Published
{
"ticker": "JPM",
"cik": "0000019617",
"company": "JPMorgan Chase & Co.",
"business_type": "bank",
"schema_template": "bank / diversified financial holding company",
"reporting_currency": "USD",
"converted_to_usd": false,
"units": "actual dollars (not millions)",
"units_notes_seen": {
"FY2025 10-K consolidated statements of income": "Year ended December 31, (in millions, except per share data)",
"FY2025 10-K consolidated balance sheets": "December 31, (in millions, except share data)",
"FY2025 10-K consolidated statements of changes in stockholders' equity": "Year ended December 31, (in millions, except per share data)",
"FY2025 10-K consolidated statements of cash flows": "Year ended December 31, (in millions)",
"FY2025 10-K three-year summary of consolidated financial highlights": "As of or for the year ended December 31, (in millions, except per share, ratio, employee data and where otherwise noted)",
"FY2025 10-K Note 32 segment and Corporate results": "As of or for the year ended December 31, (in millions, except ratios)",
"Q2 2026 10-Q consolidated statements of income": "Three months ended June 30, | Six months ended June 30, (in millions, except per share data)",
"Q2 2026 10-Q consolidated balance sheets": "(in millions, except share data)",
"Q2 2026 10-Q consolidated statements of cash flows": "Six months ended June 30, (in millions)",
"Q2 2026 10-Q consolidated financial highlights": "As of or for the period ended, (in millions, except per share, ratio, employee data and where otherwise noted)",
"Q2 2026 10-Q executive overview financial performance table": "(unaudited) As of or for the period ended, (in millions, except per share data and ratios)",
"Q2 2026 10-Q selected capital and RWA data": "(in millions, except ratios)",
"Q2 2026 10-Q Note 25 segment and Corporate results": "As of or for the three months ended June 30, (in millions, except ratios); and As of or for the six months ended June 30, (in millions, except ratios)",
"Q2 2026 earnings release supplement consolidated financial highlights, continued": "(in millions, except ratios, employee data and where otherwise noted)",
"Q2 2026 earnings release supplement consolidated statements of income": "(in millions, except per share and ratio data)",
"Q2 2026 earnings release supplement consolidated balance sheets": "(in millions)",
"Q2 2026 earnings release supplement capital and other selected balance sheet items": "(in millions, except ratio data)"
},
"adjustments": {
"splits_applied": [],
"adr_ratio": null,
"fx": null,
"note": "JPMorgan Chase reports in U.S. dollars, has had no stock split in the periods covered here, and its common stock is a domestic listing rather than an American depositary share, so no currency, split or depositary-ratio adjustment was applied. All figures are stated in actual dollars; the filings print them in millions."
},
"annual": [
{
"fiscal_year": 2025,
"period_start": "2025-01-01",
"period_end": "2025-12-31",
"period_type": "fiscal year",
"source_accession": "0001628280-26-008131",
"source_statement": "FY2025 Form 10-K, consolidated financial statements and three-year summary of consolidated financial highlights",
"income_statement": {
"investment_banking_fees": 9615000000,
"principal_transactions": 27212000000,
"lending_and_deposit_related_fees": 9093000000,
"asset_management_fees": 20327000000,
"commissions_and_other_fees": 8539000000,
"investment_securities_gains_losses": -57000000,
"mortgage_fees_and_related_income": 1381000000,
"card_income": 4720000000,
"other_income": 6174000000,
"noninterest_revenue": 87004000000,
"interest_income": 193341000000,
"interest_expense": 97898000000,
"net_interest_income": 95443000000,
"total_net_revenue": 182447000000,
"provision_for_credit_losses": 14212000000,
"compensation_expense": 54487000000,
"occupancy_expense": 5461000000,
"technology_communications_and_equipment_expense": 11029000000,
"professional_and_outside_services": 12356000000,
"marketing": 5531000000,
"other_expense": 6776000000,
"total_noninterest_expense": 95640000000,
"pre_provision_profit": 86807000000,
"income_before_income_tax_expense": 72595000000,
"income_tax_expense": 15547000000,
"net_income": 57048000000,
"net_income_applicable_to_common_stockholders": 55681000000,
"total_net_revenue_managed_basis": 185581000000,
"earnings_per_share_basic": 20.05,
"earnings_per_share_diluted": 20.02,
"weighted_average_basic_shares": 2776500000,
"weighted_average_diluted_shares": 2781500000
},
"balance_sheet": {
"cash_and_due_from_banks": 21742000000,
"deposits_with_banks": 321596000000,
"federal_funds_sold_and_securities_purchased_under_resale_agreements": 336426000000,
"securities_borrowed": 286191000000,
"trading_assets": 802873000000,
"available_for_sale_securities": 507198000000,
"held_to_maturity_securities": 270134000000,
"investment_securities_net_of_allowance": 777332000000,
"loans": 1493429000000,
"allowance_for_loan_losses": -25765000000,
"loans_net_of_allowance": 1467664000000,
"accrued_interest_and_accounts_receivable": 111599000000,
"premises_and_equipment": 36244000000,
"goodwill_msrs_and_other_intangible_assets": 64458000000,
"other_assets": 198775000000,
"total_assets": 4424900000000,
"deposits": 2559320000000,
"federal_funds_purchased_and_securities_loaned_or_sold_under_repurchase_agreements": 442396000000,
"short_term_borrowings": 64776000000,
"trading_liabilities": 216019000000,
"accounts_payable_and_other_liabilities": 316794000000,
"beneficial_interests_issued_by_consolidated_vies": 27951000000,
"long_term_debt": 435206000000,
"total_liabilities": 4062462000000,
"preferred_stock": 20045000000,
"common_stock": 4105000000,
"additional_paid_in_capital": 91114000000,
"retained_earnings": 416055000000,
"accumulated_other_comprehensive_income_loss": -4290000000,
"treasury_stock_at_cost": -164591000000,
"total_stockholders_equity": 362438000000,
"common_stockholders_equity": 342393000000,
"common_shares_issued": 4104933895,
"treasury_shares_at_cost": 1408661319,
"preferred_shares_issued": 2005375,
"common_shares_outstanding_period_end": 2696200000
},
"cash_flow": {
"net_income": 57048000000,
"provision_for_credit_losses": 14212000000,
"depreciation_and_amortization": 8821000000,
"deferred_tax_benefit_expense": 5611000000,
"other_operating_adjustments_line": 1309000000,
"originations_and_purchases_of_loans_held_for_sale": -260772000000,
"proceeds_from_sales_securitizations_and_paydowns_of_loans_held_for_sale": 235232000000,
"net_change_in_trading_assets": -156461000000,
"net_change_in_securities_borrowed": -66648000000,
"net_change_in_accrued_interest_and_accounts_receivable": -11514000000,
"net_change_in_other_assets": -12582000000,
"net_change_in_trading_liabilities": 23134000000,
"net_change_in_accounts_payable_and_other_liabilities": 5270000000,
"other_operating_adjustments": 9558000000,
"net_cash_provided_by_used_in_operating_activities": -147782000000,
"net_change_in_federal_funds_sold_and_resale_agreements": -41264000000,
"held_to_maturity_proceeds_from_paydowns_and_maturities": 54791000000,
"held_to_maturity_purchases": -5432000000,
"available_for_sale_proceeds_from_paydowns_and_maturities": 37414000000,
"available_for_sale_proceeds_from_sales": 141295000000,
"available_for_sale_purchases": -308772000000,
"proceeds_from_sales_and_securitizations_of_loans_held_for_investment": 57565000000,
"other_changes_in_loans_net": -188497000000,
"all_other_investing_activities_net": -12665000000,
"net_cash_provided_by_used_in_investing_activities": -265565000000,
"net_change_in_deposits": 153168000000,
"net_change_in_federal_funds_purchased_and_repurchase_agreements": 145535000000,
"net_change_in_short_term_borrowings": 9422000000,
"net_change_in_beneficial_interests_issued_by_consolidated_vies": -622000000,
"proceeds_from_long_term_borrowings": 120761000000,
"payments_of_long_term_borrowings": -108100000000,
"proceeds_from_issuance_of_preferred_stock": 3000000000,
"redemption_of_preferred_stock": -3000000000,
"treasury_stock_repurchased": -31591000000,
"dividends_paid": -16625000000,
"all_other_financing_activities_net": -2415000000,
"net_cash_provided_by_used_in_financing_activities": 269533000000,
"effect_of_exchange_rate_changes_on_cash": 17835000000,
"net_increase_decrease_in_cash_and_deposits_with_banks": -125979000000,
"cash_and_deposits_with_banks_beginning_of_period": 469317000000,
"cash_and_deposits_with_banks_end_of_period": 343338000000,
"cash_interest_paid": 96436000000,
"cash_income_taxes_paid_net": 5309000000
},
"bank_metrics": {
"common_equity_tier_1_capital": 288469000000,
"allowance_for_credit_losses": 31230000000,
"nonperforming_assets": 10359000000,
"net_charge_offs": 9849000000,
"book_value_per_share": 126.99,
"tangible_book_value_per_share": 107.56,
"cash_dividends_declared_per_share": 5.8,
"return_on_common_equity_pct": 17,
"return_on_tangible_common_equity_pct": 20,
"return_on_assets_pct": 1.29,
"overhead_ratio_pct": 52,
"loans_to_deposits_ratio_pct": 58,
"liquidity_coverage_ratio_avg_pct": 111,
"cet1_capital_ratio_standardized_pct": 14.6,
"tier_1_capital_ratio_standardized_pct": 15.5,
"total_capital_ratio_standardized_pct": 17.4,
"tier_1_leverage_ratio_pct": 6.9,
"supplementary_leverage_ratio_pct": 5.8,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.83,
"net_charge_off_rate_pct": 0.74,
"employees": 318512,
"cet1_capital_ratio_advanced_pct": 14.1,
"risk_weighted_assets_standardized": 1981692000000
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"noninterest_revenue": 17795000000,
