J.P.Morgan 4Q23 Earnings Results slide image

J.P.Morgan 4Q23 Earnings Results

JPMORGAN CHASE & CO. CONSUMER & COMMUNITY BANKING FINANCIAL HIGHLIGHTS, CONTINUED (in millions, except employee data) SELECTED BALANCE SHEET DATA (period-end) Total assets Loans: Banking & Wealth Management (a) Home Lending (b) Card Services Auto Total loans Deposits Equity SELECTED BALANCE SHEET DATA (average) Total assets Loans: Banking & Wealth Management Home Lending (c) Card Services Auto Total loans Deposits Equity Employees 4Q23 $ 642,951 $ 31,142 (d) 259,181 (d) 211,175 77,705 579,203 629,744 30,718 (f) 261,394 (f) 202,685 76,409 571,206 $ 3Q23 1,094,738 (e) 1,136,884 (e) 55,500 55,500 141,640 626, 196 30,574 (d) 261,858 (d) 196,955 74,831 564,218 $ 622,760 30,686 (f) 264,041 (f) 195,245 74,358 564,330 1,092,432 (g) 1,143,539 (g) 55,500 55,500 141,125 $ 2Q23 QUARTERLY TRENDS 620,193 30,959 (d) 262,432 (d) 191,353 73,587 558,331 1,173,514 (e) 55,500 $ 576,417 30,628 (f) 229,569 (f) 187,028 71,083 518,308 1,157,309 (g) 54,346 137,087 $ $ 1Q23 506,382 28,038 172,058 180,079 69,556 449,731 1,147,474 52,000 506,775 28,504 172,124 180,451 68,744 449,823 1,112,967 52,000 135,983 4Q22 $ 514,085 $ 29,008 172,554 185,175 68,191 454,928 1,131,611 50,000 504,859 29,412 174,487 177,026 67,623 448,548 1,142,523 50,000 135,347 4Q23 Change 3Q23 3% 2 (1) 7 4 3 (4) 1 1 +3+ (1) (4) JPMORGAN CHASE & Co. 4Q22 25% 7 50 14 14 27 (3) 11 25 4 50 14 13 27 (4) 11 5 2023 $ 642,951 $ 31,142 (d) 259,181 (d) 211,175 77,705 579,203 1,094,738 (e) 55,500 584,367 30,142 (f) 232,115 (f) 191,424 72,674 526,355 1,126,552 (g) 54,349 141,640 FULL YEAR $ 2022 514,085 29,008 172,554 185,175 68,191 454,928 1,131,611 50,000 $ 497,263 31,545 176,285 163,335 68,098 439,263 1,162,680 50,000 135,347 2023 Change 2022 25% 7 50 14 14 27 (3) 11 18 (4) 32 17 7 20 (3) 9 5 (a) At December 31, 2023, September 30, 2023, June 30, 2023, March 31, 2023 and December 31, 2022 included $94 million, $129 million, $163 million, $205 million and $350 million of loans, respectively, in Business Banking under the Paycheck Protection Program ("PPP"). Refer to pages 108-109 of the Firm's 2022 Form 10-K for further information on the PPP. (b) At December 31, 2023, September 30, 2023, June 30, 2023, March 31, 2023 and December 31, 2022, Home Lending loans held-for-sale and loans at fair value were $3.4 billion, $4.1 billion, $3.9 billion, $4.2 billion and $3.0 billion, respectively. (c) Average Home Lending loans held-for sale and loans at fair value were $4.7 billion, $5.7 billion, $5.3 billion, $3.5 billion and $4.5 billion for the three months ended December 31, 2023, September 30, 2023, June 30, 2023, March 31, 2023 and December 31, 2022, respectively, and $4.8 billion and $7.3 billion for the full year 2023 and 2022, respectively. (d) At December 31, 2023, included $4.0 billion and $90.7 billion for Banking & Wealth Management and Home Lending, respectively, $3.1 billion and $91.2 billion, respectively, at September 30, 2023, and $3.4 billion and $91.3 billion, respectively, at June 30, 2023, associated with First Republic. (e) Includes First Republic. In the fourth quarter of 2023, CCB transferred certain deposits associated with First Republic to AWM, CB, and CIB. Refer to page 30 for additional information. (f) Average Banking & Wealth Management and Home Lending loans associated with First Republic were $3.4 billion and $91.1 billion, respectively, for the three months ended December 31, 2023, $3.2 billion and $91.1 billion, respectively, for the three months ended September 30, 2023, $2.7 billion and $57.2 billion, respectively, for the three months ended June 30, 2023, and $2.4 billion and $60.2 billion, respectively, for the full year 2023. (g) Average deposits associated with First Republic were $42.9 billion, $66.7 billion and $47.2 billion for the three months ended December 31, 2023, September 30, 2023, and June 30, 2023, respectively, and $39.4 billion for the full year 2023. Page 13
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