J.P.Morgan Results Presentation Deck slide image

J.P.Morgan Results Presentation Deck

JPMORGAN CHASE & CO. COMMERCIAL BANKING FINANCIAL HIGHLIGHTS, CONTINUED (in millions, except headcount and ratio data) SELECTED BALANCE SHEET DATA (period-end) Total assets Loans: Loans retained Loans held-for-sale and loans at fair value Total loans Equity Period-end loans by client segment Middle Market Banking (a) Corporate Client Banking Commercial Real Estate Banking Other Total loans (a) SELECTED BALANCE SHEET DATA (average) Total assets Loans: Loans retained Loans held-for-sale and loans at fair value Total loans Client deposits and other third-party liabilities Equity Average loans by client segment Middle Market Banking Corporate Client Banking Commercial Real Estate Banking Other Total loans Headcount CREDIT DATA AND QUALITY STATISTICS Net charge-offs/(recoveries) Nonperforming assets Nonaccrual loans: Nonaccrual loans retained (b)(c) Nonaccrual loans held-for-sale and loans at fair value Total nonaccrual loans Assets acquired in loan satisfactions Total nonperforming assets Allowance for credit losses: Allowance for loan losses Allowance for lending-related commitments Total allowance for credit losses Net charge-off/(recovery) rate (d) Allowance for loan losses to period-end loans retained Allowance for loan losses to nonaccrual loans retained (b) Nonaccrual loans to period-end total loans $ $ $ $ $ $ 3Q22 $ 247,485 231,829 137 231,966 25,000 71,707 52,940 107,241 78 231,966 246,318 227,539 1,589 229,128 281,336 25,000 70,002 52,432 106,546 148 $ 229,128 14,299 42 836 836 7 843 3,050 864 3,914 0.07 1.32 365 0.36 % $ $ $ $ $ $ $ 2Q22 $ 242,456 223,541 566 224,107 25,000 68,535 49,503 105,982 87 224,107 239,381 66,640 47,832 104,890 120 $ 219,482 13,811 218,478 1,004 219,482 300,425 25,000 1 761 761 8 769 2,602 725 3,327 1.16 342 0.34 % $ $ $ $ $ $ 1Q22 $ QUARTERLY TRENDS 235,127 $ 233,474 213,073 1,743 214,816 25,000 64,306 46,720 103,685 105 214,816 208,540 2,147 210,687 316,921 25,000 62,437 45,595 102,498 157 210,687 13,220 6 751 751 17 768 2,357 762 3,119 0.01 % 1.11 314 0.35 $ $ $ $ $ $ $ $ $ 4Q21 230,776 206,220 2,223 208,443 24,000 61,159 45,315 101,751 218 208,443 227,308 201,676 3,958 205,634 323,821 24,000 59,784 44,976 100,682 192 205,634 12,902 8 740 740 17 757 2,219 749 2,968 0.02 % 1.08 300 0.36 $ $ $ $ $ $ $ $ $ 3Q21 227,670 201,283 3,412 204,695 24,000 58,918 45,107 100,458 212 204,695 222,760 199,789 2,790 202,579 300,595 24,000 59,032 43,330 100,120 97 202,579 12,584 31 735 735 16 751 2,354 711 3,065 0.06 1.17 320 0.36 % 3Q22 Change 2Q22 2% 4 (76) 5 7 1 (10) 4 3 4 58 4 (6) 10 2 23 4 4 NM 10 10 (13) 10 17 19 18 JPMORGAN CHASE & Co. NINE MONTHS ENDED SEPTEMBER 30, 3Q21 9% 15 (96) 13 4 22 17 7 (63) 13 11 14 (43) 13 (6) 4 19 21 6 53 13 14 35 14 14 (56) 12 30 22 28 $ $ $ $ $ $ $ 2022 247,485 231,829 137 231,966 25,000 71,707 52,940 107,241 78 231,966 239,772 218,255 1,578 219,833 299,430 25,000 66,387 48,645 104,659 142 219,833 14,299 49 836 836 7 843 3,050 864 3,914 0.03% 1.32 365 0.36 $ $ 201,283 3,412 $ 204,695 24,000 $ $ $ 2021 $ 224,955 $ 227,670 $ 58,918 45,107 100,458 212 204,695 202,002 2,840 204,842 293,981 24,000 60,243 44,154 100,213 232 204,842 12,584 63 735 735 16 751 2,354 711 3,065 0.04 % 1.17 320 0.36 2022 Change 2021 9% 15 (96) 13 4 22 17 7 (63) 13 7 O (44) 10 10 4 (39) 7 14 (22) 14 14 (56) 12 30 22 28 (a) At September 30, 2022, June 30, 2022, March 31, 2022, December 31, 2021 and September 30, 2021, total loans included $205 million, $335 million, $640 million, $1.2 billion, and $2.0 billion of loans, respectively, under the PPP, of which $187 million, $306 million, $604 million, $1.1 billion, and $1.9 billion were in Middle Market Banking. Refer to page 109 of the Firm's 2021 Form 10-K for further information on the PPP. (b) Allowance for loan losses of $150 million, $74 million, $104 million, $124 million and $123 million was held against nonaccrual loans retained at September 30, 2022, June 30, 2022, March 31, 2022, December 31, 2021 and September 30, 2021, respectively. (c) At September 30, 2022, June 30, 2022, March 31, 2022, December 31, 2021, nonaccrual loans excluded PPP loans 90 or more days past due and insured by the SBA of $27 million, $32 million, $50 million and $114 million, respectively. These amounts have been excluded based upon the SBA guarantee. There were no PPP loans 90 or more days past due in all other periods presented. (d) Loans held-for-sale and loans at fair value were excluded when calculating the net charge-off/(recovery) rate. Page 19
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