"net_interest_income": 58234000000,
"total_net_revenue": 76029000000,
"provision_for_credit_losses": 11493000000,
"total_noninterest_expense": 40267000000,
"net_income": 18245000000,
"average_equity": 56000000000,
"total_assets": 664669000000,
"return_on_equity_pct": 32
},
"commercial_and_investment_bank": {
"noninterest_revenue": 53766000000,
"net_interest_income": 24688000000,
"total_net_revenue": 78454000000,
"provision_for_credit_losses": 2615000000,
"total_noninterest_expense": 38216000000,
"net_income": 27761000000,
"average_equity": 149500000000,
"total_assets": 2142534000000,
"return_on_equity_pct": 18
},
"asset_and_wealth_management": {
"noninterest_revenue": 17241000000,
"net_interest_income": 6832000000,
"total_net_revenue": 24073000000,
"provision_for_credit_losses": 97000000,
"total_noninterest_expense": 15332000000,
"net_income": 6522000000,
"average_equity": 16000000000,
"total_assets": 288065000000,
"return_on_equity_pct": 40
},
"corporate": {
"noninterest_revenue": 911000000,
"net_interest_income": 6114000000,
"total_net_revenue": 7025000000,
"provision_for_credit_losses": 7000000,
"total_noninterest_expense": 1825000000,
"net_income": 4520000000,
"average_equity": 111254000000,
"total_assets": 1329632000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -2709000000,
"net_interest_income": -425000000,
"total_net_revenue": -3134000000
}
},
"label": "FY2025"
},
{
"fiscal_year": 2024,
"period_start": "2024-01-01",
"period_end": "2024-12-31",
"period_type": "fiscal year",
"source_accession": "0001628280-26-008131",
"source_statement": "FY2025 Form 10-K, consolidated financial statements and three-year summary of consolidated financial highlights",
"income_statement": {
"investment_banking_fees": 8910000000,
"principal_transactions": 24787000000,
"lending_and_deposit_related_fees": 7606000000,
"asset_management_fees": 17801000000,
"commissions_and_other_fees": 7530000000,
"investment_securities_gains_losses": -1021000000,
"mortgage_fees_and_related_income": 1401000000,
"card_income": 5497000000,
"other_income": 12462000000,
"noninterest_revenue": 84973000000,
"interest_income": 193933000000,
"interest_expense": 101350000000,
"net_interest_income": 92583000000,
"total_net_revenue": 177556000000,
"provision_for_credit_losses": 10678000000,
"compensation_expense": 51357000000,
"occupancy_expense": 5026000000,
"technology_communications_and_equipment_expense": 9831000000,
"professional_and_outside_services": 11057000000,
"marketing": 4974000000,
"other_expense": 9552000000,
"total_noninterest_expense": 91797000000,
"pre_provision_profit": 85759000000,
"income_before_income_tax_expense": 75081000000,
"income_tax_expense": 16610000000,
"net_income": 58471000000,
"net_income_applicable_to_common_stockholders": 56868000000,
"total_net_revenue_managed_basis": 180593000000,
"earnings_per_share_basic": 19.79,
"earnings_per_share_diluted": 19.75,
"weighted_average_basic_shares": 2873900000,
"weighted_average_diluted_shares": 2879000000
},
"balance_sheet": {
"cash_and_due_from_banks": 23372000000,
"deposits_with_banks": 445945000000,
"federal_funds_sold_and_securities_purchased_under_resale_agreements": 295001000000,
"securities_borrowed": 219546000000,
"trading_assets": 637784000000,
"available_for_sale_securities": 406852000000,
"held_to_maturity_securities": 274468000000,
"investment_securities_net_of_allowance": 681320000000,
"loans": 1347988000000,
"allowance_for_loan_losses": -24345000000,
"loans_net_of_allowance": 1323643000000,
"accrued_interest_and_accounts_receivable": 101223000000,
"premises_and_equipment": 32223000000,
"goodwill_msrs_and_other_intangible_assets": 64560000000,
"other_assets": 178197000000,
"total_assets": 4002814000000,
"deposits": 2406032000000,
"federal_funds_purchased_and_securities_loaned_or_sold_under_repurchase_agreements": 296835000000,
"short_term_borrowings": 52893000000,
"trading_liabilities": 192883000000,
"accounts_payable_and_other_liabilities": 280672000000,
"beneficial_interests_issued_by_consolidated_vies": 27323000000,
"long_term_debt": 401418000000,
"total_liabilities": 3658056000000,
"preferred_stock": 20050000000,
"common_stock": 4105000000,
"additional_paid_in_capital": 90911000000,
"retained_earnings": 376166000000,
"accumulated_other_comprehensive_income_loss": -12456000000,
"treasury_stock_at_cost": -134018000000,
"total_stockholders_equity": 344758000000,
"common_stockholders_equity": 324708000000,
"common_shares_issued": 4104933895,
"treasury_shares_at_cost": 1307313494,
"preferred_shares_issued": 2005375,
"common_shares_outstanding_period_end": 2797600000
},
"cash_flow": {
"net_income": 58471000000,
"provision_for_credit_losses": 10678000000,
"depreciation_and_amortization": 7938000000,
"deferred_tax_benefit_expense": 2004000000,
"estimated_bargain_purchase_gain_first_republic": -103000000,
"initial_gain_on_visa_share_exchange": -7990000000,
"other_operating_adjustments_line": 1985000000,
"originations_and_purchases_of_loans_held_for_sale": -212238000000,
"proceeds_from_sales_securitizations_and_paydowns_of_loans_held_for_sale": 205303000000,
"net_change_in_trading_assets": -95729000000,
"net_change_in_securities_borrowed": -18762000000,
"net_change_in_accrued_interest_and_accounts_receivable": 5735000000,
"net_change_in_other_assets": -7650000000,
"net_change_in_trading_liabilities": 2276000000,
"net_change_in_accounts_payable_and_other_liabilities": -90000000,
"other_operating_adjustments": 6160000000,
"net_cash_provided_by_used_in_operating_activities": -42012000000,
"net_change_in_federal_funds_sold_and_resale_agreements": -18706000000,
"held_to_maturity_proceeds_from_paydowns_and_maturities": 99363000000,
"held_to_maturity_purchases": -4709000000,
"available_for_sale_proceeds_from_paydowns_and_maturities": 38499000000,
"available_for_sale_proceeds_from_sales": 104625000000,
"available_for_sale_purchases": -352712000000,
"proceeds_from_sales_and_securitizations_of_loans_held_for_investment": 57921000000,
"other_changes_in_loans_net": -83176000000,
"net_cash_used_in_first_republic_acquisition": -2362000000,
"all_other_investing_activities_net": -2146000000,
"net_cash_provided_by_used_in_investing_activities": -163403000000,
"net_change_in_deposits": 3299000000,
"net_change_in_federal_funds_purchased_and_repurchase_agreements": 80288000000,
"net_change_in_short_term_borrowings": 7439000000,
"net_change_in_beneficial_interests_issued_by_consolidated_vies": 1543000000,
"proceeds_from_long_term_borrowings": 109915000000,
"payments_of_long_term_borrowings": -96605000000,
"proceeds_from_issuance_of_preferred_stock": 2500000000,
"redemption_of_preferred_stock": -9850000000,
"treasury_stock_repurchased": -18830000000,
"dividends_paid": -14783000000,
"all_other_financing_activities_net": -1469000000,
"net_cash_provided_by_used_in_financing_activities": 63447000000,
"effect_of_exchange_rate_changes_on_cash": -12866000000,
"net_increase_decrease_in_cash_and_deposits_with_banks": -154834000000,
"cash_and_deposits_with_banks_beginning_of_period": 624151000000,
"cash_and_deposits_with_banks_end_of_period": 469317000000,
"cash_interest_paid": 99642000000,
"cash_income_taxes_paid_net": 11715000000
},
"bank_metrics": {
"common_equity_tier_1_capital": 275513000000,
"allowance_for_credit_losses": 26866000000,
"nonperforming_assets": 9300000000,
"net_charge_offs": 8638000000,
"book_value_per_share": 116.07,
"tangible_book_value_per_share": 97.3,
"cash_dividends_declared_per_share": 4.8,
"return_on_common_equity_pct": 18,
"return_on_tangible_common_equity_pct": 22,
"return_on_assets_pct": 1.43,
"overhead_ratio_pct": 52,
"loans_to_deposits_ratio_pct": 56,
"liquidity_coverage_ratio_avg_pct": 113,
"cet1_capital_ratio_standardized_pct": 15.7,
"tier_1_capital_ratio_standardized_pct": 16.8,
"total_capital_ratio_standardized_pct": 18.5,
"tier_1_leverage_ratio_pct": 7.2,
"supplementary_leverage_ratio_pct": 6.1,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.87,
"net_charge_off_rate_pct": 0.68,
"employees": 317233
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"noninterest_revenue": 16649000000,
"net_interest_income": 54858000000,
"total_net_revenue": 71507000000,
"provision_for_credit_losses": 9974000000,
"total_noninterest_expense": 38036000000,
"net_income": 17603000000,
"average_equity": 54500000000,
"total_assets": 650268000000,
"return_on_equity_pct": 32
},
"commercial_and_investment_bank": {
"noninterest_revenue": 48253000000,
"net_interest_income": 21861000000,
"total_net_revenue": 70114000000,
"provision_for_credit_losses": 762000000,
"total_noninterest_expense": 35353000000,
"net_income": 24846000000,
"average_equity": 132000000000,
"total_assets": 1773194000000,
"return_on_equity_pct": 18
},
"asset_and_wealth_management": {
"noninterest_revenue": 15023000000,
"net_interest_income": 6555000000,
"total_net_revenue": 21578000000,
"provision_for_credit_losses": -68000000,
"total_noninterest_expense": 14414000000,
"net_income": 5421000000,
"average_equity": 15500000000,
"total_assets": 255385000000,
"return_on_equity_pct": 34
},
"corporate": {
"noninterest_revenue": 7608000000,
"net_interest_income": 9786000000,
"total_net_revenue": 17394000000,
"provision_for_credit_losses": 10000000,
"total_noninterest_expense": 3994000000,
"net_income": 10601000000,
"average_equity": 110370000000,
"total_assets": 1323967000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -2560000000,
"net_interest_income": -477000000,
"total_net_revenue": -3037000000
}
},
"label": "FY2024"
},
