JPMorgan Chase & Co (JPM) operating KPIs

JPMNYSENational Commercial BanksFiscal year ends December 31Also trades as AMJB, JPM.PC, JPM.PD, JPM.PJ, JPM.PK, JPM.PL, JPM.PM, VYLD

Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 17/3037% above fair value

$337.04−6.54 (-1.90%)

Close on Oct 30, 2026Market cap $908.05BP/E 14.4Yield 1.72%

KPIs

Operating metrics that drive JPMorgan Chase's business · fiscal year ends December 31

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Metric	Q3 2026 2026-09-30	Q2 2026 2026-06-30	Q1 2026 2026-03-31	Q4 2025 2025-12-31	Q3 2025 2025-09-30	Q2 2025 2025-06-30	Q1 2025 2025-03-31	Q4 2024 2024-12-31	Q3 2024 2024-09-30	Q2 2024 2024-06-30	Q1 2024 2024-03-31	Q4 2023 2023-12-31

Net Yield on Average Interest-Earning Assets (Managed NIM)4	2.48	2.40	2.50	2.54	2.45	2.43	2.58	2.61	2.58	2.62	2.71	2.81
Net Yield on Interest-Earning Assets Excluding Markets	3.70	3.65	3.72	3.76	3.73	3.71	3.80	3.79	3.86	3.86	3.83	3.86
Interest Rate Spread (Yield on IEA − Rate on IBL)	1.98	1.93	2.01	2.01	1.92	1.89	2.02	1.95	1.87	1.90	1.96	2.03
Yield on Total Interest-Earning Assets (FTE)7	4.86	4.75	4.83	4.95	5.05	5.04	5.19	5.31	5.55	5.57	5.55	5.53
Yield on Average Loans	6.59	6.48	6.57	6.63	6.74	6.71	6.80	6.87	7.07	7.03	7.03	6.97
Yield on Total Investment Securities	3.79	3.74	3.69	3.74	3.86	3.85	3.84	3.86	3.96	3.80	3.64	3.53
Yield on Deposits with Banks	2.91	2.81	3.00	3.10	3.25	3.36	3.76	3.97	4.59	4.76	4.79	4.79
Yield on Fed Funds Sold & Securities Purchased under Resale Agreements	3.79	3.68	3.88	4.06	4.24	4.24	4.52	4.76	5.14	5.23	5.23	5.26
Yield on Securities Borrowed	3.34	3.30	3.35	3.55	3.67	3.79	3.88	4.09	4.53	4.47	4.52	4.59
Yield on Trading Assets — Debt Instruments	4.42	4.23	4.30	4.33	4.30	4.50	4.56	4.52	4.51	4.44	4.38	4.39
Yield on All Other Interest-Earning Assets	5.94	5.64	5.79	6.24	7.43	6.87	7.63	8.26	9.11	10.14	10.22	10.10
Rate Paid on Total Interest-Bearing Liabilities6	2.88	2.82	2.82	2.94	3.13	3.15	3.17	3.36	3.68	3.67	3.59	3.50
Rate Paid on Interest-Bearing Deposits	2.18	2.11	2.09	2.24	2.41	2.40	2.44	2.66	2.94	2.90	2.85	2.78
Rate Paid on Short-Term Borrowings & Commercial Paper	4.00	3.84	3.85	4.01	4.35	4.42	4.40	5.03	5.38	5.27	5.57	5.55
Rate Paid on Long-Term Debt	4.86	4.81	4.79	4.92	5.16	5.16	5.16	5.38	5.53	5.61	5.46	5.33
Rate Paid on Fed Funds Purchased & Securities Loaned or Sold under Repurchase Agreements	3.80	3.69	3.79	3.99	4.22	4.29	4.52	4.81	5.36	5.47	5.41	5.51
Rate Paid on Trading Liabilities — Debt & All Other Interest-Bearing Liabilities	2.85	2.77	2.83	2.95	2.92	3.04	2.94	3.09	3.17	3.29	3.50	3.58
Rate Paid on Beneficial Interests Issued by Consolidated VIEs	3.92	3.93	3.92	4.23	4.58	4.55	4.66	4.85	5.27	5.40	5.34	5.36
Net Interest Income — Managed (FTE) Basis6	27,145.00	25,622.00	25,479.00	25,108.00	24,071.00	23,314.00	23,375.00	23,471.00	23,525.00	22,861.00	23,203.00	24,177.00
Net Interest Income — Reported GAAP	27,036.00	25,511.00	25,366.00	24,995.00	23,966.00	23,209.00	23,273.00	23,350.00	23,405.00	22,746.00	23,082.00	24,051.00
Total Interest Income — Reported GAAP	53,056.00	50,624.00	49,191.00	48,808.00	49,439.00	48,241.00	46,853.00	47,566.00	50,416.00	48,513.00	47,438.00	47,384.00
Total Interest Expense — Reported GAAP	26,020.00	25,113.00	23,825.00	23,813.00	25,473.00	25,032.00	23,580.00	24,216.00	27,011.00	25,767.00	24,356.00	23,333.00
Fully Taxable-Equivalent (FTE) Adjustment	735.00	675.00	700.00	969.00	693.00	768.00	704.00	970.00	661.00	792.00	614.00	1,369.00
Earnings-at-Risk: +100 bps Instantaneous Parallel Rate Shock	1.40	1.80	1.90	2.10	1.80	1.80	2.20	2.30	2.80	3.50	2.80	3.10
Earnings-at-Risk: −100 bps Instantaneous Parallel Rate Shock	-2.20	-2.40	-2.20	-2.40	-2.20	-2.00	-2.20	-2.50	-2.90	-3.20	-2.30	-2.80
Average Interest-Earning Assets — Total8	4,336,216.00	4,287,954.00	4,135,737.00	3,923,824.00	3,895,764.00	3,845,982.00	3,668,384.00	3,571,960.00	3,621,766.00	3,509,725.00	3,445,515.00	3,408,395.00
Average Loans	1,559,085.00	1,521,295.00	1,486,145.00	1,461,079.00	1,417,466.00	1,380,726.00	1,339,391.00	1,339,378.00	1,325,440.00	1,313,085.00	1,311,578.00	1,315,439.00
Average Investment Securities	830,015.00	807,893.00	802,265.00	788,922.00	768,599.00	727,651.00	664,970.00	661,361.00	622,835.00	580,044.00	580,046.00	579,450.00
Average Deposits with Banks	339,312.00	336,127.00	312,890.00	335,623.00	360,156.00	405,213.00	446,044.00	448,992.00	464,704.00	512,150.00	535,708.00	540,040.00
Average Fed Funds Sold & Securities Purchased under Resale Agreements	437,477.00	459,513.00	437,916.00	330,694.00	424,346.00	432,714.00	377,998.00	337,553.00	404,174.00	370,817.00	323,988.00	319,056.00
Average Securities Borrowed	329,704.00	313,154.00	286,689.00	261,877.00	234,112.00	234,024.00	241,003.00	232,500.00	217,716.00	195,877.00	192,545.00	200,369.00
Average Trading Assets — Debt Instruments	703,683.00	706,817.00	682,348.00	620,465.00	580,985.00	562,967.00	495,143.00	452,091.00	496,176.00	452,933.00	422,516.00	374,254.00
Average All Other Interest-Earning Assets (incl. Brokerage Receivables)	136,940.00	143,155.00	127,484.00	125,164.00	110,100.00	102,687.00	103,835.00	100,085.00	90,721.00	84,819.00	79,134.00	79,787.00
Memo: Total Average Assets (incl. Noninterest-Earning Assets)	5,021,373.00	4,977,088.00	4,758,737.00	4,529,418.00	4,519,945.00	4,437,618.00	4,235,314.00	4,125,167.00	4,177,008.00	4,071,443.00	3,968,637.00	3,885,632.00
Average Interest-Bearing Liabilities — Total8	3,583,444.00	3,577,840.00	3,424,431.00	3,216,967.00	3,229,476.00	3,190,122.00	3,016,242.00	2,870,156.00	2,919,698.00	2,823,902.00	2,730,469.00	2,641,760.00
Average Interest-Bearing Deposits	2,078,869.00	2,047,761.00	1,991,590.00	1,949,049.00	1,913,958.00	1,902,337.00	1,842,888.00	1,793,337.00	1,749,353.00	1,722,856.00	1,726,142.00	1,713,189.00
Memo: Average Noninterest-Bearing Deposits	655,098.00	637,817.00	611,294.00	615,559.00	610,601.00	602,777.00	587,417.00	623,654.00	633,957.00	648,327.00	648,644.00	658,912.00
Average Short-Term Borrowings & Commercial Paper	58,618.00	54,013.00	55,469.00	56,265.00	53,755.00	55,059.00	49,291.00	41,346.00	40,234.00	38,234.00	38,529.00	37,941.00
Average Long-Term Debt	380,063.00	372,504.00	367,478.00	359,910.00	350,368.00	348,372.00	344,945.00	346,485.00	347,910.00	342,516.00	340,411.00	325,843.00
Average Fed Funds Purchased & Securities Loaned or Sold under Repurchase Agreements	682,884.00	725,804.00	657,816.00	517,849.00	567,920.00	558,043.00	465,203.00	358,508.00	425,795.00	375,371.00	294,983.00	254,211.00
Average Trading Liabilities — Debt & All Other Interest-Bearing Liabilities	353,966.00	349,693.00	324,559.00	306,567.00	314,591.00	300,126.00	288,140.00	304,599.00	329,850.00	318,703.00	302,997.00	287,443.00
Average Beneficial Interests Issued by Consolidated VIEs	29,044.00	28,065.00	27,519.00	27,327.00	28,884.00	26,185.00	25,775.00	25,881.00	26,556.00	26,222.00	27,407.00	23,133.00
Memo: Total Average Liabilities	4,648,973.00	4,612,746.00	4,397,642.00	4,169,052.00	4,163,565.00	4,087,776.00	3,890,956.00	3,786,741.00	3,832,706.00	3,736,813.00	3,640,408.00	3,564,166.00
Period-End Total Deposits5	2,780,793.00	2,713,700.00	2,675,520.00	2,559,320.00	2,548,476.00	2,562,380.00	2,495,877.00	2,406,032.00	2,430,772.00	2,396,530.00	2,428,409.00	2,400,688.00
U.S. Offices — Noninterest-Bearing Deposits (EOP)	636,070.00	625,874.00	595,424.00	583,342.00	589,105.00	591,177.00	581,623.00	592,500.00	611,334.00	632,316.00	657,651.00	643,748.00
U.S. Offices — Interest-Bearing Deposits (EOP)	1,535,474.00	1,500,791.00	1,508,682.00	1,452,729.00	1,433,404.00	1,441,905.00	1,416,585.00	1,345,914.00	1,326,489.00	1,291,737.00	1,311,857.00	1,303,100.00
Non-U.S. Offices — Noninterest-Bearing Deposits (EOP)	39,945.00	42,044.00	43,775.00	37,057.00	34,255.00	29,976.00	29,856.00	26,806.00	31,607.00	26,362.00	24,109.00	23,097.00
Non-U.S. Offices — Interest-Bearing Deposits (EOP)	569,304.00	544,991.00	527,639.00	486,192.00	491,712.00	499,322.00	467,813.00	440,812.00	461,342.00	446,115.00	434,792.00	430,743.00
Loans-to-Deposits Ratio (Period-End)	57.00	57.00	56.00	58.00	56.00	55.00	54.00	56.00	55.00	55.00	54.00	55.00
Period-End Total Loans4	1,584,641.00	1,542,462.00	1,503,520.00	1,493,429.00	1,435,246.00	1,411,992.00	1,355,695.00	1,347,988.00	1,340,011.00	1,320,700.00	1,309,616.00	1,323,706.00
Credit Card Loans (EOP)	252,697.00	249,876.00	239,123.00	247,797.00	235,475.00	232,943.00	223,384.00	232,860.00	219,542.00	216,100.00	206,740.00	211,123.00
Consumer Loans Excluding Credit Card (EOP)	393,102.00	391,743.00	391,660.00	402,258.00	393,084.00	394,040.00	391,138.00	392,810.00	394,945.00	396,955.00	403,404.00	410,093.00
Wholesale Loans (EOP)	938,842.00	900,843.00	872,737.00	843,374.00	806,687.00	785,009.00	741,173.00	722,318.00	725,524.00	707,645.00	699,472.00	702,490.00
Average Retained Loans — Total4	1,472,757.00	1,435,638.00	1,400,754.00	1,383,123.00	1,351,472.00	1,321,430.00	1,285,401.00	1,288,297.00	1,271,602.00	1,262,029.00	1,263,258.00	1,270,370.00
Average Retained Loans — Credit Card	250,180.00	243,572.00	239,220.00	239,356.00	234,354.00	228,320.00	224,350.00	224,124.00	217,204.00	210,020.00	204,637.00	202,652.00
Average Retained Loans — Consumer Excluding Credit Card	366,992.00	366,710.00	367,880.00	368,485.00	370,073.00	372,005.00	374,466.00	376,976.00	379,459.00	385,662.00	394,033.00	397,819.00
Average Retained Loans — Total Consumer	617,172.00	610,282.00	607,100.00	607,841.00	604,427.00	600,325.00	598,816.00	601,100.00	596,663.00	595,682.00	598,670.00	600,471.00
Average Retained Loans — Wholesale	855,585.00	825,356.00	793,654.00	775,282.00	747,045.00	721,105.00	686,585.00	687,197.00	674,939.00	666,347.00	664,588.00	669,899.00

