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UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

FORM 10-Q

QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

For the quarterly period ended June 30, 2026

TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934

Commission File Number: 001-19617

JPMORGAN CHASE & CO
(Exact name of registrant as specified in its charter)

DE80-0019617
(State or other jurisdiction of incorporation or organization)(IRS Employer Identification No.)

100 Innovation Drive, Suite 400, Wilmington, DE, 19801
(Address of principal executive offices, including zip code)

(302) 555-0117
(Registrant's telephone number, including area code)

Securities registered pursuant to Section 12(b) of the Act:

Title of each classTrading symbolName of each exchange on which registered
Common StockJPMNYSE

Indicate by check mark whether the registrant (1) has filed all reports required to be filed by Section 13 or 15(d) of the Securities Exchange Act of 1934 during the preceding 12 months (or for such shorter period that the registrant was required to file such reports), and (2) has been subject to such filing requirements for the past 90 days. Yes No ☐

Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T (§232.405 of this chapter) during the preceding 12 months (or for such shorter period that the registrant was required to submit such files). Yes No ☐

Indicate by check mark whether the registrant is a large accelerated filer, an accelerated filer, a non-accelerated filer, a smaller reporting company, or an emerging growth company. See the definitions of "large accelerated filer," "accelerated filer," "smaller reporting company," and "emerging growth company" in Rule 12b-2 of the Exchange Act.

Large Accelerated Filer ☒    Accelerated Filer ☐    Non-accelerated Filer ☐    Smaller reporting company    Emerging growth company

Indicate by check mark whether the registrant is a shell company (as defined in Rule 12b-2 of the Exchange Act). Yes No ☒

As of June 30, 2026, the registrant had 2,658,186,195 shares of common stock outstanding.


