Quarterly report [Sections 13 or 15(d)]

Outstanding Loans and Leases and Allowance for Credit Losses - Commercial - Credit Quality Indicators (Details)

v3.25.3
Outstanding Loans and Leases and Allowance for Credit Losses - Commercial - Credit Quality Indicators (Details) - USD ($)
$ in Millions
3 Months Ended 9 Months Ended 12 Months Ended
Sep. 30, 2025
Sep. 30, 2024
Sep. 30, 2025
Sep. 30, 2024
Dec. 31, 2024
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases $ 1,165,900   $ 1,165,900   $ 1,095,835
Total gross charge-offs 1,701 $ 1,800 5,258 $ 5,317  
Estimate of Fair Value Measurement          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,694   6,694   4,249
Small Business Card Loans | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Total gross charge-offs     418   489
Commercial          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 690,134   690,134   630,839
Total gross charge-offs 462 $ 529 1,351 $ 1,535  
Commercial | Estimate of Fair Value Measurement          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,529   6,529   4,028
Commercial | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 429,202   429,202   386,990
Originated in current fiscal year 47,504   47,504   49,744
Originated in fiscal year before current fiscal year 43,345   43,345   34,253
Originated two years before current fiscal year 26,054   26,054   35,050
Originated three years before current fiscal year 29,610   29,610   21,600
Originated four years before current fiscal year 17,119   17,119   10,512
Prior 38,819   38,819   36,172
Revolving Loans 226,751   226,751   199,659
Total gross charge-offs     425   439
Gross charge-offs, Originated in current fiscal year     3   3
Gross charge-offs, Originated in fiscal year before current fiscal year     9   122
Gross charge-offs, Originated two years before current fiscal year     20   80
Gross charge-offs, Originated three years before current fiscal year     84   19
Gross charge-offs, Originated four years before current fiscal year     8   4
Gross charge-offs, Prior     33   63
Gross charge-offs, Revolving Loans     268   148
Commercial | United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 416,389   416,389   374,380
Originated in current fiscal year 47,391   47,391   49,587
Originated in fiscal year before current fiscal year 42,621   42,621   33,352
Originated two years before current fiscal year 25,121   25,121   34,015
Originated three years before current fiscal year 28,677   28,677   20,801
Originated four years before current fiscal year 16,485   16,485   10,172
Prior 36,959   36,959   34,176
Revolving Loans 219,135   219,135   192,277
Commercial | United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 12,813   12,813   12,610
Originated in current fiscal year 113   113   157
Originated in fiscal year before current fiscal year 724   724   901
Originated two years before current fiscal year 933   933   1,035
Originated three years before current fiscal year 933   933   799
Originated four years before current fiscal year 634   634   340
Prior 1,860   1,860   1,996
Revolving Loans 7,616   7,616   7,382
Commercial | Non United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 148,707   148,707   137,518
Originated in current fiscal year 18,338   18,338   27,141
Originated in fiscal year before current fiscal year 22,708   22,708   14,448
Originated two years before current fiscal year 11,303   11,303   12,365
Originated three years before current fiscal year 10,020   10,020   12,060
Originated four years before current fiscal year 10,844   10,844   1,336
Prior 6,619   6,619   6,883
Revolving Loans 68,875   68,875   63,285
Total gross charge-offs     8   81
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     0   41
Gross charge-offs, Originated two years before current fiscal year     7   22
Gross charge-offs, Originated three years before current fiscal year     0   16
Gross charge-offs, Originated four years before current fiscal year     0   0
Gross charge-offs, Prior     0   0
Gross charge-offs, Revolving Loans     1   2
Commercial | Non United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 146,106   146,106   135,720
Originated in current fiscal year 18,232   18,232   27,119
Originated in fiscal year before current fiscal year 22,574   22,574   14,268
Originated two years before current fiscal year 10,845   10,845   12,220
Originated three years before current fiscal year 9,683   9,683   11,750
Originated four years before current fiscal year 10,820   10,820   1,328
Prior 6,499   6,499   6,777
Revolving Loans 67,453   67,453   62,258
Commercial | Non United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 2,601   2,601   1,798
Originated in current fiscal year 106   106   22
Originated in fiscal year before current fiscal year 134   134   180
Originated two years before current fiscal year 458   458   145
Originated three years before current fiscal year 337   337   310
Originated four years before current fiscal year 24   24   8
Prior 120   120   106
Revolving Loans 1,422   1,422   1,027
Commercial | Commercial real estate          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 66,986   66,986   65,730
Originated in current fiscal year 7,368   7,368   5,463
Originated in fiscal year before current fiscal year 5,797   5,797   5,146
Originated two years before current fiscal year 5,042   5,042   14,007
Originated three years before current fiscal year 11,769   11,769   11,090
Originated four years before current fiscal year 8,996   8,996   3,499
Prior 17,171   17,171   16,682
Revolving Loans 10,843   10,843   9,843
Total gross charge-offs     471   894
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     0   0
Gross charge-offs, Originated two years before current fiscal year     0   57
Gross charge-offs, Originated three years before current fiscal year     49   83
Gross charge-offs, Originated four years before current fiscal year     70   62
Gross charge-offs, Prior     350   663
Gross charge-offs, Revolving Loans     2   29
Commercial | Commercial real estate | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 58,203   58,203   55,607
Originated in current fiscal year 7,363   7,363   5,422
Originated in fiscal year before current fiscal year 5,544   5,544   4,935
Originated two years before current fiscal year 4,674   4,674   10,755
Originated three years before current fiscal year 9,039   9,039   8,990
Originated four years before current fiscal year 7,002   7,002   2,911
