Oct 20, 4:15 PM ET
JPMorgan Chase & Co. closed public offerings on October 20, 2026 of three series of notes with total principal of about $7 billion. The notes were registered under an existing Form S-3 shelf, and the filing attaches a legal opinion on the notes' legality, which is routine for debt issuance.
- Floating Rate Notes due 2030: $350 million aggregate principal
- 2030 Fixed-to-Floating Rate Notes: $2.9 billion aggregate principal
- 2037 Fixed-to-Floating Rate Notes: $3.75 billion aggregate principal
Read the filing on SEC.gov ↗
Oct 13, 6:30 AM ET
JPMorgan Chase reported third-quarter 2026 net income of $15.3 billion, or $5.57 per diluted share, up 6% in net income and 10% in EPS from the third quarter of 2025. Reported net revenue rose 8% to $50.2 billion, while $658 million of net investment securities losses reduced EPS by $0.18; excluding that item, net income was $15.8 billion. The Firm also declared a $1.65 per share common dividend and said it reduced share repurchases this quarter.
- Net income $15.3 billion, up 6% year over year; diluted EPS $5.57 versus $5.07
- Reported net revenue $50.2 billion, up 8%; noninterest expense $27.3 billion, up 12%
- $658 million of net investment securities losses reduced EPS by $0.18; excluding the item, net income was $15.8 billion and EPS $5.75
- Common dividend of $1.65 per share; $664 million of net common stock repurchases in the quarter
Read the filing on SEC.gov ↗
Jul 23, 4:15 PM ET
On July 23, 2026, JPMorgan Chase & Co. closed public offerings of four note series totaling $9.0 billion, comprising $6.0 billion of senior notes and $3.0 billion of subordinated notes. The notes were registered under a Form S-3 shelf registration, and the filing adds legal opinions on their legality, so the filing reports a financing event rather than a change in operating results.
- Floating Rate Notes due 2030: $500 million aggregate principal amount
- 2030 Fixed-to-Floating Rate Notes: $2.5 billion; 2032 Fixed-to-Floating Rate Notes: $3.0 billion
- Fixed-Rate Reset Subordinated Notes due 2041: $3.0 billion
- Offerings registered on Form S-3 (File No. 333-285537) and closed July 23, 2026
Read the filing on SEC.gov ↗
Jul 14, 9:52 AM ET
JPMorgan Chase reported second-quarter 2026 net income of $21.2B and diluted EPS of $7.70, up from $6.2B and $2.46 a year earlier, with managed revenue of $58.0B up 27% year over year. The results include a $4.6B net gain tied to Visa shares and $1.0B of equity investment gains; excluding these significant items, net income was $16.9B and EPS was $6.14. The Firm also raised its full-year 2026 adjusted expense outlook to about $107.5B, citing higher volume- and revenue-related expenses.
- Net income $21.2B and EPS $7.70 for 2Q26; excluding significant items, net income $16.9B and EPS $6.14
- Managed revenue $58.0B, up 27% YoY; expense $27.3B, up 15% YoY
- Significant items: $4.6B net gain related to Visa shares and $1.0B of equity investment gains
- FY2026 adjusted expense outlook of about $107.5B, increased from prior outlook; FY2026 net interest income outlook about $105.5B
Read the filing on SEC.gov ↗
Jul 14, 6:30 AM ET
JPMorgan Chase reported second-quarter 2026 net income of $21.2 billion, or $7.70 per diluted share, up from $15.0 billion, or $5.24 per share, a year earlier. The results include a $4.6 billion net gain on Visa shares and $1.0 billion of gains on certain equity investments; excluding these significant items, net income was $16.9 billion, or $6.14 per share, which the filing says is up 13%.
- Reported net revenue was $57.3 billion, up 28% from $44.9 billion in the second quarter of 2025; managed revenue was $58.0 billion, up 27%.
- Noninterest expense rose 15% to $27.3 billion, and the provision for credit losses was $2.5 billion.
- The Firm paid a common dividend of $1.50 per share ($4.0 billion) and made $6.2 billion of net common stock repurchases in the quarter.
- Book value per share was $133.01 at June 30, 2026, up 9% from a year earlier; the filing does not include updated guidance.
