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Loans
Represents the total value of loans issued, providing insight into lending activity and interest income potential.Loans show a clear inflection in mid‑2023 and renewed acceleration into 2025–Q1 2026, reflecting JPMorgan redeploying the balance sheet into consumer (cards, mortgages) and client‑driven lending. That supports net interest income but creates two investor risks: Markets‑driven loan growth has lifted RWA and trimmed CET1, and higher exposure to consumer credit ties revenue to elevated card charge‑off risk (management’s card growth and ~3.4% charge‑off guidance). Watch deposit trends and looming G‑SIB capital needs, which could constrain buybacks despite loan‑fuelled revenue gains.
Date | Loans |
|---|---|
Jun 30, 2026 | $1.54T |
Mar 31, 2026 | $1.50T |
Dec 31, 2025 | $1.49T |
Sep 30, 2025 | $1.44T |
Jun 30, 2025 | $1.41T |
Mar 31, 2025 | $1.36T |
Dec 31, 2024 | $1.35T |
Sep 30, 2024 | $1.30T |
Jun 30, 2024 | $1.32T |
Mar 31, 2024 | $1.31T |