JPM · 10-Q · 2026Q1

JPMORGAN CHASE & CO

Filed 2026-05-01 · Financials · View original filing on EDGAR

Ranked Events

• Short- and Long-Term Funding MixImportance 96 · Surprise 100
  The Firm’s short-term secured funding is primarily securities sold under agreements to repurchase (which increased to $701,740 million at March 31, 2026 from $433,161 million at December 31, 2025) and other secured…
• Lending-related Commitments ExcludedImportance 79 · Surprise 66
  At March 31, 2026 the Firm excluded $1.2 trillion of credit-card related lending commitments from the allowance for lending-related commitments, compared with $1.0 trillion excluded at March 31, 2025. The Firm also…
• Trading Assets IncreaseImportance 78 · Surprise 74
  Trading assets were $1.069 trillion at March 31, 2026, up from $802.9 billion at December 31, 2025, an increase of approximately $266.5 billion. The rise was driven by higher levels of equity and debt instruments in…
• Cash flow hedge gains and lossesImportance 77 · Surprise 82
  Cash flow hedges produced a material net OCI loss in Q1 2026: amounts recorded in OCI totaled $(1,559) million with a total change in OCI for the period of $(1,190) million, compared with amounts recorded in OCI of…
• Guidance / OutlookImportance 75 · Surprise 60
  On April 14, 2026 the Firm provided full‑year 2026 outlook metrics that are market‑dependent: management expects net interest income of approximately $103 billion and net interest income excluding Markets of…
• LOB Capital Allocation ShiftImportance 74 · Surprise 58
  The Firm disclosed capital allocated to each Line of Business and Corporate as of March 31, 2026: Consumer & Community Banking $61.5 billion, Commercial & Investment Bank $166.5 billion, Asset & Wealth Management $16.0…
• Apple Card and First Republic ImpactsImportance 71 · Surprise 82
  The Apple Card transaction’s estimated impact to RWA decreased to approximately $30 billion as of March 31, 2026, down from approximately $110 billion as of December 31, 2025, reflecting completion of modeling steps.…
• Noninterest Revenue MixImportance 70 · Surprise 56
  Investment banking fees rose to $2,858 million in Q1 2026 from $2,178 million in Q1 2025, with underwriting and advisory fees contributing materially (underwriting debt $1,107 million; advisory $1,275 million). Asset…
• Capital planning and stress testingImportance 67 · Surprise 6
  On April 6, 2026, JPMorgan Chase submitted its 2026 Capital Plan to the Federal Reserve under the CCAR process and expects the Fed to disclose summary stress test results by June 30, 2026. The Firm noted its current…
• Receivables from customers (margin loans)Importance 66 · Surprise 74
  Receivables from customers, reflecting held-for-investment margin loans to brokerage clients in CIB, CCB and AWM, were $64,844 million at March 31, 2026, up from $47,336 million at December 31, 2025. These margin loans…
• Payments and Transaction Volume GrowthImportance 66 · Surprise 40
  Payments revenue was $5.1 billion, up 12%, predominantly driven by higher average deposits and fee growth. Total payments transaction volume increased to $1.8 trillion from $1.6 trillion year‑over‑year, and debit and…
• Commercial & Investment Bank PerformanceImportance 66 · Surprise 40
  CIB net revenue for the three months ended March 31, 2026 was $23.4 billion, up 19% year-over-year, and net income was $9.0 billion, up 30%. Banking & Payments revenue was $10.4 billion (up 19%), including Investment…
• Asset & Wealth Management GrowthImportance 66 · Surprise 40
  Asset & Wealth Management reported net revenue of $6.4 billion for the three months ended March 31, 2026, up 11% year-over-year, with noninterest revenue rising 16% to $4.6 billion. Asset management fees were $4.1…
• Wealth Management GrowthImportance 66 · Surprise 40
  Asset & Wealth Management reported assets under management (AUM) of $4.8 trillion at March 31, 2026, up 16% year-over-year. AWM average loans were up 15% YoY and 3% sequentially, and average deposits were up 4% YoY and…
• Net investment hedge FX swingImportance 65 · Surprise 82
  The Firm recorded pre‑tax amounts for net investment hedges (foreign exchange derivatives) showing an amount recorded in OCI of $1,065 million for the three months ended March 31, 2026 versus $(2,134) million for the…
• Country Risk ManagementImportance 65 · Surprise 74
  The Firm reports its top 20 non‑U.S. country exposures as of March 31, 2026 (representing 87% of total Firmwide non‑U.S. exposure) with the largest exposures being Germany $113.7 billion, United Kingdom $94.9 billion…
• Apple Card RWA ImpactImportance 65 · Surprise 82
  The filing reports that as of March 31, 2026 the impact to risk-weighted assets (RWA) for the Apple Card transaction was approximately $30 billion, reflecting completion of necessary modeling steps, down from an…
• U.S. Basel III Re-ProposalImportance 65 · Surprise 60
  In March 2026 the Federal Reserve, OCC and FDIC released the “U.S. Basel III Re-Proposal” (and a concurrent GSIB Surcharge Re-Proposal) proposing a single expanded risk-based RWA calculation (limiting internal models…
• Outstanding IndebtednessImportance 65 · Surprise 48
  Long-term debt outstanding was $448.8 billion at March 31, 2026, up from $435.2 billion at December 31, 2025. The increase was driven by net issuances of structured notes in Markets due to client demand and net…
• Investment Banking GrowthImportance 64 · Surprise 56
  Investment Banking revenue was $3.1 billion, up 38%, with investment banking fees of $2.9 billion, up 28%. Advisory fees were $1.3 billion, up 82%, driven by deals in Diversified Industries and Natural Resource Group…

Revenue by Product (in millions)

Revenue by Geography (in millions)