JPM · 10-Q · 2026Q3

JPMORGAN CHASE & CO

Filed 2026-11-03 · Financials · View original filing on EDGAR

Ranked Events

• Guidance / OutlookImportance 75 · Surprise 60
  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 · Surprise 64
  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 · Surprise 64
  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 · Surprise 56
  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 · Surprise 74
  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 · Surprise 48
  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.…
• Capital Return ProgramImportance 58 · Surprise 56
  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,…
• Asia-Pacific Market GrowthImportance 58 · Surprise 56
  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…
• Markets Trading DemandImportance 58 · Surprise 56
  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…
• Corporate Revenue PerformanceImportance 57 · Surprise 64
  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…
• Commercial Banking Revenue GrowthImportance 57 · Surprise 38
  For the nine months ended September 30, 2026, Commercial & Investment Bank net revenue increased 20% to $71.0 billion and net income increased 32% to $27.0 billion. Banking & Payments revenue rose 18% to $32.5 billion,…
• Noninterest Revenue DriversImportance 53 · Surprise 48
  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 · Surprise 40
  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…
• Significant Investment GainsImportance 52 · Surprise 42
  JPMorgan Chase recognized a $4.509 billion initial gain on the Visa share exchange in the first nine months of 2026; no such gain was recorded in the third quarter. Second-quarter 2026 results also included $1.0…
• Investment Banking Demand TrendsImportance 52 · Surprise 56
  Investment Banking revenue increased 15% in the quarter, predominantly on higher investment banking fees; fees rose 14%, predominantly from advisory activity. Advisory fees increased 32%, supported by Healthcare,…
• Segment Revenue PerformanceImportance 51 · Surprise 38
  In CIB, third-quarter investment banking fees rose 14% year over year but fell 8% sequentially; the firm ranked first in global investment banking fees with 9.2% year-to-date wallet share. CIB Markets revenue increased…
• Principal Investment GrowthImportance 50 · Surprise 58
  Principal investment carrying value reached $53.2 billion at September 30, 2026, up from $47.0 billion at December 31, 2025. Private equity, various debt and equity instruments, and real assets increased to $17.2…
• Capital Adequacy and RequirementsImportance 48 · Surprise 14
  At September 30, 2026, the Firm had $304.1 billion of CET1 capital and a 14.0% CET1 ratio under both the Standardized and Advanced approaches, versus 14.6% and 14.1%, respectively, at December 31, 2025. Standardized…
• Asset & Wealth Management GrowthImportance 48 · Surprise 40
  For the nine months ended September 30, 2026, Asset & Wealth Management net revenue increased 15% to $20.1 billion and net income increased 18% to $5.6 billion. Asset Management revenue rose 16% to $9.6 billion,…
• Structured Notes Balance GrowthImportance 47 · Surprise 48
  Structured notes totaled $202.716 billion in fair value at September 30, 2026, up from $164.965 billion at December 31, 2025. Long-term debt represented $154.004 billion of the 2026 total, while deposits were $33.717…

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