FinObservatory

US bank holding companies / RSSD 1039502

JPMORGAN CHASE & CO

JPMORGAN CHASE & CO. | CUSIP issuer 46647P

139 FR Y-9C filings, Q3 1986 through Q1 2021 (report dates Sep 30, 1986 to Mar 31, 2021). Consolidated assets peak at $3.69T at Q1 2021. At its last filing the balance sheet is $3.69T of assets against $3.41T of liabilities and $280.71B of equity capital, which ranks 1 of 349 filers at Q1 2021 and is 14.71% of everything they consolidate. That is the last quarter of the panel, so this entity was still filing when the source ends.

$3.69T
consolidated assets
Q1 2021
7.61%
equity capital / assets
excludes minority interests
6.43%
Tier 1 / assets
Q1 2021
13.1x
assets / equity capital
book leverage

At Q1 2021 this filer’s assets minus liabilities minus equity capital leave $133.0M unaccounted for. That is not an error in the data: TOTAL_EQUITY_CAPITAL on the FR Y-9C is common and preferred equity and excludes noncontrolling (minority) interests in consolidated subsidiaries. Book debt on this page is therefore the reported liabilities column, never assets minus equity.

Consolidated balance sheet

Assets and liabilities as filed, every quarter this entity reported. Thousands of US dollars, nominal.

$0$1.0T$2.0T$3.0T$4.0T1990199520002005201020152020Q1 2006total assetstotal liabilities

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies TOTAL_ASSETS_THOUSANDS_USD and TOTAL_LIABILITIES_THOUSANDS_USD for RSSD 1039502. Where the rule is drawn, it marks Q1 2006. Methodology

Capital ratios

Equity capital over assets, and Tier 1 over assets. Tier 1 is reported in 101 of this entity’s 139 filings; quarters where it is not reported are left out of the line rather than plotted as zero.

2%4%6%8%10%12%1990199520002005201020152020equity capital / assetsTier 1 / assets

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies Both ratios use reported values only; a null Tier 1 means the form did not collect it, not that capital was zero. Methodology