{
"fiscal_year": 2023,
"period_start": "2023-01-01",
"period_end": "2023-12-31",
"period_type": "fiscal year",
"source_accession": "0001628280-26-008131",
"source_statement": "FY2025 Form 10-K, consolidated financial statements and three-year summary of consolidated financial highlights",
"income_statement": {
"investment_banking_fees": 6519000000,
"principal_transactions": 24460000000,
"lending_and_deposit_related_fees": 7413000000,
"asset_management_fees": 15220000000,
"commissions_and_other_fees": 6836000000,
"investment_securities_gains_losses": -3180000000,
"mortgage_fees_and_related_income": 1176000000,
"card_income": 4784000000,
"other_income": 5609000000,
"noninterest_revenue": 68837000000,
"interest_income": 170588000000,
"interest_expense": 81321000000,
"net_interest_income": 89267000000,
"total_net_revenue": 158104000000,
"provision_for_credit_losses": 9320000000,
"compensation_expense": 46465000000,
"occupancy_expense": 4590000000,
"technology_communications_and_equipment_expense": 9246000000,
"professional_and_outside_services": 10235000000,
"marketing": 4591000000,
"other_expense": 12045000000,
"total_noninterest_expense": 87172000000,
"pre_provision_profit": 70932000000,
"income_before_income_tax_expense": 61612000000,
"income_tax_expense": 12060000000,
"net_income": 49552000000,
"net_income_applicable_to_common_stockholders": 47760000000,
"total_net_revenue_managed_basis": 162366000000,
"earnings_per_share_basic": 16.25,
"earnings_per_share_diluted": 16.23,
"weighted_average_basic_shares": 2938600000,
"weighted_average_diluted_shares": 2943100000
},
"balance_sheet": {
"trading_assets": 540607000000,
"investment_securities_net_of_allowance": 571552000000,
"loans": 1323706000000,
"total_assets": 3875393000000,
"deposits": 2400688000000,
"long_term_debt": 391825000000,
"preferred_stock": 27404000000,
"common_stock": 4105000000,
"additional_paid_in_capital": 90128000000,
"retained_earnings": 332901000000,
"accumulated_other_comprehensive_income_loss": -10443000000,
"treasury_stock_at_cost": -116217000000,
"total_stockholders_equity": 327878000000,
"common_stockholders_equity": 300474000000,
"common_shares_outstanding_period_end": 2876600000
},
"cash_flow": {
"net_income": 49552000000,
"provision_for_credit_losses": 9320000000,
"depreciation_and_amortization": 7512000000,
"deferred_tax_benefit_expense": -4534000000,
"estimated_bargain_purchase_gain_first_republic": -2775000000,
"other_operating_adjustments_line": 4301000000,
"originations_and_purchases_of_loans_held_for_sale": -115245000000,
"proceeds_from_sales_securitizations_and_paydowns_of_loans_held_for_sale": 116430000000,
"net_change_in_trading_assets": -74091000000,
"net_change_in_securities_borrowed": -14902000000,
"net_change_in_accrued_interest_and_accounts_receivable": 19928000000,
"net_change_in_other_assets": 32970000000,
"net_change_in_trading_liabilities": 5315000000,
"net_change_in_accounts_payable_and_other_liabilities": -25388000000,
"other_operating_adjustments": 4581000000,
"net_cash_provided_by_used_in_operating_activities": 12974000000,
"net_change_in_federal_funds_sold_and_resale_agreements": 39740000000,
"held_to_maturity_proceeds_from_paydowns_and_maturities": 53056000000,
"held_to_maturity_purchases": -4141000000,
"available_for_sale_proceeds_from_paydowns_and_maturities": 53744000000,
"available_for_sale_proceeds_from_sales": 108434000000,
"available_for_sale_purchases": -115499000000,
"proceeds_from_sales_and_securitizations_of_loans_held_for_investment": 47312000000,
"other_changes_in_loans_net": -88343000000,
"net_cash_used_in_first_republic_acquisition": -9920000000,
"all_other_investing_activities_net": -16740000000,
"net_cash_provided_by_used_in_investing_activities": 67643000000,
"net_change_in_deposits": -32196000000,
"net_change_in_federal_funds_purchased_and_repurchase_agreements": 13801000000,
"net_change_in_short_term_borrowings": -1934000000,
"net_change_in_beneficial_interests_issued_by_consolidated_vies": 9029000000,
"proceeds_from_long_term_borrowings": 75417000000,
"payments_of_long_term_borrowings": -64880000000,
"treasury_stock_repurchased": -9824000000,
"dividends_paid": -13463000000,
"all_other_financing_activities_net": -1521000000,
"net_cash_provided_by_used_in_financing_activities": -25571000000,
"effect_of_exchange_rate_changes_on_cash": 1871000000,
"net_increase_decrease_in_cash_and_deposits_with_banks": 56917000000,
"cash_and_deposits_with_banks_beginning_of_period": 567234000000,
"cash_and_deposits_with_banks_end_of_period": 624151000000,
"cash_interest_paid": 77114000000,
"cash_income_taxes_paid_net": 9908000000
},
"bank_metrics": {
"allowance_for_credit_losses": 24765000000,
"nonperforming_assets": 7597000000,
"net_charge_offs": 6209000000,
"book_value_per_share": 104.45,
"tangible_book_value_per_share": 86.08,
"cash_dividends_declared_per_share": 4.1,
"return_on_common_equity_pct": 17,
"return_on_tangible_common_equity_pct": 21,
"return_on_assets_pct": 1.3,
"overhead_ratio_pct": 55,
"loans_to_deposits_ratio_pct": 55,
"liquidity_coverage_ratio_avg_pct": 113,
"cet1_capital_ratio_standardized_pct": 15.0,
"tier_1_capital_ratio_standardized_pct": 16.6,
"total_capital_ratio_standardized_pct": 18.5,
"tier_1_leverage_ratio_pct": 7.2,
"supplementary_leverage_ratio_pct": 6.1,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.75,
"net_charge_off_rate_pct": 0.52,
"employees": 309926
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"noninterest_revenue": 15118000000,
"net_interest_income": 55030000000,
"total_net_revenue": 70148000000,
"provision_for_credit_losses": 6899000000,
"total_noninterest_expense": 34819000000,
"net_income": 21232000000,
"average_equity": 54349000000,
"total_assets": 642951000000,
"return_on_equity_pct": 38
},
"commercial_and_investment_bank": {
"noninterest_revenue": 43809000000,
"net_interest_income": 20544000000,
"total_net_revenue": 64353000000,
"provision_for_credit_losses": 2091000000,
"total_noninterest_expense": 33972000000,
"net_income": 20272000000,
"average_equity": 137507000000,
"total_assets": 1638493000000,
"return_on_equity_pct": 14
},
"asset_and_wealth_management": {
"noninterest_revenue": 13560000000,
"net_interest_income": 6267000000,
"total_net_revenue": 19827000000,
"provision_for_credit_losses": 159000000,
"total_noninterest_expense": 12780000000,
"net_income": 5227000000,
"average_equity": 16671000000,
"total_assets": 245512000000,
"return_on_equity_pct": 31
},
"corporate": {
"noninterest_revenue": 132000000,
"net_interest_income": 7906000000,
"total_net_revenue": 8038000000,
"provision_for_credit_losses": 171000000,
"total_noninterest_expense": 5601000000,
"net_income": 2821000000,
"average_equity": 73529000000,
"total_assets": 1348437000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -3782000000,
"net_interest_income": -480000000,
"total_net_revenue": -4262000000
}
},
"balance_sheet_note": "The FY2025 10-K balance sheet presents only December 31, 2025 and December 31, 2024. The December 31, 2023 figures shown here are the selected balance sheet items that the 10-K's three-year summary of consolidated financial highlights presents for that date, plus the December 31, 2023 equity components carried on the consolidated statements of changes in stockholders' equity. A full 2023 balance sheet is not on the face of this filing.",
"label": "FY2023"
}
],
"quarterly": [
{
"fiscal_period": "2026 Q2",
"label": "2026 Q2",
"period_start": "2026-04-01",
"period_end": "2026-06-30",
"period_type": "three months",
"source_accession": "0001628280-26-054343",
"source_statement": "Form 10-Q for the quarter ended June 30, 2026: consolidated statements of income and consolidated balance sheet, the consolidated financial highlights, Capital Risk Management and Note 25 (Business segments & Corporate)",
"income_statement": {
"investment_banking_fees": 3208000000,
"principal_transactions": 9007000000,
"lending_and_deposit_related_fees": 2511000000,
"asset_management_fees": 5658000000,
"commissions_and_other_fees": 2614000000,
"investment_securities_gains_losses": -395000000,
"mortgage_fees_and_related_income": 336000000,
"card_income": 1348000000,
"other_income": 7549000000,
"noninterest_revenue": 31836000000,
"interest_income": 50624000000,
"interest_expense": 25113000000,
"net_interest_income": 25511000000,
"total_net_revenue": 57347000000,
"provision_for_credit_losses": 2515000000,
"compensation_expense": 15159000000,
"occupancy_expense": 1482000000,
"technology_communications_and_equipment_expense": 3107000000,
"professional_and_outside_services": 3855000000,
"marketing": 1670000000,
"other_expense": 2043000000,
"total_noninterest_expense": 27316000000,
"income_before_income_tax_expense": 27516000000,
"income_tax_expense": 6361000000,
"net_income": 21155000000,
"net_income_applicable_to_common_stockholders": 20752000000,
"earnings_per_share_basic": 7.71,
"earnings_per_share_diluted": 7.7,
"weighted_average_basic_shares": 2689900000,
"weighted_average_diluted_shares": 2694200000,
"total_net_revenue_managed_basis": 58022000000,
"pre_provision_profit": 30031000000
},
"balance_sheet": {
"cash_and_due_from_banks": 24720000000,
"deposits_with_banks": 285091000000,
"federal_funds_sold_and_securities_purchased_under_resale_agreements": 446143000000,
"securities_borrowed": 362487000000,
"trading_assets": 1062072000000,
"available_for_sale_securities": 536048000000,
"held_to_maturity_securities": 268474000000,
"investment_securities_net_of_allowance": 804522000000,
"loans": 1542462000000,