Read the filing on SEC.gov ↗
Jun 25, 7:59 AM ET
JPMorgan Chase said its Commercial & Investment Bank co-CEOs, Doug Petno and Troy Rohrbaugh, were elected Co-Presidents effective immediately, with Petno becoming sole CEO of the CIB and Rohrbaugh becoming CEO of Consumer & Community Banking. Marianne Lake, current CEO of CCB, has decided to retire after more than 25 years at the Firm. The filing also discloses one-time retention awards of $30 million each to Petno and Rohrbaugh and $20 million each to Mary Erdoes and Jennifer Piepszak, which vest over three years subject to a 12% three-year average ROTCE condition.
- Petno (61) and Rohrbaugh (56) elected Co-Presidents of the Firm, effective immediately
- Petno becomes sole CEO of the Commercial & Investment Bank; Rohrbaugh becomes CEO of Consumer & Community Banking
- Marianne Lake, current CCB CEO, to retire after more than 25 years; she will help with the transition over the coming weeks
- Retention awards approved June 24, 2026: $30 million each to Petno and Rohrbaugh, $20 million each to Erdoes and Piepszak, cliff-vesting after three years
Read the filing on SEC.gov ↗
Jun 24, 4:07 PM ET
JPMorgan Chase released its 2026 Dodd-Frank Act stress test results on June 24, 2026, based on the Federal Reserve's hypothetical Supervisory Severely Adverse Scenario. The projections show the firm's common equity tier 1 (CET1) ratio falling from 14.6% at the end of 4Q25 to a projected minimum of 12.4%, ending at 14.4% in 1Q28, and $70.2 billion of projected loan losses over nine quarters. The company states that these are hypothetical estimates, not forecasts of actual results.
- Projected minimum CET1 ratio of 12.4%, versus 14.6% actual at 4Q25 and a 4.5% regulatory minimum
- Nine-quarter projected pre-provision net revenue of $135.9 billion and provision for credit losses of $95.6 billion (1Q26 to 1Q28)
- Projected net income before taxes of $11.4 billion and total projected loan losses of $70.2 billion
- JPMorgan Chase Bank, N.A. projected minimum CET1 ratio of 13.2%
Read the filing on SEC.gov ↗
Jun 24, 4:06 PM ET
JPMorgan Chase said its Board intends to raise the quarterly common stock dividend to $1.65 per share from $1.50 for the third quarter of 2026, subject to later Board approval. The Board also authorized a new $50 billion common share repurchase program effective July 1, 2026, to be used at management's discretion. The Firm's Stress Capital Buffer requirement of 2.5% and its 11.5% CET1 capital ratio requirement remain unchanged, which matters to shareholders because it signals more capital returned to them under current rules.
- Intended quarterly dividend of $1.65 per share, up from $1.50, for the third quarter of 2026
- New $50 billion common share repurchase program effective July 1, 2026
- Stress Capital Buffer requirement of 2.5% unchanged through September 30, 2027
- Standardized CET1 capital ratio requirement including buffers remains 11.5%
Read the filing on SEC.gov ↗
Jun 2, 4:15 PM ET
JPMorgan Chase & Co. closed a public offering of $500 million in Fixed-to-Floating Rate Notes due 2030 on June 2, 2026. The notes are an additional issuance of the same series as $2.75 billion of notes sold on April 23, 2026, and the filing is a routine debt financing with no stated change to the company's results or outlook.
- Offering size: $500 million aggregate principal amount of Fixed-to-Floating Rate Notes due 2030
- Notes form a single series with $2.75 billion of notes issued April 23, 2026
- Offering was registered on Form S-3 (File No. 333-285537) under the Securities Act of 1933
Read the filing on SEC.gov ↗
May 27, 4:39 PM ET
JPMorgan Chase said it will redeem all 200,000 outstanding shares of its 3.65% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series KK, on June 1, 2026, under the optional redemption provisions of the governing documents. The shares are represented by 2,000,000 depositary shares, and holders will receive the redemption price of $10,000 per share ($1,000 per depositary share). June 1, 2026 is also the final dividend payment date for the series, so holders of these depositary shares will receive their last scheduled dividend when the redemption is paid.
