JPMorgan Chase & Company
Q1 2026 Earnings
Market Reaction
S&P 500 over the same 30 days: +7.73%.
Did JPM Beat Earnings? Q1 2026 Results
JPMorgan Chase opened 2026 on a strong footing, posting first-quarter earnings per share of $5.94, up 17% from a year ago, as revenue reached $49.84 billion on broad-based momentum across every major business segment. Net income climbed 13% year-over-year to $16.49 billion, reflecting the firm's ability to generate growth even as macroeconomic uncertainty lingers. The clearest engine behind the quarter was the Commercial & Investment Bank, where revenue rose 19% to $23.38 billion and net income jumped 30% to $9.04 billion, fueled by a 20% surge in Markets revenue to $11.60 billion and a 28% jump in investment banking fees to $2.88 billion. Advisory fees were a particular standout, rising 82% to $1.27 billion. Credit quality also improved, with provisions for credit losses declining to $2.51 billion from $3.31 billion a year earlier. Capital returns remained substantial, with the firm distributing $4.10 billion in dividends and repurchasing $8.10 billion in shares while maintaining a CET1 ratio of 14.3%.
- Markets revenue reached record $11.6 billion, up 20% YoY driven by strong client activity in Commodities, Credit, and Currencies & Emerging Markets
- Investment banking fees up 28% driven by stronger advisory (up 82%) and equity underwriting (up 46%) activity
- Card Services net interest income growth on higher revolving balances
- Higher asset management fees in AWM and CCB on strong net inflows and higher market levels
- Payments revenue grew 12% on higher deposit balances and fee growth
- Net interest income excluding Markets up 3% on higher deposit and revolving balances, predominantly offset by lower rates
- Provision for credit losses declined 24% YoY to $2.5 billion
- Net interest income managed basis up 9% YoY to $25.5 billion
- Markets net interest income surged 180% YoY to $2.2 billion
“The Firm delivered strong results in the first quarter, reporting net income of $16.5 billion.”
JPMorgan Chase CEO, on the earnings call
JPM YoY Financials
JPM Revenue by Segment
Figures from SEC filings and company reports. Not investment advice.