"allowance_for_loan_losses": -26152000000,
"loans_net_of_allowance": 1516310000000,
"accrued_interest_and_accounts_receivable": 179939000000,
"premises_and_equipment": 37701000000,
"goodwill_msrs_and_other_intangible_assets": 64304000000,
"other_assets": 231780000000,
"total_assets": 5015069000000,
"deposits": 2713700000000,
"federal_funds_purchased_and_securities_loaned_or_sold_under_repurchase_agreements": 704918000000,
"short_term_borrowings": 72430000000,
"trading_liabilities": 275136000000,
"accounts_payable_and_other_liabilities": 384290000000,
"beneficial_interests_issued_by_consolidated_vies": 29474000000,
"long_term_debt": 460523000000,
"total_liabilities": 4640471000000,
"preferred_stock": 21040000000,
"common_stock": 4105000000,
"additional_paid_in_capital": 90559000000,
"retained_earnings": 445020000000,
"accumulated_other_comprehensive_income_loss": -7693000000,
"treasury_stock_at_cost": -178433000000,
"total_stockholders_equity": 374598000000,
"common_stockholders_equity": 353558000000,
"common_shares_outstanding_period_end": 2658200000,
"common_shares_issued": 4104933895,
"treasury_shares_at_cost": 1446747700,
"preferred_shares_issued": 2105375
},
"bank_metrics": {
"common_equity_tier_1_capital": 302619000000,
"risk_weighted_assets_standardized": 2132428000000,
"allowance_for_credit_losses": 31531000000,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.79,
"nonperforming_assets": 9849000000,
"net_charge_offs": 2366000000,
"net_charge_off_rate_pct": 0.66,
"book_value_per_share": 133.01,
"tangible_book_value_per_share": 113.35,
"cash_dividends_declared_per_share": 1.5,
"return_on_common_equity_pct": 24,
"return_on_tangible_common_equity_pct": 29,
"return_on_assets_pct": 1.7,
"overhead_ratio_pct": 48,
"loans_to_deposits_ratio_pct": 57,
"liquidity_coverage_ratio_avg_pct": 110,
"cet1_capital_ratio_standardized_pct": 14.2,
"tier_1_capital_ratio_standardized_pct": 15.1,
"total_capital_ratio_standardized_pct": 17,
"tier_1_leverage_ratio_pct": 6.6,
"supplementary_leverage_ratio_pct": 5.5,
"employees": 320560,
"cet1_capital_ratio_advanced_pct": 14.2
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"noninterest_revenue": 5180000000,
"net_interest_income": 15092000000,
"total_net_revenue": 20272000000,
"provision_for_credit_losses": 2156000000,
"total_noninterest_expense": 11108000000,
"income_before_income_tax_expense": 7008000000,
"income_tax_expense": 1697000000,
"net_income": 5311000000,
"average_equity": 61500000000,
"total_assets": 672612000000,
"return_on_equity_pct": 34
},
"commercial_and_investment_bank": {
"noninterest_revenue": 16954000000,
"net_interest_income": 7899000000,
"total_net_revenue": 24853000000,
"provision_for_credit_losses": 356000000,
"total_noninterest_expense": 11390000000,
"income_before_income_tax_expense": 13107000000,
"income_tax_expense": 3429000000,
"net_income": 9678000000,
"average_equity": 172198000000,
"total_assets": 2709357000000,
"return_on_equity_pct": 22
},
"asset_and_wealth_management": {
"noninterest_revenue": 5042000000,
"net_interest_income": 1809000000,
"total_net_revenue": 6851000000,
"provision_for_credit_losses": 13000000,
"total_noninterest_expense": 4207000000,
"income_before_income_tax_expense": 2631000000,
"income_tax_expense": 674000000,
"net_income": 1957000000,
"average_equity": 16000000000,
"total_assets": 323243000000,
"return_on_equity_pct": 48
},
"corporate": {
"noninterest_revenue": 5224000000,
"net_interest_income": 822000000,
"total_net_revenue": 6046000000,
"provision_for_credit_losses": -10000000,
"total_noninterest_expense": 611000000,
"income_before_income_tax_expense": 5445000000,
"income_tax_expense": 1236000000,
"net_income": 4209000000,
"average_equity": 93448000000,
"total_assets": 1309857000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -564000000,
"net_interest_income": -111000000,
"total_net_revenue": -675000000,
"income_before_income_tax_expense": -675000000,
"income_tax_expense": -675000000
}
}
},
{
"fiscal_period": "2026 Q1",
"period_start": "2026-01-01",
"period_end": "2026-03-31",
"period_type": "three months",
"source_accession": "0001628280-26-054343",
"source_statement": "Form 10-Q for the quarter ended June 30, 2026, consolidated financial highlights (five-quarter trend), quarter ended March 31, 2026",
"income_statement": {
"investment_banking_fees": 2858000000,
"principal_transactions": 7987000000,
"lending_and_deposit_related_fees": 2394000000,
"asset_management_fees": 5515000000,
"commissions_and_other_fees": 2482000000,
"investment_securities_gains_losses": 64000000,
"mortgage_fees_and_related_income": 309000000,
"card_income": 1190000000,
"other_income": 1671000000,
"noninterest_revenue": 24470000000,
"interest_income": 49191000000,
"interest_expense": 23825000000,
"net_interest_income": 25366000000,
"total_net_revenue": 49836000000,
"provision_for_credit_losses": 2507000000,
"compensation_expense": 15339000000,
"occupancy_expense": 1447000000,
"technology_communications_and_equipment_expense": 3021000000,
"professional_and_outside_services": 3483000000,
"marketing": 1604000000,
"other_expense": 1956000000,
"total_noninterest_expense": 26850000000,
"pre_provision_profit": 22986000000,
"income_before_income_tax_expense": 20479000000,
"income_tax_expense": 3985000000,
"net_income": 16494000000,
"net_income_applicable_to_common_stockholders": 16148000000,
"total_net_revenue_managed_basis": 50536000000,
"earnings_per_share_basic": 5.95,
"earnings_per_share_diluted": 5.94,
"weighted_average_basic_shares": 2716200000,
"weighted_average_diluted_shares": 2720200000
},
"balance_sheet": {
"cash_and_due_from_banks": 22039000000,
"deposits_with_banks": 290103000000,
"federal_funds_sold_and_securities_purchased_under_resale_agreements": 482704000000,
"securities_borrowed": 284524000000,
"trading_assets": 1069335000000,
"available_for_sale_securities": 549037000000,
"held_to_maturity_securities": 272142000000,
"investment_securities_net_of_allowance": 821179000000,
"loans": 1503520000000,
"allowance_for_loan_losses": -25928000000,
"loans_net_of_allowance": 1477592000000,
"accrued_interest_and_accounts_receivable": 142334000000,
"premises_and_equipment": 36771000000,
"goodwill_msrs_and_other_intangible_assets": 64289000000,
"other_assets": 209605000000,
"total_assets": 4900475000000,
"deposits": 2675520000000,
"federal_funds_purchased_and_securities_loaned_or_sold_under_repurchase_agreements": 716623000000,
"short_term_borrowings": 68048000000,
"trading_liabilities": 247836000000,
"accounts_payable_and_other_liabilities": 352561000000,
"beneficial_interests_issued_by_consolidated_vies": 27085000000,
"long_term_debt": 448764000000,
"total_liabilities": 4536437000000,
"preferred_stock": 20045000000,
"common_stock": 4105000000,
"additional_paid_in_capital": 90087000000,
"retained_earnings": 428206000000,
"accumulated_other_comprehensive_income_loss": -6689000000,
"treasury_stock_at_cost": -171716000000,
"total_stockholders_equity": 364038000000,
"common_stockholders_equity": 343993000000,
"common_shares_issued": 4104933895,
"common_shares_outstanding_period_end": 2679500000
},
"bank_metrics": {
"book_value_per_share": 128.38,
"tangible_book_value_per_share": 108.87,
"cash_dividends_declared_per_share": 1.5,
"return_on_common_equity_pct": 19,
"return_on_tangible_common_equity_pct": 23,
"return_on_assets_pct": 1.41,
"overhead_ratio_pct": 54,
"loans_to_deposits_ratio_pct": 56,
"cet1_capital_ratio_standardized_pct": 14.3,
"tier_1_capital_ratio_standardized_pct": 15.2,
"total_capital_ratio_standardized_pct": 17.2,
"tier_1_leverage_ratio_pct": 6.6,
"supplementary_leverage_ratio_pct": 5.6,
"allowance_for_credit_losses": 31383000000,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.82,
"nonperforming_assets": 10049000000,
"net_charge_offs": 2316000000,
"net_charge_off_rate_pct": 0.67,
"employees": 320079,
"liquidity_coverage_ratio_avg_pct": 112,
"cet1_capital_ratio_advanced_pct": 14.1,
"common_equity_tier_1_capital": 291152000000,
"risk_weighted_assets_standardized": 2039324000000
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"total_net_revenue": 19568000000,
"total_noninterest_expense": 10979000000,
"provision_for_credit_losses": 2050000000,
"net_income": 4976000000,
"return_on_equity_pct": 32
},
"commercial_and_investment_bank": {
"total_net_revenue": 23379000000,
"total_noninterest_expense": 11136000000,
"provision_for_credit_losses": 482000000,
"net_income": 9044000000,
"return_on_equity_pct": 21
},
"asset_and_wealth_management": {
"total_net_revenue": 6374000000,
"total_noninterest_expense": 4167000000,
"provision_for_credit_losses": -24000000,
"net_income": 1775000000,
"return_on_equity_pct": 44
},
"corporate": {
"total_net_revenue": 1215000000,
"total_noninterest_expense": 568000000,
"provision_for_credit_losses": -1000000,
"net_income": 699000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -587000000,
"net_interest_income": -113000000,
"total_net_revenue": -700000000,
"income_before_income_tax_expense": -700000000,
"income_tax_expense": -700000000
}
},
"label": "2026 Q1",
"additional_source_accession": "0001628280-26-048078",
"additional_source_statement": "The detailed income statement lines, segment results, common equity Tier 1 capital, risk-weighted assets and the Advanced CET1 capital ratio for this quarter, and the balance sheet at March 31, 2026, are taken from the five-quarter trend tables in the second-quarter 2026 earnings release financial supplement (Exhibit 99.2 to the Form 8-K filed July 14, 2026)."