JPMORGAN CHASE & CO

Form type: 10-Q

Period end: 2026-06-30

Financial statements

Income Statement
Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Interest expense-25,113,000,000.00-25,032,000,000.00-48,938,000,000.00-48,612,000,000.00
Interest income50,624,000,000.0048,241,000,000.0099,815,000,000.0095,094,000,000.00
Noninterest income31,836,000,000.0021,703,000,000.0056,306,000,000.0043,740,000,000.00
Total net revenue57,347,000,000.0044,912,000,000.00107,183,000,000.0090,222,000,000.00
Noninterest expense27,316,000,000.0023,779,000,000.0054,166,000,000.0047,376,000,000.00
Provision for credit losses2,515,000,000.002,849,000,000.005,022,000,000.006,154,000,000.00
Total Expenses29,831,000,000.0026,628,000,000.0059,188,000,000.0053,530,000,000.00
Income before income taxes27,516,000,000.0018,284,000,000.0047,995,000,000.0036,692,000,000.00
Income tax expense (benefit)6,361,000,000.003,297,000,000.0010,346,000,000.007,062,000,000.00
Net Income21,155,000,000.0014,987,000,000.0037,649,000,000.0029,630,000,000.00
Less: preferred stock dividends-308,000,000.00-282,000,000.00-584,000,000.00
Net income (loss) available to common stockholders20,752,000,000.0014,630,000,000.0036,901,000,000.00
Net income (loss) available to common stockholders, diluted20,752,000,000.0014,630,000,000.00
Basic earnings per share7.7113.65
Diluted earnings per share7.7013.63
Weighted average shares outstanding, basic2,689,900,000
Weighted average shares outstanding, diluted2,694,200,000
Statements of Comprehensive Income
Three Months Ended June 30, 2026Three Months Ended June 30, 2025Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Net income21,155,000,000.0014,987,000,000.0037,649,000,000.0029,630,000,000.00
Foreign currency translation adjustment, net of tax-21,000,000.00868,000,000.00
Other comprehensive income (loss), other components-983,000,000.001,000,000,000.00
Other comprehensive income (loss), net of tax-1,004,000,000.001,868,000,000.00-3,403,000,000.005,213,000,000.00
Comprehensive income20,151,000,000.0016,855,000,000.0034,246,000,000.0034,843,000,000.00
Balance Sheet
June 30, 2026December 31, 2025
Assets
Debt securities available for sale536,048,000,000.00507,198,000,000.00
Debt securities held to maturity268,474,000,000.00270,134,000,000.00
Equipment on operating leases, net0.0020,130,000,000.00
Goodwill52,711,000,000.0052,731,000,000.00
Intangible assets, net0.001,300,000,000.00
Finite-lived intangible assets, accumulated amortization962,000,000.00
Licenses and indefinite-lived intangibles0.001,300,000,000.00
Loans held for sale15,765,000,000.0013,840,000,000.00
Loans receivable, net1,516,310,000,000.001,467,664,000,000.00
Mortgage servicing rights9,156,000,000.009,167,000,000.00
Nonmarketable equity securities8,191,000,000.004,873,000,000.00
Operating lease right-of-use assets9,054,000,000.008,901,000,000.00
Other assets (derived)1,480,919,000,000.001,101,707,000,000.00
Restricted cash and equivalents309,811,000,000.00343,338,000,000.00
Securities borrowed362,487,000,000.00286,191,000,000.00
Securities purchased under agreements to resell446,143,000,000.00336,426,000,000.00
Total Assets5,015,069,000,000.004,424,900,000,000.00
Liabilities
Accounts payable and accrued liabilities384,290,000,000.00316,794,000,000.00
Debt, current72,430,000,000.0064,776,000,000.00
Debt, including current maturities388,093,000,000.00370,430,000,000.00
Deposits2,713,700,000,000.002,559,320,000,000.00
Operating lease liabilities9,474,000,000.009,337,000,000.00
Other liabilities (derived)336,642,000,000.00283,750,000,000.00
Securities loaned30,924,000,000.0015,659,000,000.00
Securities sold under agreements to repurchase704,918,000,000.00442,396,000,000.00
Total Liabilities4,640,471,000,000.004,062,462,000,000.00
Equity
Preferred stock, par value per share1.001.00
Preferred stock, shares authorized200,000,000200,000,000
Preferred stock, shares issued2,105,3752,005,375
Accumulated other comprehensive income (loss)-7,693,000,000.00-4,290,000,000.00
Additional paid-in capital90,559,000,000.0091,114,000,000.00
Common stock4,105,000,000.004,105,000,000.00
Common stock, par value per share1.001.00
Common stock, shares authorized9,000,000,0009,000,000,000
Common stock, shares issued4,104,933,8954,104,933,895
Common stock, shares outstanding2,696,200,000
Other stockholders equity (derived)21,040,000,000.0020,045,000,000.00
Retained earnings (accumulated deficit)445,020,000,000.00416,055,000,000.00
Treasury stock, at cost-178,433,000,000.00-164,591,000,000.00
Treasury stock, common shares held1,446,747,7001,408,661,319
Total Equity374,598,000,000.00362,438,000,000.00
Total liabilities and equity5,015,069,000,000.004,424,900,000,000.00
Statement of Cash Flows
Six Months Ended June 30, 2026Six Months Ended June 30, 2025
Operating activities
Net income37,649,000,000.0029,630,000,000.00
Stock-based compensation2,340,000,000.002,012,000,000.00
Deferred income taxes127,000,000.00-418,000,000.00
Other noncash items, net1,432,000,000.00979,000,000.00
Change in prepaid expenses and other assets-24,142,000,000.00-5,048,000,000.00
Changes in operating assets and liabilities, net-254,450,000,000.00-249,447,000,000.00
Net cash from operating activities-237,044,000,000.00-222,292,000,000.00
Investing activities
Payments for (proceeds from) other investing activities-5,941,000,000.00-4,700,000,000.00
Purchases of available-for-sale securities-172,073,000,000.00-172,126,000,000.00
Proceeds from sales of available-for-sale securities110,842,000,000.0085,495,000,000.00
Proceeds from maturities, prepayments and calls of available-for-sale securities26,155,000,000.0017,957,000,000.00
Other investing activities (derived)-170,359,000,000.00-217,762,000,000.00
Net cash from investing activities-211,376,000,000.00-291,136,000,000.00
Financing activities
Repurchases of common stock-15,113,000,000.00-15,034,000,000.00
Dividends paid-8,716,000,000.00-8,028,000,000.00
Proceeds from (payments for) other financing activities-1,595,000,000.00-1,834,000,000.00
Other financing activities (derived)444,903,000,000.00465,759,000,000.00
Net cash from financing activities419,479,000,000.00440,863,000,000.00
Effect of exchange rate changes on cash-4,586,000,000.0023,575,000,000.00
Net change in cash-33,527,000,000.00-48,990,000,000.00
Cash at beginning of period343,338,000,000.00469,317,000,000.00
Cash at end of period309,811,000,000.00420,327,000,000.00
Supplemental cash flow information
Cash paid for interest48,435,000,000.0047,937,000,000.00
Cash paid for income taxes6,036,000,000.004,685,000,000.00
Statement of Stockholders' Equity
Common stockAdditional paid-in capitalRetained earnings (accumulated deficit)Accumulated other comprehensive income (loss)Treasury stock, at costOther stockholders equity (derived)Total
Balance at March 31, 20254,105,000,000.0090,223,000,000.00386,616,000,000.00-9,111,000,000.00-140,458,000,000.0020,045,000,000.00351,420,000,000.00
Net income14,987,000,000.0014,987,000,000.00
Other equity movements0.00353,000,000.00-4,179,000,000.001,868,000,000.00-7,525,000,000.000.00-9,483,000,000.00
Balance at June 30, 20254,105,000,000.0090,576,000,000.00397,424,000,000.00-7,243,000,000.00-147,983,000,000.0020,045,000,000.00356,924,000,000.00
Balance at March 31, 20264,105,000,000.0090,087,000,000.00428,206,000,000.00-6,689,000,000.00-171,716,000,000.0020,045,000,000.00364,038,000,000.00
Net income21,155,000,000.0021,155,000,000.00
Other equity movements0.00472,000,000.00-4,341,000,000.00-1,004,000,000.00-6,717,000,000.00995,000,000.00-10,595,000,000.00
Balance at June 30, 20264,105,000,000.0090,559,000,000.00445,020,000,000.00-7,693,000,000.00-178,433,000,000.0021,040,000,000.00374,598,000,000.00
Balance at December 31, 20244,105,000,000.0090,911,000,000.00376,166,000,000.00-12,456,000,000.00-134,018,000,000.0020,050,000,000.00344,758,000,000.00
Net income29,630,000,000.0029,630,000,000.00
Other equity movements0.00-335,000,000.00-8,372,000,000.005,213,000,000.00-13,965,000,000.00-5,000,000.00-17,464,000,000.00
Balance at June 30, 20254,105,000,000.0090,576,000,000.00397,424,000,000.00-7,243,000,000.00-147,983,000,000.0020,045,000,000.00356,924,000,000.00
Balance at December 31, 20254,105,000,000.0091,114,000,000.00416,055,000,000.00-4,290,000,000.00-164,591,000,000.0020,045,000,000.00362,438,000,000.00
Net income37,649,000,000.0037,649,000,000.00
Other equity movements0.00-555,000,000.00-8,684,000,000.00-3,403,000,000.00-13,842,000,000.00995,000,000.00-25,489,000,000.00
Balance at June 30, 20264,105,000,000.0090,559,000,000.00445,020,000,000.00-7,693,000,000.00-178,433,000,000.0021,040,000,000.00374,598,000,000.00

