JPMorgan Chase & Co. (JPM) Q2 FY2026 8-K Filings and Company Events

Filings that contain financial statements

• 8-K filed July 14, 2026, accession 0001628280-26-048078, second-quarter 2026 results. Exhibit 99.1 (earnings release) carries the firmwide, and business-segment (CCB, CIB, AWM, Corporate) income statements with year-over-year and sequential comparisons; Exhibit 99.2 is the full earnings release financial supplement (detailed balance sheet, income statement and segment schedules) for the quarter ended June 30, 2026.
• 8-K filed April 14, 2026, accession 0001628280-26-024990, first-quarter 2026 results. Exhibit 99.1 carries the firmwide and segment income statements for the quarter ended March 31, 2026; Exhibit 99.2 is the full earnings release financial supplement for that quarter.

Earnings

July 14, 2026, second-quarter 2026 results (8-K, accession 0001628280-26-048078; investor presentation furnished same day under accession 0001628280-26-048086). JPMorganChase reported net income of $21.2 billion, or $7.70 per diluted share, versus $15.0 billion, or $5.24 per share, in the second quarter of 2025. Net income excluding significant items was $16.9 billion ($6.14 per share). Results included two significant items: a $4.6 billion net gain related to Visa shares and $1.0 billion of gains on certain equity investments. Reported revenue was $57.3 billion (managed revenue $58.0 billion, up 27% year over year, up 15% excluding significant items). ROE was 24% and ROTCE was 29% (23% excluding significant items). Every line of business posted a revenue record: Markets revenue rose 35% (Equity Markets up 86%, Fixed Income Markets up 6%), Investment Banking fees rose 30%, and Asset & Wealth Management AUM reached $5.1 trillion, up 18% year over year. The firm paid a common dividend of $4.0 billion ($1.50/share) and repurchased $6.2 billion of common stock net in the quarter (on a Form 10-Q basis, 21.7 million shares repurchased for $6.7 billion aggregate purchase price, excluding excise tax and commissions, for the quarter ended June 30, 2026, same activity, different measurement basis). CET1 capital was $303 billion (Standardized ratio 14.1%, Advanced ratio 14.2%; per footnote 3 of the earnings release, these ratios are "Estimated"). The Form 10-Q for the same period (accession 0001628280-26-054343) reports final CET1 capital of $302,619 million with a Standardized ratio of 14.2% and an Advanced ratio of 14.2%.

April 14, 2026, first-quarter 2026 results (8-K, accession 0001628280-26-024990; investor presentation furnished same day under accession 0001628280-26-025013). JPMorganChase reported net income of $16.5 billion, or $5.94 per diluted share, versus $14.6 billion, or $5.07 per share, in the first quarter of 2025. Reported revenue was $49.8 billion (managed revenue $50.5 billion, up 10% year over year). ROE was 19% and ROTCE was 23%. Markets revenue reached a then-record $11.6 billion, up 20%; Investment Banking fees rose 28%. The firm paid a common dividend of $4.1 billion ($1.50/share) and repurchased $8.1 billion of common stock net in the quarter. CET1 capital was $291 billion (Standardized ratio 14.3%, Advanced ratio 14.1%).

Capital and regulatory

June 24, 2026, 2026 Dodd-Frank Act Stress Test (DFAST) results (8-K, accession 0001628280-26-045169). JPMorganChase furnished the results of its company-run 2026 annual stress test under the Federal Reserve's Supervisory Severely Adverse Scenario. Under that hypothetical scenario, the firm's projected minimum common equity tier 1 (CET1) capital ratio over the nine-quarter horizon (1Q26–1Q28) was 12.4% (Standardized basis), well above the 4.5% regulatory minimum, with a projected end-point CET1 ratio of 14.4% versus an actual 14.6% at year-end 2025. Cumulative projected nine-quarter loan losses under the stress scenario were $70.2 billion. The firm noted the Federal Reserve announced in February 2026 that Stress Capital Buffer requirements for large banks, including JPMorganChase, will remain at current levels through September 30, 2027.

June 24, 2026, Stress Capital Buffer requirement confirmed at 2.5% (8-K, accession 0001628280-26-045167). Exhibit 99, headed "JPMorganChase Plans Dividend Increase and Has Authorized a New Common Share Repurchase Program," stated that following the Federal Reserve's February 2026 announcement, the firm's Stress Capital Buffer requirement of 2.5% remains unchanged through September 30, 2027, so its Standardized CET1 requirement including regulatory buffers continues to be 11.5%. (The exhibit's dividend-increase and share-repurchase-authorization announcements are covered under "Capital distributions and preferred stock actions" below.)