},
{
"fiscal_period": "2025 Q4",
"period_start": "2025-10-01",
"period_end": "2025-12-31",
"period_type": "three months",
"source_accession": "0001628280-26-054343",
"source_statement": "Form 10-Q for the quarter ended June 30, 2026, consolidated financial highlights (five-quarter trend), quarter ended December 31, 2025",
"additional_source_accession": "0001628280-26-048078",
"additional_source_statement": "The detailed income statement lines, segment results, common equity Tier 1 capital, risk-weighted assets and the Advanced CET1 capital ratio for this quarter are taken from the five-quarter trend tables in the second-quarter 2026 earnings release financial supplement (Exhibit 99.2 to the Form 8-K filed July 14, 2026).",
"income_statement": {
"total_net_revenue": 45798000000,
"total_noninterest_expense": 23983000000,
"pre_provision_profit": 21815000000,
"provision_for_credit_losses": 4655000000,
"income_before_income_tax_expense": 17160000000,
"income_tax_expense": 4135000000,
"net_income": 13025000000,
"earnings_per_share_basic": 4.64,
"earnings_per_share_diluted": 4.63,
"weighted_average_basic_shares": 2735300000,
"weighted_average_diluted_shares": 2740500000,
"net_interest_income": 24995000000,
"noninterest_revenue": 20803000000,
"net_income_applicable_to_common_stockholders": 12689000000,
"total_net_revenue_managed_basis": 46767000000
},
"balance_sheet_selected": {
"trading_assets": 802873000000,
"investment_securities_net_of_allowance": 777332000000,
"loans": 1493429000000,
"total_assets": 4424900000000,
"deposits": 2559320000000,
"long_term_debt": 435206000000,
"common_stockholders_equity": 342393000000,
"total_stockholders_equity": 362438000000,
"common_shares_outstanding_period_end": 2696200000
},
"bank_metrics": {
"book_value_per_share": 126.99,
"tangible_book_value_per_share": 107.56,
"cash_dividends_declared_per_share": 1.5,
"return_on_common_equity_pct": 15,
"return_on_tangible_common_equity_pct": 18,
"return_on_assets_pct": 1.14,
"overhead_ratio_pct": 52,
"loans_to_deposits_ratio_pct": 58,
"cet1_capital_ratio_standardized_pct": 14.6,
"tier_1_capital_ratio_standardized_pct": 15.5,
"total_capital_ratio_standardized_pct": 17.4,
"tier_1_leverage_ratio_pct": 6.9,
"supplementary_leverage_ratio_pct": 5.8,
"allowance_for_credit_losses": 31230000000,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.83,
"nonperforming_assets": 10359000000,
"net_charge_offs": 2514000000,
"net_charge_off_rate_pct": 0.72,
"employees": 318512,
"liquidity_coverage_ratio_avg_pct": 111,
"common_equity_tier_1_capital": 288469000000,
"risk_weighted_assets_standardized": 1981692000000,
"cet1_capital_ratio_advanced_pct": 14.1
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"total_net_revenue": 19396000000,
"net_income": 3642000000
},
"commercial_and_investment_bank": {
"total_net_revenue": 19375000000,
"net_income": 7268000000
},
"asset_and_wealth_management": {
"total_net_revenue": 6516000000,
"net_income": 1808000000
},
"corporate": {
"total_net_revenue": 1480000000,
"net_income": 307000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -856000000,
"net_interest_income": -113000000,
"total_net_revenue": -969000000,
"income_before_income_tax_expense": -969000000,
"income_tax_expense": -969000000
}
},
"label": "2025 Q4"
},
{
"fiscal_period": "2025 Q3",
"period_start": "2025-07-01",
"period_end": "2025-09-30",
"period_type": "three months",
"source_accession": "0001628280-26-054343",
"source_statement": "Form 10-Q for the quarter ended June 30, 2026, consolidated financial highlights (five-quarter trend), quarter ended September 30, 2025",
"additional_source_accession": "0001628280-26-048078",
"additional_source_statement": "The detailed income statement lines, segment results, common equity Tier 1 capital, risk-weighted assets and the Advanced CET1 capital ratio for this quarter are taken from the five-quarter trend tables in the second-quarter 2026 earnings release financial supplement (Exhibit 99.2 to the Form 8-K filed July 14, 2026).",
"income_statement": {
"total_net_revenue": 46427000000,
"total_noninterest_expense": 24281000000,
"pre_provision_profit": 22146000000,
"provision_for_credit_losses": 3403000000,
"income_before_income_tax_expense": 18743000000,
"income_tax_expense": 4350000000,
"net_income": 14393000000,
"earnings_per_share_basic": 5.08,
"earnings_per_share_diluted": 5.07,
"weighted_average_basic_shares": 2762400000,
"weighted_average_diluted_shares": 2767600000,
"net_interest_income": 23966000000,
"noninterest_revenue": 22461000000,
"net_income_applicable_to_common_stockholders": 14043000000,
"total_net_revenue_managed_basis": 47120000000
},
"balance_sheet_selected": {
"trading_assets": 952777000000,
"investment_securities_net_of_allowance": 783945000000,
"loans": 1435246000000,
"total_assets": 4560205000000,
"deposits": 2548476000000,
"long_term_debt": 427203000000,
"common_stockholders_equity": 340167000000,
"total_stockholders_equity": 360212000000,
"common_shares_outstanding_period_end": 2722200000
},
"bank_metrics": {
"book_value_per_share": 124.96,
"tangible_book_value_per_share": 105.7,
"cash_dividends_declared_per_share": 1.5,
"return_on_common_equity_pct": 17,
"return_on_tangible_common_equity_pct": 20,
"return_on_assets_pct": 1.26,
"overhead_ratio_pct": 52,
"loans_to_deposits_ratio_pct": 56,
"cet1_capital_ratio_standardized_pct": 14.8,
"tier_1_capital_ratio_standardized_pct": 15.8,
"total_capital_ratio_standardized_pct": 17.7,
"tier_1_leverage_ratio_pct": 6.9,
"supplementary_leverage_ratio_pct": 5.8,
"allowance_for_credit_losses": 29089000000,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.88,
"nonperforming_assets": 10635000000,
"net_charge_offs": 2593000000,
"net_charge_off_rate_pct": 0.76,
"employees": 318153,
"liquidity_coverage_ratio_avg_pct": 110,
"common_equity_tier_1_capital": 287297000000,
"risk_weighted_assets_standardized": 1935868000000,
"cet1_capital_ratio_advanced_pct": 14.9
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"total_net_revenue": 19473000000,
"net_income": 5009000000
},
"commercial_and_investment_bank": {
"total_net_revenue": 19878000000,
"net_income": 6901000000
},
"asset_and_wealth_management": {
"total_net_revenue": 6066000000,
"net_income": 1658000000
},
"corporate": {
"total_net_revenue": 1703000000,
"net_income": 825000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -588000000,
"net_interest_income": -105000000,
"total_net_revenue": -693000000,
"income_before_income_tax_expense": -693000000,
"income_tax_expense": -693000000
}
},
"label": "2025 Q3"
},
{
"fiscal_period": "2025 Q2",
"period_start": "2025-04-01",
"period_end": "2025-06-30",
"period_type": "three months",
"source_accession": "0001628280-26-054343",
"source_statement": "Form 10-Q for the quarter ended June 30, 2026: the prior-year columns of the consolidated statements of income and of Note 25 (Business segments & Corporate), and the 2Q25 column of the consolidated financial highlights",
"additional_source_accession": "0001628280-26-048078",
"additional_source_statement": "Common equity Tier 1 capital, risk-weighted assets and the Advanced CET1 capital ratio at June 30, 2025 are taken from the five-quarter trend tables in the second-quarter 2026 earnings release financial supplement (Exhibit 99.2 to the Form 8-K filed July 14, 2026).",
"income_statement": {
"total_net_revenue": 44912000000,
"total_noninterest_expense": 23779000000,
"pre_provision_profit": 21133000000,
"provision_for_credit_losses": 2849000000,
"income_before_income_tax_expense": 18284000000,
"income_tax_expense": 3297000000,
"net_income": 14987000000,
"earnings_per_share_basic": 5.25,
"earnings_per_share_diluted": 5.24,
"weighted_average_basic_shares": 2788700000,
"weighted_average_diluted_shares": 2793700000,
"net_interest_income": 23209000000,
"noninterest_revenue": 21703000000,
"net_income_applicable_to_common_stockholders": 14630000000,
"total_net_revenue_managed_basis": 45680000000,
"investment_banking_fees": 2499000000,
"principal_transactions": 7149000000,
"lending_and_deposit_related_fees": 2248000000,
"asset_management_fees": 4806000000,
"commissions_and_other_fees": 2194000000,
"investment_securities_gains_losses": -54000000,
"mortgage_fees_and_related_income": 363000000,
"card_income": 1344000000,
"other_income": 1154000000,
"interest_income": 48241000000,
"interest_expense": 25032000000,
"compensation_expense": 13710000000,
"occupancy_expense": 1264000000,
"technology_communications_and_equipment_expense": 2704000000,
"professional_and_outside_services": 3006000000,
"marketing": 1279000000,
"other_expense": 1816000000
},
"balance_sheet_selected": {
"trading_assets": 889856000000,
"investment_securities_net_of_allowance": 745939000000,
"loans": 1411992000000,
"total_assets": 4552482000000,
"deposits": 2562380000000,
"long_term_debt": 419802000000,
"common_stockholders_equity": 336879000000,
"total_stockholders_equity": 356924000000,
"common_shares_outstanding_period_end": 2749700000
},
"bank_metrics": {
"book_value_per_share": 122.51,
"tangible_book_value_per_share": 103.4,
"cash_dividends_declared_per_share": 1.4,
"return_on_common_equity_pct": 18,
"return_on_tangible_common_equity_pct": 21,
"return_on_assets_pct": 1.35,
"overhead_ratio_pct": 53,
"loans_to_deposits_ratio_pct": 55,
"cet1_capital_ratio_standardized_pct": 15.1,
"tier_1_capital_ratio_standardized_pct": 16.1,
"total_capital_ratio_standardized_pct": 17.8,
"tier_1_leverage_ratio_pct": 6.9,
"supplementary_leverage_ratio_pct": 5.9,
"allowance_for_credit_losses": 28281000000,
"allowance_for_loan_losses_to_total_retained_loans_pct": 1.85,
"nonperforming_assets": 10480000000,
"net_charge_offs": 2410000000,
"net_charge_off_rate_pct": 0.73,
"employees": 317160,
"liquidity_coverage_ratio_avg_pct": 113,
"common_equity_tier_1_capital": 283854000000,
"risk_weighted_assets_standardized": 1882718000000,
"cet1_capital_ratio_advanced_pct": 15.2
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"total_net_revenue": 18847000000,
"net_income": 5169000000,
"noninterest_revenue": 4452000000,
"net_interest_income": 14395000000,
"provision_for_credit_losses": 2082000000,
"total_noninterest_expense": 9858000000,
"income_before_income_tax_expense": 6907000000,
"income_tax_expense": 1738000000,
"average_equity": 56000000000,
"total_assets": 652379000000,
"return_on_equity_pct": 36
},
"commercial_and_investment_bank": {
"total_net_revenue": 19535000000,
"net_income": 6650000000,
"noninterest_revenue": 13792000000,
"net_interest_income": 5743000000,
"provision_for_credit_losses": 696000000,
