JPM · 10-Q · 2026Q2 · Full report

Markets and Securities Services Activity

JPMORGAN CHASE & CO · 2026-08-06 · Importance 59 · Surprise 48 · No source text

Markets and Securities Services revenue increased 26% year over year to $26.6 billion for the six months ended June 30, 2026, from $21.2 billion. Markets revenue increased 27% to $23.6 billion, led by Equity Markets revenue growth of 49% to $10.5 billion and Fixed Income Markets revenue growth of 14% to $13.1 billion. For the quarter, Equity Markets revenue increased 86% to $6.0 billion, driven by strong performance across products and regions, while Fixed Income Markets revenue increased 6% to $6.1 billion. Securities Services revenue increased 17% to $3.2 billion, reflecting fee growth from higher market levels and client activity and higher average deposits.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—Markets revenue was up 35% year-over-year, with Fixed Income Markets up 6% and Equity Markets up 86%.
revenuepositiverealized—Principal transactions revenue totaled $9,007 million for the three months ended June 30, 2026.
revenueunclearrealized—Markets revenue for three months ended June 30, 2026: $12,078 million.
revenueunclearrealized—Markets revenue (Total Markets net revenue) for the three months ended June 30, 2026: $12,078 million.
revenueunclearrealized—Equity Markets revenue for the three months ended June 30, 2026: $6,025 million.
revenueunclearrealized—Fixed Income Markets revenue for the three months ended June 30, 2026: $6,053 million.
revenuepositiverealized—Markets revenue year-to-date for the six months ended June 30, 2026: $23,637 million.
assetsunclearrealized—Trading assets – total fair value of trading assets and liabilities (first table) gross derivative receivables were $689,155 million and…