Capital distributions and preferred stock actions

June 24, 2026, dividend increase and new share repurchase program (8-K, accession 0001628280-26-045167, Exhibit 99). JPMorganChase's Board of Directors announced its intention to increase the quarterly common stock dividend to $1.65 per share, up from $1.50, for the third quarter of 2026, subject to declaration at the customary time, and authorized a new $50 billion common share repurchase program effective July 1, 2026, with the amount and timing of repurchases subject to management's discretion.

May 27, 2026 (8-K, accession 0001193125-26-242018). JPMorganChase announced the redemption, effective June 1, 2026, of all 200,000 outstanding shares (represented by 2,000,000 depositary shares, each representing a one-tenth interest in a share) of its 3.65% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series KK, at the $10,000-per-share liquidation preference, $2.0 billion in aggregate, pursuant to the securities' optional redemption provisions. The press release (Exhibit 99.1) is itself headed "JPMorganChase To Redeem All $2.0 Billion Of Its 3.65% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series KK."

May 6–7, 2026 (8-K, accession 0001193125-26-211978). JPMorganChase issued 300,000 shares of new 6.100% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series PP, at a $10,000-per-share liquidation preference, $3.0 billion in aggregate, (deposited as 3,000,000 depositary shares, each representing a one-tenth interest in a share), completing the offering on May 7, 2026 under its existing shelf registration statement.

Debt issuance

JPMorganChase closed several senior/subordinated debt offerings under its Form S-3 shelf registration (File No. 333-285537) during the period:

• April 23, 2026 (8-K, accession 0001193125-26-173739): closed offerings of $500 million Floating Rate Notes due 2030, $2.75 billion Fixed-to-Floating Rate Notes due 2030, $3.0 billion Fixed-to-Floating Rate Notes due 2032, and $3.75 billion Fixed-to-Floating Rate Notes due 2037.
• June 2, 2026 (8-K, accession 0001193125-26-253533): closed an additional $500 million of Fixed-to-Floating Rate Notes due 2030, issued as part of the same series as the $2.75 billion tranche from April 23, 2026.
• July 23, 2026 (8-K, accession 0001193125-26-314128): closed offerings of $500 million Floating Rate Notes due 2030, $2.5 billion Fixed-to-Floating Rate Notes due 2030, $3.0 billion Fixed-to-Floating Rate Notes due 2032, and $3.0 billion Fixed-Rate Reset Subordinated Notes due 2041.

Management changes

June 25, 2026 (8-K, accession 0000019617-26-000241). JPMorganChase announced that Doug Petno and Troy Rohrbaugh, previously Co-CEOs of the Commercial & Investment Bank (CIB), were elected Co-Presidents of the firm, effective immediately, as part of the Board's ongoing succession planning. Mr. Petno becomes sole CEO of the CIB, and Mr. Rohrbaugh becomes CEO of Consumer & Community Banking (CCB). Marianne Lake, the outgoing CEO of CCB, announced her retirement from the firm after more than 25 years. In connection with the transition, the Compensation & Management Development Committee approved one-time Retention and Continuity restricted-stock-unit awards to Operating Committee members: $30 million each to Messrs. Petno and Rohrbaugh, and $20 million each to Mary Erdoes (CEO of Asset & Wealth Management) and Jennifer Piepszak (Chief Operating Officer). The awards cliff-vest after three years, subject to the firm achieving a three-year average return on tangible common equity of 12% for 2026–2028, and are subject to the firm's standard recapture and clawback provisions.

Governance

May 19, 2026, Annual Meeting of Shareholders (8-K, accession 0000019617-26-000228). Shareholders elected all 11 director nominees (including Chairman and CEO James Dimon), approved the advisory (say-on-pay) resolution on executive compensation, and ratified PricewaterhouseCoopers LLP as independent auditor for 2026. Shareholders did not approve four shareholder proposals, covering security/resiliency/climate reporting, an independent board chairman, lobbying alignment disclosure, and a sustainability ROI report.

By-law amendments. The Board amended the company's by-laws effective April 21, 2026, to update indemnification-related advancement provisions (8-K, accession 0000019617-26-000119), and again effective July 21, 2026, to provide that any Lead Independent Director be appointed by the non-management directors (8-K, accession 0000019617-26-000288). Both are administrative governance changes.

No merger, acquisition, divestiture, impairment, restructuring or going-concern items appear in the company's 8-K filings for this period.