JPMorganChase (JPM) investor relations material

Company overview and business model

• A leading global financial services firm with $4.4 trillion in assets and $362.4 billion in equity as of December 31, 2025, operating in investment banking, consumer and small business financial services, commercial banking, transaction processing, and asset management.

• Principal bank subsidiary operates in 48 U.S. states and D.C., with significant non-bank subsidiaries in the U.K. and Germany.

• The wholly owned finance subsidiary issues securities to provide funding for the parent and affiliates, with all such securities fully and unconditionally guaranteed by the parent.

Financial performance and metrics

• As of December 31, 2025, reported $4.4 trillion in assets and $362.4 billion in stockholders' equity.

Use of proceeds and capital allocation

• Net proceeds from securities sales will be contributed to an intermediate holding company for general corporate purposes, hedging, investments in subsidiaries, dividends, credit extensions, acquisitions, or business expansion.

• Proceeds from subsidiary securities will be lent to the parent for operational funding and other general corporate purposes.