JPMorgan Chase first-quarter revenue tops estimates as bank eyes trade turmoil

Published 11/04/2025, 12:08
© Reuters

Investing.com - JPMorgan Chase (NYSE:JPM) has reported first-quarter revenue that topped analysts' expectations, as the Wall Street banking giant eyed the impact of U.S. President Donald Trump's trade plans.

In a statement, CEO Jamie Dimon warned that the U.S. economy is facing "considerable turbulence," as the "potential positives" of tax reform and deregulation are offset by the "negatives" of tariffs and trade wars. He added that concerns are also swirling around "sticky inflation, high fiscal deficits and rather high asset prices and volatility."

Ahead of the firm's latest earnings earlier this week, Dimon said that the negative effects of Trump's sweeping -- and now mostly delayed -- tariffs may expand "cumulatively over time and would be hard to reverse." Dimon also argued that the duties could ultimately lead to a recession and defaults by borrowers.

Against this backdrop, analysts flagged the duties stand to have implications on a range of banking activities, including dealmaking advisory and underwriting, loan growth, and provisions.

Still, Dimon said that JPMorgan's balance sheet is a "fortress," enabling the company "to be a pillar of strength, particularly during volatile and challenging times."

For the first quarter, JPMorgan posted adjusted revenue of $46.01 billion, an uptick of 8% versus the prior year and above Bloomberg consensus estimates of $44.39 billion. Net income jumped by 9% to $14.6 billion thanks in part to a rise in investment banking fees and higher activity in its markets unit.

However, Dimon said that clients had become "more cautious amid an increase in market volatility driven by geopolitical and trade-related tensions."

JPMorgan's provisions for credit losses came in at $3.31 billion, compared with expectations of $2.7 billion.

Shares in the group moved slightly higher in premarket U.S. trading on Friday.

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