was ratified as independent auditor (92.8% for). Four shareholder proposals — on security/resiliency/climate reporting, an independent board chairman, lobbying-alignment disclosure, and a sustainability ROI report — were all voted down. ## Capital markets / debt issuance JPMorgan Chase was a frequent issuer of senior and subordinated notes and preferred stock during the period, all under its existing Form S-3 shelf registration (File No. 333-285537). None of these represent new news about the business; they are routine funding activity: - **July 23, 2026** (accession 0001193125-26-314128): closed offerings of $500 million floating-rate notes due 2030, $2.5 billion fixed-to-floating notes due 2030, $3.0 billion fixed-to-floating notes due 2032, and $3.0 billion fixed-rate reset subordinated notes due 2041. - **June 2, 2026** (accession 0001193125-26-253533): closed a $500 million add-on offering of fixed-to-floating notes due 2030 (bringing that series to $2.75 billion aggregate, following the April 23, 2026 original issuance below). - **May 27, 2026** (accession 0001193125-26-242018): announced the June 1, 2026 redemption of all outstanding depositary shares representing the 3.65% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series KK. - **May 7, 2026** (accession 0001193125-26-211978): completed the issuance of 300,000 shares of new 6.100% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series PP (3,000,000 depositary shares), with the related Certificate of Designations filed with Delaware on May 6, 2026. - **April 23, 2026** (accession 0001193125-26-173739): closed offerings of $500 million floating-rate notes due 2030, $2.75 billion fixed-to-floating notes due 2030, $3.0 billion fixed-to-floating notes due 2032, and $3.75 billion fixed-to-floating notes due 2037. ## What is not reflected here No 8-K in this period discloses an M&A transaction (signing or closing), an impairment, a going-concern or covenant issue, or a segment restructuring beyond the CIB/CCB leadership realignment described above. If a widely reported development involving JPMorgan Chase from this window is not listed above, it has not (yet) been disclosed in an SEC filing.