SI
Bank Universe

Data source: CET1 ratio sourced from FDIC Call Reports (bank-subsidiary level). Published figures from investor relations may differ by 1–2pp as those reflect the bank holding company level. For precise regulatory CET1 figures, refer to each bank's quarterly earnings release.

JPMorgan Chase

JPM
US · USRegulated by OCCLatest: 2025-Q4
12LOW

CET1 Ratio

15.29%-0.40pp QoQ

Common Equity Tier 1 / RWA

Risk-Weighted Assets

$1.86T

+0.46% QoQ growth

Total Loan Book

$1.47T

+10.2% YoY growth

Leverage Ratio

7.83%

Tier 1 / Average assets

CET1 Ratio Trend

8 quarters · regulatory minimum 8% · scoring threshold 12%

RWA Growth

Bars = total ($B) · Line = QoQ growth %

Loan Book Composition

Latest quarter · 2025-Q4

Comm. Real Estate34.9%
Consumer19.4%
SME / C&I15.1%
Other30.6%

Metric History

8 quarters · FDIC Call Report data

QuarterCET1 %Leverage %RWALoan BookLoans YoYRWA QoQCRE %Consumer %SME %SRT Score
2025-Q4latest15.29%7.83%$1.86T$1.47T+10.2%+0.46%34.9%19.4%15.1%12
2025-Q315.69%7.85%$1.86T$1.43T+7.8%+2.40%34.8%19.1%15.2%
2025-Q215.57%7.74%$1.81T$1.40T+7.0%+2.80%35.5%19.5%15.4%
2025-Q115.75%7.90%$1.76T$1.34T+2.61%36.6%19.6%15.5%
2024-Q416.04%7.90%$1.72T$1.34T-0.36%37.0%21.3%15.7%
2024-Q316.17%8.04%$1.72T$1.33T+1.89%37.4%20.4%15.9%
2024-Q216.37%8.13%$1.69T$1.31T38.0%20.7%16.0%
2024-Q116.02%7.95%$1.67T$1.30T38.7%20.5%16.0%

Score Breakdown

12/100 —LOW

Live score · base 16 pts -4 macro adj

Capital Pressure7/40

CET1 15.29% — above 12%, no pressure

+0

-3.29pp above 8% regulatory floor

+0

CET1 declined 1 quarter (15.69% → 15.29%)

+7
Loan Book Growth11/30

Loan book grew 10.2% YoY — above 10% capital-strain threshold

+6

RWA grew 0.5% QoQ

+2

Highest concentration: CRE at 34.9% — above 30% threshold

+3
Historical SRT20/20

Bank has previously issued SRT transactions

+10

25 months since last SRT deal — likely due for another

+10
Macro Context3/10

Live macro signal: UNFAVORABLE (sentiment -10/20) — 3/10 pts

+3
Large Bank

>$500B total assets — deep capital buffers reduce SRT urgency

-15
CET1 >14% — well capitalised-10
Macro environment · UNFAVORABLE-4

Sentiment -10/20 · global -4 pts

Overall SRT likelihood12/100

AI Investment Memo

Llama will analyze JPMorgan Chase across 4 data dimensions and write a structured memo

Score: 12/100·Model: llama-3.3-70b·Tools: get_bank_metrics · get_historical_deals · get_regulatory_context · calculate_candidate_score

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