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JPM · XBRL financial data

JPMorgan Chase financial statements, every quarter

The same tables from 12 filings, lined up. Matched by XBRL tag: renamed lines keep their history.

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How these numbers work
  • Every number comes from the company's XBRL financial data filed with the SEC, and each one links to its filing.
  • Lines are matched by XBRL tag, so a line renamed between filings keeps its history.
  • * marks a quarter worked out from the filing totals: the 10-K year minus the first three quarters, or a year-to-date total minus the earlier one. Fourth-quarter earnings per share is fourth-quarter net income over the fourth-quarter weighted shares.
  • 0 means a filing states zero; a dash (—) means no filing states that number.
  • “year only” means the 10-K gives the full year but not the quarters needed to work out the fourth. A worked-out quarter of revenue, cost of revenue or operating cash flow more than twice the company's largest quarter of the two years before is shown this way too.
  • Gross profit is shown as the company reports it; a worked-out quarter must equal revenue less cost of revenue for that quarter, or it is a dash.
  • Operating income can be above gross profit when the company books other operating income between the two, shown on its own line.
  • Shares outstanding come from each filing's cover page, as of the date printed there.
  • Quarters are fiscal: Q2 FY27 is the second quarter of the company's fiscal 2027.

Income statement

CSV

Fiscal quarters (JPM's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Revenueyear only———year only———year only———
Interest income5,101*5,1945,4266,1476,377*6,2626,9527,4297,389*7,2577,4827,878
Interest expense23,333*24,356——————————
Income tax expense (benefit)2,019*3,8745,2864,0803,370*3,7653,2974,3504,135*3,9856,3614,829
Net income (loss)9,307*13,41918,14912,89814,005*14,64314,98714,39313,025*16,49421,15515,305
Earnings per share, basic USD per share3.19*4.456.134.384.94*5.085.255.084.76*5.957.715.58
Earnings per share, diluted USD per share3.19*4.446.124.374.93*5.075.245.074.75*5.947.705.57
Weighted average shares, basic millions of shares2,915*2,9082,8902,8612,837*2,8192,7892,7622,737*2,7162,6902,679
Weighted average shares, diluted millions of shares2,920*2,9132,8952,8662,843*2,8242,7942,7682,741*2,7202,6942,683

Balance sheet

CSV

Fiscal quarters (JPM's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Cash and cash equivalents624,151562,116530,819434,260469,317425,903420,327303,436343,338312,142309,811326,271
Right-of-use asset8,4318,3898,3588,4308,4948,7168,8728,8958,9018,8879,0549,028
Goodwill52,63452,63652,62052,71152,56552,62152,74752,71752,73152,70652,71152,717
Total assets3,875,3934,090,7274,143,0034,210,0484,002,8144,357,8564,552,4824,560,2054,424,9004,900,4755,015,0695,091,545
Total deposits2,400,6882,428,4092,396,5302,430,7722,406,0322,495,8772,562,3802,548,4762,559,3202,675,5202,713,7002,780,793
Total liabilities3,547,5153,754,0903,802,4513,864,2123,658,0564,006,4364,195,5584,199,9934,062,4624,536,4374,640,4714,719,177
Retained earnings332,901342,414356,924365,966376,166386,616397,424407,401416,055428,206445,020455,587
Total stockholders' equity327,878336,637340,552345,836344,758351,420356,924360,212362,438364,038374,598372,368
Total liabilities and equity3,875,3934,090,7274,143,0034,210,0484,002,8144,357,8564,552,4824,560,2054,424,9004,900,4755,015,0695,091,545
Common shares outstanding (cover page) millions of shares2,8802,8722,8452,8152,7962,7792,7502,7222,6972,6802,6582,656

Cash flows

CSV

Fiscal quarters (JPM's year ends in late December)

In millions of dollarsDec 31, 2023Mar 31, 2024Jun 30, 2024Sep 30, 2024Dec 31, 2024Mar 31, 2025Jun 30, 2025Sep 30, 2025Dec 31, 2025Mar 31, 2026Jun 30, 2026Sep 30, 2026
Net income (loss)9,307*13,41918,14912,89814,005*14,64314,98714,39313,025*16,49421,15515,305
Stock-based compensation631*938944849773*1,053959910692*1,1731,1671,106
Net cash from operating activities60,231*(154,158)38,469*(74,081)*147,758*(251,839)29,547*(45,214)*119,724*(211,761)(25,283)*33,161*
Net cash from investing activities79,882*(43,379)(94,239)*(43,405)*17,620*(118,076)(173,060)*(21,311)*46,882*(217,769)6,393*(90,107)*
Share repurchases2,275*2,8325,336*6,361*4,301*7,5287,506*8,293*8,264*8,3256,788*1,109*
Dividends paid3,426*3,4933,777*3,655*3,858*3,8234,205*4,180*4,417*4,3744,342*4,322*
Net cash from financing activities(35,897)*141,16827,238*10,746*(115,705)*318,059122,804*(47,773)*(123,557)*400,67718,802*72,466*
Net change in cash112,782*(62,035)(31,297)*(96,559)*35,057*(43,414)(5,576)*(116,891)*39,902*(31,196)(2,331)*16,460*

Compare with peers

SIC 6021 and related industry codes, similar size; rows marked “added: same SIC” fill a short list. Each row is the latest quarter reported.

How peers are chosen
  • SIC 6021 and related industry codes with public float (or, where float is missing, quarterly revenue) between 0.2x and 5x the company's.
  • Each row is the latest quarter the company has reported, named in the Quarter column; when that filing is a 10-K, it is the fourth quarter, never the full year.
  • Fewer than three companies fall in that range, so the list adds same-SIC (6021) companies nearest in public float, each marked “added: same SIC”.
  • * marks a quarter worked out from the filing totals: for a 10-Q, the year-to-date total less the earlier one.
  • A cell reading “not reported” means the filings give no figure for that quarter alone.
CompanyCash ($M)Revenue, quarter ($M)Operating cash flow, quarter ($M)Shares outstandingQuarter
JPMorgan Chase21,25950,17233,161*2.7B 10-QSep 30, 2026
Bank of America26,90729,958(6,499)*6.9B 10-QSep 30, 2026
Wells Fargo & Company40,55621,8708,867*3.0B 10-QSep 30, 2026
Citigroupadded: same SIC24,66324,766not reported1.7B 10-QJun 30, 2026
Capital One Financialadded: same SIC4,9502,8365,712*601.5M 10-QSep 30, 2026
PNC Financial Services Groupadded: same SIC5,7556,5623,065*396.8M 10-QSep 30, 2026
US Bancorp deadded: same SIC66,4917,7124,820*1.6B 10-QJun 30, 2026
Truist Financialadded: same SIC4,230not reported1,763*1.2B 10-QSep 30, 2026
Huntington Bancsharesadded: same SIC2,377484773*2.0B 10-QSep 30, 2026

Not investment advice. Not affiliated with the U.S. SEC.