Access comprehensive financial analyses and make smarter investments - get the Manual of Investments on Amazon!

JPM

JPMorgan Chase Q2 2026 Net Income Soars to $21.2 Billion

JPMorgan Chase reported second-quarter 2026 net income of $21.2 billion, or $7.70 a share, up from the prior year period, while net income excluding significant items came in at $16.9 billion, or $6.14 a share.

Revenue reached $57.3 billion on a reported basis and $58.0 billion on a managed basis. Expense was $27.3 billion, leaving a reported overhead ratio of 48% and a managed overhead ratio of 47%. Credit costs totaled $2.5 billion, including $2.4 billion of net charge-offs and a $149 million reserve build.

Average loans rose 10% year over year and 2% from the first quarter. Average deposits increased 7% year over year and 3% sequentially. Cash and marketable securities stood at $1.5 trillion.

Return on common equity was 24%, return on tangible common equity was 29%, and return on tangible common equity excluding significant items was 23%. The firm’s standard CET1 capital ratio was 14.1% and the advanced ratio was 14.2%. Total loss-absorbing capacity was $590 billion, and standard risk-weighted assets were $2.1 trillion.

In consumer and community banking, average loans rose 2% year over year and 1% from the prior quarter. Average deposits increased 3% year over year and 2% sequentially. Client investment assets were up 21% from a year earlier. Debit and credit card sales volume rose 10% year over year, while the card services net charge-off rate was 3.34%. Active mobile customers increased 6%.

In corporate and investment banking, investment banking fees rose 30% year over year and 14% from the prior quarter. Markets revenue increased 35%, with fixed income markets up 6% and equity markets up 86%. Average banking and payments loans climbed 13% year over year and 5% sequentially, while average client deposits rose 11% year over year and 3% quarter over quarter.

In asset and wealth management, assets under management reached $5.1 trillion, up 18% from a year ago. Average loans rose 18% year over year and 6% sequentially, while average deposits increased 5% year over year and 3% from the prior quarter.

Book value per share was $133.01, up 9% year over year, and tangible book value per share was $113.35, up 10%. The firm repurchased $6.2 billion of common stock and paid a $4.0 billion common dividend. Net payout over the last 12 months was 73%.

JPMorgan said it raised approximately $1.9 trillion of credit and capital year to date, including $160 billion for consumers, $17 billion for U.S. small businesses, $1.7 trillion for corporations and non-U.S. government entities, and $52 billion for nonprofit and U.S. government entities. Today the company's shares have moved 2.75% to a price of $343.74. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

IN FOCUS