Active Digital Customers(M)1	77,960	76,706	76,246	74,646	74,041	73,014	72,480	70,813	70,063	69,011	68,496	66,983
Active Mobile Customers(M)	64,919	63,746	62,960	61,736	60,924	59,898	59,036	57,821	56,985	55,564	54,674	53,828
Chase Retail Branch Count	5,164.00	5,135.00	5,095.00	5,083.00	5,018.00	4,994.00	4,972.00	4,966.00	4,906.00	4,884.00	4,907.00	4,897.00
Total Debit & Credit Card Sales Volume2	539.50	535.80	487.60	512.50	492.30	487.20	448.70	477.60	453.40	453.70	420.70	441.00
Credit Card Sales Volume (Excl. Commercial Card)	376.00	373.10	337.60	359.70	344.40	340.00	310.60	335.10	316.60	316.60	291.00	307.20
CCB Payments Transaction Volume	1.90	1.90	1.80	1.80	1.80	1.80	1.60	1.60	1.70	1.60	1.50	1.50
Banking & Wealth Management — Average Deposits3	1,078,940.00	1,078,373.00	1,059,463.00	1,039,621.00	1,040,402.00	1,044,158.00	1,038,964.00	1,035,184.00	1,037,953.00	1,058,914.00	1,065,562.00	1,077,725.00
CCB Total Period-End Deposits	1,104,429.00	1,093,862.00	1,112,078.00	1,072,792.00	1,058,388.00	1,063,137.00	1,080,138.00	1,056,652.00	1,054,027.00	1,069,753.00	1,105,583.00	1,094,738.00
CCB Total Average Deposits	1,097,118.00	1,095,646.00	1,075,951.00	1,056,819.00	1,058,025.00	1,060,363.00	1,053,677.00	1,050,636.00	1,053,701.00	1,073,544.00	1,079,243.00	1,092,432.00
Banking & Wealth Management Deposit Margin	2.78	2.70	2.63	2.72	2.79	2.76	2.69	2.61	2.60	2.72	2.71	2.82
CCB Client Investment Assets (EOP)1	1,419,820.00	1,394,864.00	1,272,180.00	1,269,883.00	1,232,390.00	1,155,017.00	1,079,833.00	1,087,608.00	1,067,931.00	1,013,680.00	1,010,315.00	951,115.00
CCB Number of Client Advisors	6,433.00	6,329.00	6,243.00	6,049.00	6,025.00	5,948.00	5,860.00	5,755.00	5,775.00	5,672.00	5,571.00	5,456.00
Card Services & Auto — Net Revenue9	8,281.00	7,758.00	7,759.00	7,277.00	7,173.00	6,899.00	6,852.00	6,911.00	6,406.00	6,007.00	6,143.00	6,059.00
Card Services — Net Revenue Rate (% of Avg Loans)	10.76	10.37	10.78	9.86	10.03	10.06	10.38	10.47	9.91	9.61	10.09	9.82
Card Services — Net Yield on Average Loans (NIM)	10.67	10.39	10.85	10.40	10.28	10.04	10.31	9.86	9.71	9.46	9.90	9.70
Card Services — Period-End Loans	252,684.00	249,816.00	239,065.00	247,753.00	235,491.00	233,051.00	223,517.00	233,016.00	219,671.00	216,213.00	206,823.00	211,175.00
Card Services — Average Loans	250,117.00	243,501.00	239,153.00	239,335.00	234,412.00	228,446.00	224,493.00	224,263.00	217,327.00	210,119.00	204,701.00	202,685.00
Card Services — Allowance for Loan Losses (EOP)	15,563.00	15,563.00	15,563.00	15,558.00	15,558.00	15,008.00	15,008.00	14,608.00	14,106.00	13,206.00	12,606.00	12,453.00
Card Services — Net Charge-Offs	1,833.00	2,025.00	2,044.00	1,897.00	1,860.00	1,938.00	1,983.00	1,862.00	1,768.00	1,830.00	1,688.00	1,426.00
Card Services — Net Charge-Off Rate	2.91	3.34	3.47	3.14	3.15	3.40	3.58	3.30	3.24	3.50	3.32	2.79
Card Services — 30+ Day Delinquency Rate	1.97	1.91	2.17	2.16	2.14	2.06	2.21	2.17	2.20	2.08	2.23	2.14
Card Services — 90+ Day Delinquency Rate	0.96	1.00	1.15	1.10	1.07	1.07	1.16	1.14	1.10	1.07	1.16	1.05
Auto — Loan & Lease Origination Volume7	10.80	12.30	10.40	10.80	12.00	11.30	10.70	10.60	10.00	10.80	8.90	9.90
Auto — Period-End Loans	73,041.00	72,220.00	70,958.00	70,585.00	71,095.00	72,182.00	72,116.00	73,619.00	73,215.00	75,310.00	76,508.00	77,705.00
Auto — Average Loans	72,176.00	71,456.00	70,208.00	70,693.00	70,895.00	71,410.00	72,462.00	73,323.00	73,675.00	75,804.00	77,268.00	76,409.00
Auto — Average Operating Lease Assets	21,484.00	21,123.00	20,398.00	18,893.00	16,986.00	15,218.00	13,641.00	11,967.00	11,192.00	10,693.00	10,435.00	10,440.00
Auto — Allowance for Loan Losses (EOP)	587.00	587.00	587.00	587.00	587.00	637.00	637.00	692.00	692.00	742.00	742.00	742.00
Auto — Net Charge-Offs	75.00	62.00	81.00	87.00	81.00	67.00	100.00	114.00	113.00	98.00	119.00	125.00
Auto — Net Charge-Off Rate	0.41	0.35	0.47	0.49	0.46	0.38	0.56	0.62	0.62	0.52	0.62	0.65
Auto — 30+ Day Delinquency Rate	0.96	1.03	1.09	1.33	1.17	1.12	1.20	1.43	1.23	1.12	1.03	1.19
Home Lending — Total Mortgage Origination Volume12	16.00	17.20	13.70	16.00	13.90	13.50	9.40	12.10	11.40	10.70	6.60	7.20
Retail Channel Mortgage Originations	8.70	10.60	8.70	10.40	8.40	8.70	5.50	7.70	6.50	6.90	4.40	4.70
Correspondent Channel Mortgage Originations	7.30	6.60	5.00	5.60	5.50	4.80	3.90	4.40	4.90	3.80	2.20	2.50
Third-Party Mortgage Loans Serviced (EOP)	651.90	652.80	656.40	661.90	663.60	653.30	661.60	648.00	656.10	642.80	626.20	631.20
Mortgage Servicing Rights (MSR) Carrying Value (EOP)	9.70	9.10	9.10	9.10	9.10	9.00	9.10	9.10	8.70	8.80	8.60	8.50
Home Lending Production Revenue	46.00	147.00	178.00	188.00	173.00	151.00	110.00	186.00	154.00	157.00	130.00	82.00
Home Lending Net Mortgage Servicing Revenue	212.00	178.00	125.00	156.00	199.00	196.00	153.00	182.00	236.00	189.00	144.00	179.00
Home Lending — Period-End Loans	233,538.00	237,176.00	238,571.00	240,724.00	240,633.00	241,618.00	241,427.00	246,498.00	247,663.00	250,032.00	254,243.00	259,181.00
Home Lending — Average Loans	237,817.00	238,808.00	240,429.00	241,701.00	241,772.00	242,665.00	244,282.00	247,415.00	250,581.00	254,385.00	257,866.00	261,394.00
Home Lending — Allowance for Loan Losses (EOP)	507.00	507.00	507.00	647.00	647.00	547.00	557.00	447.00	447.00	437.00	432.00	578.00
Home Lending — Net Charge-Offs / (Recoveries)	-17.00	-18.00	-15.00	-12.00	-63.00	-21.00	-26.00	-15.00	-44.00	-40.00	-7.00	6.00
Home Lending — Net Charge-Off Rate	-0.03	-0.03	-0.03	-0.02	-0.11	-0.04	-0.04	-0.02	-0.07	-0.07	-0.01	0.01
Home Lending — 30+ Day Delinquency Rate (Excl. Govt Insured)	0.79	0.83	0.88	0.86	0.89	0.93	1.04	0.78	0.77	0.70	0.70	0.66
Business Banking & BWM Loans — Origination Volume6	700.00	748.00	733.00	691.00	824.00	893.00	815.00	985.00	1,091.00	1,312.00	1,130.00	1,130.00
Business Banking Average Loans	17,836.00	18,324.00	18,578.00	18,747.00	18,922.00	19,217.00	19,474.00	19,538.00	19,472.00	19,461.00	19,447.00	19,511.00
Banking & Wealth Management Period-End Loans	34,457.00	34,337.00	32,992.00	33,005.00	33,259.00	33,749.00	33,098.00	33,221.00	31,614.00	31,078.00	31,266.00	31,142.00
Banking & Wealth Management Average Loans	34,196.00	33,832.00	33,038.00	32,916.00	33,351.00	33,536.00	33,160.00	32,599.00	30,910.00	31,419.00	31,241.00	30,718.00
Banking & Wealth Management Allowance for Loan Losses (EOP)	715.00	765.00	765.00	765.00	765.00	790.00	794.00	764.00	709.00	685.00	706.00	685.00
Banking & Wealth Management Net Charge-Offs	85.00	87.00	85.00	72.00	85.00	102.00	97.00	105.00	82.00	176.00	79.00	81.00
Banking & Wealth Management Net Charge-Off Rate	0.99	1.03	1.04	0.87	1.01	1.22	1.19	1.28	1.06	2.25	1.02	1.05
CCB Segment Financial Summary — Total Net Revenue18	21,171.00	20,272.00	19,568.00	19,396.00	19,473.00	18,847.00	18,313.00	18,362.00	17,791.00	17,701.00	17,653.00	18,097.00
Banking & Wealth Management Net Revenue	11,673.00	11,229.00	10,577.00	10,870.00	11,040.00	10,698.00	10,254.00	10,154.00	10,090.00	10,375.00	10,324.00	10,877.00
Home Lending Net Revenue	1,217.00	1,285.00	1,232.00	1,249.00	1,260.00	1,250.00	1,207.00	1,297.00	1,295.00	1,319.00	1,186.00	1,161.00
CCB Net Interest Income	15,819.00	15,092.00	14,738.00	14,841.00	14,856.00	14,395.00	14,142.00	13,868.00	13,577.00	13,705.00	13,708.00	14,127.00
CCB Noninterest Revenue5	5,352.00	5,180.00	4,830.00	4,555.00	4,617.00	4,452.00	4,171.00	4,494.00	4,214.00	3,996.00	3,945.00	3,970.00
CCB Card Income	770.00	691.00	592.00	376.00	514.00	687.00	653.00	973.00	743.00	741.00	682.00	684.00
CCB Lending- and Deposit-Related Fees	1,036.00	971.00	947.00	973.00	969.00	888.00	839.00	872.00	863.00	830.00	822.00	856.00
CCB Asset Management, Administration and Commissions	1,469.00	1,379.00	1,303.00	1,277.00	1,189.00	1,110.00	1,093.00	1,067.00	1,022.00	978.00	947.00	899.00
CCB Mortgage Fees and Related Income	258.00	325.00	303.00	344.00	372.00	347.00	263.00	368.00	390.00	346.00	274.00	261.00
CCB All Other Income	1,819.00	1,814.00	1,685.00	1,585.00	1,573.00	1,420.00	1,323.00	1,214.00	1,196.00	1,101.00	1,220.00	1,270.00
CCB Noninterest Expense2	11,580.00	11,108.00	10,979.00	10,256.00	10,296.00	9,858.00	9,857.00	9,728.00	9,586.00	9,425.00	9,297.00	9,336.00
CCB Compensation Expense	4,715.00	4,682.00	4,622.00	4,392.00	4,357.00	4,260.00	4,375.00	4,301.00	4,275.00	4,240.00	4,229.00	4,023.00
CCB Noncompensation Expense	6,865.00	6,426.00	6,357.00	5,864.00	5,939.00	5,598.00	5,482.00	5,427.00	5,311.00	5,185.00	5,068.00	5,313.00
CCB Pre-Provision Profit (PPNR)	9,591.00	9,164.00	8,589.00	9,140.00	9,177.00	8,989.00	8,456.00	8,634.00	8,205.00	8,276.00	8,356.00	8,761.00
CCB Provision for Credit Losses	2,026.00	2,156.00	2,050.00	4,244.00	2,538.00	2,082.00	2,629.00	2,623.00	2,795.00	2,643.00	1,913.00	2,189.00
CCB Segment Net Income	5,670.00	5,311.00	4,976.00	3,642.00	5,009.00	5,169.00	4,425.00	4,516.00	4,046.00	4,210.00	4,831.00	4,788.00
CCB Return on Equity (ROE)	36.00	34.00	32.00	25.00	35.00	36.00	31.00	32.00	29.00	30.00	35.00	33.00
CCB Overhead (Efficiency) Ratio	55.00	55.00	56.00	53.00	53.00	52.00	54.00	53.00	54.00	53.00	53.00	52.00
CCB Total Period-End Loans	593,720.00	593,549.00	581,586.00	592,067.00	580,478.00	580,600.00	570,158.00	586,354.00	572,163.00	572,633.00	568,840.00	579,203.00
CCB Total Average Loans	594,306.00	587,597.00	582,828.00	584,645.00	580,430.00	576,057.00	574,397.00	577,600.00	572,493.00	571,727.00	571,076.00	571,206.00
CCB Total Nonaccrual Loans (EOP)	3,525.00	3,506.00	3,493.00	3,484.00	3,596.00	3,891.00	3,266.00	3,366.00	3,252.00	3,413.00	3,647.00	3,740.00
CCB Total Allowance for Loan Losses (EOP)	17,372.00	17,422.00	17,422.00	17,557.00	17,557.00	16,982.00	16,996.00	16,511.00	15,954.00	15,070.00	14,486.00	14,458.00
CCB Total Net Charge-Offs	1,976.00	2,156.00	2,195.00	2,044.00	1,963.00	2,086.00	2,154.00	2,066.00	1,919.00	2,064.00	1,879.00	1,638.00
CCB Total Net Charge-Off Rate	1.35	1.51	1.56	1.41	1.37	1.48	1.54	1.44	1.35	1.47	1.33	1.15
CCB Allocated Common Equity (EOP)	61,500.00	61,500.00	61,500.00	56,000.00	56,000.00	56,000.00	56,000.00	54,500.00	54,500.00	54,500.00	54,500.00	55,500.00
CCB Segment Headcount	144,888.00	144,079.00	143,869.00	142,586.00	142,600.00	143,198.00	143,778.00	144,989.00	143,964.00	143,412.00	142,758.00	141,640.00

