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Refer to Note 1 and 5 of the Firm's Quarterly Report on Form 10-Q for the quarterly period ended March 31, 2024 for additional information.\n(b) Included Firmwide legal expense of $259 million, $317 million, $(72) million, $175 million and $665 million for the three months ended September 30, 2024, June 30, 2024, March 31, 2024, December 31, 2023 and September 30, 2023, respectively, and $504 million and $1.3\nbillion for the nine months ended September 30, 2024 and September 30, 2023, respectively.\n(c) Ratios are based upon annualized amounts.\n(d) Refer to page 28 for a further discussion of ROTCE.\n(e) Included a $7.9 billion net gain related to Visa shares. 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That presentation, which is referred to as \"reported\" basis, provides the reader with an understanding of the Firm's results that can be tracked\nconsistently from year-to-year and enables a comparison of the Firm's performance with other companies' U.S. GAAP financial statements. In addition to analyzing the Firm's results on a reported basis, management reviews Firmwide results, including the overhead ratio, on a\n\"managed\" basis; these Firmwide managed basis results are non-GAAP financial measures. The Firm also reviews the results of the lines of business on a managed basis. 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Refer to\nBusiness Segment Results on page 20 of the Firm's Quarterly Report on Form 10-Q for the quarterly period ended June 30, 2024 for additional information.\n(b) Included a $7.9 billion net gain related to Visa shares. Refer to footnote (g) on page 2 for further information.\n(c) Included $1.0 billion contribution of Visa shares to the JPMorgan Chase Foundation.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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15.0% 14.5% Tier 1 capital ratio 16.6 (c) 16.8 16.7 16.6 16.1 Total capital ratio 17.6 (c) 17.9 17.8 17.7 17.2 Leverage-based capital metrics Adjusted average assets (b) $4,122,364 (c) $4,016,654 $3,913,677 $3,831,200 $3,785,641 3 9 Tier 1 leverage ratio 7.1% (c) 7.2% 7.2% 7.2% 7.1% Total leverage exposure $4,893,156 (c) $4,768,202 $4,634,634 $4,540,465 $4,500,253 3 9 SLR 6.0% (c) 6.1% 6.1% 6.1% 6.0% Total Loss-Absorbing Capacity (\"TLAC\") Eligible external TLAC $ 543,703 (c) $ 533,949 $ 520,386 $ 513,799 $ 496,183 2 10 MEMO: CET1 CAPITAL ROLLFORWARD Standardized/Advanced CET1 capital, beginning balance $ 267,196 $ 257,569 $ 250,585 $ 241,825 $ 235,827 4 13 Net income applicable to common equity 12,612 17,832 13,022 8,921 12,765 (29) (1) 43,466 39,130 11 Dividends declared on common stock (3,570) (3,322) (3,348) (3,064) (3,080) (7) (16) (10,240) (8,991) (14) Net purchase of treasury stock (6,372) (5,321) (1,829) (2,240) (2,337) (20) (173) (13,522) (6,641) (104) Changes in additional 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Refer to page 67 of the Firm's 2023 Form 10-K for additional information.", "attrs": null, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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tax-equivalent adjustments, predominantly driven by tax-exempt income from municipal bonds, of $44 million, $45 million, $49 million, $53 million and $57 million for the three months ended September 30, 2024, June 30, 2024, March 31, 2024, December 31, 2023 and September\n30, 2023, respectively and $138 million and $158 million for the nine months ended September 30, 2024 and 2023, respectively.\n(b) Predominantly relates to the Firm's international consumer initiatives.\n(c) At September 30, 2024, June 30, 2024, March 31, 2024, December 31, 2023 and September 30, 2023, the estimated fair value of the HTM securities portfolio was $279.6 billion, $294.8 billion, $305.4 billion, $342.8 billion and $348.7 billion, respectively.