Early Access

10-QPeriod: Q2 FY2025

JPMORGAN CHASE & CO Quarterly Report for Q2 Ended Jun 30, 2025

Filed August 5, 2025For Securities:JPMJPM-PCJPM-PDJPM-PKJPM-PLJPM-PMJPM-PJAMJBVYLD

Summary

JPMorgan Chase & Co. reported solid results for the second quarter of 2025, with net income of $15.0 billion, a decrease of 17% year-over-year, largely due to the absence of a significant gain from Visa shares recognized in the prior year's second quarter. Total net revenue was $44.9 billion, down 11%, but excluding the prior year's Visa share gain, revenue was up 11% driven by strong performance in the Commercial & Investment Bank (CIB), particularly in Markets, and growth in Asset & Wealth Management (AWM). The Consumer & Community Banking (CCB) segment also showed resilience with a 6% increase in total net revenue, driven by higher auto operating lease income and asset management fees. Provision for credit losses was $2.8 billion, up 7% year-over-year, with net charge-offs increasing slightly, primarily in Card Services. The firm maintained strong capital ratios, with CET1 capital at 15.1% under the Standardized approach, reflecting a robust capital position. The company also announced a new $50 billion common share repurchase program and intends to increase its quarterly common stock dividend to $1.50 per share, demonstrating confidence in its financial health and commitment to returning capital to shareholders.

Financial Statements
Beta
Net Income$14.99B
EPS (Basic)$5.25
EPS (Diluted)$5.24
Shares Outstanding (Basic)2.79B
Shares Outstanding (Diluted)2.79B

Key Highlights

  • 1Net income for Q2 2025 was $15.0 billion, down 17% year-over-year, primarily due to the lapping of a significant $7.9 billion gain from Visa shares in Q2 2024.
  • 2Total net revenue decreased by 11% year-over-year to $44.9 billion, but excluding the prior year's Visa gain, noninterest revenue was up 11% driven by strong Markets revenue and increased asset management fees.
  • 3Net interest income increased by 2% to $23.2 billion, benefiting from higher wholesale deposit balances and revolving balances in Card Services, partially offset by lower rates and deposit margin compression.
  • 4Noninterest expense was flat year-over-year at $23.8 billion, impacted by higher compensation and technology investments, offset by the absence of a prior year Visa share contribution to the foundation and lower legal expenses.
  • 5Provision for credit losses increased by 7% to $2.8 billion, with net charge-offs rising slightly, primarily in Card Services, reflecting loan growth.
  • 6The Common Equity Tier 1 (CET1) capital ratio remained strong at 15.1% under the Standardized approach, and the Firm announced a new $50 billion share repurchase program and plans to increase its quarterly dividend.
  • 7All business segments (CCB, CIB, AWM) reported higher net revenue year-over-year on a managed basis, with CCB up 6%, CIB up 9%, and AWM up 10%, showcasing broad-based performance.

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