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JPMorgan Gains After 'Well-Rounded Beat', Investment Banking Revenue Down 43%

Published 10/14/2022, 07:43 AM
Updated 10/14/2022, 07:52 AM
© Reuters.  JPMorgan (JPM) Gains After 'Well-Rounded Beat', Investment Banking Revenue Down 43%
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By Senad Karaahmetovic

Shares of JPMorgan (NYSE:JPM) are trading over 2% higher in pre-market after the banking giant reported better-than-expected results for the third quarter.

EPS came in at $3.12 to top the average analyst estimate of $2.92. Revenue was $32.7 billion, again better than the consensus of $32.11 billion.

Jamie Dimon, Chairman and CEO, commented on the financial results: “JPMorgan Chase delivered solid performance across our businesses as we generated $9.7 billion in net income, $32.7 billion in revenue, an ROTCE of 18% and a CET1 capital ratio of 12.5%.”

Dimon also noted “significant headwinds,” including “stubbornly high inflation leading to higher global interest rates, the uncertain impacts of quantitative tightening, the war in Ukraine, which is increasing all geopolitical risks, and the fragile state of oil supply and prices.”

JPMorgan’s CIB Markets generate revenues of $6.77 billion while FICC sales and trading revenue came in at $4.47 billion - both above the consensus. Still, the Investment Banking revenue was $1.71 billion, down 43% YoY from the record 2021.

Goldman Sachs analysts said JPM delivered “a well-rounded beat and strong capital build.”

“We expect these results to be viewed positively, given that JPM delivered a core ROTCE came of 21.0% for the quarter versus our expectations of 17.5%, which is in line with management comments that 17% ROTCE is attainable this year,” they told clients in a note.

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