Prior 14,300   14,300   13,310
Revolving Loans 10,281   10,281   9,284
Commercial | Commercial real estate | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 8,783   8,783   10,123
Originated in current fiscal year 5   5   41
Originated in fiscal year before current fiscal year 253   253   211
Originated two years before current fiscal year 368   368   3,252
Originated three years before current fiscal year 2,730   2,730   2,100
Originated four years before current fiscal year 1,994   1,994   588
Prior 2,871   2,871   3,372
Revolving Loans 562   562   559
Commercial | Commercial real estate | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 61,100   61,100   59,600
Commercial | Commercial real estate | Non United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 5,900   5,900   6,100
Commercial | Commercial Lease Financing          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 16,282   16,282   15,708
Originated in current fiscal year 2,785   2,785   3,911
Originated in fiscal year before current fiscal year 3,318   3,318   3,771
Originated two years before current fiscal year 3,124   3,124   2,532
Originated three years before current fiscal year 2,059   2,059   1,973
Originated four years before current fiscal year 1,909   1,909   1,056
Prior 3,087   3,087   2,465
Revolving Loans 0   0   0
Total gross charge-offs     4   2
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     1   0
Gross charge-offs, Originated two years before current fiscal year     3   0
Gross charge-offs, Originated three years before current fiscal year     0   2
Gross charge-offs, Originated four years before current fiscal year     0   0
Gross charge-offs, Prior     0   0
Gross charge-offs, Revolving Loans     0   0
Commercial | Commercial Lease Financing | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 15,874   15,874   15,417
Originated in current fiscal year 2,779   2,779   3,902
Originated in fiscal year before current fiscal year 3,270   3,270   3,675
Originated two years before current fiscal year 2,980   2,980   2,465
Originated three years before current fiscal year 1,977   1,977   1,921
Originated four years before current fiscal year 1,853   1,853   1,033
Prior 3,015   3,015   2,421
Revolving Loans 0   0   0
Commercial | Commercial Lease Financing | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 408   408   291
Originated in current fiscal year 6   6   9
Originated in fiscal year before current fiscal year 48   48   96
Originated two years before current fiscal year 144   144   67
Originated three years before current fiscal year 82   82   52
Originated four years before current fiscal year 56   56   23
Prior 72   72   44
Revolving Loans 0   0   0
Commercial | U.S. small business commercial | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 11,255   11,255   10,249
Originated in current fiscal year 1,824   1,824   1,934
Originated in fiscal year before current fiscal year 2,012   2,012   1,970
Originated two years before current fiscal year 1,871   1,871   1,754
Originated three years before current fiscal year 1,612   1,612   1,417
Originated four years before current fiscal year 1,258   1,258   629
Prior 1,907   1,907   2,097
Revolving Loans 771   771   448
Total gross charge-offs     25   30
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     1   1
Gross charge-offs, Originated two years before current fiscal year     2   2
Gross charge-offs, Originated three years before current fiscal year     3   1
Gross charge-offs, Originated four years before current fiscal year     2   6
Gross charge-offs, Prior     3   7
Gross charge-offs, Revolving Loans     14   13
Commercial | U.S. small business commercial | United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 10,738   10,738   9,806
Originated in current fiscal year 1,819   1,819   1,926
Originated in fiscal year before current fiscal year 1,937   1,937   1,887
Originated two years before current fiscal year 1,720   1,720   1,650
Originated three years before current fiscal year 1,515   1,515   1,302
Originated four years before current fiscal year 1,183   1,183   604
Prior 1,801   1,801   1,992
Revolving Loans 763   763   445
Commercial | U.S. small business commercial | United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 517   517   443
Originated in current fiscal year 5   5   8
Originated in fiscal year before current fiscal year 75   75   83
Originated two years before current fiscal year 151   151   104
Originated three years before current fiscal year 97   97   115
Originated four years before current fiscal year 75   75   25
Prior 106   106   105
Revolving Loans 8   8   3
Commercial | Term Loans          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 672,432   672,432   616,195
Originated in current fiscal year 77,819   77,819   88,193
Originated in fiscal year before current fiscal year 77,180   77,180   59,588
Originated two years before current fiscal year 47,394   47,394   65,708
Originated three years before current fiscal year 55,070   55,070   48,140
Originated four years before current fiscal year 40,126   40,126   17,032
Prior 67,603   67,603   64,299
Revolving Loans 307,240   307,240   273,235
Total gross charge-offs     933   1,446
Gross charge-offs, Originated in current fiscal year     3   3
Gross charge-offs, Originated in fiscal year before current fiscal year     11   164
Gross charge-offs, Originated two years before current fiscal year     32   161
Gross charge-offs, Originated three years before current fiscal year     136   121
Gross charge-offs, Originated four years before current fiscal year     80   72
Gross charge-offs, Prior     386   733
Gross charge-offs, Revolving Loans     285   192
Commercial | Small Business Card Loans | Less than 620          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 756   756   699
Commercial | Small Business Card Loans | Greater than or equal to 620 and less than 660          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 636   636   600
Commercial | Small Business Card Loans | Greater than or equal to 660 and less than 740          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 3,600   3,600   3,600
Commercial | Small Business Card Loans | Greater than or equal to 740          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,100   6,100   5,800
Commercial | Small Business Card Loans | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases $ 11,200   $ 11,200   $ 10,600