Every filing

QuarterAssetsLiabilitiesEquity capitalTier 1Assets / equity
Q3 1986$55.99B$52.95B$3.05Bn/a18.4x
Q4 1986$60.56B$57.44B$3.12Bn/a19.4x
Q1 1987$61.04B$57.85B$3.19Bn/a19.1x
Q2 1987$78.41B$75.49B$2.92Bn/a26.9x
Q3 1987$78.02B$75.22B$2.81Bn/a27.8x
Q4 1987$78.19B$75.19B$3.00Bn/a26.0x
Q1 1988$78.78B$75.70B$3.07Bn/a25.6x
Q2 1988$75.80B$72.65B$3.15Bn/a24.0x
Q3 1988$69.75B$66.43B$3.33Bn/a21.0x
Q4 1988$67.35B$63.38B$3.97Bn/a17.0x
Q1 1989$74.00B$69.98B$4.02Bn/a18.4x
Q2 1989$75.90B$71.82B$4.08Bn/a18.6x
Q3 1989$75.76B$72.58B$3.18Bn/a23.8x
Q4 1989$71.51B$67.81B$3.71Bn/a19.3x
Q1 1990$74.15B$70.24B$3.91Bn/a19.0x
Q2 1990$75.22B$71.22B$4.00Bn/a18.8x
Q3 1990$74.44B$70.56B$3.88Bn/a19.2x
Q4 1990$73.02B$69.11B$3.91Bn/a18.7x
Q1 1991$72.49B$68.55B$3.94Bn/a18.4x
Q2 1991$74.13B$70.14B$3.99Bn/a18.6x
Q3 1991$76.88B$72.81B$4.08Bn/a18.9x
Q4 1991$138.93B$131.65B$7.28Bn/a19.1x
Q1 1992$136.17B$127.20B$8.97Bn/a15.2x
Q2 1992$142.41B$132.85B$9.56Bn/a14.9x
Q3 1992$138.83B$129.20B$9.63Bn/a14.4x
Q4 1992$139.66B$129.80B$9.85Bn/a14.2x
Q1 1993$147.50B$137.02B$10.47Bn/a14.1x
Q2 1993$145.52B$134.99B$10.53Bn/a13.8x
Q3 1993$149.41B$138.48B$10.93Bn/a13.7x
Q4 1993$149.89B$138.72B$11.16Bn/a13.4x
Q1 1994$166.04B$155.08B$10.96Bn/a15.1x
Q2 1994$168.92B$157.74B$11.18Bn/a15.1x
Q3 1994$169.33B$158.53B$10.81Bn/a15.7x
Q4 1994$171.42B$160.71B$10.71Bn/a16.0x
Q1 1995$185.28B$174.49B$10.79Bn/a17.2x
Q2 1995$178.53B$167.15B$11.38Bn/a15.7x
Q3 1995$187.85B$176.02B$11.83Bn/a15.9x
Q4 1995$182.93B$171.01B$11.91Bn/a15.4x
Q1 1996$301.98B$282.22B$19.77B$18.96B15.3x
Q2 1996$321.76B$301.42B$20.34B$19.69B15.8x
Q3 1996$322.60B$301.46B$21.14B$20.81B15.3x
Q4 1996$336.10B$315.11B$20.99B$21.09B16.0x
Q1 1997$340.34B$319.60B$20.74B$21.91B16.4x
Q2 1997$352.03B$331.24B$20.79B$21.58B16.9x
Q3 1997$366.57B$345.41B$21.17B$21.64B17.3x
Q4 1997$365.52B$343.78B$21.74B$22.59B16.8x
Q1 1998$365.71B$343.67B$22.04B$22.64B16.6x
Q2 1998$367.00B$344.38B$22.61B$23.44B16.2x
Q3 1998$356.45B$333.23B$23.22B$23.78B15.4x
Q4 1998$365.88B$342.04B$23.84B$24.12B15.3x
Q1 1999$361.26B$337.99B$23.27B$23.98B15.5x
Q2 1999$356.87B$334.16B$22.71B$24.39B15.7x
Q3 1999$371.04B$348.70B$22.34B$24.45B16.6x
Q4 1999$406.11B$382.49B$23.62B$25.45B17.2x
Q1 2000$391.48B$367.51B$23.97B$25.77B16.3x
Q2 2000$396.05B$371.16B$24.88B$26.66B15.9x
Q3 2000$425.82B$396.38B$29.44B$25.49B14.5x
Q4 2000$715.35B$673.01B$42.34B$37.58B16.9x
Q1 2001$713.62B$665.07B$43.37B$39.30B16.5x
Q2 2001$712.70B$665.15B$42.43B$39.07B16.8x
Q3 2001$799.30B$751.42B$42.73B$38.57B18.7x
Q4 2001$693.58B$647.34B$41.10B$37.71B16.9x
Q1 2002$712.51B$665.80B$41.13B$38.66B17.3x
Q2 2002$740.55B$692.25B$42.74B$38.95B17.3x
Q3 2002$741.76B$692.75B$43.44B$38.46B17.1x
Q4 2002$758.82B$710.95B$42.31B$37.57B17.9x
Q1 2003$755.17B$706.53B$43.08B$38.44B17.5x
Q2 2003$802.63B$752.23B$44.82B$41.12B17.9x
Q3 2003$792.71B$747.36B$44.96B$42.53B17.6x
Q4 2003$770.93B$724.41B$46.15B$43.17B16.7x
Q1 2004$801.08B$752.56B$48.10B$44.69B16.7x
Q2 2004$817.76B$771.38B$45.94B$43.54B17.8x
Q3 2004$1.14T$1.03T$105.85B$69.31B10.8x