Investment Banking (IB) Fees — Total4	3,005.00	3,277.00	2,883.00	2,347.00	2,627.00	2,513.00	2,248.00	2,479.00	2,267.00	2,356.00	2,014.00	1,667.00
Advisory Fees	1,222.00	1,012.00	1,266.00	1,033.00	926.00	844.00	694.00	1,060.00	847.00	785.00	598.00	751.00
Equity Underwriting Fees	564.00	829.00	472.00	416.00	527.00	465.00	324.00	498.00	344.00	495.00	355.00	324.00
Debt Underwriting Fees	1,219.00	1,436.00	1,145.00	898.00	1,174.00	1,204.00	1,230.00	921.00	1,076.00	1,076.00	1,061.00	592.00
Total Investment Banking Business Revenue	3,098.00	3,902.00	3,136.00	2,552.00	2,694.00	2,684.00	2,268.00	2,602.00	2,354.00	2,464.00	2,216.00	1,783.00
Markets & Securities Services Revenue — Total5	11,776.00	13,691.00	12,954.00	9,724.00	10,395.00	10,287.00	10,912.00	8,330.00	8,369.00	8,967.00	9,181.00	6,936.00
Fixed Income Markets Revenue	5,366.00	6,053.00	7,078.00	5,380.00	5,613.00	5,690.00	5,849.00	5,006.00	4,651.00	4,981.00	5,428.00	4,169.00
Equity Markets Revenue	4,954.00	6,025.00	4,481.00	2,859.00	3,331.00	3,246.00	3,814.00	2,043.00	2,501.00	2,812.00	2,585.00	1,678.00
Securities Services Revenue	1,626.00	1,657.00	1,499.00	1,489.00	1,423.00	1,418.00	1,269.00	1,314.00	1,326.00	1,261.00	1,183.00	1,191.00
Credit Adjustments & Other Revenue	-170.00	-44.00	-104.00	-4.00	28.00	-67.00	-20.00	-33.00	-109.00	-87.00	-15.00	-102.00
Firmwide Principal Transactions Revenue by Instrument Type (Note 6 / Note 5)7		9,007.00	7,987.00	5,340.00	7,109.00	7,149.00	7,614.00	5,195.00	5,988.00	6,814.00	6,790.00	3,725.00
Equity Instruments		5,984.00	4,059.00	2,835.00	3,999.00	3,836.00	4,174.00	2,756.00	3,342.00	4,101.00	3,277.00	1,918.00
Foreign Exchange Instruments		1,636.00	1,315.00	1,486.00	1,186.00	1,596.00	1,376.00	1,002.00	1,259.00	1,077.00	1,536.00	877.00
Interest Rate Instruments		780.00	1,095.00	595.00	1,303.00	984.00	1,358.00	914.00	711.00	935.00	1,071.00	657.00
Commodity Instruments		360.00	966.00	514.00	468.00	526.00	481.00	389.00	359.00	246.00	200.00	458.00
Credit Instruments		247.00	552.00	-43.00	164.00	199.00	238.00	88.00	319.00	447.00	691.00	-106.00
Total Revenue by Instrument Type (Excl. Private Equity)		9,007.00	7,987.00	5,387.00	7,120.00	7,141.00	7,627.00	5,149.00	5,990.00	6,806.00	6,775.00	3,804.00
Private Equity Gains/(Losses)				-47.00	-11.00	8.00	-13.00	46.00	-2.00	8.00	15.00	-79.00
95% Daily Trading & Credit Portfolio Value-at-Risk (Average VaR)4	38.00	40.00	35.00	34.00	31.00	38.00	47.00	37.00	42.00	38.00	41.00	32.00
Total CIB Trading VaR5	39.00	39.00	30.00	31.00	25.00	33.00	45.00	33.00	35.00	33.00	32.00	29.00
CIB Fixed Income VaR	37.00	36.00	39.00	35.00	33.00	37.00	37.00	34.00	37.00	31.00	35.00	35.00
CIB Equities VaR	20.00	20.00	11.00	13.00	14.00	17.00	25.00	10.00	8.00	7.00	6.00	5.00
CIB Foreign Exchange VaR	10.00	13.00	13.00	9.00	9.00	10.00	9.00	14.00	15.00	18.00	13.00	10.00
CIB Commodities VaR	12.00	14.00	14.00	23.00	19.00	24.00	29.00	8.00	8.00	9.00	7.00	8.00
Trading VaR Portfolio Diversification Benefit	-40.00	-44.00	-47.00	-49.00	-50.00	-55.00	-55.00	-33.00	-33.00	-32.00	-29.00	-29.00
Credit Portfolio VaR	14.00	18.00	21.00	20.00	21.00	22.00	21.00	20.00	21.00	21.00	24.00	16.00
Total CIB & Credit Portfolio Diversification Benefit	-15.00	-17.00	-16.00	-17.00	-15.00	-17.00	-19.00	-16.00	-14.00	-16.00	-15.00	-13.00
Memo: Firmwide 95% Average VaR	48.00	49.00	37.00	35.00	33.00	42.00	50.00	40.00	45.00	56.00	48.00	35.00
Assets Under Custody (AUC, Period-End)	44,107.00	44,869.00	40,905.00	41,172.00	40,128.00	38,028.00	35,678.00	35,280.00	35,832.00	34,024.00	33,985.00	32,392.00
Banking & Payments Revenue — Total6	10,958.00	11,162.00	10,425.00	9,651.00	9,483.00	9,248.00	8,754.00	9,268.00	8,646.00	8,950.00	8,403.00	8,038.00
Payments Revenue	5,620.00	5,296.00	5,123.00	5,114.00	4,917.00	4,735.00	4,565.00	4,703.00	4,370.00	4,546.00	4,466.00	4,456.00
Lending Revenue	2,240.00	1,964.00	2,166.00	1,985.00	1,872.00	1,829.00	1,915.00	1,916.00	1,894.00	1,936.00	1,724.00	1,763.00
Client Deposits & Other Third-Party Liabilities (Average)	1,219,019.00	1,205,156.00	1,167,128.00	1,153,559.00	1,111,143.00	1,089,781.00	1,034,382.00	1,011,634.00	966,025.00	936,725.00	931,603.00	928,561.00
Global Corporate Banking & Global Investment Banking (GCB/GIB) Coverage Revenue	7,549.00	7,797.00	7,265.00	6,493.00	6,544.00	6,319.00	5,929.00	6,369.00	5,755.00	6,090.00	5,820.00	5,415.00
Commercial Banking (CB) Coverage Revenue1	3,409.00	3,365.00	3,160.00	3,158.00	2,939.00	2,929.00	2,825.00	2,899.00	2,891.00	2,860.00	2,837.00	2,949.00
Corporate Client Banking & Specialized Industries (CCBSI) Coverage Revenue	2,458.00	2,472.00	2,280.00	2,245.00	2,038.00	2,067.00	1,956.00	1,965.00	1,931.00	1,936.00
Commercial Real Estate (CRE) Coverage Revenue	951.00	893.00	880.00	913.00	901.00	862.00	869.00	934.00	960.00	924.00	910.00	939.00
CIB Loans by Client Coverage Segment (Period-End Total)11	674,871.00	652,401.00	643,939.00	632,036.00	594,073.00	583,833.00	545,858.00	523,367.00	531,643.00	517,617.00	516,200.00	514,650.00
CIB Total Average Loans	660,280.00	646,350.00	632,339.00	612,634.00	583,680.00	561,849.00	528,726.00	525,519.00	521,124.00	514,729.00	514,724.00	514,294.00
Banking & Payments Total Period-End Loans	397,617.00	387,162.00	383,242.00	368,218.00	355,024.00	355,061.00	340,996.00	342,944.00	353,483.00	353,080.00	353,241.00	350,173.00
Banking & Payments Total Average Loans	391,918.00	391,073.00	374,017.00	360,707.00	353,635.00	345,440.00	339,947.00	344,977.00	348,430.00	351,447.00	350,316.00	352,793.00
GCB & GIB Period-End Loans	168,213.00	160,842.00	158,989.00	146,079.00	132,560.00	133,017.00	121,776.00	125,270.00	134,750.00	132,858.00	129,179.00	128,097.00
GCB & GIB Average Loans	163,655.00	165,538.00	151,120.00	138,491.00	132,101.00	125,554.00	121,387.00	126,305.00	129,024.00	130,680.00	127,403.00	130,287.00
Commercial Banking Period-End Loans	229,404.00	226,320.00	224,253.00	222,139.00	222,464.00	222,044.00	219,220.00	217,674.00	218,733.00	220,222.00	223,474.00	221,550.00
Commercial Banking Average Loans	228,263.00	225,535.00	222,897.00	222,216.00	221,534.00	219,886.00	218,560.00	218,672.00	219,406.00	220,767.00	222,323.00	222,057.00
Corporate Client Banking & Specialized Industries (CCBSI) Period-End Loans	80,664.00	78,897.00	77,425.00	75,865.00	76,010.00	75,859.00	74,334.00	72,814.00	73,782.00	75,488.00
Corporate Client Banking & Specialized Industries (CCBSI) Average Loans	79,801.00	78,556.00	76,610.00	75,620.00	75,270.00	74,384.00	73,629.00	73,205.00	74,660.00	76,229.00
Commercial Real Estate (CRE) Period-End Loans	148,740.00	147,423.00	146,828.00	146,274.00	146,454.00	146,185.00	144,886.00	144,860.00	144,951.00	144,734.00	144,267.00	143,507.00
Commercial Real Estate (CRE) Average Loans	148,462.00	146,979.00	146,287.00	146,596.00	146,264.00	145,502.00	144,931.00	145,467.00	144,746.00	144,538.00	143,959.00	143,456.00
CIB Segment Financial Summary & Credit Quality — Total Net Revenue18	22,734.00	24,853.00	23,379.00	19,375.00	19,878.00	19,535.00	19,666.00	17,598.00	17,015.00	17,917.00	17,584.00	14,974.00
CIB Net Interest Income	8,750.00	7,899.00	7,989.00	7,021.00	6,080.00	5,743.00	5,844.00	5,872.00	5,393.00	5,173.00	5,423.00	5,948.00
CIB Noninterest Revenue5	13,984.00	16,954.00	15,390.00	12,354.00	13,798.00	13,792.00	13,822.00	11,726.00	11,622.00	12,744.00	12,161.00	9,026.00
CIB Principal Transactions	6,498.00	8,768.00	7,897.00	5,419.00	7,090.00	7,109.00	7,608.00	5,158.00	5,899.00	6,691.00	6,634.00	3,649.00
CIB Lending- and Deposit-Related Fees	1,486.00	1,487.00	1,394.00	1,336.00	1,315.00	1,296.00	1,230.00	1,020.00	997.00	924.00	973.00	909.00
CIB Commissions and Other Fees	1,727.00	1,748.00	1,714.00	1,562.00	1,493.00	1,493.00	1,437.00	1,320.00	1,349.00	1,337.00	1,272.00	1,208.00
CIB Card Income	640.00	649.00	585.00	627.00	613.00	645.00	551.00	617.00	589.00	579.00	525.00	552.00
CIB All Other Income	628.00	1,025.00	917.00	1,063.00	660.00	736.00	748.00	1,132.00	521.00	857.00	743.00	1,041.00
CIB Noninterest Expense2	10,771.00	11,390.00	11,136.00	9,011.00	9,722.00	9,641.00	9,842.00	8,712.00	8,751.00	9,166.00	8,724.00	8,169.00
CIB Compensation Expense	5,066.00	5,544.00	5,740.00	3,940.00	4,662.00	4,815.00	5,127.00	4,033.00	4,510.00	4,752.00	4,896.00	4,107.00
CIB Noncompensation Expense	5,705.00	5,846.00	5,396.00	5,071.00	5,060.00	4,826.00	4,715.00	4,679.00	4,241.00	4,414.00	3,828.00	4,062.00
CIB Pre-Provision Profit (PPNR)	11,963.00	13,463.00	12,243.00	10,364.00	10,156.00	9,894.00	9,824.00	8,886.00	8,264.00	8,751.00	8,860.00	6,805.00
CIB Provision for Credit Losses	663.00	356.00	482.00	405.00	809.00	696.00	705.00	61.00	316.00	384.00	1.00	576.00
CIB Segment Net Income	8,247.00	9,678.00	9,044.00	7,268.00	6,901.00	6,650.00	6,942.00	6,636.00	5,691.00	5,897.00	6,622.00	4,177.00
CIB Return on Equity (ROE)	18.00	22.00	21.00	19.00	18.00	17.00	18.00	19.00	17.00	17.00	20.00	11.00
CIB Overhead Ratio	47.00	46.00	48.00	47.00	49.00	49.00	50.00	50.00	51.00	51.00	50.00	55.00
CIB Compensation / Total Net Revenue Ratio	22.00	22.00	25.00	20.00	23.00	25.00	26.00	23.00	27.00	27.00	28.00	27.00
CIB Total Nonperforming Assets (EOP)	5,496.00	5,194.00	5,397.00	5,555.00	5,792.00	5,442.00	5,048.00	5,118.00	4,470.00	4,129.00	3,691.00	3,036.00
CIB Total Nonaccrual Loans (EOP)	4,966.00	4,810.00	5,047.00	5,159.00	5,371.00	4,885.00	4,668.00	4,760.00	4,044.00	3,619.00	3,239.00	2,503.00
CIB Nonaccrual Loans Retained (EOP)	3,817.00	3,520.00	3,855.00	3,641.00	4,033.00	3,678.00	3,413.00	3,258.00	2,857.00	2,631.00	2,146.00	1,675.00
CIB Total Allowance for Credit Losses (EOP)2	11,485.00	10,995.00	10,724.00	10,370.00	10,407.00	10,165.00	9,793.00	9,270.00	9,440.00	9,274.00	9,076.00	9,175.00
CIB Allowance for Loan Losses (EOP)	8,300.00	8,159.00	7,947.00	7,632.00	7,609.00	7,408.00	7,680.00	7,294.00	7,427.00	7,344.00	7,291.00	7,326.00
CIB Allowance for Lending-Related Commitments (EOP)	3,185.00	2,836.00	2,777.00	2,738.00	2,798.00	2,757.00	2,113.00	1,976.00	2,013.00	1,930.00	1,785.00	1,849.00
CIB Allowance for Loan Losses / Retained Loans Ratio	1.38	1.39	1.38	1.37	1.41	1.41	1.54	1.51	1.53	1.54	1.53	1.54
CIB Net Charge-Offs / (Recoveries)	211.00	207.00	120.00	440.00	567.00	325.00	177.00	300.00	156.00	164.00	69.00	247.00
CIB Net Charge-Off Rate	0.14	0.14	0.09	0.32	0.43	0.25	0.15	0.25	0.13	0.14	0.06	0.21
CIB Allocated Common Equity (EOP)	175,000.00	175,000.00	166,500.00	149,500.00	149,500.00	149,500.00	149,500.00	132,000.00	132,000.00	132,000.00	132,000.00	138,000.00
CIB Segment Headcount	92,746.00	91,876.00	91,493.00	91,355.00	90,895.00	89,882.00	89,415.00	93,231.00	93,754.00	93,387.00	92,478.00	92,271.00