Notes to financial statements

Notes to financial statements

JPMorgan Chase & Co. is a public reporting company classified under National Commercial Banks. The accompanying interim condensed financial statements are unaudited, were prepared from the Company's connected books, and the results for the interim period are not necessarily indicative of the results to be expected for a full year. The financial statements and these notes are presented as of and for the period ended June 30, 2026. The Company is involved in legal proceedings arising in the ordinary course of business from time to time, and management does not currently believe any pending matter is material to the financial statements.

Total revenue for the period was $57,347 million and net income was $21,155 million. Interest income increased 4.9% to $50,624 million from $48,241 million in the prior period, while interest expense of $25,113 million was essentially unchanged from $25,032 million. Interest expense included $4,468 million on long-term debt and $518 million on short-term borrowings, and other interest income was $2,012 million. Noninterest income rose 46.7% to $31,836 million from $21,703 million, noninterest expense increased 14.9% to $27,316 million from $23,779 million, and the provision for credit losses declined 11.7% to $2,515 million from $2,849 million. Income tax expense was $6,361 million compared with $3,297 million in the prior period. Basic earnings per share were $7.71 and diluted earnings per share were $7.70, based on weighted-average basic shares outstanding of 2,689,900,000 and a dilutive adjustment of 4,300,000 shares.