"total_noninterest_expense": 9641000000,
"income_before_income_tax_expense": 9198000000,
"income_tax_expense": 2548000000,
"average_equity": 149500000000,
"total_assets": 2260825000000,
"return_on_equity_pct": 17
},
"asset_and_wealth_management": {
"total_net_revenue": 5760000000,
"net_income": 1473000000,
"noninterest_revenue": 4073000000,
"net_interest_income": 1687000000,
"provision_for_credit_losses": 46000000,
"total_noninterest_expense": 3733000000,
"income_before_income_tax_expense": 1981000000,
"income_tax_expense": 508000000,
"average_equity": 16000000000,
"total_assets": 268966000000,
"return_on_equity_pct": 36
},
"corporate": {
"total_net_revenue": 1538000000,
"net_income": 1695000000,
"noninterest_revenue": 49000000,
"net_interest_income": 1489000000,
"provision_for_credit_losses": 25000000,
"total_noninterest_expense": 547000000,
"income_before_income_tax_expense": 966000000,
"income_tax_expense": -729000000,
"average_equity": 108297000000,
"total_assets": 1370312000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -663000000,
"net_interest_income": -105000000,
"total_net_revenue": -768000000,
"income_before_income_tax_expense": -768000000,
"income_tax_expense": -768000000
}
},
"label": "2025 Q2"
}
],
"year_to_date": {
"label": "Six months ended June 30, 2026",
"period_start": "2026-01-01",
"period_end": "2026-06-30",
"period_type": "six months",
"source_accession": "0001628280-26-054343",
"source_statement": "Form 10-Q for the quarter ended June 30, 2026, consolidated statements of income and cash flows, six-month columns",
"income_statement": {
"investment_banking_fees": 6066000000,
"principal_transactions": 16994000000,
"lending_and_deposit_related_fees": 4905000000,
"asset_management_fees": 11173000000,
"commissions_and_other_fees": 5096000000,
"investment_securities_gains_losses": -331000000,
"mortgage_fees_and_related_income": 645000000,
"card_income": 2538000000,
"other_income": 9220000000,
"noninterest_revenue": 56306000000,
"interest_income": 99815000000,
"interest_expense": 48938000000,
"net_interest_income": 50877000000,
"total_net_revenue": 107183000000,
"provision_for_credit_losses": 5022000000,
"compensation_expense": 30498000000,
"occupancy_expense": 2929000000,
"technology_communications_and_equipment_expense": 6128000000,
"professional_and_outside_services": 7338000000,
"marketing": 3274000000,
"other_expense": 3999000000,
"total_noninterest_expense": 54166000000,
"pre_provision_profit": 53017000000,
"income_before_income_tax_expense": 47995000000,
"income_tax_expense": 10346000000,
"net_income": 37649000000,
"net_income_applicable_to_common_stockholders": 36901000000,
"total_net_revenue_managed_basis": 108558000000,
"earnings_per_share_basic": 13.65,
"earnings_per_share_diluted": 13.63,
"weighted_average_basic_shares": 2703100000,
"weighted_average_diluted_shares": 2707200000
},
"cash_flow": {
"net_income": 37649000000,
"provision_for_credit_losses": 5022000000,
"depreciation_and_amortization": 4681000000,
"deferred_tax_benefit_expense": 127000000,
"initial_gain_on_visa_share_exchange": -4509000000,
"other_operating_adjustments_line": 1432000000,
"originations_and_purchases_of_loans_held_for_sale": -138988000000,
"proceeds_from_sales_securitizations_and_paydowns_of_loans_held_for_sale": 145881000000,
"net_change_in_trading_assets": -253978000000,
"net_change_in_securities_borrowed": -76298000000,
"net_change_in_accrued_interest_and_accounts_receivable": -69352000000,
"net_change_in_other_assets": -24142000000,
"net_change_in_trading_liabilities": 74762000000,
"net_change_in_accounts_payable_and_other_liabilities": 59493000000,
"other_operating_adjustments": 1176000000,
"net_cash_provided_by_used_in_operating_activities": -237044000000,
"net_change_in_federal_funds_sold_and_resale_agreements": -109784000000,
"held_to_maturity_proceeds_from_paydowns_and_maturities": 24438000000,
"held_to_maturity_purchases": -23058000000,
"available_for_sale_proceeds_from_paydowns_and_maturities": 26155000000,
"available_for_sale_proceeds_from_sales": 110842000000,
"available_for_sale_purchases": -172073000000,
"proceeds_from_sales_and_securitizations_of_loans_held_for_investment": 29127000000,
"other_changes_in_loans_net": -91082000000,
"all_other_investing_activities_net": -5941000000,
"net_cash_provided_by_used_in_investing_activities": -211376000000,
"net_change_in_deposits": 149395000000,
"net_change_in_federal_funds_purchased_and_repurchase_agreements": 262558000000,
"net_change_in_short_term_borrowings": 6954000000,
"net_change_in_beneficial_interests_issued_by_consolidated_vies": -517000000,
"proceeds_from_long_term_borrowings": 85466000000,
"payments_of_long_term_borrowings": -59953000000,
"proceeds_from_issuance_of_preferred_stock": 3000000000,
"redemption_of_preferred_stock": -2000000000,
"treasury_stock_repurchased": -15113000000,
"dividends_paid": -8716000000,
"all_other_financing_activities_net": -1595000000,
"net_cash_provided_by_used_in_financing_activities": 419479000000,
"effect_of_exchange_rate_changes_on_cash": -4586000000,
"net_increase_decrease_in_cash_and_deposits_with_banks": -33527000000,
"cash_and_deposits_with_banks_beginning_of_period": 343338000000,
"cash_and_deposits_with_banks_end_of_period": 309811000000,
"cash_interest_paid": 48435000000,
"cash_income_taxes_paid_net": 6036000000
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"noninterest_revenue": 10010000000,
"net_interest_income": 29830000000,
"total_net_revenue": 39840000000,
"provision_for_credit_losses": 4206000000,
"total_noninterest_expense": 22087000000,
"income_before_income_tax_expense": 13547000000,
"income_tax_expense": 3260000000,
"net_income": 10287000000,
"average_equity": 61500000000,
"return_on_equity_pct": 33,
"overhead_ratio_pct": 55
},
"commercial_and_investment_bank": {
"noninterest_revenue": 32344000000,
"net_interest_income": 15888000000,
"total_net_revenue": 48232000000,
"provision_for_credit_losses": 838000000,
"total_noninterest_expense": 22526000000,
"income_before_income_tax_expense": 24868000000,
"income_tax_expense": 6146000000,
"net_income": 18722000000,
"average_equity": 169365000000,
"return_on_equity_pct": 22,
"overhead_ratio_pct": 47
},
"asset_and_wealth_management": {
"noninterest_revenue": 9690000000,
"net_interest_income": 3535000000,
"total_net_revenue": 13225000000,
"provision_for_credit_losses": -11000000,
"total_noninterest_expense": 8374000000,
"income_before_income_tax_expense": 4862000000,
"income_tax_expense": 1130000000,
"net_income": 3732000000,
"average_equity": 16000000000,
"return_on_equity_pct": 46,
"overhead_ratio_pct": 63
},
"corporate": {
"noninterest_revenue": 5413000000,
"net_interest_income": 1848000000,
"total_net_revenue": 7261000000,
"provision_for_credit_losses": -11000000,
"total_noninterest_expense": 1179000000,
"income_before_income_tax_expense": 6093000000,
"income_tax_expense": 1185000000,
"net_income": 4908000000,
"average_equity": 95239000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -1151000000,
"net_interest_income": -224000000,
"total_net_revenue": -1375000000,
"income_before_income_tax_expense": -1375000000,
"income_tax_expense": -1375000000
}
},
"prior_year_comparative": {
"label": "Six months ended June 30, 2025",
"period_start": "2025-01-01",
"period_end": "2025-06-30",
"period_type": "six months",
"source_accession": "0001628280-26-054343",
"income_statement": {
"investment_banking_fees": 4677000000,
"principal_transactions": 14763000000,
"lending_and_deposit_related_fees": 4380000000,
"asset_management_fees": 9506000000,
"commissions_and_other_fees": 4227000000,
"investment_securities_gains_losses": -91000000,
"mortgage_fees_and_related_income": 641000000,
"card_income": 2560000000,
"other_income": 3077000000,
"noninterest_revenue": 43740000000,
"interest_income": 95094000000,
"interest_expense": 48612000000,
"net_interest_income": 46482000000,
"total_net_revenue": 90222000000,
"provision_for_credit_losses": 6154000000,
"compensation_expense": 27803000000,
"occupancy_expense": 2566000000,
"technology_communications_and_equipment_expense": 5282000000,
"professional_and_outside_services": 5845000000,
"marketing": 2583000000,
"other_expense": 3297000000,
"total_noninterest_expense": 47376000000,
"pre_provision_profit": 42846000000,
"income_before_income_tax_expense": 36692000000,
"income_tax_expense": 7062000000,
"net_income": 29630000000,
"net_income_applicable_to_common_stockholders": 28948000000,
"total_net_revenue_managed_basis": 91694000000,
"earnings_per_share_basic": 10.32,
"earnings_per_share_diluted": 10.31,
"weighted_average_basic_shares": 2804000000,
"weighted_average_diluted_shares": 2809000000
},
"cash_flow": {
"net_income": 29630000000,
"provision_for_credit_losses": 6154000000,
"depreciation_and_amortization": 4240000000,
"deferred_tax_benefit_expense": -418000000,
"initial_gain_on_visa_share_exchange": 0,
"other_operating_adjustments_line": 979000000,
"originations_and_purchases_of_loans_held_for_sale": -133098000000,
"proceeds_from_sales_securitizations_and_paydowns_of_loans_held_for_sale": 120504000000,
"net_change_in_trading_assets": -245618000000,
"net_change_in_securities_borrowed": -4434000000,
"net_change_in_accrued_interest_and_accounts_receivable": -23853000000,
"net_change_in_other_assets": -5048000000,
"net_change_in_trading_liabilities": 29763000000,
"net_change_in_accounts_payable_and_other_liabilities": -7760000000,
"other_operating_adjustments": 6667000000,
"net_cash_provided_by_used_in_operating_activities": -222292000000,
"net_change_in_federal_funds_sold_and_resale_agreements": -175516000000,
"held_to_maturity_proceeds_from_paydowns_and_maturities": 18147000000,
"held_to_maturity_purchases": -3167000000,
"available_for_sale_proceeds_from_paydowns_and_maturities": 17957000000,
"available_for_sale_proceeds_from_sales": 85495000000,
"available_for_sale_purchases": -172126000000,
"proceeds_from_sales_and_securitizations_of_loans_held_for_investment": 25940000000,
"other_changes_in_loans_net": -83166000000,
"all_other_investing_activities_net": -4700000000,
"net_cash_provided_by_used_in_investing_activities": -291136000000,
"net_change_in_deposits": 153462000000,
"net_change_in_federal_funds_purchased_and_repurchase_agreements": 298493000000,
"net_change_in_short_term_borrowings": 10772000000,
"net_change_in_beneficial_interests_issued_by_consolidated_vies": -31000000,
"proceeds_from_long_term_borrowings": 53884000000,
"payments_of_long_term_borrowings": -50821000000,
"proceeds_from_issuance_of_preferred_stock": 3000000000,