Assets Under Management (AUM, Period-End Total)5	5,210.00	5,140.00	4,789.00	4,791.00	4,599.00	4,343.00	4,113.00	4,045.00	3,904.00	3,682.00	3,564.00	3,422.00
Liquidity AUM (EOP)	1,367.00	1,326.00	1,297.00	1,279.00	1,174.00	1,131.00	1,120.00	1,083.00	983.00	953.00	927.00	926.00
Fixed Income AUM (EOP)	1,062.00	1,061.00	1,014.00	998.00	971.00	925.00	879.00	851.00	854.00	785.00	762.00	751.00
Equity AUM (EOP)	1,576.00	1,574.00	1,360.00	1,400.00	1,371.00	1,258.00	1,128.00	1,128.00	1,094.00	1,017.00	964.00	868.00
Multi-Asset AUM (EOP)	955.00	939.00	880.00	884.00	855.00	809.00	764.00	764.00	763.00	719.00	711.00	680.00
Alternatives AUM (EOP)	250.00	240.00	238.00	230.00	228.00	220.00	222.00	219.00	210.00	208.00	200.00	197.00
Total Client Assets (AUM + Custody, Brokerage, Admin & Deposits, EOP)1	7,895.00	7,663.00	7,103.00	7,118.00	6,838.00	6,421.00	6,002.00	5,932.00	5,721.00	5,387.00	5,219.00	5,012.00
Custody, Brokerage, Administration & Deposits (EOP)	2,685.00	2,523.00	2,314.00	2,327.00	2,239.00	2,078.00	1,889.00	1,887.00	1,817.00	1,705.00	1,655.00	1,590.00
Client Assets & AUM by Client Segment — Private Banking Client Assets (EOP)5	3,938.00	3,824.00	3,549.00	3,549.00	3,423.00	3,191.00	2,949.00	2,902.00	2,806.00	2,620.00	2,542.00	2,452.00
Private Banking AUM (EOP)	1,601.00	1,559.00	1,440.00	1,414.00	1,364.00	1,270.00	1,201.00	1,162.00	1,115.00	1,036.00	995.00	974.00
Global Institutional Client Assets (EOP)	2,445.00	2,312.00	2,145.00	2,121.00	1,994.00	1,907.00	1,828.00	1,820.00	1,739.00	1,654.00	1,595.00	1,594.00
Global Institutional AUM (EOP)	2,111.00	2,079.00	1,964.00	1,953.00	1,837.00	1,772.00	1,705.00	1,692.00	1,622.00	1,540.00	1,494.00	1,488.00
Global Funds / Retail Client Assets (EOP)	1,512.00	1,527.00	1,409.00	1,448.00	1,421.00	1,323.00	1,225.00	1,210.00	1,176.00	1,113.00	1,082.00	966.00
Global Funds / Retail AUM (EOP)	1,498.00	1,502.00	1,385.00	1,424.00	1,398.00	1,301.00	1,207.00	1,191.00	1,167.00	1,106.00	1,075.00	960.00
Client Assets & AUM Net Asset Flows — Total Client Assets Net Flows7	263.00	148.00	111.00	206.00	147.00	80.00	120.00	224.00	140.00	79.00	43.00	94.00
Liquidity AUM Net Flows	42.00	22.00	13.00	105.00	37.00	5.00	36.00	94.00	34.00	16.00	-4.00	49.00
Fixed Income AUM Net Flows	27.00	35.00	20.00	25.00	31.00	27.00	11.00	18.00	37.00	22.00	14.00	6.00
Equity AUM Net Flows	7.00	12.00	18.00	11.00	31.00	16.00	37.00	41.00	21.00	31.00	21.00	12.00
Multi-Asset AUM Net Flows	9.00	6.00	10.00	11.00	4.00	-2.00	3.00	14.00	10.00	-3.00	-2.00	-1.00
Alternatives AUM Net Flows	8.00	-3.00	6.00	5.00	6.00	-10.00	3.00	3.00	4.00	2.00	1.00	-5.00
AUM Market, Performance & FX Impact	-23.00	279.00	-69.00	35.00	147.00	194.00	-22.00	-29.00	116.00	50.00	112.00	175.00
Total Client Assets Market, Performance & FX Impact	-31.00	412.00	-126.00	74.00	270.00	339.00	-50.00	-13.00	194.00	89.00	164.00	274.00
Global Private Bank Client Advisors & Workplace Metrics — GPB Client Advisors4	4,460.00	4,119.00	4,110.00	4,101.00	4,050.00	3,756.00	3,781.00	3,775.00	3,753.00	3,509.00	3,536.00	3,515.00
First Republic / Private Wealth Client Advisors	10,893.00	10,448.00	10,353.00	10,150.00	10,075.00
First Republic / Private Wealth Client Assets	5,011.00	4,881.00	4,516.00	4,521.00	4,373.00
Global Shares / Workplace Stock Plan Assets	415.00	406.00	383.00	372.00	357.00
Global Shares / Workplace Stock Plan Participants(M)	2,293	1,982	1,883	1,794	1,796
AWM Segment Financial Summary — Total Net Revenue18	6,909.00	6,851.00	6,374.00	6,516.00	6,066.00	5,760.00	5,731.00	5,778.00	5,439.00	5,252.00	5,109.00	5,095.00
Asset Management Line-of-Business Net Revenue	3,248.00	3,320.00	3,072.00	3,408.00	2,916.00	2,705.00	2,671.00	2,887.00	2,525.00	2,437.00	2,326.00
Global Private Bank Line-of-Business Net Revenue	3,661.00	3,531.00	3,302.00	3,108.00	3,150.00	3,055.00	3,060.00	2,891.00	2,914.00	2,815.00	2,783.00
AWM Net Interest Income	1,907.00	1,809.00	1,726.00	1,678.00	1,729.00	1,687.00	1,738.00	1,701.00	1,640.00	1,619.00	1,595.00	1,657.00
AWM Noninterest Revenue3	5,002.00	5,042.00	4,648.00	4,838.00	4,337.00	4,073.00	3,993.00	4,077.00	3,799.00	3,633.00	3,514.00	3,438.00
AWM Asset Management, Administration and Commissions	4,413.00	4,227.00	4,125.00	4,372.00	3,885.00	3,642.00	3,595.00	3,792.00	3,427.00	3,304.00	3,170.00	3,137.00
AWM Brokerage Commissions & Other Fees	432.00	445.00	369.00	301.00	296.00	314.00	273.00	225.00	224.00	232.00	193.00	153.00
AWM All Other Income	157.00	370.00	154.00	165.00	156.00	117.00	125.00	60.00	148.00	97.00	151.00	148.00
AWM Noninterest Expense2	4,358.00	4,207.00	4,167.00	4,068.00	3,818.00	3,733.00	3,713.00	3,772.00	3,639.00	3,543.00	3,460.00	3,388.00
AWM Compensation Expense	2,406.00	2,322.00	2,339.00	2,256.00	2,125.00	2,083.00	2,067.00	2,058.00	1,994.00	1,960.00	1,972.00	1,857.00
AWM Noncompensation Expense	1,952.00	1,885.00	1,828.00	1,812.00	1,693.00	1,650.00	1,646.00	1,714.00	1,645.00	1,583.00	1,488.00	1,531.00
AWM Pre-Provision Profit (PPNR)	2,551.00	2,644.00	2,207.00	2,448.00	2,248.00	2,027.00	2,018.00	2,006.00	1,800.00	1,709.00	1,649.00	1,707.00
AWM Provision for Credit Losses	84.00	13.00	-24.00	2.00	59.00	46.00	-10.00	-35.00	4.00	20.00	-57.00	-1.00
AWM Segment Net Income	1,843.00	1,957.00	1,775.00	1,808.00	1,658.00	1,473.00	1,583.00	1,517.00	1,351.00	1,263.00	1,290.00	1,217.00
AWM Total Pre-Tax Margin2	36.00	38.00	35.00	38.00	36.00	34.00	35.00	35.00	33.00	32.00	33.00	34.00
Asset Management Pre-Tax Margin	35.00	36.00	34.00	38.00	35.00	33.00	32.00	35.00	32.00	30.00	28.00	29.00
Global Private Bank Pre-Tax Margin	36.00	40.00	36.00	37.00	37.00	36.00	38.00	36.00	34.00	34.00	38.00	37.00
AWM Return on Equity (ROE)	45.00	48.00	44.00	44.00	40.00	36.00	39.00	38.00	34.00	32.00	33.00	28.00
AWM Overhead Ratio	63.00	61.00	65.00	62.00	63.00	65.00	65.00	65.00	67.00	67.00	68.00	66.00
AWM Period-End Loans	313,240.00	293,386.00	274,902.00	266,385.00	257,988.00	245,526.00	237,201.00	236,303.00	233,903.00	228,042.00	222,472.00	227,929.00
AWM Average Loans	301,646.00	284,281.00	267,986.00	260,792.00	250,730.00	240,585.00	233,937.00	233,768.00	229,299.00	224,122.00	223,429.00	227,042.00
AWM Period-End Deposits	261,008.00	253,218.00	266,745.00	257,316.00	239,999.00	242,356.00	250,219.00	248,287.00	248,984.00	236,492.00	230,413.00	233,232.00
AWM Average Deposits	253,528.00	260,092.00	253,706.00	247,065.00	241,454.00	248,375.00	244,107.00	248,802.00	236,470.00	227,423.00	227,723.00	226,640.00
AWM Total Allowance for Credit Losses (EOP)	632.00	565.00	553.00	579.00	607.00	610.00	563.00	574.00	604.00	615.00	598.00	661.00
AWM Allocated Common Equity (EOP)	16,000.00	16,000.00	16,000.00	16,000.00	16,000.00	16,000.00	16,000.00	15,500.00	15,500.00	15,500.00	15,500.00	17,000.00
AWM Segment Headcount	30,380.00	29,773.00	29,357.00	29,181.00	29,135.00	28,770.00	28,916.00	29,403.00	29,112.00	28,579.00	28,670.00	28,485.00