- 200,000 Series KK preferred shares, represented by 2,000,000 depositary shares, will be redeemed on June 1, 2026
- Redemption price is $10,000 per preferred share, equivalent to $1,000 per depositary share
- June 1, 2026 is the final dividend payment date; the dividend record date is May 4, 2026
- Payment is made through Computershare Inc., as Depositary, upon surrender of depositary receipts
Read the filing on SEC.gov ↗
May 7, 4:16 PM ET
On May 7, 2026, JPMorgan Chase issued 300,000 shares of its 6.100% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series PP, against depositary receipts for 3,000,000 depositary shares, under an April 30, 2026 underwriting agreement. The Series PP terms restrict common stock dividends, buybacks and certain other payments if preferred dividends are not declared for the most recent period, or if liquidation payments of $10,000 per share are not made to preferred holders.
- 300,000 Series PP preferred shares issued May 7, 2026; each depositary share represents one-tenth of a share
- Each preferred share has a liquidation preference of $10,000 plus any declared and unpaid dividends
- Common dividends, buybacks and payments on junior or parity preferred stock are restricted if Series PP dividends are not declared
- Certificate of Designations filed with Delaware on May 6, 2026; underwriter is J.P. Morgan Securities LLC
Read the filing on SEC.gov ↗
Apr 23, 4:15 PM ET
On April 23, 2026, JPMorgan Chase closed public offerings of four tranches of notes totaling $10 billion in principal. The notes were registered on Form S-3, and the filing attaches a legal opinion on their legality. The filing describes a routine debt issuance and does not state a use of proceeds or any effect on earnings.
- $500 million Floating Rate Notes due 2030
- $2.75 billion Fixed-to-Floating Rate Notes due 2030 and $3.0 billion due 2032
- $3.75 billion Fixed-to-Floating Rate Notes due 2037
- Offerings registered under Form S-3 (File No. 333-285537); legal opinion from Simpson Thacher & Bartlett LLP filed as Exhibit 5.1
Read the filing on SEC.gov ↗
Apr 14, 10:05 AM ET
JPMorgan Chase reported first-quarter 2026 results in an investor presentation furnished under Item 7.01. Net income was $16.5 billion, up 13% from a year earlier, and diluted EPS was $5.94 versus $0.87 in the first quarter of 2025, while managed revenue rose 10% to $50.5 billion. The filing also reaffirms a full-year 2026 outlook of about $103 billion in net interest income, market dependent.
- Net income of $16.5 billion, up 13% year over year; diluted EPS of $5.94 compared with $0.87 a year earlier
- Managed revenue of $50.5 billion, up 10% year over year; expense of $26.9 billion, up 14%
- Common dividend of $4.1 billion, or $1.50 per share, plus $8.1 billion of net common stock repurchases in the quarter
- FY2026 outlook: net interest income of about $103 billion, market dependent; adjusted expense of about $105 billion
Read the filing on SEC.gov ↗
Apr 14, 6:32 AM ET
JPMorgan Chase reported first-quarter 2026 net income of $16.5 billion, or $5.94 per diluted share, up from $14.6 billion, or $5.07 per share, a year earlier. Reported net revenue rose 10% to $49.8 billion, and the firm repurchased $8.1 billion of common stock and paid a $1.50 per share dividend, which supports shareholder returns.
- Net income of $16.5 billion, up 13% from $14.6 billion in first-quarter 2025; diluted EPS of $5.94 vs. $5.07
- Reported net revenue of $49.8 billion, up 10%; noninterest expense of $26.9 billion, up 14%
- Provision for credit losses of $2.5 billion, down 24% from $3.3 billion a year earlier
- Common dividend of $1.50 per share ($4.1 billion) and $8.1 billion of common stock net repurchases
Read the filing on SEC.gov ↗
Feb 23, 4:39 PM ET
JPMorgan Chase held a Company Update presentation on February 23, 2026, and furnished its slides and speaker biographies under Regulation FD. The slides reiterate prior 2026 outlook figures, including about $95 billion of net interest income excluding Markets, about $105 billion of adjusted expense, and a 2026 card net charge-off rate of about 3.4%. The filing itself is administrative and does not report new quarterly results.