Total liabilities at June 30, 2026 were $4,640,471 million. Debt, including current maturities, was $388,093 million, an increase of 9.5% from $354,509 million, of which the current portion was $72,430 million compared with $65,293 million in the prior period. Deposits increased 5.9% to $2,713,700 million from $2,562,380 million, securities sold under agreements to repurchase increased 18.4% to $704,918 million from $595,340 million, and securities loaned increased to $30,924 million from $16,196 million. Operating lease liabilities were $9,474 million compared with $9,299 million, and the related operating lease right-of-use assets were $9,054 million compared with $8,872 million. Total operating lease cost was $604 million for the quarter and $1,200 million year to date.

Total stockholders' equity at June 30, 2026 was $374,598 million. Common stock was unchanged at $4,105 million and additional paid-in capital was $90,559 million compared with $90,576 million in the prior period. Retained earnings increased 12.0% to $445,020 million from $397,424 million, reflecting net income earned during the period. Accumulated other comprehensive loss was $7,693 million compared with $7,243 million, and treasury stock, at cost, increased to $178,433 million from $147,983 million as a result of share repurchase activity. Other components of stockholders' equity totaled $21,040 million compared with $20,045 million in the prior period.

Summary of significant accounting policies

Basis of presentation

The accompanying financial statements have been prepared in accordance with accounting principles generally accepted in the United States of America (GAAP) and the applicable rules and regulations of the Securities and Exchange Commission. In the opinion of management, the financial statements reflect all adjustments necessary for a fair statement of the financial position, results of operations, and cash flows for the periods presented.

Principles of consolidation

The financial statements include the accounts of the Company and its consolidated subsidiaries, if any. All intercompany balances and transactions have been eliminated in consolidation.

Investments

Investments are classified at the time of purchase based on the nature of the security and the Company's intent and ability to hold it, and are subsequently measured under the accounting framework applicable to that classification, as presented in the investments note.

Property and equipment

Property and equipment are stated at cost less accumulated depreciation. Depreciation is recognized over the estimated useful lives of the related assets, generally on a straight-line basis. Expenditures for maintenance and repairs are expensed as incurred.

Impairment of long-lived assets

Long-lived assets are reviewed for impairment whenever events or changes in circumstances indicate that the carrying amount of an asset or asset group may not be recoverable. When the carrying amount of an asset or asset group is not recoverable, an impairment loss is recognized for the amount by which the carrying amount exceeds fair value.

Leases

The Company determines whether an arrangement is or contains a lease at inception. For leases with terms greater than twelve months, a right-of-use asset and a corresponding lease liability are recognized at the lease commencement date, measured at the present value of the remaining lease payments over the lease term.

Debt

Debt is carried at amortized cost. Debt issuance costs and discounts or premiums are presented as an adjustment to the carrying amount of the related debt and amortized to interest expense over the contractual term of the debt.

Derivative instruments

Derivative instruments are recognized as assets or liabilities on the balance sheet and measured at fair value. Changes in the fair value of derivatives are recognized in earnings unless the derivative is designated and qualifies as a hedging instrument, in which case recognition follows the applicable hedge accounting model.

Income taxes

Income taxes are accounted for under the asset and liability method. Deferred tax assets and liabilities are recognized for the future tax consequences of temporary differences between the financial statement carrying amounts of existing assets and liabilities and their respective tax bases, measured using enacted tax rates expected to apply in the years in which those temporary differences are expected to be recovered or settled. A valuation allowance is recognized when it is more likely than not that some portion of the deferred tax assets will not be realized.

Earnings per share

Basic earnings per share is computed by dividing income available to common stockholders by the weighted-average number of common shares outstanding for the period. Diluted earnings per share reflects the potential dilution that would occur if securities or other contracts to issue common stock were exercised or converted into common stock, except when the effect would be antidilutive.

Foreign currency

The financial statements of operations whose functional currency is not the U.S. dollar are translated into U.S. dollars using period-end exchange rates for assets and liabilities and average exchange rates for revenues and expenses, with the resulting translation adjustments reported as a component of other comprehensive income (loss). Gains and losses arising from transactions denominated in a currency other than the functional currency are recognized in earnings in the period they arise.

Stockholders' equity

Equity instruments issued by the Company are classified in stockholders' equity based on their terms. The components of stockholders' equity and the changes in those components for the periods presented are set forth in the equity note.

Recent accounting pronouncements

The Company evaluates the applicability and impact of Accounting Standards Updates issued by the Financial Accounting Standards Board as they are issued. Adopted updates and updates not yet effective are not expected to have a material effect on the financial statements, except as otherwise described in these notes.

