Other Income & Expense
Retirement Related Income (Expense)
JPMorgan Chase Retirement Related Income (Expense) decreased by 24.4% to $332.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 10.3%, from $370.00M to $332.00M. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementIncome Statement
SectionOther Income & Expense
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2020
Last reportedQ1 2026May 1, 2026
How to read this metric
Income improves net earnings, while expense reduces them, reflecting the underlying performance of pension plan assets and actuarial assumptions.
Detailed definition
This captures the non-operating components of retirement benefit costs, such as interest costs on pension obligations, e...
Peer comparison
Reported by companies with significant defined benefit pension obligations.
Metric ID:
ibm_retirement_related_income_expenseHistorical Data
15 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $290.00M | $262.00M | $280.00M | $282.00M | $342.00M | $271.00M | $303.00M | $299.00M | $275.00M | $328.00M | $347.00M | $370.00M | $450.00M | $439.00M | $332.00M |
| QoQ Change | — | -9.7% | +6.9% | +0.7% | +21.3% | -20.8% | +11.8% | -1.3% | -8.0% | +19.3% | +5.8% | +6.6% | +21.6% | -2.4% | -24.4% |
| YoY Change | — | — | — | -2.8% | +30.5% | -3.2% | +7.4% | -12.6% | +1.5% | +8.3% | +16.1% | +34.5% | +37.2% | +26.5% | -10.3% |
Range$262.00M – $450.00M
CAGR+3.9%
Avg YoY Growth+11.1%
Median YoY Growth+7.8%
Current Streak2 quarters decline
Retirement Related Income (Expense) at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's retirement related income (expense)?
- JPMorgan Chase (JPM) reported retirement related income (expense) of $332.00M in Q1 2026.
- How has JPMorgan Chase's retirement related income (expense) changed year-over-year?
- JPMorgan Chase's retirement related income (expense) decreased by 10.3% year-over-year, from $370.00M to $332.00M.
- What does retirement related income (expense) mean?
- The non-operating financial impact of pension and retirement benefit plans.