JPMorgan Bank and Trust Company, National Association in San Francisco, California (CA)
Overview, Financial Summary, Detailed Financial Reports, Branches


  • JPMorgan Bank and Trust Company, National Association in San Francisco, California (CA)
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JPMorgan Bank and Trust Company, National Association - Overview

  • General
  • FDIC Certificate #: 58729
    Status: Active
    Federal Reserve ID: 3812165
    Bank Holding Company (Regulatory Top Holder): Jpmorgan Chase & Co. (RSSDID: 1039502, Location: New York, NY)
    Date Established: August 16, 2008
    WWW: http://www.jpmorganchase.com
    Trust Powers Granted: Yes
    Bank Charter Class: Commercial bank, national (federal) charter and Fed member, supervised by the Office of the Comptroller of the Currency (OCC)
    Offices: 1 (Domestic: 1, Interstate: No)
    FDIC's unique #: 464484
    Numeric code: 3
    Regulator: OCC
    Insurance Fund Membership: Deposit Insurance Fund (DIF)
    Insured commercial Banks: Yes
    FDIC Insured: Yes
    Deposit Insurance Fund member: Yes
    Ownership Type: Non-Stock
    FFIEC Call Report 31 Filer: No
    State Chartered: No
    Subchapter S Corporations: No
    Asset Concentration Hierarchy: Mortgage Lending Specialization
    Date of Deposit Insurance: August 16, 2008
    Last Structure Change Effective Date: August 16, 2008
    Last Structure Change Process Date: August 20, 2008
    Last Data Update: August 20, 2008
    Data Source Date: April 05, 2012
  • Location
  • Address: 560 Mission Street, San Francisco, CA 94105
    County: San Francisco
    Quarterly Banking Profile Region: San Francisco
    FDIC Geographic Region: San Francisco
    FDIC Supervisory Region: New York
    FDIC Field Office: San Francisco
    Office of the Comptroller the Currency (OCC) District: Midwest
    Office of Thrift Supervision Region: Western
    Metropolitan Statistical Area (MSA): San Francisco, CA (#7360)
    Consolidated Metropolitan Statistical Area (CMSA): San Francisco-Oakland-San Jose, CA (#84)
    Combined Statistical Area (CSA): San Jose-San Francisco-Oakland, CA (#488)
    Core Based Statistical Area (CBSA): San Francisco-Oakland-Fremont, CA (#41860)
    CBSA Metro Statistical Area: San Francisco-Oakland-Fremont, CA (#41860)
    Core Based Statistical Division: San Francisco-San Mateo-Redwood City, CA (#41884)
  • History of Changes
  • Change in Geographic Region/Area/Territory/Field Office
    New Institution
  • Financial Summary
  • Total assets: $17,859.2 mil
    Equity capital: $1,424.4 mil
    Deposits held in domestic offices: $25.0 mil
    Return on assets (ROA): 0.89% ($158.9 mil)
    Quarterly return on assets: 0.76% ($135.7 mil)
    Return on Equity (ROE): 13.90% ($197.9 mil)
    Quarterly return on equity: 10.68% ($152.1 mil)
    Net income: $206.1 mil
    Quarterly Net income: $40.1 mil
    Pretax return on assets: 1.37% ($244,671.5 mil)
    Quarterly Pretax return on assets: 1.19% ($212,524.9 mil)

2000 - 2011 Historical total assets, liabilities and capital ($ mil)

Historical Total Incomes ($ mil)

Historical Total Expenses ($ mil)

Historical total employees (full-time equivalent)

Assets and Liabilities (December 31, 2011)

  • Dollar figures in thousands
  • 3Total employees (full-time equivalent)
  • $17,859,236Total assets
  • $1,088Cash and due from depository institutions
  • $1,088Interest-bearing balances
  • $0Securities
  • $969,748Federal funds sold & reverse repurchase agreements
  • $15,364,053Net loans & leases
  • $239,999Loan loss allowance
  • $0Trading account assets
  • $2Bank premises and fixed assets
  • $9,342Other real estate owned
  • $0Goodwill and other intangibles
  • $17,859,236Life insurance assets
  • $1,515,003All other assets
  • $16,434,841Total liabilities and capital
  • $24,999Total liabilities
  • $24,999Total deposits
  • $24,999Interest-bearing deposits
  • $1Deposits held in domestic offices
  • 0.00%% insured (estimated)
  • $0Federal funds purchased & repurchase agreements
  • $16,114,560Trading liabilities
  • $250,000Other borrowed funds
  • $45,282Subordinated debt
  • $1,424,395All other liabilities
  • $1,424,395Total equity capital
  • $1,424,395Total bank equity capital
  • $0Perpetual preferred stock
  • $100Common stock
  • $1,100,000Surplus
  • $324,295Undivided profits
  • Memoranda
  • $0Noncurrent loans and leases
  • $0Noncurrent loans that are wholly or partially guaranteed by the U.S. government
  • $426,790Income earned, not collected on loans
  • $186Earning assets
  • $53,325Long-term assets (5+ years)
  • $16,334,889Average Assets, year-to-date
  • $1,866,347Average Assets, quarterly
  • $23,164,224Volatile liabilities
  • $21,222,568Insider loans
  • $12,639,886FHLB advances
  • $21,548,523Loans and leases held for sale
  • $0Unused loan commitments
  • $0Tier 1 (core) risk-based capital
  • $1,424,395Tier 2 risk-based capital
  • $0Total risk weighted assets
  • $0Total unused commitments
  • $5,089,340Restructured Loans and leases
  • $0Derivatives