\n(d) At September 30, 2024, June 30, 2024, March 31, 2024, December 31, 2023 and September 30, 2023, the allowance for credit losses on investment securities was $123 million, $125 million, $120 million, $94 million and $87 million, respectively.\n(e) Included a 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Refer to footnote (g) on page 2 for further information.\n(f) Included a $1.0 billion donation of Visa shares to pre-fund contributions to the JPMorgan Chase Foundation.\n(g) Included an FDIC special assessment to recover estimated losses to the Deposit Insurance Fund of $725 million for the three months ended March 31, 2024, which was an adjustment to the $2.9 billion estimate recorded in the three months ended December 31, 2023. Refer to Note 6 on\npage 220 of the Firm's 2023 Form 10-K for additional information.\n(h) Included an income tax benefit of $463 million for the three months ended December 31, 2023 related to the finalization of certain income tax regulations.\n(i) In the second quarter of 2023, substantially all of the expense associated with First Republic was reported in Corporate. 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Morgan Wealth Management loans held in Banking & Wealth Management, and auto dealer loans for which the wholesale methodology is applied when\ndetermining the allowance for loan losses.\n(c) Receivables from customers reflect held-for-investment margin loans to brokerage clients in CIB, CCB and AWM; these are reported within accrued interest and accounts receivable on the Consolidated balance sheets.\n(d) Also includes commercial card lending-related commitments primarily in CIB.\n(e) Represents total consumer loans and lending-related commitments.\n(f) Represents total wholesale loans, lending-related commitments, derivative receivables, and receivables from customers.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. 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Sep 30, 2024 Change Sep 30, 2024 Jun 30, 2024 Mar 31, 2024 Dec 31, 2023 Sep 30, 2023 Jun 30, 2024 Sep 30, 2023 CREDIT EXPOSURE Consumer, excluding credit card loans (a) Loans retained $ 377,938 $ 382,795 $ 389,592 $ 397,275 $ 397,054 (1)% (5)% Loans held-for-sale and loans at fair value 17,007 14,160 13,812 12,818 11,715 20 45 Total consumer, excluding credit card loans 394,945 396,955 403,404 410,093 408,769 (1) (3) Credit card loans Loans retained 219,542 216,100 206,740 211,123 196,935 2 11 Total credit card loans 219,542 216,100 206,740 211,123 196,935 2 11 Total consumer loans 614,487 613,055 610,144 621,216 605,704 1 Wholesale loans (b) Loans retained 687,890 674,152 667,761 672,472 671,952 2 2 Loans held-for-sale and loans at fair value 37,634 33,493 31,711 30,018 32,403 12 16 Total wholesale loans 725,524 707,645 699,472 702,490 704,355 3 3 Total loans 1,340,011 1,320,700 1,309,616 1,323,706 1,310,059 1 2 Derivative receivables 52,561 54,673 56,621 54,864 67,070 (4) (22) Receivables from customers (c) 53,270 56,018 52,036 47,625 43,376 (5) 23 Total credit-related assets 1,445,842 1,431,391 1,418,273 1,426,195 1,420,505 1 2 Lending-related commitments Consumer, excluding credit card 45,322 47,215 46,660 45,403 48,313 (4) (6) Credit card (d) 989,594 964,727 943,935 915,658 898,903 3 10 Wholesale 543,060 545,020 532,514 536,786 531,568 2 Total lending-related commitments 1,577,976 1,556,962 1,523,109 1,497,847 1,478,784 1 7 Total credit exposure $ 3,023,818 $ 2,988,353 $ 2,941,382 $ 2,924,042 $ 2,899,289 1 4 Memo: Total by category Consumer exposure (e) $ 1,649,403 $ 1,624,997 $ 1,600,739 $ 1,582,277 $ 1,552,920 2 6 Wholesale exposure (f) 1,374,415 1,363,356 1,340,643 1,341,765 1,346,369 1 2 Total credit exposure $ 3,023,818 $ 2,988,353 $ 2,941,382 $ 2,924,042 $ 2,899,289 1 4", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:17:56.123+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "3c60e367-4a7d-49d9-a045-119a3382f836", "parentComponentId": null }, { "bbox": { "h": 0.029, "w": 0.304, "x": 0.034, "y": 0.056 }, "kind": "title", "text": "CREDIT-RELATED INFORMATION", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:17:56.123+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9b0f39d2-111f-4ce9-aec5-48f9fd448a3f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "b342372f-5a2c-4c3d-863a-4ae85ef49d65", "evidence": "table/data: JPMORGAN CHASE & CO. 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"promptVersion": "v2-canon-conditioned" } }, "links": { "slide": "/slides/019de518-9975-71fa-ad4c-e7e3aae46690/29", "deck": "/decks/019de518-9975-71fa-ad4c-e7e3aae46690", "deckAnchor": "/decks/019de518-9975-71fa-ad4c-e7e3aae46690#slide-29", "deckJson": "/decks/019de518-9975-71fa-ad4c-e7e3aae46690.json" }, "components": [ { "bbox": { "h": 0.08, "w": 0.92, "x": 0.05, "y": 0.33 }, "kind": "paragraph", "text": "(c) TCE, ROTCE, and TBVPS are each non-GAAP financial measures. TCE represents the Firm's common stockholders' equity (i.e., total stockholders' equity less preferred stock) less goodwill and identifiable intangible assets (other than MSRs), net of related deferred tax liabilities. ROTCE measures the Firm's net income applicable to common equity as a percentage of average TCE. TBVPS represents the Firm's TCE at period-end divided by common shares at period-end. TCE, ROTCE, and TBVPS are utilized by the Firm, as well as investors and analysts, in assessing the Firm's use of equity.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "14d133b5-89f2-41d2-a78f-8af22f480bec", "parentComponentId": null }, { "bbox": { "h": 0.04, "w": 0.92, "x": 0.05, "y": 0.28 }, "kind": "paragraph", "text": "(b) Pre-provision profit is a non-GAAP financial measure which represents total net revenue less total noninterest expense. The Firm believes that this financial measure is useful in assessing the ability of a lending institution to generate income in excess of its provision for credit losses.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "6a285e91-30ca-4355-b620-7c8a34eb433e", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.92, "x": 0.05, "y": 0.14 }, "kind": "paragraph", "text": "(a) In addition to analyzing the Firm's results on a reported basis, management reviews Firmwide results, including the overhead ratio, on a \"managed\" basis; these Firmwide managed basis results are non-GAAP financial measures. The Firm also reviews the results of the lines of business on a managed basis. The Firm's definition of managed basis starts, in each case, with the reported U.S. GAAP results and includes certain reclassifications to present total net revenue for the Firm and each of the reportable business segments on an FTE basis. Accordingly, revenue from investments that receive tax credits and tax-exempt securities is presented in the managed results on a basis comparable to taxable investments and securities. These financial measures allow management to assess the comparability of revenue from year-to-year arising from both taxable and tax-exempt sources. The corresponding income tax impact related to tax-exempt items is recorded within income tax expense. These adjustments have no impact on net income as reported by the Firm as a whole or by the lines of business.", "attrs": {}, "canon": { "kind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "5f2affc0-941d-4d07-959d-4bfc1930cea4", "version": 1, "description": "Single prose block in the body of a slide." }, "tool": null, "subkind": { "name": "Paragraph", "slug": "paragraph", "status": "active", "canonId": "019de52c-fb80-75af-aa5c-a7a4bfac2433", "version": 1, "description": null }, "framework": null }, "subkind": "paragraph", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "806fcdf6-d41d-41b2-8b9b-aa918850e68d", "parentComponentId": null }, { "bbox": { "h": 0.13, "w": 0.92, "x": 0.05, "y": 0.42 }, "kind": "paragraph", "text": "(d) In addition to reviewing net interest income (\"NII\"), net yield, and noninterest revenue (\"NIR\") on a managed basis, management also reviews these metrics excluding Markets, which is composed of Fixed Income Markets and Equity Markets, as shown below. Markets revenue consists of principal transactions, fees, commissions and other income, as well as net interest income. These metrics, which exclude Markets, are non-GAAP financial measures. Management reviews these metrics to assess the performance of the Firm's lending, investing (including asset-liability management) and deposit-raising activities, apart from any volatility associated with Markets activities. In addition, management also assesses Markets business performance on a total revenue basis as offsets may occur across revenue lines. For example, securities that generate net interest income may be risk-managed by derivatives that are reflected at fair value in principal transactions revenue. Management believes these measures provide investors and analysts with alternative measures to analyze the revenue trends of the Firm. 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Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "7d896d0b-b118-4ec3-8bc9-d31adcec6639", "parentComponentId": null }, { "bbox": { "h": 0.07, "w": 0.92, "x": 0.05, "y": 0.87 }, "kind": "source-note", "text": "(a) Interest includes the effect of related hedges. Taxable-equivalent amounts are used where applicable.\n(b) Effective January 1, 2024, the Firm adopted updates to the Accounting for Investments in Tax Credit Structures Using the Proportional Amortization Method guidance, under the modified retrospective method. Refer to page 4 for additional information.\n(c) Effective in the second quarter of 2024, the former Corporate & Investment Bank and Commercial Banking business segments were combined to form one segment, the Commercial & Investment Bank. Prior-period amounts have been revised to include the markets-related revenues of the former Commercial Banking business segment, to conform with the current presentation.", "attrs": {}, "canon": { "kind": { "name": "Source note", "slug": "source-note", "status": "active", "canonId": "23484952-494b-4a5e-b1ad-550d0d70e948", "version": 1, "description": "Attribution / source / caveat placed at the slide footer. Numbered footnotes use attrs.numbered." }, "tool": null, "subkind": null, "framework": null }, "subkind": null, "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "aeb9ee5a-179d-408c-b2e7-e3553300bb8c", "parentComponentId": null }, { "bbox": { "h": 0.3, "w": 0.92, "x": 0.05, "y": 0.56 }, "kind": "table", "text": "QUARTERLY TRENDS\nNINE MONTHS ENDED SEPTEMBER 30,\n(in millions, except rates)\n3Q24\n2Q24\n1Q24\n4Q23\n3Q23\n3Q24 Change\n2Q24\n3Q23\n2024\n2023\n2024 Change\n2023\nNet interest income - reported\n$ 23,405\n$ 22,746\n$ 23,082\n$ 24,051\n$ 22,726\n3%\n3%\n$ 69,233\n$ 65,216\n6%\nFully taxable-equivalent adjustments\n120\n115\n121\n126\n130\n4\n(8)\n356\n354\n1\nNet interest income - managed basis (a)\n$ 23,525\n$ 22,861\n$ 23,203\n$ 24,177\n$ 22,856\n3\n3\n$ 69,589\n$ 65,570\n6\nLess: Markets net interest income\n78\n(77)\n183\n615\n(317)\nNM\nNM\n184\n(909)\nNM\nNet interest income excluding Markets (a)\n$ 23,447\n$ 22,938\n$ 23,020\n$ 23,562\n$ 23,173\n2\n1\n$ 69,405\n$ 66,479\n4\nAverage interest-earning assets\n$3,621,766\n$3,509,725\n$3,445,515\n$3,408,395\n$3,331,728\n3\n9\n$3,526,019\n$3,297,843\n7\nLess: Average Markets interest-earning assets\n1,206,085\n1,116,853\n1,031,075\n985,997\n970,789\n8\n24\n1,118,326\n985,703\n13\nAverage