Firmwide Credit Portfolio Exposure — Total (Loans + Commitments + Receivables)3	3,674,437.00	3,588,745.00	3,495,122.00	3,415,849.00	3,277,594.00	3,182,430.00	3,092,120.00	3,038,506.00	3,022,318.00	2,988,353.00	2,941,382.00	2,924,042.00
Total Consumer Credit Exposure (Loans + Commitments)5	1,945,074.00	1,915,166.00	1,881,035.00	1,871,408.00	1,746,537.00	1,724,322.00	1,692,152.00	1,671,825.00	1,649,403.00	1,624,997.00	1,600,739.00	1,582,277.00
Total Consumer Loans (EOP)	645,799.00	641,619.00	630,783.00	650,055.00	628,559.00	626,983.00	614,522.00	625,670.00	614,487.00	613,055.00	610,144.00	621,216.00
Consumer Retained Loans (Excl. Credit Card)	367,206.00	367,128.00	367,274.00	368,741.00	369,859.00	371,855.00	372,892.00	376,334.00	377,938.00	382,795.00	389,592.00	397,275.00
Credit Card Retained Loans	252,697.00	249,876.00	239,123.00	247,797.00	235,475.00	232,943.00	223,384.00	232,860.00	219,542.00	216,100.00	206,740.00	211,123.00
Credit Card Lending-Related Commitments (Unused Lines)	1,251,607.00	1,224,431.00	1,204,016.00	1,177,766.00	1,069,963.00	1,050,275.00	1,031,481.00	1,001,311.00	989,594.00	964,727.00	943,935.00	915,658.00
Consumer Excluding Credit Card Commitments	47,668.00	49,116.00	46,236.00	43,587.00	48,015.00	47,064.00	46,149.00	44,844.00	45,322.00	47,215.00	46,660.00	45,403.00
Total Wholesale Credit Exposure5	1,729,363.00	1,673,579.00	1,614,087.00	1,544,441.00	1,531,057.00	1,458,108.00	1,399,968.00	1,366,681.00	1,372,915.00	1,363,356.00	1,340,643.00	1,341,765.00
Total Wholesale Loans (EOP)	938,842.00	900,843.00	872,737.00	843,374.00	806,687.00	785,009.00	741,173.00	722,318.00	725,524.00	707,645.00	699,472.00	702,490.00
Wholesale Retained Loans (EOP)	877,256.00	846,804.00	818,839.00	792,367.00	764,451.00	740,675.00	704,714.00	690,396.00	687,890.00	674,152.00	667,761.00	672,472.00
Wholesale Lending-Related Commitments	634,825.00	622,766.00	604,922.00	595,954.00	596,028.00	559,654.00	548,853.00	531,467.00	541,560.00	545,020.00	532,514.00	536,786.00
Receivables from Customers	76,885.00	82,203.00	64,844.00	47,336.00	68,493.00	53,099.00	49,403.00	51,929.00	53,270.00	56,018.00	52,036.00	47,625.00
Derivative Receivables	78,811.00	67,767.00	71,584.00	57,777.00	59,849.00	60,346.00	60,539.00	60,967.00	52,561.00	54,673.00	56,621.00	54,864.00
Total Lending-Related Commitments (Consumer + Wholesale)	1,934,100.00	1,896,313.00	1,855,174.00	1,817,307.00	1,714,006.00	1,656,993.00	1,626,483.00	1,577,622.00	1,576,476.00	1,556,962.00	1,523,109.00	1,497,847.00
Nonperforming Assets (NPA, Period-End Total Exposure)6	10,713.00	10,648.00	10,965.00	11,284.00	11,660.00	11,402.00	9,898.00	10,037.00	9,247.00	8,964.00	8,655.00	8,061.00
Total Nonperforming Assets	9,996.00	9,849.00	10,049.00	10,359.00	10,635.00	10,480.00	9,105.00	9,300.00	8,628.00	8,423.00	8,265.00	7,597.00
Total Nonaccrual Loans4	9,366.00	9,364.00	9,583.00	9,857.00	10,106.00	9,821.00	8,618.00	8,837.00	8,075.00	7,791.00	7,677.00	6,917.00
Consumer Nonaccrual Loans — Total	4,550.00	4,448.00	4,399.00	4,673.00	4,600.00	4,669.00	3,759.00	3,926.00	3,713.00	3,805.00	4,111.00	4,203.00
Consumer Nonaccrual Loans Retained	3,851.00	3,843.00	3,810.00	3,875.00	3,954.00	3,938.00	3,318.00	3,233.00	3,316.00	3,423.00	3,630.00	3,643.00
Wholesale Nonaccrual Loans — Total	4,816.00	4,916.00	5,184.00	5,184.00	5,506.00	5,152.00	4,859.00	4,911.00	4,362.00	3,986.00	3,566.00	2,714.00
Wholesale Nonaccrual Loans Retained	4,202.00	4,191.00	4,524.00	4,398.00	4,740.00	4,479.00	3,895.00	3,942.00	3,517.00	3,289.00	2,927.00	2,346.00
Nonperforming Derivative Receivables	149.00	171.00	174.00	204.00	224.00	349.00	169.00	145.00	210.00	290.00	293.00	364.00
Assets Acquired in Loan Satisfactions (REO)	481.00	314.00	292.00	298.00	305.00	310.00	318.00	318.00	343.00	342.00	295.00	316.00
Nonperforming Wholesale Lending-Related Commitments	717.00	799.00	916.00	925.00	1,025.00	922.00	793.00	737.00	619.00	541.00	390.00	464.00
Total Nonaccrual Loans / Total Loans Ratio	0.59	0.61	0.64	0.66	0.70	0.70	0.64	0.66	0.60	0.59	0.59	0.52
Allowance for Credit Losses (ACL, Period-End Total)5	31,929.00	31,366.00	31,097.00	30,942.00	28,804.00	27,993.00	27,552.00	26,598.00	26,266.00	25,236.00	24,421.00	24,522.00
Allowance for Loan Losses — Total4	26,272.00	26,152.00	25,928.00	25,765.00	25,735.00	24,953.00	25,208.00	24,345.00	23,949.00	22,991.00	22,351.00	22,420.00
Consumer Allowance for Loan Losses — Total	17,360.00	17,357.00	17,348.00	17,477.00	17,457.00	16,850.00	16,858.00	16,407.00	15,835.00	14,943.00	14,330.00	14,306.00
Credit Card Allowance for Loan Losses	15,560.00	15,561.00	15,559.00	15,557.00	15,554.00	15,001.00	15,000.00	14,600.00	14,100.00	13,200.00	12,600.00	12,450.00
Consumer Excl. Credit Card Allowance for Loan Losses	1,800.00	1,796.00	1,789.00	1,920.00	1,903.00	1,849.00	1,858.00	1,807.00	1,735.00	1,743.00	1,730.00	1,856.00
Wholesale Allowance for Loan Losses	8,912.00	8,795.00	8,580.00	8,288.00	8,278.00	8,103.00	8,350.00	7,938.00	8,114.00	8,048.00	8,021.00	8,114.00
Allowance for Lending-Related Commitments — Total	5,610.00	5,151.00	5,091.00	5,071.00	2,964.00	2,932.00	2,226.00	2,101.00	2,142.00	2,068.00	1,916.00	1,974.00
Allowance for Credit Losses on Investment Securities	47.00	63.00	78.00	106.00	105.00	108.00	118.00	152.00	175.00	177.00	154.00	128.00
Allowance for Loan Losses / Retained Loans Coverage Ratio3	1.75	1.79	1.82	1.83	1.88	1.85	1.94	1.87	1.86	1.81	1.77	1.75
Credit Card Allowance / Credit Card Retained Loans	6.16	6.23	6.51	6.28	6.61	6.44	6.71	6.27	6.42	6.11	6.09	5.90
Consumer Excl. Credit Card Allowance / Retained Loans	0.49	0.49	0.49	0.52	0.51	0.50	0.50	0.48	0.46	0.46	0.44	0.47
Wholesale Allowance / Wholesale Retained Loans	1.02	1.04	1.05	1.05	1.08	1.09	1.18	1.15	1.18	1.19	1.20	1.21
Allowance for Loan Losses / Nonaccrual Loans Retained Coverage Ratio	326.00	326.00	311.00	311.00	296.00	296.00	349.00	339.00	350.00	343.00	341.00	374.00
Firmwide Net Charge-Offs — Total7	2,204.00	2,366.00	2,316.00	2,514.00	2,593.00	2,410.00	2,332.00	2,364.00	2,087.00	2,231.00	1,956.00	2,164.00
Firmwide Gross Charge-Offs	2,843.00	2,995.00	2,911.00	3,099.00	3,181.00	2,944.00	2,816.00	2,845.00	2,567.00	2,726.00	2,381.00	2,557.00
Firmwide Gross Recoveries	-639.00	-629.00	-595.00	-585.00	-588.00	-534.00	-484.00	-481.00	-480.00	-495.00	-425.00	-393.00
Firmwide Net Charge-Off Rate (Annualized)	0.59	0.66	0.67	0.72	0.76	0.73	0.74	0.73	0.65	0.71	0.62	0.68
Consumer Total Net Charge-Off Rate	1.27	1.42	1.47	1.35	1.29	1.38	1.45	1.36	1.29	1.33	1.26	1.08
Credit Card Net Charge-Off Rate	2.90	3.33	3.46	3.14	3.15	3.40	3.58	3.30	3.23	3.50	3.32	2.79
Consumer Excl. Credit Card Net Charge-Off Rate	0.15	0.15	0.17	0.19	0.12	0.14	0.18	0.20	0.17	0.14	0.19	0.21
Wholesale Net Charge-Off Rate	0.11	0.10	0.06	0.23	0.33	0.19	0.11	0.18	0.09	0.16	0.05	0.31
Basel III Capital & Leverage Ratios — Standardized CET1 Ratio18	13.90	14.20	14.30	14.60	14.80	15.10	15.40	15.70	15.30	15.30	15.00	15.00
Advanced CET1 Capital Ratio	14.10	14.20	14.10	14.10	14.90	15.20	15.60	15.80	15.50	15.50	15.30	15.00
Standardized Tier 1 Capital Ratio	14.80	15.10	15.20	15.50	15.80	16.10	16.50	16.80	16.40	16.70	16.40	16.60
Advanced Tier 1 Capital Ratio	15.00	15.20	15.10	15.00	15.90	16.20	16.60	16.90	16.60	16.80	16.70	16.60
Standardized Total Capital Ratio	16.80	17.00	17.20	17.40	17.70	17.80	18.20	18.50	18.20	18.50	18.20	18.50
Advanced Total Capital Ratio	16.20	16.30	16.20	16.10	17.00	17.10	17.60	17.90	17.60	17.90	17.80	17.70
Tier 1 Leverage Ratio	6.50	6.60	6.60	6.90	6.90	6.90	7.20	7.20	7.10	7.20	7.20	7.20
Supplementary Leverage Ratio (SLR)	5.50	5.50	5.60	5.80	5.80	5.90	6.00	6.10	6.00	6.10	6.10	6.10
CET1 Capital (Standardized)	304,142.00	302,619.00	291,152.00	288,469.00	287,297.00	283,854.00	279,791.00	275,513.00	272,964.00	267,196.00	257,569.00	250,585.00
Tier 1 Capital (Standardized)	324,243.00	322,720.00	310,317.00	307,630.00	306,599.00	303,189.00	299,132.00	294,881.00	292,333.00	290,442.00	280,771.00	277,306.00
Total Regulatory Capital (Standardized)	367,075.00	362,723.00	349,931.00	343,843.00	343,215.00	335,307.00	330,533.00	325,589.00	324,585.00	322,175.00	312,149.00	308,497.00
Risk-Weighted Assets (RWA) — Standardized	2,183,531.00	2,132,428.00	2,039,324.00	1,981,692.00	1,935,868.00	1,882,718.00	1,815,045.00	1,757,460.00	1,782,722.00	1,743,481.00	1,712,081.00	1,671,995.00
Risk-Weighted Assets (RWA) — Advanced	2,164,332.00	2,123,862.00	2,061,341.00	2,045,249.00	1,932,404.00	1,873,142.00	1,799,055.00	1,740,429.00	1,762,991.00	1,726,204.00	1,681,317.00	1,669,156.00
SLR Total Leverage Exposure	5,934,748.00	5,844,422.00	5,576,930.00	5,302,001.00	5,272,950.00	5,161,360.00	4,953,480.00	4,837,568.00	4,893,662.00	4,768,202.00	4,634,634.00	4,540,465.00
Eligible External Total Loss-Absorbing Capacity (TLAC)	598,651.00	590,505.00	572,047.00	563,743.00	567,557.00	559,897.00	558,303.00	546,564.00	543,616.00	533,949.00	520,386.00	513,799.00
CET1 Rollforward — Net Income Applicable to Common Equity	15,000.00	20,847.00	16,218.00	12,745.00	14,111.00	14,705.00	14,388.00	13,746.00	12,612.00	17,832.00	13,022.00	8,921.00
CET1 Rollforward — Dividends Declared on Common Stock	-4,433.00	-4,033.00	-4,067.00	-4,091.00	-4,134.00	-3,897.00	-3,938.00	-3,546.00	-3,570.00	-3,322.00	-3,348.00	-3,064.00
CET1 Rollforward — Net Common Share Repurchases / (Issuances)	-1,004.00	-6,717.00	-7,125.00	-8,265.00	-8,343.00	-7,525.00	-6,440.00	-4,279.00	-6,372.00	-5,321.00	-1,829.00	-2,240.00
CET1 Rollforward — Net Change in CET1 Capital	1,523.00	11,467.00	2,683.00	1,172.00	3,443.00	4,063.00	4,278.00	2,549.00	5,768.00	9,627.00	6,984.00	8,760.00
Tangible Common Equity (TCE), Book Value & Returns — Period-End TCE11	299,130.00	301,314.00	291,708.00	290,018.00	287,741.00	284,333.00	278,905.00	272,212.00	271,446.00	263,943.00	253,949.00	247,611.00
Average Tangible Common Equity (TCE)	299,116.00	290,852.00	288,710.00	287,947.00	283,843.00	277,290.00	271,872.00	265,790.00	269,192.00	256,034.00	247,494.00	241,262.00
Goodwill (Period-End)	52,717.00	52,711.00	52,706.00	52,731.00	52,717.00	52,747.00	52,621.00	52,565.00	52,711.00	52,620.00	52,636.00	52,634.00
Other Intangible Assets (Period-End)	2,378.00	2,437.00	2,490.00	2,560.00	2,615.00	2,722.00	2,777.00	2,874.00	2,991.00	3,058.00	3,133.00	3,225.00
Mortgage Servicing Rights (MSR, Period-End)	9,775.00	9,156.00	9,093.00	9,167.00	9,110.00	8,996.00	9,127.00	9,121.00	8,753.00	8,847.00	8,605.00	8,522.00
Book Value per Share (BVPS)	132.30	133.01	128.38	126.99	124.96	122.51	119.24	116.07	115.15	111.29	106.81	104.45
Tangible Book Value per Share (TBVPS)	112.64	113.35	108.87	107.56	105.70	103.40	100.36	97.30	96.42	92.77	88.43	86.08
Return on Common Equity (ROE)	17.00	24.00	19.00	15.00	17.00	18.00	18.00	17.00	16.00	23.00	17.00	12.00
Return on Tangible Common Equity (ROTCE)	20.00	29.00	23.00	18.00	20.00	21.00	21.00	21.00	19.00	28.00	21.00	15.00
Return on Assets (ROA)	1.21	1.70	1.41	1.14	1.26	1.35	1.40	1.35	1.23	1.79	1.36	0.95
Firmwide Overhead (Efficiency) Ratio — Reported	54.00	48.00	54.00	52.00	52.00	53.00	52.00	53.00	53.00	47.00	54.00	63.00
Firmwide Overhead (Efficiency) Ratio — Managed	54.00	47.00	53.00	51.00	52.00	52.00	51.00	52.00	52.00	47.00	53.00	61.00
Liquidity Coverage Ratio (LCR) & High-Quality Liquid Assets (HQLA) — Firm LCR3	113.00	110.00	112.00	111.00	110.00	113.00	113.00	113.00	114.00	112.00	112.00	113.00
JPMorgan Chase Bank, N.A. LCR	119.00	118.00	120.00	115.00	117.00	120.00	124.00	124.00	121.00	125.00	129.00	129.00
Total Excess HQLA	288.00	254.00	272.00	233.00	241.00	274.00	292.00	291.00	272.00	275.00	307.00	309.00
HQLA and Unencumbered Marketable Securities	1,511.00	1,497.00	1,505.00	1,464.00	1,511.00	1,543.00	1,516.00	1,428.00	1,477.00	1,464.00	1,496.00	1,447.00
Management Full-Year Outlook / Guidance at Period-End — Net Interest Income3	106.20	105.50	103.00	103.00	95.80	95.50	94.50	94.00	92.50	91.00	90.00	90.00
Full-Year Net Interest Income Excluding Markets Guidance	97.20	96.50	95.00	95.00	92.20	92.00	90.00	90.00	91.50	91.00	89.00	88.00
Full-Year Adjusted Expense Guidance	108.60	107.50	105.00	105.00	95.90	95.50	95.00	95.00	91.50	92.00	91.00	90.00
Full-Year Card Services Net Charge-Off Rate Guidance	3.20	3.20	3.40	3.40	3.30	3.60	3.60	3.60	3.40	3.40