Debt
CurrentPrior
Debt, current72,430,000,000.0064,776,000,000.00
Debt, including current maturities388,093,000,000.00370,430,000,000.00
Deposits2,713,700,000,000.002,559,320,000,000.00
Operating lease liabilities9,474,000,000.009,337,000,000.00
Securities loaned30,924,000,000.0015,659,000,000.00
Securities sold under agreements to repurchase704,918,000,000.00442,396,000,000.00
Total debt3,919,539,000,000.003,461,918,000,000.00
Property and equipment
CurrentPrior
Equipment on operating leases, net0.0020,130,000,000.00
Total property and equipment0.0020,130,000,000.00
Stockholders' equity
CurrentPrior
Accumulated other comprehensive income (loss)-7,693,000,000.00-4,290,000,000.00
Additional paid-in capital90,559,000,000.0091,114,000,000.00
Common stock4,105,000,000.004,105,000,000.00
Other stockholders equity (derived)21,040,000,000.0020,045,000,000.00
Retained earnings (accumulated deficit)445,020,000,000.00416,055,000,000.00
Treasury stock, at cost-178,433,000,000.00-164,591,000,000.00
Total stockholders' equity374,598,000,000.00362,438,000,000.00
Earnings per share
CurrentPrior
Net income available to common stockholders20,752,000,000.0014,630,000,000.00
Weighted average shares outstanding, basic2,689,900,0002,788,700,000
Dilutive effect of potential common shares4,300,0005,000,000
Weighted average shares outstanding, diluted2,694,200,0002,793,700,000
Basic earnings per share7.715.25
Diluted earnings per share7.705.24
Lease cost and other lease information
CurrentPriorYear to datePrior year to date
Total lease cost604,000,000.00579,000,000.001,200,000,000.001,200,000,000.00
Deferred tax assets and liabilities
CurrentPrior
Deferred tax assets, gross17,667,000,000.00
Valuation allowance476,000,000.00
Deferred tax assets, net17,191,000,000.00
Compensation and benefits1,079,000,000.00
Provision for loan losses7,402,000,000.00
Property, plant and equipment0.00
Other tax credit carryforwards2,252,000,000.00
Loss reserves5,907,000,000.00
Deferred income tax liabilities10,243,000,000.00
Property and equipment2,343,000,000.00
Other deferred tax liabilities1,659,000,000.00
Leasing arrangements4,291,000,000.00
Mortgage servicing rights1,950,000,000.00
Net deferred tax position6,948,000,000.00
Unrecognized tax benefits
Amount
Balance at beginning of period5,624,000,000.00
Unrecognized tax benefits detail
CurrentPrior
Portion that would impact the effective tax rate4,600,000,000.00
Income tax examination penalties and interest accrued1,900,000,000.00
Supplemental income statement information
CurrentPrior
Interest income (expense), net25,511,000,000.0023,209,000,000.00
Interest detail
CurrentPrior
Interest expense on long-term debt4,468,000,000.004,484,000,000.00
Interest expense on short-term borrowings518,000,000.00607,000,000.00
Interest income, other2,012,000,000.001,758,000,000.00
Available-for-sale debt securities
CurrentPrior
Accumulated gross unrealized gains1,431,000,000.003,314,000,000.00
Accumulated gross unrealized losses4,072,000,000.003,342,000,000.00
Derivative instruments
CurrentPrior
Derivative assets, gross fair value679,833,000,000.00599,310,000,000.00
Derivative assets67,767,000,000.0057,777,000,000.00
Derivative liabilities, gross fair value698,245,000,000.00589,018,000,000.00
Derivative liabilities66,488,000,000.0046,329,000,000.00
Balance sheet captions for these amounts are not separately disclosed:Derivative assetsDerivative liabilities

Management's discussion and analysis

Management's discussion and analysis

Net income for the period was $21,155,000,000 on total revenue of $57,347,000,000, representing basic earnings per share of $7.71 on weighted-average basic shares outstanding of 2,689,900,000. Interest income increased 4.9% to $50,624,000,000 from $48,241,000,000 in the comparable prior-year period, while interest expense was $25,113,000,000 compared with $25,032,000,000, an increase of 0.3%, resulting in net interest income of $25,511,000,000 compared with $23,209,000,000 in the prior-year period. The growth in interest income was supported by an increase in loans receivable, net, to $1,516,310,000,000 from $1,387,039,000,000, or 9.3%, and by higher balances of debt securities available for sale, which rose 10.4% to $536,048,000,000 from $485,380,000,000. Noninterest income increased 46.7% to $31,836,000,000 from $21,703,000,000, driven by [COMPLETE: principal drivers of the increase in noninterest income].

