earnings
confidence high
sentiment positive
materiality 0.75
JPMorgan Q3 2026 net income $15.3B ($5.57/sh) vs $14.4B a year ago; adjusted EPS $5.75
JPMORGAN CHASE & CO
- Net income $15.3B, or $5.57 per share, versus $14.4B and $5.07 per share in 3Q25; adjusted net income $15.8B ($5.75/share) excluding a $658M investment securities loss.
- Reported revenue $50.2B and managed revenue $50.9B; expense $27.3B with a 54% overhead ratio; credit costs $2.7B including $2.2B net charge-offs and a $539M net reserve build.
- CIB revenue rose 14% YoY with 18% ROE; Markets revenue +15% (Fixed Income -4%, Equities +49%); IB fees +14% YoY but -8% QoQ; #1 global IB fee ranking at 9.2% wallet share YTD.
- CCB revenue +9% YoY with 36% ROE, over 650,000 net new checking accounts and a 2.91% card net charge-off rate; AWM revenue +14% with AUM of $5.2T (+13% YoY) and $263B of net inflows.
- Common dividend $1.65 per share ($4.4B); net buybacks cut to $664M as the Firm reduced repurchases; CET1 13.9% standardized/14.1% advanced; tangible book value per share $112.64, up 7% YoY.