JPMorgan Chase Bank, N.A. (FDIC Cert #628, FFIEC 031 Call Report) — Total Bank Assets10		4,091,315.00	4,016,571.00	3,752,662.00	3,813,431.00	3,788,551.00	3,643,099.00	3,459,261.00	3,584,105.00	3,510,536.00	3,503,360.00	3,395,126.00
Bank Total Deposits5		2,820,284.00	2,787,994.00	2,697,842.00	2,649,438.00	2,669,161.00	2,601,221.00	2,516,998.00	2,532,004.00	2,488,231.00	2,525,885.00	2,498,231.00
Domestic Office Deposits		2,226,790.00	2,209,823.00	2,167,793.00	2,116,593.00	2,132,981.00	2,097,135.00	2,042,646.00	2,032,340.00	2,008,751.00	2,061,107.00	2,037,915.00
Foreign Office Deposits		593,494.00	578,171.00	530,049.00	532,845.00	536,180.00	504,086.00	474,352.00	499,664.00	479,480.00	464,778.00	460,316.00
Estimated FDIC-Insured Deposits		893,279.00	967,916.00	938,897.00	938,795.00	951,653.00	960,501.00	938,629.00	952,582.00	982,939.00	1,019,452.00	1,011,022.00
Core Deposits		1,986,736.00	1,976,710.00	1,955,670.00	1,914,921.00	1,913,736.00	1,878,776.00	1,833,157.00	1,798,410.00	1,770,984.00	1,820,326.00	1,796,046.00
Brokered Deposits		54,909.00	49,354.00	51,372.00	65,046.00	71,773.00	67,758.00	63,085.00	81,369.00	100,385.00	112,902.00	113,470.00
Bank Total Loans and Leases (Gross)6		1,561,577.00	1,519,711.00	1,497,490.00	1,458,735.00	1,427,591.00	1,367,948.00	1,359,876.00	1,353,071.00	1,333,973.00	1,319,159.00	1,331,054.00
Loans Secured by Real Estate		506,147.00	504,275.00	513,768.00	498,392.00	497,468.00	490,822.00	494,823.00	497,389.00	498,195.00	502,497.00	507,147.00
Loans to Individuals (Consumer Loans)		285,078.00	275,044.00	285,555.00	273,882.00	273,041.00	263,397.00	284,601.00	271,471.00	271,191.00	265,595.00	274,517.00
Commercial and Industrial (C&I) Loans		241,848.00	237,720.00	223,095.00	217,619.00	217,099.00	208,422.00	209,019.00	210,832.00	210,097.00	206,855.00	202,426.00
Credit Card Loans		216,172.00	206,178.00	215,892.00	203,624.00	201,630.00	192,897.00	203,572.00	190,280.00	187,590.00	179,640.00	185,793.00
Automobile Loans		57,822.00	56,741.00	56,644.00	57,665.00	58,407.00	58,001.00	58,475.00	58,505.00	60,122.00	62,087.00	63,649.00
Net Loans and Leases		1,535,635.00	1,493,977.00	1,471,951.00	1,433,072.00	1,402,682.00	1,342,795.00	1,335,559.00	1,329,167.00	1,311,045.00	1,296,893.00	1,308,719.00
Bank Investment Securities		808,482.00	821,921.00	777,844.00	784,558.00	746,839.00	665,058.00	681,717.00	635,005.00	594,648.00	571,288.00	572,099.00
Bank Trading Assets		677,345.00	658,737.00	475,678.00	590,323.00	528,540.00	521,502.00	374,425.00	506,346.00	460,657.00	475,614.00	329,090.00
Bank Cash and Balances Due from Depository Institutions		316,326.00	317,575.00	350,456.00	306,540.00	420,443.00	426,387.00	471,398.00	434,631.00	531,092.00	562,520.00	625,344.00
Bank Total Unused Commitments1		1,896,864.00	1,852,873.00	1,816,199.00	1,722,003.00	1,652,728.00	1,620,927.00	1,588,791.00	1,578,330.00	1,555,789.00	1,568,752.00	1,506,957.00
Unused Credit Card Lines		1,118,620.00	1,099,759.00	1,073,898.00	1,070,232.00	1,050,233.00	1,031,447.00	1,001,277.00	989,555.00	964,684.00	943,907.00	915,626.00
Bank Total Equity Capital5		341,580.00	335,931.00	335,936.00	331,953.00	322,777.00	316,613.00	312,794.00	317,746.00	314,186.00	304,994.00	299,279.00
Bank Tier 1 Capital		302,589.00	295,758.00	294,807.00	291,292.00	282,311.00	277,699.00	275,737.00	278,985.00	277,099.00	268,043.00	262,032.00
Bank Risk-Weighted Assets (RWA)		2,013,590.75	1,961,368.32	1,864,923.00	1,856,466.05	1,812,986.51	1,763,680.25	1,718,776.54	1,724,916.95	1,692,925.26	1,673,296.87	1,621,789.30
Bank CET1 Capital Ratio		15.03	15.08	15.29	15.69	15.57	15.75	16.04	16.17	16.37	16.02	16.16
Bank Total Risk-Based Capital Ratio		16.21	16.25	16.23	16.88	16.76	16.92	17.22	17.36	17.55	17.21	17.35
Bank Tier 1 Leverage Ratio		7.49	7.63	7.83	7.85	7.74	7.91	7.90	8.04	8.13	7.95	7.85
Bank Credit Quality — Allowance for Loan and Lease Losses3		25,942.00	25,734.00	25,539.00	25,663.00	24,909.00	25,153.00	24,317.00	23,904.00	22,928.00	22,266.00	22,335.00
Bank Noncurrent Loans and Leases (90+ Days Past Due or Nonaccrual)		12,169.00	12,861.00	12,841.00	13,167.00	12,498.00	11,520.00	11,852.00	11,024.00	10,349.00	10,311.00	9,491.00
Bank YTD Net Charge-Offs		2,368.00	2,320.00	2,507.00	2,605.00	2,384.00	2,332.00	2,363.00	2,087.00	2,131.00	1,954.00	2,161.00
Bank YTD Provision for Credit Losses		2,630.00	2,540.00	4,491.00	3,389.00	2,838.00	3,277.00	2,651.00	3,133.00	2,958.00	1,879.00	2,505.00
Bank YTD Income & Ratios — Bank YTD Net Income9		17,361.00	13,974.00	11,417.00	12,417.00	13,102.00	12,708.00	12,445.00	11,665.00	16,678.00	11,714.00	8,610.00
Bank YTD Net Interest Income		25,536.00	25,316.00	25,246.00	24,737.00	23,895.00	23,968.00	23,996.00	24,135.00	23,415.00	23,568.00	24,586.00
Bank YTD Total Interest Income		42,839.00	41,764.00	42,275.00	42,511.00	41,286.00	40,624.00	41,993.00	43,688.00	42,301.00	41,929.00	42,185.00
Bank YTD Total Interest Expense		17,303.00	16,448.00	17,029.00	17,774.00	17,391.00	16,656.00	17,997.00	19,553.00	18,886.00	18,361.00	17,599.00
Bank YTD Total Noninterest Income		20,182.00	18,541.00	15,932.00	16,681.00	17,001.00	16,626.00	14,388.00	14,728.00	15,562.00	14,691.00	11,746.00
Bank YTD Total Noninterest Expense		24,757.00	24,045.00	21,486.00	21,833.00	21,681.00	21,128.00	20,070.00	20,443.00	21,708.00	20,863.00	22,381.00
Bank YTD Net Interest Margin (NIM)		2.88	2.92	2.96	2.94	2.94	3.01	3.04	3.02	3.02	3.05	3.15
Bank YTD Return on Equity (ROE)		18.55	16.64	15.32	15.88	16.26	16.15	16.95	17.28	18.55	15.51	15.37
Bank YTD Return on Assets (ROA)		1.59	1.44	1.34	1.39	1.42	1.43	1.50	1.53	1.64	1.36	1.43
Bank YTD Efficiency Ratio		54.38	54.72	52.37	52.47	52.42	51.93	53.64	54.13	54.96	54.38	52.23
Bank Branches & FTEs — Domestic Branches2		5,176.00	5,137.00	5,125.00	5,059.00	5,035.00	5,013.00	5,009.00	4,949.00	4,923.00	4,934.00	4,924.00
Foreign Branches		198.00	198.00	198.00	198.00	198.00	198.00	198.00	198.00	198.00	198.00	198.00
Bank Full-Time Equivalent (FTE) Employees		226,846.00	227,258.00	226,674.00	226,927.00	226,691.00	228,404.00	228,098.00	228,780.00	227,738.00	227,707.00	226,822.00

