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 ratio data and where otherwise noted) BUSINESS METRICS Number of: Branches Active digital customers (in thousands) (a) Active mobile customers (in thousands) (b) Debit and credit card sales volume (in billions) Total payments transaction volume (in trillions) (c) Banking & Wealth Management Average deposits Deposit margin Business Banking average loans Business Banking origination volume Client investment assets (d) Number of client advisors Home Lending (in billions) Mortgage origination volume by channel Retail Correspondent Total mortgage origination volume (e) Third-party mortgage loans serviced (period-end) MSR carrying value (period-end) Card Services Sales volume, excluding commercial card (in billions) Net revenue rate Net yield on average loans Auto Loan and lease origination volume (in billions) Average auto operating lease assets $ $ $ $ 4Q23 $ 4,897 66,983 (f) 53,828 (f) 441.0 1.5 (f) 19,511 1,130 951,115 5,456 $ 307.2 9.82 % 9.70 4.7 (h) $ 2.5 7.2 631.2 8.5 9.9 10,440 $ $ $ 3Q23 $ 1,077,725 (g) $ 1,127,807 (g) $ 1,142,755 (g) $ 1,098,494 2.82 % 2.83 % 2.92 % 19,520 1,321 882,253 5,424 $ 4,863 66,765 (f) 53,221 (f) 426.3 1.5 (f) 296.2 $ 6.8 (h) $ 4.2 11.0 637.8 9.1 9.60 % 9.54 10.2 10,701 $ 2Q23 $ 19,628 1,275 892,897 5,153 $ $ 4,874 65,559 (f) 51,963 (f) 424.0 1.5 (f) QUARTERLY TRENDS 294.0 $ 7.3 (h) $ 3.9 11.2 604.5 8.2 9.11 % 9.31 12.0 11,015 $ $ 1Q23 $ 4,784 64,998 50,933 387.3 1.4 2.78 % 19,884 1,027 690,819 5,125 3.6 2.1 5.7 575.9 7.7 266.2 10.38 % 9.89 9.2 11,538 $ $ $ $ 1,126,420 $ $ 4Q22 $ 4,787 63,136 49,710 411.1 1.4 2.48 % 20,467 1,081 647,120 5,029 4.6 2.1 6.7 584.3 8.0 284.8 10.06 % 9.78 7.5 12,333 4Q23 Change 3Q23 1% 1 3 (4) (14) 8 1 (31) (40) (35) (1) (7) 4 (3) (2) JPMORGAN CHASE & Co. 4Q22 2% 6 8 7 7 (4) (5) 5 47 8 2 19 7 8 6 8 32 (15) $ 1,678.6 2023 $ 4,897 66,983 (f) 53,828 (f) $ $ 19,634 4,753 $ 5.9 (f) $1,111,682 (g) $ 1,145,727 2.84 % 951,115 5,456 $ 1,163.6 9.72 % 9.61 22.4 (h) $ 12.7 35.1 631.2 8.5 41.3 10,920 FULL YEAR 2022 $ 4,787 63,136 49,710 1,555.4 5.6 1.71 % $ 22,314 4,282 647,120 5,029 38.5 26.9 65.4 584.3 8.0 1,064.7 9.87 % 9.77 30.4 14,259 2023 Change 2022 2% 6 8 COLO 8 5 (3) (12) 11 47 8 (42) (53) (46) 8 6 9 36 (23) (a) Users of all web and/or mobile platforms who have logged in within the past 90 days. (b) Users of all mobile platforms who have logged in within the past 90 days. (c) Total payments transaction volume includes debit and credit card sales volume and gross outflows of ACH, ATM, teller, wires, BillPay, PayChase, Zelle, person-to-person and checks. (d) Includes assets invested in managed accounts and J.P. Morgan mutual funds where AWM is the investment manager. Refer to AWM billion, $140.6 billion and $150.9 billion of client investment assets associated with First Republic, respectively. (e) Firmwide mortgage origination volume was $8.6 billion, $13.0 billion, $13.0 billion, $6.8 billion and $8.5 billion for the three months ended December 31, 2023, September 30, 2023, June 30, 2023, March 31, 2023 and December 31, 2022, respectively, and $41.4 billion and $81.8 billion for the full year 2023 and 2022, respectively. (f) Excludes First Republic. (g) Included $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, associated with First Republic. (h) Included $410 million, $730 million, and $1.1 billion for the three months ended December 31, 2023 September 30, 2023, and June 30, 2023, respectively, and $2.3 billion for the full year 2023, associated with First Republic. results on pages 21-23 for additional information. At December 31, 2023, September 30, 2023, and June 30, 2023, included $144.6 Page 15
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