Filings monitor · JPM

What JPMORGAN CHASE & CO's SEC filings said

10-Q for 2026Q3, filed 3 Nov 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Guidance / Outlook75 · importance in its document · 10-Q · 2026Q3
   On October 13, 2026, management provided fourth-quarter and full-year 2026 outlook. For the fourth quarter, it expects net interest income of approximately $28 billion, including approximately $25.5 billion excluding Markets, and adjusted…
2. Net Interest Income Guidance75 · importance in its document · 8-K exhibit · 13 Oct 2026
   JPMorgan projected fourth-quarter 2026 net interest income excluding Markets of approximately $25.5 billion. The implied full-year 2026 net interest income excluding Markets was approximately $97.2 billion, while total net interest income…
3. Level 3 Fair Value Gains and Losses69 · importance in its document · 10-Q · 2026Q3
   For the nine months ended September 30, 2026, recurring Level 3 assets generated $6.8 billion of net gains, predominantly from net derivative receivables and market movements. Level 3 liabilities recorded $2.3 billion of net losses,…
4. Funding Mix and Issuance68 · importance in its document · 10-Q · 2026Q3
   Short-term secured funding increased to $763.6 billion at September 30, 2026 from $498.0 billion at December 31, 2025, driven mainly by higher client-driven Markets activity and secured financing of trading assets through repurchase…
5. Investment Banking and Markets Revenue64 · importance in its document · 8-K exhibit · 13 Oct 2026
   Investment Banking revenue increased 15% year over year to $3.1 billion, while investment banking fees rose 14% to $3.0 billion, primarily from higher advisory fees. Markets revenue increased 15% to $10.3 billion, with Equity Markets…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 3 Nov 2026

Full report · Filing on EDGAR

• Guidance / OutlookImportance 75
  On October 13, 2026, management provided fourth-quarter and full-year 2026 outlook. For the fourth quarter, it expects net interest income of approximately $28 billion, including approximately $25.5 billion excluding…
• Level 3 Fair Value Gains and LossesImportance 69
  For the nine months ended September 30, 2026, recurring Level 3 assets generated $6.8 billion of net gains, predominantly from net derivative receivables and market movements. Level 3 liabilities recorded $2.3 billion…
• Funding Mix and IssuanceImportance 68
  Short-term secured funding increased to $763.6 billion at September 30, 2026 from $498.0 billion at December 31, 2025, driven mainly by higher client-driven Markets activity and secured financing of trading assets…
• Interest Rate SensitivityImportance 60 · +2 more on this subject
  The Firm identifies interest rate exposure as a significant market risk and measures structural exposure through earnings-at-risk scenarios over the following 12 months. As of September 30, 2026, a parallel…
• Investment Securities LossesImportance 59
  Treasury and CIO recorded a $658 million investment-securities loss in the third quarter of 2026, primarily from sales of U.S. Treasuries as it repositioned the portfolio; the prior-year quarter had a gain. For the…
• International Revenue GrowthImportance 59
  CIB international net revenue increased to $29.6 billion for the nine months ended September 30, 2026, from $23.2 billion a year earlier, while North American revenue rose to $41.4 billion from $35.9 billion.…
• Markets Trading DemandImportance 58 · +3 more on this subject
  Markets revenue rose 15% in the quarter, with Equity Markets revenue up 49% on strong performance across products, particularly Prime and Derivatives. Fixed Income Markets revenue declined 4%, reflecting lower revenue…
• Asia-Pacific Market GrowthImportance 58
  Commercial & Investment Bank Asia-Pacific net revenue increased to $4.039 billion in the quarter from $2.819 billion and to $12.093 billion year to date from $8.105 billion. Asia-Pacific loans retained rose to $28.021…
• Capital Return ProgramImportance 58
  JPMorgan Chase repurchased $16.212 billion of shares during the first nine months of 2026, compared with $23.582 billion in the prior-year period. Common dividends declared were $12.533 billion for the nine months,…
• Corporate Revenue PerformanceImportance 57 · +4 more on this subject
  Corporate reported a net loss of $455 million for the quarter ended September 30, 2026, versus net income of $825 million a year earlier, as net revenue fell to $93 million from $1.7 billion. Quarterly net interest…
• Noninterest Revenue DriversImportance 53
  Investment banking fees increased 23.8% to $9.026 billion for the first nine months of 2026 from $7.289 billion in 2025, including advisory fees of $3.504 billion versus $2.467 billion. Principal transactions revenue…
• Credit Portfolio Growth and QualityImportance 53
  Total credit portfolio exposure increased to $3.674 trillion at September 30, 2026 from $3.416 trillion at December 31, 2025, while total loans rose to $1.585 trillion from $1.493 trillion. Net charge-offs for the…

8-K filings last 12 months

• Press release attached to an 8-K13 Oct 2026 · 8-K
  Read from the attached exhibit: Net Interest Income Guidance · Guidance / Outlook · Capital Adequacy and Requirements
• Results, no stated guidance change13 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Investment Banking and Markets Revenue · Trading Revenue Demand Trends · Asset Management Growth
• Press release attached to an 8-K14 Jul 2026 · 8-K
  Read from the attached exhibit: Net Interest Income Trends · Significant Items (Visa & Equity Gains) · Commercial & Investment Bank Performance
• Results, no stated guidance change14 Jul 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Macroeconomic Factors Impact
• Board change25 Jun 2026 · 8-K Item 5.02 · Routine · rule score 10
  “On June 25, 2026, JPMorgan Chase & Co. ("JPMorganChase" or the “Firm”) announced that Doug Petno, 61, and Troy Rohrbaugh, 56, Co-CEOs of the Commercial & Investment Bank ("CIB"), have been elected Co-Presidents of the Firm, effective…”
• Results, no stated guidance change14 Apr 2026 · 8-K Item 2.02 · Routine · rule score 10
• Executive pay change22 Jan 2026 · 8-K Item 5.02 · Routine · rule score 5
  “e) Departure of Directors or Certain Officers;”
• Results, no stated guidance change13 Jan 2026 · 8-K Item 2.02 · Routine · rule score 10
• Board change8 Dec 2025 · 8-K Item 5.02 · Routine · rule score 10
  “b) Departure of Directors or Certain Officers;”

Earlier reports

• 10-Q · 2026Q2filed 6 Aug 2026
  Apple Card Transaction · Regulatory Risk · Markets and Securities Services Activity

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.