Noninterest expense increased 14.9% to $27,316,000,000 from $23,779,000,000 in the prior-year period, reflecting [COMPLETE: principal drivers of the increase in noninterest expense]. The provision for credit losses decreased 11.7% to $2,515,000,000 from $2,849,000,000, reflecting [COMPLETE: drivers of the change in the provision for credit losses]. Income tax expense increased 92.9% to $6,361,000,000 from $3,297,000,000, primarily as a result of higher pre-tax income and [COMPLETE: other drivers of the change in the effective tax rate]. Our primary market risk exposure is interest rate risk on cash, cash equivalents, and short-term investments, and we do not have material foreign currency or commodity price exposure.

Our principal sources of liquidity are deposits, secured and unsecured wholesale funding, and cash generated from operations. Deposits increased 5.9% to $2,713,700,000,000 from $2,562,380,000,000, and securities sold under agreements to repurchase increased 18.4% to $704,918,000,000 from $595,340,000,000. Debt, including current maturities, was $388,093,000,000 compared with $354,509,000,000, an increase of 9.5%, of which $72,430,000,000 was current compared with $65,293,000,000 in the prior period. Restricted cash and equivalents decreased 26.3% to $309,811,000,000 from $420,327,000,000, and cash and cash equivalents totaled [COMPLETE: cash and cash equivalents balance] at period end. Securities borrowed increased 61.8% to $362,487,000,000 from $223,976,000,000, while securities purchased under agreements to resell decreased 5.2% to $446,143,000,000 from $470,589,000,000.

Total liabilities were $4,640,471,000,000 and total stockholders' equity was $374,598,000,000 at period end. Retained earnings increased 12.0% to $445,020,000,000 from $397,424,000,000, and treasury stock, at cost, increased to $178,433,000,000 from $147,983,000,000, reflecting continued repurchases of common stock. Accumulated other comprehensive loss was $7,693,000,000 compared with $7,243,000,000 in the prior period. Management evaluated disclosure controls and procedures as of the end of the period and concluded they were effective at the reasonable assurance level, and no changes materially affected internal control over financial reporting during the quarter. Management believes that our liquidity and capital resources, including deposits, access to wholesale funding markets, and cash flows from operations, are sufficient to meet our anticipated operating, investing, and financing requirements for at least the next twelve months.

Quantitative and qualitative disclosures about market risk

Quantitative and qualitative disclosures about market risk

JPMorgan Chase & Co. is a public reporting company classified under National Commercial Banks. Market risk is the risk of loss arising from adverse changes in market rates and prices, and we manage this risk as part of our ongoing business activities. Our primary market risk exposure is interest rate risk on cash, cash equivalents, and short-term investments. We do not have material foreign currency or commodity price exposure.

Interest rate risk arises because our interest-earning assets and interest-bearing liabilities reprice or mature at different times and in different amounts in response to changes in market interest rates. For the period, interest income was $50.6 billion compared with $48.2 billion in the prior period, an increase of 4.9%, while interest expense was $25.1 billion compared with $25.0 billion in the prior period, a change of less than 1%. Our interest-bearing liabilities include deposits of $2,713.7 billion, up 5.9% from $2,562.4 billion, and debt, including current maturities, of $388.1 billion, up 9.5% from $354.5 billion. Our interest-earning assets include loans receivable, net, of $1,516.3 billion, up 9.3% from $1,387.0 billion, debt securities available for sale of $536.0 billion, up 10.4% from $485.4 billion, and debt securities held to maturity of $268.5 billion, up 3.0% from $260.6 billion. Restricted cash and equivalents were $309.8 billion at period end, a decrease of 26.3% from $420.3 billion in the prior period. [COMPLETE: quantitative sensitivity analysis of net interest income and the fair value of financial instruments to hypothetical parallel shifts in market interest rates, including the assumptions and methodology used.]

