J.P.Morgan Results Presentation Deck slide image

J.P.Morgan Results Presentation Deck

JPMORGAN CHASE & CO. CONDENSED AVERAGE BALANCE SHEETS AND ANNUALIZED YIELDS (in millions, except rates) AVERAGE BALANCES ASSETS Deposits with banks Federal funds sold and securities purchased under resale agreements Securities borrowed Trading assets - debt instruments Investment securities Loans All other interest-earning assets (a) Total interest-earning assets Trading assets - equity and other instruments Trading assets - derivative receivables All other noninterest-earning assets TOTAL ASSETS LIABILITIES Interest-bearing deposits Federal funds purchased and securities loaned or sold under repurchase agreements Short-term borrowings (b) Trading liabilities - debt and all other interest-bearing liabilities (c) Beneficial interests issued by consolidated VIES Long-term debt Total interest-bearing liabilities Noninterest-bearing deposits Trading liabilities - equity and other instruments Trading liabilities - derivative payables All other noninterest-bearing liabilities TOTAL LIABILITIES Preferred stock Common stockholders' equity TOTAL STOCKHOLDERS' EQUITY TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY AVERAGE RATES (d) INTEREST-EARNING ASSETS Deposits with banks Federal funds sold and securities purchased under resale agreements Securities borrowed (e) Trading assets - debt instruments Investment securities Loans All other interest-earning assets (a) Total interest-earning assets INTEREST-BEARING LIABILITIES Interest-bearing deposits Federal funds purchased and securities loaned or sold under repurchase agreements Short-term borrowings (b) Trading liabilities - debt and all other interest-bearing liabilities (c)(e) Beneficial interests issued by consolidated VIES Long-term debt Total interest-bearing liabilities INTEREST RATE SPREAD NET YIELD ON INTEREST-EARNING ASSETS Memo: Net yield on interest-earning assets excluding Markets (f) $ 2Q22 694,644 305,132 207,437 273,736 672,799 1,093,106 139,040 3,385,894 151,309 84,483 289,957 $ 3,911,643 $ 1,790,421 233,376 50,833 274,435 10,577 246,195 2,605,837 741,891 40,937 61,026 181,128 3,630,819 32,838 247,986 280,824 $ 3,911,643 0.62 % 0.71 0.33 3.02 1.55 4.28 1.85 2.22 0.20 0.80 0.73 0.69 1.11 2.54 0.54 1.68 1.80 2.26 $ 1Q22 742,311 294,951 218,030 272,116 671,165 1,068,637 134,741 3,401,951 156,908 67,334 280,595 $ 3,906,788 $ 1,781,320 250,215 47,871 263,025 10,891 254,180 2,607,502 734,233 43,394 54,522 181,105 3,620,756 33,526 252,506 286,032 $ 3,906,788 0.13 % 0.55 (0.16) 2.65 1.38 4.05 0.97 1.86 0.04 0.19 0.32 0.30 0.69 1.72 0.25 1.61 1.67 1.95 4Q21 QUARTERLY TRENDS $ 767,713 268,953 207,059 260,555 642,675 1,060,254 130,646 3,337,855 150,770 66,024 277,006 $ 3,831,655 234,504 46,456 246,675 11,906 255,710 2,526,860 736,203 (g) 40,645 55,063 184,241 3,543,012 34,838 253,805 288,643 $ 3,831,655 0.09 % 0.47 (0.28) 2.52 1.26 4.04 0.87 1.80 0.03 0.13 0.26 0.20 0.56 1.61 0.22 $ 1.58 1.63 1.90 3Q21 $ 1,731,609 (g) $1,677,837 (g) $ 1,669,376 261,343 46,185 246,666 15,117 248,552 2,487,239 654,419 35,397 62,533 205,584 3,445,172 32,666 250,849 283,515 $ 3,728,687 756,653 262,679 189,418 275,860 565,344 1,042,591 127,241 3,219,786 177,315 65,574 262,544 $ 3,725,219 240,912 43,759 241,297 14,232 257,593 2,475,630 691,622 (g) 35,505 55,907 178,770 3,437,434 34,229 253,556 287,785 $ 3,725,219 0.09 % 0.35 (0.15) 2.43 1.32 3.99 0.64 1.80 0.03 0.20 0.26 0.09 0.50 1.62 0.22 2Q21 1.58 1.62 1.91 $ 721,214 255,831 190,785 277,024 585,084 1,024,633 122,624 3,177,195 199,288 (g) 70,212 (g) 281,992 $ 3,728,687 0.06 % 0.27 (0.19) 2.49 1.31 3.98 0.66 1.79 0.03 0.09 0.30 0.08 0.55 1.70 0.22 1.57 1.62 1.90 2Q22 Change 1Q22 (6)% 3 (5) 1 2 3 (4) I wo 1 Fo+ | | | | JPMORGAN CHASE & CO. SIX MONTHS ENDED JUNE 30, 2Q21 (4)% 19 (1) 15 13 (24) 20 ✓ (11) 10 11 (30) (1) 5 13 16 (2) (12) 5 1 (1) (1) 5 $ 2022 718,346 300,070 212,704 272,931 671,987 1,080,939 136,902 3,393,879 154,093 75,956 285,301 $ 3,909,229 $ 1,785,896 241,749 49,360 268,762 10,733 250,165 2,606,665 738,083 42,159 57,792 181,116 3,625,815 33,180 250,234 283,414 $ 3,909,229 0.37 % 0.63 0.08 2.83 1.47 4.16 1.42 2.04 0.12 0.49 0.53 0.50 0.90 2.13 0.40 1.64 1.74 2.11 $ 2021 676,658 272,704 182,945 299,710 583,779 1,019,109 117,117 3,152,022 181,746 72,459 264,857 $ 3,671,084 $ 1,640,085 281,254 44,120 238,836 16,145 244,000 2,464,440 634,403 35,214 65,231 192,091 3,391,379 31,496 248,209 279,705 $ 3,671,084 0.05 % 0.30 (0.18) 2.36 1.34 4.04 0.69 1.83 0.03 0.05 0.31 0.07 0.60 1.81 0.22 1.61 1.65 1.92 (a) Includes brokerage-related held-for-investment customer receivables, which are classified in accrued interest and accounts receivable, and all other interest-earning assets, which are classified in other assets, on the Consolidated Balance Sheets. (b) Includes commercial paper. 2022 Change 2021 6% 10 16 (9) 15 ܗ ܐ ܣ ܟ ܗ ܣ ܗ (15) 9 (14) 12 13 (34) 16 20 (11) (6) TATTO (c) All other interest-bearing liabilities include brokerage-related customer payables. (d) Interest includes the effect of related hedging derivatives. Taxable-equivalent amounts are used where applicable. (e) Negative interest income and yields are related to the impact of interest rates combined with the fees paid on client-driven securities borrowed balances. The negative interest expense related to prime brokerage customer payables is recognized in interest expense and reported within trading liabilities - debt and all other liabilities. (f) Net yield on interest-earning assets excluding Markets is a non-GAAP financial measure. Refer to page 28 for a further discussion of this measure. (g) Prior-period amounts have been revised to conform with the current presentation. Page 6
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