JPM · 8-K · 20260714PR048086
Commercial & Investment Bank Performance
JPMORGAN CHASE & CO · 2026-07-14 · Importance 84 · Surprise 74 · In source text
CIB net income was $9.7B in 2Q26, up 46% YoY, with revenue of $24.9B, up 27% YoY driven by strong Markets and Investment Banking performance. Banking & Payments revenue totaled $11.2B and Markets & Securities Services revenue was $13.7B, with Markets revenue contributing $12.1B. Expense increased 18% YoY to $11.4B, driven largely by higher compensation and brokerage expense. Credit costs in CIB were $356mm with NCOs of $207mm, and higher Markets activity supported outsized revenue growth in the quarter.
Key facts
- CIB net income of $9.7B in 2Q26, revenue of $24.9B up 27% YoY, ROE 22% and overhead ratio 46% source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | CIB net income of $9.7B in 2Q26, revenue of $24.9B up 27% YoY, ROE 22% and overhead ratio 46% |
| net_income | positive | realized | — | CIB net income of $9.7B in 2Q26, revenue of $24.9B up 27% YoY, ROE 22% and overhead ratio 46% |
| margin | unclear | realized | — | CIB net income of $9.7B in 2Q26, revenue of $24.9B up 27% YoY, ROE 22% and overhead ratio 46% |