Assets and liabilities denominated in currencies other than the U.S. dollar are translated using period-end exchange rates, and revenues and expenses are translated using average exchange rates, with the resulting translation adjustments reported as a component of other comprehensive income (loss). Gains and losses arising from transactions denominated in a currency other than the functional currency are recognized in earnings in the period they arise. Accumulated other comprehensive loss was $7.7 billion at period end compared with $7.2 billion in the prior period. Notwithstanding these translation and transaction effects, we do not consider our foreign currency exposure to be material, and we do not have material commodity price exposure. Actual changes in market rates and prices may differ from any hypothetical scenarios, and the resulting effect on our financial condition and results of operations could differ from the analysis presented above.

Controls and procedures

Controls and procedures

JPMorgan Chase & Co. maintains disclosure controls and procedures designed to ensure that information required to be disclosed in the reports it files or submits under the Securities Exchange Act of 1934 is recorded, processed, summarized and reported within the time periods specified in the rules and forms of the Securities and Exchange Commission. The registrant's certifying officers are responsible for establishing and maintaining disclosure controls and procedures (as defined in Exchange Act Rules 13a-15(e) and 15d-15(e)) and internal control over financial reporting (as defined in Exchange Act Rules 13a-15(f) and 15d-15(f)) for the registrant. Management evaluated disclosure controls and procedures as of the end of the period and concluded they were effective at the reasonable assurance level. This evaluation was carried out under the supervision and with the participation of management, including Lake Marianne, Principal Executive Officer of JPMORGAN CHASE & CO, and [COMPLETE: name and title of Principal Financial Officer], as of 2026-06-30.

Any control system, no matter how well designed and operated, can provide only reasonable, not absolute, assurance that its objectives will be met, and the design of a control system must reflect resource constraints and the benefits of controls relative to their costs. No changes materially affected internal control over financial reporting during the quarter. Accordingly, there were no changes in the Firm's internal control over financial reporting during the quarter ended 2026-06-30 that have materially affected, or are reasonably likely to materially affect, the Firm's internal control over financial reporting.

Management's conclusion language must be reviewed and adopted by management before filing. [COMPLETE: Confirm final conclusion wording with the Principal Executive Officer and Principal Financial Officer and conform to the Exhibit 31 certifications accompanying this report.]

Legal proceedings

Legal proceedings

From time to time, JPMorgan Chase & Co. is involved in legal proceedings arising in the ordinary course of business. The Company is a public reporting company classified under National Commercial Banks, and the nature of its business subjects it to various claims, investigations, and proceedings that may arise in the normal course of its operations. Management does not currently believe that any pending matter is material to the Company's financial statements.

The outcome of legal proceedings is inherently uncertain, and the Company evaluates such matters on an ongoing basis as new information becomes available. Based on information currently available, management does not believe that any pending legal matter, individually or in the aggregate, is material to the Company's financial statements as of June 30, 2026. There can be no assurance, however, that the ultimate resolution of any current or future proceedings will not have an adverse effect on the Company's results of operations or financial condition in a particular reporting period.

Risk factors

Risk factors

JPMorgan Chase & Co. is a public reporting company classified under National Commercial Banks, and our business, financial condition and results of operations are subject to a range of risks inherent in the banking industry. JPMORGAN CHASE & CO is a public reporting company classified under National Commercial Banks. For the period ended June 30, 2026, we reported revenue of $57,347,000,000 and net income of $21,155,000,000, and our ability to sustain these results depends on factors that are in many cases outside of our control. Company: JPMORGAN CHASE & CO Period: 2026-06-30 Revenue: $57347000000 Net income: $21155000000 Credit risk remains a principal exposure: our loans receivable, net, increased to $1,516,310,000,000 from $1,387,039,000,000, an increase of 9.3%, and loans held for sale increased 19.3% to $15,765,000,000, so a deterioration in borrower credit quality or economic conditions could require higher provisions and adversely affect earnings. Loans held for sale [accounts_receivable]: current $15765000000, prior $13219000000, delta 19.3% Loans receivable, net [accounts_receivable]: current $1516310000000, prior $1387039000000, delta 9.3% Although our provision for credit losses declined 11.7% to $2,515,000,000 from $2,849,000,000, provision levels are sensitive to changes in macroeconomic forecasts and portfolio performance and could increase materially in future periods. Provision for credit losses [expense]: current $2515000000, prior $2849000000, delta -11.7% Except as described below, there have been no material changes to the risk factors described in [COMPLETE: reference to the Company's most recent Annual Report on Form 10-K and the applicable Risk Factors section].