"redemption_of_preferred_stock": -3000000000,
"treasury_stock_repurchased": -15034000000,
"dividends_paid": -8028000000,
"all_other_financing_activities_net": -1834000000,
"net_cash_provided_by_used_in_financing_activities": 440863000000,
"effect_of_exchange_rate_changes_on_cash": 23575000000,
"net_increase_decrease_in_cash_and_deposits_with_banks": -48990000000,
"cash_and_deposits_with_banks_beginning_of_period": 469317000000,
"cash_and_deposits_with_banks_end_of_period": 420327000000,
"cash_interest_paid": 47937000000,
"cash_income_taxes_paid_net": 4685000000
},
"segments_managed_basis": {
"consumer_and_community_banking": {
"noninterest_revenue": 8623000000,
"net_interest_income": 28537000000,
"total_net_revenue": 37160000000,
"provision_for_credit_losses": 4711000000,
"total_noninterest_expense": 19715000000,
"income_before_income_tax_expense": 12734000000,
"income_tax_expense": 3140000000,
"net_income": 9594000000,
"average_equity": 56000000000,
"return_on_equity_pct": 34,
"overhead_ratio_pct": 53
},
"commercial_and_investment_bank": {
"noninterest_revenue": 27614000000,
"net_interest_income": 11587000000,
"total_net_revenue": 39201000000,
"provision_for_credit_losses": 1401000000,
"total_noninterest_expense": 19483000000,
"income_before_income_tax_expense": 18317000000,
"income_tax_expense": 4725000000,
"net_income": 13592000000,
"average_equity": 149500000000,
"return_on_equity_pct": 18,
"overhead_ratio_pct": 50
},
"asset_and_wealth_management": {
"noninterest_revenue": 8066000000,
"net_interest_income": 3425000000,
"total_net_revenue": 11491000000,
"provision_for_credit_losses": 36000000,
"total_noninterest_expense": 7446000000,
"income_before_income_tax_expense": 4009000000,
"income_tax_expense": 953000000,
"net_income": 3056000000,
"average_equity": 16000000000,
"return_on_equity_pct": 38,
"overhead_ratio_pct": 65
},
"corporate": {
"noninterest_revenue": 702000000,
"net_interest_income": 3140000000,
"total_net_revenue": 3842000000,
"provision_for_credit_losses": 6000000,
"total_noninterest_expense": 732000000,
"income_before_income_tax_expense": 3104000000,
"income_tax_expense": -284000000,
"net_income": 3388000000,
"average_equity": 105586000000
},
"reconciling_items_to_reported_basis": {
"noninterest_revenue": -1265000000,
"net_interest_income": -207000000,
"total_net_revenue": -1472000000,
"income_before_income_tax_expense": -1472000000,
"income_tax_expense": -1472000000
}
}
}
},
"trailing_twelve_months": {
"label": "Trailing twelve months ended June 30, 2026",
"period_start": "2025-07-01",
"period_end": "2026-06-30",
"period_type": "trailing twelve months",
"derivation": "Full year 2025 as reported in the FY2025 Form 10-K (accession 0001628280-26-008131), plus the six months ended June 30, 2026, less the six months ended June 30, 2025, both as reported in the Form 10-Q for the quarter ended June 30, 2026 (accession 0001628280-26-054343).",
"income_statement": {
"noninterest_revenue": 99570000000,
"net_interest_income": 99838000000,
"total_net_revenue": 199408000000,
"provision_for_credit_losses": 13080000000,
"total_noninterest_expense": 102430000000,
"pre_provision_profit": 96978000000,
"income_before_income_tax_expense": 83898000000,
"income_tax_expense": 18831000000,
"net_income": 65067000000,
"net_income_applicable_to_common_stockholders": 63634000000,
"total_net_revenue_managed_basis": 202445000000,
"earnings_per_share_diluted": 23.34
}
},
"notes": [
"This record covers exactly the periods the two filings behind it put on their face: fiscal years 2025, 2024 and 2023 from the FY2025 Form 10-K (accession 0001628280-26-008131), and the five quarters ended June 30, 2026, March 31, 2026, December 31, 2025, September 30, 2025 and June 30, 2025 from the Form 10-Q for the quarter ended June 30, 2026 (accession 0001628280-26-054343). The quarter ended March 31, 2025 is not presented in either filing and is therefore not reported here.",
"All annual figures come from the FY2025 Form 10-K. Its consolidated statements of income, comprehensive income and cash flows present three years - 2025, 2024 and 2023 - so all three are reported.",
"The 10-K's consolidated balance sheet presents only two dates, December 31, 2025 and December 31, 2024. For fiscal 2023 the balance sheet block therefore carries only the items the 10-K discloses for that date elsewhere on its face: the selected balance sheet data in the three-year summary of consolidated financial highlights (trading assets, investment securities, loans, total assets, deposits, long-term debt, common stockholders' equity and total stockholders' equity) and the December 31, 2023 equity component balances shown on the consolidated statements of changes in stockholders' equity. Line items such as total liabilities and the individual asset captions are not presented for 2023 in this filing and are therefore absent rather than estimated.",
"The quarters ended June 30, 2026 and June 30, 2025 are read from the second-quarter 2026 Form 10-Q, which presents both three-month columns of the consolidated statements of income in full, the consolidated balance sheet at June 30, 2026, and segment results for both quarters in Note 25.",
"That 10-Q's consolidated financial highlights present a five-quarter trend. For the quarters ended March 31, 2026, December 31, 2025 and September 30, 2025 the trend gives revenue, expense, provision, pre-tax income, tax, net income, per-share data, capital ratios, selected balance sheet items and credit metrics, but not a full income statement. The detailed income statement lines, the March 31, 2026 balance sheet, segment results, common equity Tier 1 capital and risk-weighted assets for those quarters are taken from the five-quarter trend tables in the second-quarter 2026 earnings release financial supplement (Exhibit 99.2 to the Form 8-K filed July 14, 2026, accession 0001628280-26-048078), and each of those quarters records both accessions.",
"No consolidated statement of cash flows is presented for a single quarter. The 10-Q presents cash flows only for the six months ended June 30, 2026 and June 30, 2025, and those are carried in the year-to-date block rather than being split across the quarters.",
"Revenue is presented two ways in the filings. 'Total net revenue' is the reported U.S. GAAP figure that appears on the consolidated statements of income; 'total net revenue - managed basis' adds a fully taxable-equivalent adjustment (a $675 million adjustment in the second quarter of 2026 and $3.1 billion for the full year 2025) and is the basis on which the Firm reports its business segments. Both are carried here, and the reconciling items that bridge managed segment revenue back to the reported total are reported as their own line under the segment block.",
"Pre-provision profit, tangible book value per share and return on tangible common equity are described by the filings as non-GAAP financial measures; they are reported here as the Firm states them.",
"The second quarter of 2026 included a $4.6 billion net gain related to Visa shares in Corporate and $1.0 billion of gains on certain equity investments in Corporate and the Commercial & Investment Bank, both recorded in noninterest revenue. These are the Firm's own footnotes to the quarter's total net revenue.",
"The 2024 figures include a $7.9 billion net gain related to Visa shares in total net revenue and a $1.0 billion contribution of Visa shares to the JPMorgan Chase Foundation in total noninterest expense, both recorded in the second quarter of 2024, per the 10-K's own footnotes. The 2025 provision for credit losses includes a $2.2 billion provision for lending-related commitments related to the Apple Card transaction, recorded in the fourth quarter of 2025.",
"The capital measures the Firm published for June 30, 2026 in its July 14, 2026 earnings release were labelled estimated. The 10-Q now reports them as final, and this record uses the 10-Q's figures: common equity Tier 1 capital of $302,619 million (the release estimated $302,620 million), Standardized risk-weighted assets of $2,132,428 million (the release estimated $2,141,738 million), a Standardized CET1 capital ratio of 14.2% (estimated 14.1%) and a Standardized total capital ratio of 17.0% (estimated 16.9%).",
"Capital ratios are reported on the Standardized approach, which is the series the Firm carries in its financial highlights; where the filings also disclose the Advanced approach ratio it is carried alongside. The 10-Q notes that as of June 30, 2026 the Advanced total capital ratio was more binding on the Firm than the Standardized total capital ratio, and that at each of March 31, 2026 and December 31, 2025 the Advanced risk-based ratios were more binding than the Standardized ones. As of January 1, 2025 the benefit from the Current Expected Credit Losses capital transition provision had been fully phased out; the 2024 and 2023 capital ratios reflected that transition provision.",
"The Firm early adopted the enhanced supplementary leverage ratio final rule effective January 1, 2026, which replaced the previous static leverage buffers with dynamic buffers tied to the Firm's GSIB surcharge. The Firm's supplementary leverage ratio requirement for the quarter ended June 30, 2026 is 4.3%, against 5.0% for the year ended December 31, 2025.",
"Net income applicable to common stockholders is the numerator the Firm's earnings per share are calculated on, and the Firm builds it in two steps. Net income less preferred stock dividends gives net income applicable to common equity - $20,847 million in the second quarter of 2026 - and deducting from that the dividends and undistributed earnings allocated to participating securities - $95 million in that quarter - gives net income applicable to common stockholders of $20,752 million. It is reported here for every period. For the quarters ended December 31, 2025 and September 30, 2025 it is taken from the earnings per share and related information table of the second-quarter 2026 earnings release financial supplement (Exhibit 99.2 to the Form 8-K filed July 14, 2026, accession 0001628280-26-048078), which prints the line for each of the five quarters it presents.",
"The trailing-twelve-month block is derived, not filed: it is the full year 2025 as reported in the 10-K, plus the six months ended June 30, 2026, less the six months ended June 30, 2025, both as reported in the 10-Q. Its diluted earnings per share is the sum of the four quarters' reported diluted earnings per share rather than a figure the Firm publishes."
