J.P.Morgan 2Q23 Investor Results slide image

J.P.Morgan 2Q23 Investor Results

JPMORGAN CHASE & CO. CONSOLIDATED BALANCE SHEETS (in millions) ASSETS Cash and due from banks Deposits with banks Federal funds sold and securities purchased under resale agreements Securities borrowed Trading assets: Debt and equity instruments Derivative receivables Available-for-sale ("AFS") securities Held-to-maturity ("HTM") securities Investment securities, net of allowance for credit losses Loans Less: Allowance for loan losses Loans, net of allowance for loan losses Accrued interest and accounts receivable Premises and equipment Goodwill, MSRs and other intangible assets Other assets TOTAL ASSETS LIABILITIES Deposits Federal funds purchased and securities loaned or sold under repurchase agreements Short-term borrowings Trading liabilities: Debt and equity instruments Derivative payables Accounts payable and other liabilities Beneficial interests issued by consolidated VIES Long-term debt TOTAL LIABILITIES STOCKHOLDERS' EQUITY Preferred stock Common stock Additional paid-in capital Retained earnings Accumulated other comprehensive income/(loss) ("AOCI") Treasury stock, at cost TOTAL STOCKHOLDERS' EQUITY TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ Jun 30, 2023 26,064 469,059 325,628 163,563 572,779 64,217 203,262 (a) 408,941 612,203 1,300,069 (a) 21,980 (b) 1,278,089 111,561 29,493 64,238 151,346 $ 3,868,240 266,272 41,022 132,264 46,545 286,934 19,647 364,078 (c) 3,555,724 $ 27,404 4,105 89,578 317,359 (14,290) (111,640) 312,516 $ 3,868,240 Mar 31, 2023 $ 2,398,962 (a) $ 2,377,253 25,098 520,902 317,111 195,917 519,618 59,274 197,248 412,827 610,075 1,128,896 20,053 1,108,843 115,316 28,266 62,090 181,795 $ 3,744,305 246,396 42,241 145,153 44,711 275,077 14,903 295,489 3,441,223 27,404 4,105 89,155 306,208 (14,418) (109,372) 303,082 $ 3,744,305 $ Dec 31, 2022 27,697 539,537 315,592 185,369 382,919 70,880 205,857 425,305 631,162 1,135,647 19,726 1,115,921 125,189 27,734 60,859 182,884 $ 3,665,743 $ 2,340,179 202,613 44,027 126,835 51,141 300,141 12,610 295,865 3,373,411 27,404 4,105 89,044 296,456 (17,341) (107,336) 292,332 $ 3,665,743 JPMORGAN CHASE & CO. Jun 30, 2023 Change $ Sep 30, 2022 24,654 619,533 301,878 193,216 413,953 92,534 188,140 430,106 618,246 1,112,633 18,185 1,094,448 143,905 27,199 60,806 183,512 $ 3,773,884 $ 2,408,615 239,939 47,866 133,175 56,703 300,016 12,079 287,473 3,485,866 32,838 4,105 88,865 288,776 (19,134) (107,432) 288,018 $ 3,773,884 $ Jun 30, 2022 27,215 642,045 322,156 202,393 384,260 81,317 222,069 441,649 663,718 1,104,155 17,750 1,086,405 145,442 26,770 59,360 200,233 $ 3,841,314 $ 2,471,544 222,719 58,422 137,891 52,417 313,326 10,640 288,212 3,555,171 32,838 4,105 88,614 282,445 (14,369) (107,490) 286,143 $ 3,841,314 Mar 31, 2023 (a) Includes the impacts of the First Republic acquisition. Refer to page 30 for additional information. (b) At June 30, 2023, includes an addition to the allowance for loan losses of $1.1 billion associated with the First Republic acquisition. (c) At June 30, 2023, includes a five-year $50 billion notional, secured note payable to the FDIC and $25 billion of assumed FHLB advances associated with the First Republic acquisition. 4% (10) 3 (17) W WA @JO (17) 1 8 (3) (9) 4 4 32 23 3 w w ÑAT (2) Jun 30, 2022 (4)% (27) 1 (19) 49 (21) (8) (7) (8) 18 24 18 (23) 10 8 (24) 1 (3) 20 (30) (4) (11) (8) 85 26 (17) 1 12 1 (4) 9 1 Page 5
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