JPMORGAN CHASE – FIRST-QUARTER 2023 NET INCOME OF $12.6 BILLION ($4.10 PER SHARE)

JPM strong financial performance across multiple divisions has driven a significant increase in net income, up 52% to $12.6 billion. With net revenue up 25% to $39.3 billion, the firm has experienced growth in Consumer & Community Banking, Corporate & Investment Bank, Commercial Banking, and Asset & Wealth Management, while Corporate results show a shift from a net loss in the prior year to a net income. The financial report highlights higher deposit margins, headcount growth, and business investments as contributing factors to this success.

JPMORGAN CHASE (JPM)

The financial report shows strong growth in both net income and revenue, with net income at $12.6 billion (up 52%) and net revenue at $39.3 billion (up 25%). Net Interest Income (NII) increased by 49% to $20.8 billion, while NII excluding Markets2 surged by 78% to $20.9 billion, largely due to higher rates. Noninterest revenue was $18.5 billion, up 5%, primarily driven by higher CIB Markets noninterest revenue. However, this was partially offset by losses in Corporate and lower Investment Banking fees and operating lease income in Auto.

Noninterest expenses increased by 5% to $20.1 billion, mainly due to higher structural expenses and ongoing investments in the business. The provision for credit losses amounted to $2.3 billion, which included net charge-offs of $1.1 billion and a net reserve build of $1.1 billion. The net reserve build was driven by a deterioration in the weighted-average economic outlook and an increased probability of a moderate recession. Net charge-offs were up $555 million, largely due to Card Services.

CONSUMER & COMMUNITY BANKING (CCB)

Consumer & Community Banking (CCB) results show significant growth, with net income of $5.2 billion (up 80%) and net revenue of $16.5 billion (up 35%). Banking & Wealth Management net revenue increased by 67% to $10.0 billion, primarily due to higher deposit margins. In contrast, Home Lending net revenue decreased by 38% to $720 million, mainly due to lower net interest income and lower production revenue resulting from reduced volume. Card Services & Auto net revenue saw a 14% increase to $5.7 billion, mainly driven by higher net interest income in Card Services.

Noninterest expenses rose by 5% to $8.1 billion, mainly due to increased compensation costs, wage inflation, headcount growth, and business investments. The provision for credit losses amounted to $1.4 billion, which included net charge-offs of $1.1 billion and a reserve build of $350 million. The reserve build was driven by a deterioration in the weighted-average economic outlook, with $300 million in Card Services and $50 million in Home Lending. Net charge-offs increased by $499 million, predominantly driven by Card Services, as delinquencies continued to normalize.

CORPORATE & INVESTMENT BANK (CIB)

Corporate & Investment Bank (CIB) results show a marginal increase in net income to $4.4 billion (up 1%) and flat net revenue of $13.6 billion compared to the prior year. Banking revenue decreased by 1% to $4.2 billion, with Investment Banking revenue down 24% to $1.6 billion due to lower debt underwriting fees. Payments revenue increased by 26% to $2.4 billion, while Lending revenue fell 17% to $267 million.

Markets & Securities Services revenue rose slightly by 1% to $9.4 billion. Markets revenue declined by 4% to $8.4 billion, with Fixed Income Markets revenue remaining flat at $5.7 billion and Equity Markets revenue down 12% to $2.7 billion. Securities Services revenue increased by 7% to $1.1 billion.

Noninterest expenses saw a 2% increase to $7.5 billion, primarily due to higher compensation costs, headcount growth, and wage inflation, which were largely offset by lower revenue-related compensation. The provision for credit losses amounted to $58 million, mainly driven by net charge-offs of $50 million. The net reserve build was influenced by net downgrade activity and a deterioration in the weighted-average economic outlook, but was largely offset by a release of name-specific reserves.

COMMERCIAL BANKING (CB)

Commercial Banking (CB) results show significant growth, with net income at $1.3 billion (up 58%) and net revenue at $3.5 billion (up 46%). This growth was primarily driven by higher deposit margins, though partially offset by lower deposit-related fees. Noninterest expenses increased by 16% to $1.3 billion, mainly due to higher compensation costs, headcount growth, and higher volume-related expenses.

The provision for credit losses amounted to $417 million, reflecting a net reserve build that was predominantly driven by a deterioration in the weighted-average economic outlook and net downgrade activity.

ASSET & WEALTH MANAGEMENT (AWM)

Asset & Wealth Management (AWM) results show strong growth, with net income at $1.4 billion (up 36%) and net revenue at $4.8 billion (up 11%). This growth was driven by higher deposit margins on lower balances and a valuation gain of $339 million on the Firm’s initial investment in the Asset Management joint venture in China. However, this was partially offset by the impact of lower average market levels on management fees and lower performance fees.

Noninterest expenses increased by 8% to $3.1 billion, primarily due to higher compensation costs, headcount growth, higher revenue-related compensation, and the impact of acquisitions. The provision for credit losses amounted to $28 million, reflecting a net reserve build. Assets under management increased by 2% to $3.0 trillion, mainly driven by continued net inflows, but largely offset by lower market levels.

CORPORATE

Corporate results show a significant improvement, with net income at $244 million compared to a net loss of $856 million in the prior year. Net revenue reached $985 million, in contrast to a net loss of $881 million in the prior year. Net interest income rose to $1.7 billion from a loss of $536 million in the prior year, mainly due to the impact of higher rates. The current quarter included $868 million of net investment securities losses, compared to $394 million of net losses in the prior year, reflecting net losses on sales of mortgage-backed securities and U.S. Treasuries.

Noninterest expenses decreased by $24 million to $160 million. The provision for credit losses amounted to $370 million, reflecting a net reserve build driven by single name exposures.


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