],
"uncertainties": [
"No quarterly cash flow statement exists for any quarter in this record. The Firm presents cash flows only for the year in its 10-K and for the year-to-date period in its 10-Q, so the quarterly blocks carry no cash flow and the six-month cash flow statement is reported in the year-to-date block instead.",
"Return on common equity and return on tangible common equity are stated by the Firm rounded to whole percentage points (for example 24% for the second quarter of 2026), so those values carry only that precision.",
"The full-year 2023 balance sheet is partial, as described in the notes: only the items the FY2025 10-K discloses for December 31, 2023 are reported, because that filing's balance sheet does not present a 2023 column.",
"For the quarters ended March 31, 2026, December 31, 2025 and September 30, 2025 the filings behind this record present only selected balance sheet data, not a full balance sheet, except at March 31, 2026 where the earnings release supplement's five-quarter trend does present one. The share counts that the Firm prints inside its balance sheet captions - treasury shares and preferred shares issued - are not given for March 31, 2026 in these filings and are absent for that quarter. The number of common shares issued is likewise not printed for March 31, 2026; the 4,104,933,895 shares carried at that date are the count the filings print as issued at both December 31, 2025 and June 30, 2026, and are consistent with the $4,105 million of $1 par value common stock the Firm reports at March 31, 2026.",
"Segment average equity and segment total assets are presented by the Firm only for the current and prior-year quarters and for the full years; they are not given for the quarters ended March 31, 2026, December 31, 2025 and September 30, 2025, and are absent for those quarters."
],
"headline": {
"period": "Q2 FY2026",
"period_end_words": "June 30, 2026",
"metrics": [
{
"label": "Revenue",
"format": "usd",
"value": 57347000000,
"text": "$57.35 billion",
"exact": "$57,347,000,000",
"compact": "$57.35B",
"abs": "$57.35 billion",
"prior_value": 44912000000,
"prior": "$44.91 billion",
"priorabs": "$44.91 billion",
"yoy": "up 27.7%",
"source": {
"array": "quarterly",
"field": "income_statement.total_net_revenue",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
},
{
"label": "Net income",
"format": "usd",
"value": 21155000000,
"text": "$21.16 billion",
"exact": "$21,155,000,000",
"compact": "$21.16B",
"abs": "$21.16 billion",
"prior_value": 14987000000,
"prior": "$14.99 billion",
"priorabs": "$14.99 billion",
"yoy": "up 41.2%",
"source": {
"array": "quarterly",
"field": "income_statement.net_income",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
},
{
"label": "Diluted EPS",
"format": "eps",
"value": 7.7,
"text": "$7.70",
"exact": "$7.70",
"compact": "$7.70",
"abs": "$7.70",
"prior_value": 5.24,
"prior": "$5.24",
"priorabs": "$5.24",
"yoy": "up 46.9%",
"source": {
"array": "quarterly",
"field": "income_statement.earnings_per_share_diluted",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
},
{
"label": "Net interest income",
"format": "usd",
"value": 25511000000,
"text": "$25.51 billion",
"exact": "$25,511,000,000",
"compact": "$25.51B",
"abs": "$25.51 billion",
"prior_value": 23209000000,
"prior": "$23.21 billion",
"priorabs": "$23.21 billion",
"yoy": "up 9.9%",
"source": {
"array": "quarterly",
"field": "income_statement.net_interest_income",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
},
{
"label": "CET1 ratio",
"format": "pct",
"value": 14.2,
"text": "14.2%",
"exact": "14.2%",
"compact": "14.2%",
"abs": "14.2%",
"prior_value": 15.1,
"prior": "15.1%",
"priorabs": "15.1%",
"yoy": "down 0.9 points",
"source": {
"array": "quarterly",
"field": "bank_metrics.cet1_capital_ratio_standardized_pct",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
},
{
"label": "Tangible book value per share",
"format": "eps",
"value": 113.35,
"text": "$113.35",
"exact": "$113.35",
"compact": "$113.35",
"abs": "$113.35",
"prior_value": 103.4,
"prior": "$103.40",
"priorabs": "$103.40",
"yoy": "up 9.6%",
"source": {
"array": "quarterly",
"field": "bank_metrics.tangible_book_value_per_share",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
},
{
"label": "Commercial & Investment Bank net income",
"format": "usd",
"value": 9678000000,
"text": "$9.68 billion",
"exact": "$9,678,000,000",
"compact": "$9.68B",
"abs": "$9.68 billion",
"prior_value": 6650000000,
"prior": "$6.65 billion",
"priorabs": "$6.65 billion",
"yoy": "up 45.5%",
"source": {
"array": "quarterly",
"field": "segments_managed_basis.commercial_and_investment_bank.net_income",
"index": 0,
"period_label": "2026 Q2",
"period_end": "2026-06-30",
"period_start": "2026-04-01",
"span_days": 90,
"source_accession": "0001628280-26-054343",
"prior_index": 4,
"prior_period_label": "2025 Q2",
"prior_period_end": "2025-06-30",
"prior_period_start": "2025-04-01",
"prior_span_days": 90,
"prior_source_accession": "0001628280-26-054343",
"gap_days": 365
}
}
],
"summary": "JPMorgan Chase reported $57.35 billion in total net revenue for Q2 FY2026, the quarter ended June 30, 2026, up 27.7% from a year earlier, and net income of $21.16 billion, or $7.70 per diluted share. That step up was flattered by two items, a net gain on the exchange of the firm's Visa Class B shares recorded in the Corporate segment and further gains on certain equity investments, so the reported growth rates overstate how much the underlying banking business improved; the operating businesses grew too, with the Commercial & Investment Bank earning $9.68 billion, up 45.5%. Net interest income, the core earnings engine, was $25.51 billion, up 9.9%; tangible book value per share reached $113.35, up 9.6%; and the Standardized CET1 capital ratio slipped to 14.2%, down 0.9 points, as risk-weighted assets grew faster than capital.",
"qa": [
{
"q": "How much did JPMorgan Chase earn in Q2 FY2026?",
"a": "JPMorgan Chase reported net income of $21.16 billion for Q2 FY2026, the quarter ended June 30, 2026, or $7.70 per diluted share, up 41.2% from $14.99 billion a year earlier. Much of that increase came from a net gain on the exchange of the firm's Visa Class B shares and from gains on certain equity investments rather than from core banking operations."
},
{
"q": "What was JPMorgan Chase's revenue in Q2 FY2026?",
"a": "JPMorgan Chase reported $57.35 billion in total net revenue, that is revenue net of interest expense, for Q2 FY2026, the quarter ended June 30, 2026, up 27.7% from $44.91 billion in the same quarter a year earlier. Net interest income supplied $25.51 billion of that total, up 9.9%, with the rest coming from noninterest revenue including the Visa exchange gain."
},
{
"q": "What is JPMorgan Chase's CET1 capital ratio?",
"a": "JPMorgan Chase's Standardized Common Equity Tier 1 capital ratio was 14.2% at June 30, 2026, down 0.9 points from 15.1% a year earlier. The ratio thinned because risk-weighted assets grew faster than common equity tier 1 capital as the balance sheet expanded."
},
{
"q": "What is JPMorgan Chase's tangible book value per share?",
"a": "JPMorgan Chase's tangible book value per share was $113.35 at June 30, 2026, up 9.6% from $103.40 a year earlier. Tangible book value per share is the measure most often used to track a bank's retained value per share over time."
}
]
},
"company_details": {
"Name": "Jpmorgan Chase & Co",
"Ticker": "JPM",
"CIK": "0000019617",
"Exchange": "NYSE",
"State": "New York",
"Incorporation": "Delaware",
"SIC": "6021",
"Office": "Finance",
"Industry": "National Commercial Banks"
},
"next_filing": {
"predicted_date": "2026-11-03",
"predicted_type": "10-Q"
},
"fiscal_period": {
"fiscal_year": 2026,
"fiscal_period": "Q2",
"tag": "FY26Q2",
"period_end": "2026-06-30",
"form": "10-Q",
"accession": "0001628280-26-054343",
"fiscal_year_end": "1231",
"source": "facts"
}
}