J.P.Morgan Results Presentation Deck slide image

J.P.Morgan Results Presentation Deck

JPMORGAN CHASE & CO. COMMERCIAL BANKING FINANCIAL HIGHLIGHTS (in millions, except ratio data) INCOME STATEMENT REVENUE Lending- and deposit-related fees All other income Noninterest revenue Net interest income TOTAL NET REVENUE (a) Provision for credit losses NONINTEREST EXPENSE Compensation expense Noncompensation expense TOTAL NONINTEREST EXPENSE Income/(loss) before income tax expense/(benefit) Income tax expense/(benefit) (b) NET INCOME (b) REVENUE BY PRODUCT Lending Payments Investment banking (c) Other TOTAL NET REVENUE (a) Investment banking revenue, gross (d) REVENUE BY CLIENT SEGMENT Middle Market Banking Corporate Client Banking Commercial Real Estate Banking Other TOTAL NET REVENUE (a) FINANCIAL RATIOS ROE Overhead ratio $ $ $ $ $ $ $ 2Q22 348 556 904 1,779 2,683 209 559 597 1,156 1,318 324 994 1,058 1,205 282 138 2,683 788 1,169 927 590 (3) 2,683 15 % 43 $ $ $ $ $ 1Q22 364 503 867 1,531 2,398 157 553 576 1,129 1,112 262 850 1,105 981 260 52 2,398 729 980 830 581 7 $ 2,398 13% 47 $ $ $ $ $ 4Q21 $ 356 718 1,074 1,538 2,612 (89) 496 563 1,059 1,642 408 1,234 QUARTERLY TRENDS 1,151 949 475 37 2,612 1,456 $ 1,062 928 614 8 2,612 19% (b) 41 $ $ $ 3Q21 355 633 988 1,532 2,520 (363) $ 511 521 1,032 1,851 442 1,409 1,138 947 416 19 $ 2,520 $ 1,343 1,017 878 602 23 $ 2,520 22% 41 $ $ $ $ $ 2Q21 $ 350 600 950 1,533 2,483 (377) 484 497 981 1,879 457 1,422 1,172 914 370 27 2,483 1,164 1,009 851 599 24 $ 2,483 23 % 40 2Q22 Change 1Q22 (4)% 11 4 16 12 33 1 4 2 19 24 17 (4) 23 8 165 12 8 19 12 2 NM 12 JPMORGAN CHASE & Co. 2Q21 (1)% (7) (5) 16 8 NM 15 20 18 (30) (29) (30) (10) 32 (24) 411 8 (32) 16 9 (2) NM 8 $ $ $ $ $ 2022 $ SIX MONTHS ENDED JUNE 30, 712 1,059 1,771 3,310 5,081 366 2,163 2,186 542 190 $ 5,081 1,112 1,173 2,285 2,430 586 1,844 1,517 2,149 1,757 1,171 4 5,081 14 % 45 $ $ $ $ $ $ $ 2021 681 1,186 1,867 3,009 4,876 (495) 966 984 1,950 3,421 818 2,603 2,340 1,757 720 59 4,876 2,293 1,925 1,702 1,203 46 4,876 21 % 40 2022 Change 2021 5 % (11) (5) 10 4 NM 15 19 17 (29) (28) (29) (8) 24 (25) 222 4 (34) 12 3 (3) (91) 4 (a) Total net revenue included tax-equivalent adjustments from income tax credits related to equity investments in designated community development entities and in entities established for rehabilitation of historic properties, as well as tax-exempt income related to municipal financing activities of $73 million, $69 million, $99 million, $80 million and $78 million for the three months ended June 30, 2022, March 31, 2022, December 31, 2021, September 30, 2021 and June 30, 2021, respectively, and $142 million and $151 million for the six months ended June 30, 2022 and 2021, respectively. (b) In the first quarter of 2022, the Firm changed its methodology for allocating income taxes to the LOBS, with no impact to Firmwide net income. Prior-period amounts have been revised to conform with the current presentation. (c) Includes CB's share of revenue from investment banking products sold to CB clients through the CIB. (d) Refer to page 61 of the Firm's 2021 Form 10-K for discussion of revenue sharing. Page 18
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