Noninterest Revenue Disaggregation (Note 6 / Note 5) — Asset Management Fees Total2		5,658.00	5,515.00	5,701.00	5,120.00	4,806.00	4,700.00	4,874.00	4,479.00	4,302.00	4,146.00	4,077.00
Investment Management Fees		5,547.00	5,408.00	5,595.00	5,015.00	4,708.00	4,603.00	4,775.00	4,381.00	4,210.00	4,059.00	3,998.00
All Other Asset Management Fees		111.00	107.00	106.00	105.00	98.00	97.00	99.00	98.00	92.00	87.00	79.00
Lending- and Deposit-Related Fees — Total2		2,511.00	2,394.00	2,364.00	2,349.00	2,248.00	2,132.00	1,952.00	1,924.00	1,828.00	1,902.00	1,926.00
Deposit-Related Fees		1,902.00	1,839.00	1,794.00	1,795.00	1,688.00	1,599.00	1,423.00	1,382.00	1,310.00	1,299.00	1,297.00
Lending-Related Fees		609.00	555.00	570.00	554.00	560.00	533.00	529.00	542.00	518.00	603.00	629.00
Commissions and Other Fees — Total3		2,614.00	2,482.00	2,108.00	2,204.00	2,194.00	2,033.00	1,865.00	1,936.00	1,924.00	1,805.00	1,697.00
Brokerage Commissions and Fees		1,153.00	1,195.00	961.00	917.00	948.00	900.00	783.00	785.00	788.00	763.00	659.00
Administration Fees		787.00	758.00	727.00	713.00	675.00	649.00	652.00	660.00	608.00	606.00	589.00
All Other Commissions and Fees		674.00	529.00	420.00	574.00	571.00	484.00	430.00	491.00	528.00	436.00	449.00
Card Income Disaggregation — Net Card Income Total3		1,348.00	1,190.00	1,020.00	1,140.00	1,344.00	1,216.00	1,602.00	1,345.00	1,332.00	1,218.00	1,247.00
Gross Interchange and Merchant Processing Income		10,037.00	9,115.00	9,447.00	9,218.00	9,159.00	8,398.00	8,953.00	8,543.00	8,520.00	7,831.00	8,083.00
Reward Costs and Partner Payments		-8,436.00	-7,483.00	-7,971.00	-7,614.00	-7,350.00	-6,785.00	-6,991.00	-6,833.00	-6,789.00	-6,171.00	-6,417.00
All Other Card Income / (Amortization of Origination Costs)		-253.00	-442.00	-456.00	-464.00	-465.00	-397.00	-360.00	-365.00	-399.00	-442.00	-3,972.00
Firmwide Workforce by Region & Line of Business — Total Firmwide Headcount	322,964.00	320,560.00	320,079.00	318,512.00	318,153.00	317,160.00	318,477.00	317,233.00	316,043.00	313,206.00	311,921.00	309,926.00
Common Share Repurchases — Aggregate Purchase Price (Monthly 10-Q/10-K & Quarterly Supplement)6	1,057.00	6,703.00	8,328.00	8,262.00	8,315.00	7,500.00	7,563.00	4,313.00	6,361.00	5,318.00	2,849.00	2,301.00
Common Shares Repurchased (Millions of Shares)	3.10	21.70	27.50	26.70	28.00	29.80	30.00	18.50	30.30	27.00	15.90	15.20
Average Price Paid per Repurchased Share	342.33	308.21	302.75	309.81	297.10	251.67	252.50	233.37	209.61	196.83	179.50	151.02
Remaining Board Share Repurchase Authorization (EOP)		18,392.00	25,095.00	33,423.00	41,685.00	4,263.00	11,763.00	19,326.00	23,639.00	11,568.00	16,886.00	19,735.00
Common Shares Outstanding (Period-End)	2,655.60	2,658.20	2,679.50	2,696.20	2,722.20	2,749.70	2,779.10	2,797.60	2,815.30	2,845.10	2,871.60	2,876.60
Weighted-Average Basic Shares	2,678.60	2,689.90	2,716.20	2,735.30	2,762.40	2,788.70	2,819.40	2,836.90	2,860.60	2,889.80	2,908.30	2,914.40
Weighted-Average Diluted Shares	2,683.00	2,694.20	2,720.20	2,740.50	2,767.60	2,793.70	2,824.30	2,842.40	2,865.90	2,894.90	2,912.80	2,919.10
U.S. Banking Sector Benchmarks (Federal Reserve H.8 / G.19 / H.15 / SLOOS via FRED) — All Commercial Banks Total Loans & Leases9
U.S. Commercial Banks — Credit Card Charge-Off Rate		3.82	3.82	4.09	4.18	4.19	4.44	4.57	4.69	4.56	4.40	4.18
U.S. Commercial Banks — All Loans Charge-Off Rate		0.55	0.57	0.61	0.59	0.60	0.64	0.68	0.64	0.65	0.63	0.63
U.S. Commercial Banks — Credit Card Delinquency Rate		2.85	2.91	2.95	2.99	3.04	3.05	3.08	3.20	3.22	3.17	3.10
U.S. Commercial Banks — All Loans Delinquency Rate		1.38	1.46	1.50	1.44	1.44	1.53	1.55	1.49	1.43	1.43	1.42
U.S. Commercial Banks — Commercial Real Estate (CRE) Delinquency Rate		1.53	1.56	1.58	1.57	1.57	1.57	1.56	1.51	1.42	1.21	1.16
U.S. Commercial Banks — Single-Family Residential Mortgage Delinquency Rate		1.86	1.88	1.79	1.78	1.78	1.77	1.77	1.74	1.73	1.71	1.70
U.S. Commercial Banks — Business (C&I) Loans Delinquency Rate		1.27	1.33	1.34	1.33	1.29	1.28	1.27	1.18	1.15	1.11	1.02
Fed SLOOS — Net % of Domestic Banks Tightening Standards for Credit Card Loans	6.70	2.00	0.00	4.20	10.40	5.60	9.40	18.40	20.00	21.20	22.90	28.90
Fed SLOOS — Net % of Domestic Banks Tightening Standards for Large/Middle-Market C&I Loans	0.00	8.10	5.30	6.50	9.50	18.50	6.20	0.00	7.90	15.60	14.50	33.90