- Company Update held February 23, 2026, with slides furnished as Exhibits 99.1 to 99.3
- Slides reiterate 2026 outlook: about $95 billion NII ex. Markets, about $105 billion adjusted expense, about 3.4% card NCO rate
- Slides cite 2025 net income of $57 billion, revenue of $186 billion and a 20% ROTCE
Read the filing on SEC.gov ↗
Feb 5, 4:17 PM ET
JPMorgan Chase & Co. closed a public offering of $3 billion in Fixed-to-Floating Rate Subordinated Notes due 2037 on February 5, 2026. The notes were registered under a Form S-3 shelf registration, and the filing adds a legal opinion on the notes as an exhibit. The filing gives no use of proceeds, so the effect on shareholders is not described.
- Aggregate principal amount: $3 billion
- Notes are Fixed-to-Floating Rate Subordinated Notes due 2037
- Closed February 5, 2026, registered under Form S-3 (File No. 333-285537)
Read the filing on SEC.gov ↗
Jan 22, 4:30 PM ET
JPMorgan Chase's independent board approved 2025 annual compensation of $43 million for CEO James Dimon, up from $39 million last year. The filing says the pay reflects record 2025 revenue of $185.6 billion and net income of $57.0 billion, and that 88% of his variable incentive pay is in performance share units tied to return on tangible common equity.
- Total 2025 pay of $43 million: $1.5 million base salary and $41.5 million variable incentive pay
- Of the variable pay, $5 million is paid in cash and $36.5 million in performance share units
- The firm reported 2025 net income of $57.0 billion, or $20.02 per share, and ROTCE of 20%
- The quarterly common dividend was raised from $1.25 to $1.50 per share
Read the filing on SEC.gov ↗
Jan 22, 4:15 PM ET
JPMorgan Chase closed public offerings on January 22, 2026, of three note series totaling $6.0 billion in aggregate principal. The notes were registered under a Form S-3 shelf registration, and the legal opinion on the notes is filed as Exhibit 5.1. The filing does not report earnings, guidance, or the pricing terms of the notes.
- Floating Rate Notes due 2032: $400 million aggregate principal
- 2032 Fixed-to-Floating Rate Notes: $2.6 billion aggregate principal
- 2037 Fixed-to-Floating Rate Notes: $3.0 billion aggregate principal
Read the filing on SEC.gov ↗
Jan 13, 10:09 AM ET
JPMorgan Chase reported fourth-quarter 2025 net income of $13.0B, down 7% from a year earlier, and diluted EPS of $4.63, while managed revenue rose 7% to $46.8B. Results include a $2.2B credit reserve for the forward purchase commitment of the Apple credit card portfolio; the filing says excluding this item, net income would have been $14.7B and EPS $5.23.
- 4Q25 net income $13.0B, down 7% YoY; diluted EPS $4.63; managed revenue $46.8B, up 7% YoY
- $2.2B reserve for the Apple credit card forward purchase commitment; after tax, $1.7B, or $0.60 per share
- FY2025 net income $57.0B, down 2% YoY; diluted EPS $20.02
- 2026 outlook: net interest income of ~$103B, net interest income ex. Markets of ~$95B, adjusted expense of ~$105B, all market dependent
Read the filing on SEC.gov ↗
Jan 13, 6:41 AM ET
JPMorgan Chase reported fourth-quarter 2025 net income of $13.0 billion, or $4.63 per diluted share, down from $14.0 billion, or $4.81 per share, a year earlier. The results include a $2.2 billion credit reserve for the forward purchase commitment of the Apple credit card portfolio; excluding that item, net income was $14.7 billion, or $5.23 per share, while managed net revenue rose 7% to $46.8 billion.
- Q4 2025 net income $13.0 billion, down 7% year over year; diluted EPS $4.63, down 4%
- Apple credit card reserve of $2.2 billion reduced EPS by $0.60; excluding it, net income was $14.7 billion ($5.23 per share)
- Managed net revenue $46.8 billion, up 7%; noninterest expense $24.0 billion, up 5%
- Full-year 2025 net income $57.0 billion ($20.02 per share); quarterly dividend $1.50 per share
Read the filing on SEC.gov ↗
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