Q4 2004$1.16T$1.05T$105.65B$68.62B11.0x
Q1 2005$1.18T$1.07T$105.34B$69.44B11.2x
Q2 2005$1.17T$1.06T$105.39B$69.78B11.1x
Q3 2005$1.20T$1.09T$106.14B$70.75B11.3x
Q4 2005$1.20T$1.09T$107.21B$72.47B11.2x
Q1 2006$1.27T$1.16T$108.34B$73.08B11.8x
Q2 2006$1.33T$1.21T$110.68B$74.98B12.0x
Q3 2006$1.34T$1.22T$113.56B$79.83B11.8x
Q4 2006$1.35T$1.23T$115.79B$81.06B11.7x
Q1 2007$1.41T$1.29T$117.70B$82.54B12.0x
Q2 2007$1.46T$1.34T$119.21B$85.10B12.2x
Q3 2007$1.48T$1.36T$119.98B$86.10B12.3x
Q4 2007$1.56T$1.44T$123.22B$88.75B12.7x
Q1 2008$1.64T$1.52T$125.63B$89.65B13.1x
Q2 2008$1.78T$1.64T$133.18B$98.78B13.3x
Q3 2008$2.25T$2.10T$145.84B$111.63B15.4x
Q4 2008$2.18T$2.01T$166.88B$136.10B13.0x
Q1 2009$2.08T$1.91T$170.19B$137.14B12.2x
Q2 2009$2.03T$1.87T$154.77B$122.17B13.1x
Q3 2009$2.04T$1.88T$162.25B$126.54B12.6x
Q4 2009$2.03T$1.87T$165.37B$132.97B12.3x
Q1 2010$2.14T$1.97T$164.72B$131.35B13.0x
Q2 2010$2.01T$1.84T$171.12B$137.08B11.8x
Q3 2010$2.14T$1.97T$173.83B$139.38B12.3x
Q4 2010$2.12T$1.94T$176.11B$142.45B12.0x
Q1 2011$2.20T$2.02T$180.60B$147.23B12.2x
Q2 2011$2.25T$2.06T$182.88B$148.88B12.3x
Q3 2011$2.29T$2.11T$182.29B$147.82B12.6x
Q4 2011$2.27T$2.08T$183.57B$150.38B12.3x
Q1 2012$2.32T$2.13T$189.27B$155.35B12.3x
Q2 2012$2.29T$2.10T$191.57B$148.43B12.0x
Q3 2012$2.32T$2.12T$199.69B$154.69B11.6x
Q4 2012$2.36T$2.15T$204.07B$160.00B11.6x
Q1 2013$2.39T$2.18T$207.09B$163.81B11.5x
Q2 2013$2.44T$2.23T$209.24B$164.03B11.7x
Q3 2013$2.46T$2.26T$206.67B$161.34B11.9x
Q4 2013$2.42T$2.20T$211.18B$165.66B11.4x
Q1 2014$2.48T$2.26T$219.33B$173.11B11.3x
Q2 2014$2.52T$2.29T$226.98B$179.55B11.1x
Q3 2014$2.53T$2.30T$230.94B$183.78B10.9x
Q4 2014$2.57T$2.34T$231.73B$186.29B11.1x
Q1 2015$2.58T$2.34T$235.86B$188.79B10.9x
Q2 2015$2.45T$2.21T$241.21B$194.72B10.1x
Q3 2015$2.42T$2.17T$245.73B$199.22B9.8x
Q4 2015$2.35T$2.10T$247.57B$200.48B9.5x
Q1 2016$2.42T$2.17T$250.16B$202.40B9.7x
Q2 2016$2.47T$2.21T$252.42B$204.39B9.8x
Q3 2016$2.52T$2.27T$254.33B$206.43B9.9x
Q4 2016$2.49T$2.24T$254.19B$208.11B9.8x
Q1 2017$2.55T$2.29T$255.86B$209.65B10.0x
Q2 2017$2.56T$2.30T$258.48B$212.35B9.9x
Q3 2017$2.56T$2.30T$258.38B$212.30B9.9x
Q4 2017$2.53T$2.28T$255.69B$208.64B9.9x
Q1 2018$2.61T$2.35T$256.20B$209.30B10.2x
Q2 2018$2.59T$2.33T$257.46B$210.32B10.1x
Q3 2018$2.62T$2.36T$258.96B$210.59B10.1x
Q4 2018$2.62T$2.37T$256.51B$208.52B10.2x
Q1 2019$2.74T$2.48T$259.84B$210.85B10.5x
Q2 2019$2.73T$2.46T$263.21B$215.79B10.4x
Q3 2019$2.76T$2.50T$264.35B$214.55B10.5x
Q4 2019$2.69T$2.43T$261.33B$214.43B10.3x
Q1 2020$3.14T$2.88T$261.26B$213.41B12.0x
Q2 2020$3.21T$2.95T$264.47B$220.67B12.1x
Q3 2020$3.25T$2.97T$271.11B$227.49B12.0x
Q4 2020$3.39T$3.11T$279.35B$234.84B12.1x
Q1 2021$3.69T$3.41T$280.71B$237.33B13.1x

Source: Federal Reserve, FR Y-9C Consolidated Financial Statements for Holding Companies All 139 filings for RSSD 1039502, as reported. Assets / equity is n/a where equity capital is not positive. Methodology

This page cannot show the bank inside this holding company; see methodology. For FDIC-insured banks on their own terms, use /banks.