interest-earning assets excluding Markets\n$2,415,681\n$2,392,872\n$2,414,440\n$2,422,398\n$2,360,939\n1\n2\n$2,407,693\n$2,312,140\n4\nNet yield on average interest-earning assets - managed basis\n2.58%\n2.62%\n2.71%\n2.81%\n2.72%\n2.64%\n2.66%\nNet yield on average Markets interest-earning assets\n0.03\n(0.03)\n0.07\n0.25\n(0.13)\n0.02\n(0.12)\nNet yield on average interest-earning assets excluding Markets\n3.86\n3.86\n3.83\n3.86\n3.89\n3.85\n3.84\nNoninterest revenue - reported (b)\n$ 19,249\n$ 27,454\n$ 18,852\n$ 14,523\n$ 17,148\n(30)\n12\n$ 65,555\n$ 54,314\n21\nFully taxable-equivalent adjustments (b)\n541\n677\n493\n1,243\n682\n(20)\n(21)\n1,711\n2,539\n(33)\nNoninterest revenue - managed basis\n$ 19,790\n$ 28,131\n$ 19,345\n$ 15,766\n$ 17,830\n(30)\n11\n$ 67,266\n$ 56,853\n18\nLess: Markets noninterest revenue\n7,074\n7,870\n7,830\n(c)\n5,232\n6,934\n(c)\n(10)\n2\n22,774 (c)\n23,026\n(c)\n(1)\nNoninterest revenue excluding Markets\n$ 12,716\n$ 20,261\n$ 11,515\n$ 10,534\n$ 10,896\n(37)\n17\n$ 44,492\n$ 33,827\n32\nMemo: Markets total net revenue\n$ 7,152\n$ 7,793\n$ 8,013\n$ 5,847\n$ 6,617\n(8)\n8\n$ 22,958\n$ 22,117\n4", "attrs": {}, "canon": { "kind": { "name": "Table", "slug": "table", "status": "active", "canonId": "019de52c-f9c8-7148-8119-eaac9594cd28", "version": 1, "description": "Tabular data layout." }, "tool": null, "subkind": { "name": "Data table", "slug": "data", "status": "active", "canonId": "019de52d-02d5-75b8-8abf-88e92bf63569", "version": 1, "description": null }, "framework": null }, "subkind": "data", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "9aaa01c6-a35e-4de6-8fdb-83733c8e435e", "parentComponentId": null }, { "bbox": { "h": 0.01, "w": 0.3, "x": 0.03, "y": 0.1 }, "kind": "title", "text": "NON-GAAP FINANCIAL MEASURES", "attrs": {}, "canon": { "kind": { "name": "Title", "slug": "title", "status": "active", "canonId": "019de52c-f7dd-76d9-b848-b1f12bd85cf4", "version": 1, "description": "Slide title or headline." }, "tool": null, "subkind": { "name": "Headline", "slug": "headline", "status": "active", "canonId": "019de52c-fae1-7463-9a7c-d60668eced0d", "version": 1, "description": null }, "framework": null }, "subkind": "headline", "groupRole": null, "confidence": null, "extraction": { "at": "2026-05-01 23:18:02.696+00", "model": "google/gemini-2.5-flash", "runId": null, "seconds": null, "promptVersion": null }, "componentId": "1e1bc6c1-fd14-4cd8-9baf-de5a556ac49f", "parentComponentId": null } ], "metrics": [], "tools": [ { "tool": { "name": "Table data", "slug": "table-data", "status": "active", "bestFor": null, "canonId": "019dd9e1-4fab-7168-a82f-b847350a006d", "version": 1, "bodyDocId": null, "description": "Tabular layouts of structured data.", "familyLabel": null, "categoryName": null, "categorySlug": null }, "agent": null, "layer": "slide", "agents": null, "matchId": "f4cfd409-ef43-4d30-8782-6cc93ea8c62d", "evidence": "table/data: QUARTERLY TRENDS", "pageRefs": null, "priority": null, "whenToUse": null, "confidence": 0.9, "extraction": { "at": "2026-07-17 02:06:41.024585+00", "model": "or:meta-llama/llama-4-scout", "runId": null, "seconds": null, "promptVersion": null }, "pageNumber": 29, "whyItWorks": null, "antipattern": null, "cardinality": "common", "narrativePurpose": null } ], "frameworks": [], "arcBeats": [], "loops": [], "locked": true } ], "arcBeats": [ { "from": 3, "to": 6, "label": "What Is", "description": "Consolidated Financial Highlights and Statements of Income" }, { "from": 7, "to": 10, "label": "What Is", "description": "Condensed Average Balance Sheets and Annualized Yields, Reconciliation from Reported to Managed Basis" }, { "from": 11, "to": 14, "label": "What Could Be", "description": "Segment Results - 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