J.P.Morgan 4Q23 Earnings Results slide image

J.P.Morgan 4Q23 Earnings Results

JPMORGAN CHASE & CO. CREDIT-RELATED INFORMATION (in millions) CREDIT EXPOSURE Consumer, excluding credit card loans (a) Loans retained Loans held-for-sale and loans at fair value Total consumer, excluding credit card loans Credit card loans Loans retained Total credit card loans Total consumer loans Wholesale loans (b) Loans retained Loans held-for-sale and loans at fair value Total wholesale loans Total loans Derivative receivables Receivables from customers (c) Total credit-related assets Lending-related commitments Consumer, excluding credit card Credit card (d) Wholesale Total lending-related commitments Total credit exposure Memo: Total by category Consumer exposure (e) Wholesale exposure (f) Total credit exposure Dec 31, 2023 $ 397,275 12,818 410,093 211,123 211,123 621,216 672,472 30,018 702,490 1,323,706 54,864 47,625 1,426,195 45,403 915,658 536,786 1,497,847 $ 2,924,042 (g) $ 1,582,277 1,341,765 $ 2,924,042 Sep 30, 2023 $ 397,054 11,715 408,769 196,935 196,935 605,704 671,952 32,403 704,355 1,310,059 67,070 43,376 1,420,505 48,313 898,903 531,568 1,478,784 $ $ 1,552,920 1,346,369 $ 2,899,289 Jun 30, 2023 396, 195 12,009 408,204 191,348 191,348 599,552 668,145 32,372 700,517 1,300,069 64,217 42,741 1,407,027 50,846 881,485 541,089 1,473,420 2,899,289 (g) $2,880,447 (g) JPMORGAN CHASE & CO. Dec 31, 2023 Change $1,531,883 1,348,564 $ 2,880,447 Mar 31, 2023 $ 300,447 10,986 311,433 180,079 180,079 491,512 604,324 33,060 637,384 1,128,896 59,274 43,943 1,232,113 37,568 861,218 484,539 1,383,325 2,615,438 $ 1,390,298 1,225,140 $ 2,615,438 $ Dec 31, 2022 300,753 10,622 311,375 185,175 185,175 496,550 603,670 35,427 639,097 1,135,647 70,880 49,257 1,255,784 33,518 821,284 471,980 (h) 1,326,782 $ 2,582,566 $1,351,352 1,231,214 $ 2,582,566 Sep 30, 2023 - % 9 773 (7) 1 (18) 10 (6) 2 1 1 1 2 1 Dec 31, 2022 32% 21 32 14 14 25 11 (15) 10 17 (23) (3) 14 35 11 14 13 13 17 9 13 (a) Includes scored loans held in CCB, scored mortgage and home equity loans held in AWM, and scored mortgage loans held in CIB and Corporate. (b) Includes loans held in CIB, CB, AWM, Corporate as well as risk-rated loans held in CCB, including business banking and J.P. Morgan Wealth Management loans held in Banking & Wealth Management, and auto dealer loans for which the wholesale methodology is applied when determining the allowance for loan losses. (c) Receivables from customers reflect held-for-investment margin loans to brokerage clients in CIB, CCB and AWM; these are reported within accrued interest and accounts receivable on the Consolidated balance sheets. (d) Also includes commercial card lending-related commitments primarily in CB and CIB. (e) Represents total consumer loans and lending-related commitments. (f) Represents total wholesale loans, lending-related commitments, derivative receivables, and receivables from customers. (g) As of December 31, 2023, September 30, 2023 and June 30, 2023 includes credit exposure associated with First Republic consisting of $101.6 billion, $103.3 billion and $104.6 billion in the Consumer credit portfolio, respectively, and $90.6 billion, $95.2 billion and $98.2 billion in the Wholesale credit portfolio, respectively. (h) Prior-period amount has been revised to conform with the current presentation. Page 25
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