Our primary market risk exposure is interest rate risk on cash, cash equivalents and short-term investments, and we do not have material foreign currency or commodity price exposure. Primary market risk exposure is interest rate risk on cash, cash equivalents, and short-term investments. The company does not have material foreign currency or commodity price exposure. Changes in interest rates affect both the yield on our earning assets and the cost of our funding; interest income rose 4.9% to $50,624,000,000 while interest expense of $25,113,000,000 remained substantially unchanged, and a compression of this spread could reduce net interest income. Interest expense [revenue]: current $-25113000000, prior $-25032000000, delta -0.3% Interest income [revenue]: current $50624000000, prior $48241000000, delta 4.9% Our investment portfolio, including debt securities available for sale of $536,048,000,000 and debt securities held to maturity of $268,474,000,000, is exposed to fair value fluctuations from interest rate movements, and accumulated other comprehensive loss widened to $7,693,000,000 from $7,243,000,000. Debt securities available for sale [investment]: current $536048000000, prior $485380000000, delta 10.4% Debt securities held to maturity [investment]: current $268474000000, prior $260559000000, delta 3.0% Accumulated other comprehensive income (loss) [equity]: current $-7693000000, prior $-7243000000, delta -6.2% Further increases in rates or sustained volatility could result in additional unrealized losses and reduce stockholders' equity.

Liquidity and funding risk could adversely affect our operations if we are unable to access funding on acceptable terms. Our deposits increased 5.9% to $2,713,700,000,000, and we rely increasingly on wholesale funding, with securities sold under agreements to repurchase increasing 18.4% to $704,918,000,000 and securities loaned increasing 90.9% to $30,924,000,000. Deposits [debt]: current $2713700000000, prior $2562380000000, delta 5.9% Securities loaned [debt]: current $30924000000, prior $16196000000, delta 90.9% Securities purchased under agreements to resell [accounts_receivable]: current $446143000000, prior $470589000000, delta -5.2% Securities sold under agreements to repurchase [debt]: current $704918000000, prior $595340000000, delta 18.4% Debt, including current maturities, increased 9.5% to $388,093,000,000, of which $72,430,000,000 is current, and our restricted cash and equivalents declined 26.3% to $309,811,000,000, which may reduce our flexibility in periods of market stress. Debt, current [debt]: current $72430000000, prior $65293000000, delta 10.9% Debt, including current maturities [debt]: current $388093000000, prior $354509000000, delta 9.5% Restricted cash and equivalents [cash]: current $309811000000, prior $420327000000, delta -26.3% Total liabilities of $4,640,471,000,000 relative to total equity of $374,598,000,000 reflect the leveraged nature of our balance sheet, and unfavorable changes in deposit behavior, credit ratings or market liquidity could increase our funding costs. Total debt (liabilities): $4640471000000 Total equity: $374598000000

We are also subject to legal, regulatory and operational risks. We are involved in legal proceedings arising in the ordinary course of business from time to time, and although management does not currently believe any pending matter is material to the financial statements, the outcome of litigation is inherently uncertain and could result in losses in excess of amounts accrued. The company is involved in legal proceedings arising in the ordinary course of business from time to time. Management does not currently believe any pending matter is material to the financial statements. Noninterest expense increased 14.9% to $27,316,000,000, and our ability to control expenses while investing in technology, risk management and compliance may affect our profitability. Noninterest expense [expense]: current $27316000000, prior $23779000000, delta 14.9% Management evaluated our disclosure controls and procedures as of the end of the period and concluded they were effective at the reasonable assurance level, and no changes materially affected internal control over financial reporting during the quarter; however, any future failure of these controls could impair our ability to report accurately and in a timely manner. Management evaluated disclosure controls and procedures as of the end of the period and concluded they were effective at the reasonable assurance level. No changes materially affected internal control over financial reporting during the quarter.

Other information

Other information

The following disclosure is provided pursuant to Item 408(a) of Regulation S-K with respect to Rule 10b5-1 trading arrangements of the directors and officers of JPMorgan Chase & Co. for the quarterly period ended June 30, 2026. [COMPLETE: Rule 10b5-1 trading arrangement adoptions and terminations from the D&O questionnaires]

[COMPLETE: any other information required to be disclosed in a report on Form 8-K during the quarter that was not so reported, or a statement that there is none]