Income and Expense (December 31, 2011)

  • Dollar figures in thousands
  • $719,511Total interest income
  • $124,744Total interest expense
  • $594,767Net interest income
  • $188,997Provision for loan and lease losses
  • $2,039Total noninterest income
  • $634Fiduciary activities
  • $0Service charges on deposit accounts
  • $0Trading account gains & fees
  • $1,405Additional noninterest income
  • $90,034Total noninterest expense
  • $404Salaries and employee benefits
  • $0Premises and equipment expense
  • $89,630Additional noninterest expense
  • $317,775Pre-tax net operating income
  • $0Securities gains (losses)
  • $111,681Applicable income taxes
  • $206,094Income before extraordinary items
  • $0Extraordinary gains - net
  • $206,094Net income attributable to bank
  • $0Net charge-offs
  • $206,094Cash dividends
  • $173,998Sale, conversion, retirement of capital stock, net
  • $200,000Net operating income

Performance and Condition Ratios (December 31, 2011)

  • Dollar figures in thousands
  • Performance Ratios (%, annualized)
  • 3.34%Yield on earning assets
  • 0.58%Cost of funding earning assets
  • 2.76%Net interest margin
  • 0.01%Noninterest income to earning assets
  • 0.42%Noninterest expense to earning assets
  • 0.89%Net operating income to assets
  • 0.89%Return on assets (ROA)
  • 1.37%Pretax return on assets
  • 13.90%Return on equity (ROE)
  • 0.41%Retained earnings to average equity (YTD only)
  • 1.04%Net charge-offs to loans
  • 108.62%Credit loss provision to net charge-offs
  • 2.91%Efficiency ratio
  • 15,086Assets per employee
  • 5953.08%Cash dividends to net income (YTD only)
  • Condition Ratios (%)
  • 97.04%Loss allowance to loans
  • 1.54%Loss allowance to noncurrent loans
  • 56.23%Noncurrent assets plus other real estate owned to assets
  • 2.44%Noncurrent loans to loans
  • 2.74%Net loans and leases to deposits
  • 61458.67%Net loans and leases to core deposits
  • 0.00%Equity capital to assets
  • 7.98%Core capital (leverage) ratio
  • 6.61%Tier 1 risk-based capital ratio
  • 11.27%Total risk-based capital ratio
  • Memoranda
  • $15Average assets
  • $23,164,224Average earning assets
  • $1,482,567Average equity
  • $21,515,094Average loans

Total Fiduciary and Related Assets (December 31, 2011)

  • Dollar figures in thousands
  • $1Total fiduciary and related assets
  • 1Number of Fiduciary Accounts and Related Asset Accounts
  • YesFiduciary powers granted
  • YesFiduciary or related activity
  • $1,035,464Managed Assets
  • 1Number of Accounts
  • $0Personal trust and agency accounts
  • $0Employee benefit-defined contribution accounts
  • $0Employee benefit-defined benefit accounts
  • $0Other retirement accounts
  • $0Corporate trust and agency accounts
  • $0Investment management agency accounts
  • $0Other fiduciary accounts
  • $0Fiduciary accounts held in foreign offices
  • $0Non-managed Assets
  • 12Number of Accounts
  • $0Personal trust and agency accounts
  • $0Employee benefit-defined contribution accounts
  • $0Employee benefit-defined benefit accounts
  • $1,035,464Other retirement accounts
  • $0Corporate trust and agency accounts
  • $0Other fiduciary accounts
  • $0Fiduciary accounts held in foreign offices

List of branches

  • 1 California Branch as of April 05, 2012
  • NoIDNameAddressEstablishedService TypeMap
    0464484Jpmorgan Bank And Trust Company, National Association560 Mission Street, San Francisco, CA 94105August 16, 2008Full Service Brick and Mortar

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