JPM · 10-Q · 2026Q2 · Full report

Revenue Performance and Mix

JPMORGAN CHASE & CO · 2026-08-06 · Importance 60 · Surprise 48 · In source text

Second-quarter 2026 total net revenue was $57.3 billion, up 28% from $44.9 billion in the second quarter of 2025, while six-month revenue was $107.2 billion, up 19% year over year. Noninterest revenue increased 47% to $31.8 billion in the quarter, driven substantially by a $4.6 billion net gain on Visa shares, $1.0 billion of equity-investment gains, higher Markets revenue, asset-management fees and investment-banking fees. Investment-banking fees rose 28% to $3.2 billion in the quarter, asset-management fees rose 18% to $5.7 billion, and principal-transactions revenue rose 26% to $9.0 billion. CIB Markets revenue increased 35%, including an 86% increase in Equity Markets, while AWM assets under management rose 18% to $5.1 trillion.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
net_incomepositiverealized+36.9%Net income for three months ended June 30, 2026: $21,155 million, up 41% year-over-year.
revenuepositiverealized+1.9%Total net revenue for the firm for the three months ended June 30, 2026 was $6,851 million, compared with $5,760 million in the prior year…
revenuepositiverealized—Noninterest revenue for the three months ended June 30, 2026: $31,836 million.
revenuepositiverealized—Total net revenue for the three months ended June 30, 2026: $57,347 million.
revenueunclearrealized—Total net revenue for three months ended June 30, 2026: $57,347 million.
revenueunclearrealized—Noninterest revenue for three months ended June 30, 2026: $31,836 million.
revenueunclearrealized—Total net revenue on a managed basis for three months ended June 30, 2026: $58,022 million.
revenueunclearrealized—Total net revenue (managed basis) for the six months ended June 30, 2026: $108,558 million.
net_incomeunclearrealized—Net income (reported) for the three months ended June 30, 2026: $21,155 million.
revenueunclearrealized—Total net revenue for Consumer & Community Banking for the three months ended June 30, 2026: $20,272 million.
revenueunclearrealized—Total net revenue for Commercial & Investment Bank for the three months ended June 30, 2026: $24,853 million.
net_incomeunclearrealized—Net income for the Firm for the six months ended June 30, 2026 (reported): $37,649 million.