Segment & Firmwide Total Net Revenue (Managed Basis)4	50,907.00	58,022.00	50,536.00	46,767.00	47,120.00	45,680.00	46,014.00	43,738.00	43,315.00	50,992.00	42,548.00	39,943.00
Consumer & Community Banking (CCB) — Net Revenue	21,171.00	20,272.00	19,568.00	19,396.00	19,473.00	18,847.00	18,313.00	18,362.00	17,791.00	17,701.00	17,653.00	18,097.00
Commercial & Investment Bank (CIB) — Net Revenue	22,734.00	24,853.00	23,379.00	19,375.00	19,878.00	19,535.00	19,666.00	17,598.00	17,015.00	17,917.00	17,584.00	14,974.00
Asset & Wealth Management (AWM) — Net Revenue	6,909.00	6,851.00	6,374.00	6,516.00	6,066.00	5,760.00	5,731.00	5,778.00	5,439.00	5,252.00	5,109.00	5,095.00
Corporate — Net Revenue2	93.00	6,046.00	1,215.00	1,480.00	1,703.00	1,538.00	2,304.00	2,000.00	3,070.00	10,122.00	2,202.00	1,777.00
Treasury and Chief Investment Office (CIO) Net Revenue	287.00	793.00	1,337.00	1,601.00	1,687.00	1,649.00	1,564.00	2,083.00	3,154.00	2,084.00	2,317.00	2,065.00
Other Corporate Net Revenue	-194.00	5,253.00	-122.00	-121.00	16.00	-111.00	740.00	-83.00	-84.00	8,038.00	-115.00	-288.00
Segment & Firmwide Net Income4	15,305.00	21,155.00	16,494.00	13,025.00	14,393.00	14,987.00	14,643.00	14,005.00	12,898.00	18,149.00	13,419.00	9,307.00
Consumer & Community Banking (CCB) — Net Income	5,670.00	5,311.00	4,976.00	3,642.00	5,009.00	5,169.00	4,425.00	4,516.00	4,046.00	4,210.00	4,831.00	4,788.00
Commercial & Investment Bank (CIB) — Net Income	8,247.00	9,678.00	9,044.00	7,268.00	6,901.00	6,650.00	6,942.00	6,636.00	5,691.00	5,897.00	6,622.00	4,177.00
Asset & Wealth Management (AWM) — Net Income	1,843.00	1,957.00	1,775.00	1,808.00	1,658.00	1,473.00	1,583.00	1,517.00	1,351.00	1,263.00	1,290.00	1,217.00
Corporate — Net Income2	-455.00	4,209.00	699.00	307.00	825.00	1,695.00	1,693.00	1,336.00	1,810.00	6,779.00	676.00	-875.00
Treasury and CIO Net Income / (Loss)	161.00	529.00	842.00	1,120.00	1,166.00	1,121.00	1,158.00	1,568.00	2,291.00	1,513.00	1,641.00	1,396.00
Other Corporate Net Income / (Loss)	-616.00	3,680.00	-143.00	-813.00	-341.00	574.00	535.00	-232.00	-481.00	5,266.00	-965.00	-2,271.00
Consolidated Income Statement — Total Net Revenue (Reported GAAP)14	50,172.00	57,347.00	49,836.00	45,798.00	46,427.00	44,912.00	45,310.00	42,768.00	42,654.00	50,200.00	41,934.00	38,574.00
Total Net Revenue — Managed (FTE) Basis	50,907.00	58,022.00	50,536.00	46,767.00	47,120.00	45,680.00	46,014.00	43,738.00	43,315.00	50,992.00	42,548.00	39,943.00
Net Interest Income (Reported GAAP)	27,036.00	25,511.00	25,366.00	24,995.00	23,966.00	23,209.00	23,273.00	23,350.00	23,405.00	22,746.00	23,082.00	24,051.00
Noninterest Revenue (Reported GAAP)9	23,136.00	31,836.00	24,470.00	20,803.00	22,461.00	21,703.00	22,037.00	19,418.00	19,249.00	27,454.00	18,852.00	14,523.00
Investment Banking Fees	2,960.00	3,208.00	2,858.00	2,326.00	2,612.00	2,499.00	2,178.00	2,421.00	2,231.00	2,304.00	1,954.00	1,635.00
Principal Transactions	6,516.00	9,007.00	7,987.00	5,340.00	7,109.00	7,149.00	7,614.00	5,195.00	5,988.00	6,814.00	6,790.00	3,725.00
Lending- and Deposit-Related Fees	2,579.00	2,511.00	2,394.00	2,364.00	2,349.00	2,248.00	2,132.00	1,952.00	1,924.00	1,828.00	1,902.00	1,926.00
Asset Management Fees	5,897.00	5,658.00	5,515.00	5,701.00	5,120.00	4,806.00	4,700.00	4,874.00	4,479.00	4,302.00	4,146.00	4,077.00
Commissions and Other Fees	2,584.00	2,614.00	2,482.00	2,108.00	2,204.00	2,194.00	2,033.00	1,865.00	1,936.00	1,924.00	1,805.00	1,697.00
Investment Securities Gains / (Losses)	-658.00	-395.00	64.00	-71.00	105.00	-54.00	-37.00	-92.00	-16.00
Mortgage Fees and Related Income	274.00	336.00	309.00	357.00	383.00	363.00	278.00	376.00	402.00	348.00	275.00	263.00
Card Income	1,428.00	1,348.00	1,190.00	1,020.00	1,140.00	1,344.00	1,216.00	1,602.00	1,345.00	1,332.00	1,218.00	1,247.00
Other Income	1,556.00	7,549.00	1,671.00	1,658.00	1,439.00	1,154.00	1,923.00	1,225.00	960.00	9,149.00	1,128.00	696.00
Total Noninterest Expense6	27,295.00	27,316.00	26,850.00	23,983.00	24,281.00	23,779.00	23,597.00	22,762.00	22,565.00	23,713.00	22,757.00	24,486.00
Compensation Expense	14,772.00	15,159.00	15,339.00	13,118.00	13,566.00	13,710.00	14,093.00	12,469.00	12,817.00	12,953.00	13,118.00	11,847.00
Occupancy Expense	1,525.00	1,482.00	1,447.00	1,475.00	1,420.00	1,264.00	1,302.00	1,309.00	1,258.00	1,248.00	1,211.00	1,208.00
Technology, Communications and Equipment Expense	3,335.00	3,107.00	3,021.00	2,908.00	2,839.00	2,704.00	2,578.00	2,516.00	2,447.00	2,447.00	2,421.00	2,409.00
Professional and Outside Services	3,897.00	3,855.00	3,483.00	3,338.00	3,173.00	3,006.00	2,839.00	3,007.00	2,780.00	2,722.00	2,548.00	2,606.00
Marketing Expense	1,917.00	1,670.00	1,604.00	1,468.00	1,480.00	1,279.00	1,304.00	1,335.00	1,258.00	1,221.00	1,160.00	1,298.00
Other Expense (FDIC & Legal)	1,849.00	2,043.00	1,956.00	1,676.00	1,803.00	1,816.00	1,481.00	2,126.00	2,005.00	3,122.00	2,299.00	5,118.00
Pre-Provision Profit — Reported GAAP	22,877.00	30,031.00	22,986.00	21,815.00	22,146.00	21,133.00	21,713.00	20,006.00	20,089.00	26,487.00	19,177.00	14,088.00
Pre-Provision Profit — Managed Basis	23,612.00	30,706.00	23,686.00	22,784.00	22,839.00	21,901.00	22,417.00	20,976.00	20,750.00	27,279.00	19,791.00	15,457.00
Provision for Credit Losses	2,743.00	2,515.00	2,507.00	4,655.00	3,403.00	2,849.00	3,305.00	2,631.00	3,111.00	3,052.00	1,884.00	2,762.00
Income Before Income Tax Expense	20,134.00	27,516.00	20,479.00	17,160.00	18,743.00	18,284.00	18,408.00	17,375.00	16,978.00	23,435.00	17,293.00	11,326.00
Income Tax Expense	4,829.00	6,361.00	3,985.00	4,135.00	4,350.00	3,297.00	3,765.00	3,370.00	4,080.00	5,286.00	3,874.00	2,019.00
Consolidated Net Income	15,305.00	21,155.00	16,494.00	13,025.00	14,393.00	14,987.00	14,643.00	14,005.00	12,898.00	18,149.00	13,419.00	9,307.00
Diluted Earnings per Share (EPS)	5.57	7.70	5.94	4.63	5.07	5.24	5.07	4.81	4.37	6.12	4.44	3.04
Basic Earnings per Share (EPS)	5.58	7.71	5.95	4.64	5.08	5.25	5.08	4.82	4.38	6.13	4.45	3.04
Common Dividends Declared per Share	1.65	1.50	1.50	1.50	1.50	1.40	1.40	1.25	1.25	1.15	1.15	1.05
Common Dividend Payout Ratio	30.00	19.00	25.00	32.00	29.00	27.00	27.00	26.00	28.00	19.00	26.00	34.00
Consolidated Balance Sheet & Cash Flows — Total Assets (EOP)10	5,091,545.00	5,015,069.00	4,900,475.00	4,424,900.00	4,560,205.00	4,552,482.00	4,357,856.00	4,002,814.00	4,210,048.00	4,143,003.00	4,090,727.00	3,875,393.00
Cash and Due from Banks (EOP)	21,259.00	24,720.00	22,039.00	21,742.00	21,821.00	23,759.00	22,066.00	23,372.00	22,896.00	27,265.00	22,750.00	29,066.00
Deposits with Banks (EOP)	305,012.00	285,091.00	290,103.00	321,596.00	281,615.00	396,568.00	403,837.00	445,945.00	411,364.00	503,554.00	539,366.00	595,085.00
Total Investment Securities, Net of Allowance (AFS + HTM, EOP)2	821,755.00	804,522.00	821,179.00	777,332.00	783,945.00	745,939.00	664,447.00	681,320.00	634,502.00	589,998.00	570,679.00	571,552.00
Investment Securities Available-for-Sale (AFS, EOP)	547,191.00	536,048.00	549,037.00	507,198.00	490,499.00	485,380.00	399,363.00	406,852.00	334,548.00	266,252.00	236,152.00	201,704.00
Investment Securities Held-to-Maturity (HTM, EOP)	274,564.00	268,474.00	272,142.00	270,134.00	293,446.00	260,559.00	265,084.00	274,468.00	299,954.00	323,746.00	334,527.00	369,848.00
Trading Assets — Debt and Equity Instruments (EOP)	1,014,541.00	994,305.00	997,751.00	745,096.00	892,928.00	829,510.00	814,664.00	576,817.00	734,928.00	679,209.00	697,788.00	485,743.00
Trading Assets — Derivative Receivables (EOP)	78,811.00	67,767.00	71,584.00	57,777.00	59,849.00	60,346.00	60,539.00	60,967.00	52,561.00	54,673.00	56,621.00	54,864.00
Loans, Net of Allowance for Loan Losses (EOP)	1,558,369.00	1,516,310.00	1,477,592.00	1,467,664.00	1,409,511.00	1,387,039.00	1,330,487.00	1,323,643.00	1,316,062.00	1,297,709.00	1,287,265.00	1,301,286.00
Premises and Equipment (EOP)	38,678.00	37,701.00	36,771.00	36,244.00	35,063.00	33,562.00	32,811.00	32,223.00	31,525.00	30,582.00	30,279.00	30,157.00
Long-Term Debt (EOP)	460,160.00	460,523.00	448,764.00	435,206.00	427,203.00	419,802.00	407,224.00	401,418.00	410,157.00	394,028.00	395,872.00	391,825.00
Total Liabilities (EOP)	4,719,177.00	4,640,471.00	4,536,437.00	4,062,462.00	4,199,993.00	4,195,558.00	4,006,436.00	3,658,056.00	3,864,212.00	3,802,451.00	3,754,090.00	3,547,515.00
Total Stockholders' Equity (EOP)2	372,368.00	374,598.00	364,038.00	362,438.00	360,212.00	356,924.00	351,420.00	344,758.00	345,836.00	340,552.00	336,637.00	327,878.00
Common Stockholders' Equity (EOP)	351,328.00	353,558.00	343,993.00	342,393.00	340,167.00	336,879.00	331,375.00	324,708.00	324,186.00	316,652.00	306,737.00	300,474.00
Preferred Stock (EOP)	21,040.00	21,040.00	20,045.00	20,045.00	20,045.00	20,045.00	20,045.00	20,050.00	21,650.00	23,900.00	29,900.00	27,404.00

Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).

Methodology and excluded metrics

JPMorgan Chase & Co.'s latest reported quarter is Q3 2026 (ended September 30, 2026, Form 8-K Earnings Release & Financial Supplement filed October 14, 2026). Series sourced exclusively from Form 10-Q footnotes (Note 5 revenue disaggregation, Note 30 litigation range, Part II Item 2 monthly share repurchases) and FFIEC 031 Call Reports run through Q2 2026 (June 30, 2026), their latest published filing date.
Firmwide core banking metrics (Condensed Average Balance Sheet, annualized FTE yields and rates across 11 asset/liability categories, Net Yield on Interest-Earning Assets / NIM, NIM excluding Markets, Basel III Standardized and Advanced capital ratios and RWA, CET1 rollforward, TLAC, and TCE) and segment operational KPIs across Consumer & Community Banking (CCB), Commercial & Investment Bank (CIB), and Asset & Wealth Management (AWM) are sourced from JPMorgan Chase's 23 Quarterly Earnings Release Financial Supplement Excel workbooks (1Q21–3Q26) and 9 earlier SEC Form 8-K Exhibit 99.2 supplements (4Q16–4Q20), covering 45 consecutive quarters (FY2015Q3–FY2026Q3).
Effective 2Q24, JPMorgan Chase reorganized Commercial Banking (CB) into the expanded Commercial & Investment Bank (CIB) and aligned CCB's Consumer & Business Banking and Wealth Management sub-segments into Banking & Wealth Management; historical periods were retrospectively revised by JPMorgan Chase back to FY2023Q1.
Monthly credit card master trust metrics (ending principal receivables, trust accounts, gross/net portfolio yield, note coupon, base rate, monthly and 3-month average excess spread, principal payment rate, annualized gross/net loss rates, charged-off accounts, and 30–179+ day delinquency buckets) are extracted from 57 monthly SEC Form 10-D Asset-Backed Issuer Distribution Reports filed by Chase Issuance Trust (CIK 0001174821) from November 2021 through September 2026.
Operating subsidiary disclosures include: (1) lead U.S. banking subsidiary JPMorgan Chase Bank, National Association (FDIC Cert #628, RSSD 852218) quarterly FFIEC 031 Call Reports (FY2014–FY2026Q2); (2) U.K. digital retail bank subsidiary J.P. Morgan Europe Limited (Chase UK, UK Companies House #00938937) audited annual accounts (FY2022–FY2025, £M); and (3) principal U.K. investment management subsidiary JPMorgan Asset Management (UK) Limited (UK Companies House #01161446) audited annual accounts (FY2022–FY2025, £M/£B).
Parent-company-only financial statements in Form 10-K Note 33 represent a non-operating bank holding company (JPMorgan Chase & Co. parent) whose revenue consists almost entirely of intercompany dividends and interest from subsidiaries; under Step 3 rules, consolidated − standalone parent subtraction is not applicable.
All numbers are as published by JPMorgan Chase, its subsidiaries, or the external regulatory/statistical agency (FDIC/FFIEC, SEC EDGAR, UK Companies House, Federal Reserve). The only calculated cells are Q4 = full year (10-K) − nine months (10-Q) for Note 6 / Note 5 revenue disaggregation tables and cash flow statement quarterly splits from cumulative YTD figures (displayed in italics with the derivation formula).

Data updated 2026-10-25.

Every KPI on its own page

Full history, chart, sources and a citation for each metric

JPMorgan Chase & Co (JPM) operating KPIs

KPIs

Every KPI on its own page

Firmwide Core Banking, Net Interest Margin (NIM) & Balance Sheet Drivers (Tier 1 Core)

Consumer & Community Banking (CCB) — Branches, Digital, Card, Auto & Home Lending (Tier 1 Core)

Commercial & Investment Bank (CIB) — IB Fees, Markets, Payments, Custody & VaR (Tier 1 Core)

Asset & Wealth Management (AWM) — AUM, Client Assets, Net Flows & Advisors (Tier 1 Core)

Firmwide Credit Quality, Basel III Capital, Liquidity (LCR/HQLA), Guidance & DFAST Stress Tests (Tier 1 Core)

Operating Subsidiaries & Securitizations — JPMorgan Chase Bank N.A. (Call Report), Chase Issuance Trust (Monthly 10-D), Chase UK & JPMAM UK (Tier 2)

Fee Disaggregation, International Geography, Real Estate & Leases, Share Repurchases, ESG & Industry Benchmarks (Tier 2)

Consolidated Financial Statements & Segment Context (PostgreSQL DB & Earnings Supplement)