Quarterly report [Sections 13 or 15(d)]

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

v3.26.1
Outstanding Loans and Leases and Allowance for Credit Losses - Commercial - Credit Quality Indicators (Details) - USD ($)
$ in Millions
3 Months Ended 6 Months Ended 12 Months Ended
Jun. 30, 2026
Jun. 30, 2025
Jun. 30, 2026
Jun. 30, 2025
Dec. 31, 2025
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases $ 1,217,619   $ 1,217,619   $ 1,185,700
Total gross charge-offs 1,740 $ 1,824 3,477 $ 3,557  
Estimate of Fair Value Measurement          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 3,359   3,359   3,498
Small Business Card Loans | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Total gross charge-offs     285   555
Commercial          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 729,862   729,862   702,109
Total gross charge-offs 410 $ 511 815 $ 889  
Commercial | Estimate of Fair Value Measurement          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 3,200   3,200   3,333
Commercial | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 456,632   456,632   436,242
Originated in current fiscal year 27,032   27,032   62,009
Originated in fiscal year before current fiscal year 51,085   51,085   39,899
Originated two years before current fiscal year 35,581   35,581   24,576
Originated three years before current fiscal year 21,137   21,137   27,877
Originated four years before current fiscal year 24,641   24,641   16,612
Prior 51,627   51,627   38,718
Revolving Loans 245,529   245,529   226,551
Total gross charge-offs     339   536
Gross charge-offs, Originated in current fiscal year     2   3
Gross charge-offs, Originated in fiscal year before current fiscal year     12   13
Gross charge-offs, Originated two years before current fiscal year     12   35
Gross charge-offs, Originated three years before current fiscal year     11   101
Gross charge-offs, Originated four years before current fiscal year     26   12
Gross charge-offs, Prior     52   34
Gross charge-offs, Revolving Loans     224   338
Commercial | United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 445,710   445,710   424,708
Originated in current fiscal year 26,996   26,996   61,845
Originated in fiscal year before current fiscal year 50,745   50,745   39,127
Originated two years before current fiscal year 34,596   34,596   23,611
Originated three years before current fiscal year 20,239   20,239   26,931
Originated four years before current fiscal year 23,850   23,850   16,001
Prior 49,445   49,445   36,627
Revolving Loans 239,839   239,839   220,566
Commercial | United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 10,922   10,922   11,534
Originated in current fiscal year 36   36   164
Originated in fiscal year before current fiscal year 340   340   772
Originated two years before current fiscal year 985   985   965
Originated three years before current fiscal year 898   898   946
Originated four years before current fiscal year 791   791   611
Prior 2,182   2,182   2,091
Revolving Loans 5,690   5,690   5,985
Commercial | Non United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 159,894   159,894   155,045
Originated in current fiscal year 13,575   13,575   25,873
Originated in fiscal year before current fiscal year 20,653   20,653   21,563
Originated two years before current fiscal year 17,211   17,211   10,091
Originated three years before current fiscal year 8,885   8,885   8,923
Originated four years before current fiscal year 7,428   7,428   9,286
Prior 12,560   12,560   6,180
Revolving Loans 79,582   79,582   73,129
Total gross charge-offs     61   33
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     14   0
Gross charge-offs, Originated two years before current fiscal year     0   7
Gross charge-offs, Originated three years before current fiscal year     7   0
Gross charge-offs, Originated four years before current fiscal year     16   8
Gross charge-offs, Prior     3   0
Gross charge-offs, Revolving Loans     21   18
Commercial | Non United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 157,466   157,466   152,364
Originated in current fiscal year 13,574   13,574   25,753
Originated in fiscal year before current fiscal year 20,461   20,461   21,446
Originated two years before current fiscal year 17,100   17,100   9,613
Originated three years before current fiscal year 8,475   8,475   8,612
Originated four years before current fiscal year 7,269   7,269   9,223
Prior 12,409   12,409   6,066
Revolving Loans 78,178   78,178   71,651
Commercial | Non United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 2,428   2,428   2,681
Originated in current fiscal year 1   1   120
Originated in fiscal year before current fiscal year 192   192   117
Originated two years before current fiscal year 111   111   478
Originated three years before current fiscal year 410   410   311
Originated four years before current fiscal year 159   159   63
Prior 151   151   114
Revolving Loans 1,404   1,404   1,478
Commercial | Commercial real estate          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 71,097   71,097   68,748
Originated in current fiscal year 6,753   6,753   11,698
Originated in fiscal year before current fiscal year 11,715   11,715   5,856
Originated two years before current fiscal year 5,495   5,495   4,784
Originated three years before current fiscal year 3,812   3,812   10,430
Originated four years before current fiscal year 8,367   8,367   8,161
Prior 23,010   23,010   16,670
Revolving Loans 11,945   11,945   11,149
Total gross charge-offs     94   520
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   0
Gross charge-offs, Originated three years before current fiscal year     0   56
Gross charge-offs, Originated four years before current fiscal year     2   102
Gross charge-offs, Prior     92   360
Gross charge-offs, Revolving Loans     0   2
Commercial | Commercial real estate | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 64,713   64,713   60,435
Originated in current fiscal year 6,739   6,739   11,693
Originated in fiscal year before current fiscal year 11,610   11,610   5,607
Originated two years before current fiscal year 5,344   5,344   4,418
Originated three years before current fiscal year 3,632   3,632   8,136
Originated four years before current fiscal year 6,954   6,954   6,175
Prior 19,109   19,109   13,796
Revolving Loans 11,325   11,325   10,610
Commercial | Commercial real estate | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,384   6,384   8,313
Originated in current fiscal year 14   14   5
Originated in fiscal year before current fiscal year 105   105   249
Originated two years before current fiscal year 151   151   366
Originated three years before current fiscal year 180   180   2,294
Originated four years before current fiscal year 1,413   1,413   1,986
Prior 3,901   3,901   2,874
Revolving Loans 620   620   539
Commercial | Commercial real estate | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 65,900   65,900   62,700
Commercial | Commercial real estate | Non United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 5,200   5,200   6,000
Commercial | Commercial Lease Financing          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 15,402   15,402   16,241
Originated in current fiscal year 1,539   1,539   3,929
Originated in fiscal year before current fiscal year 3,799   3,799   3,233
Originated two years before current fiscal year 2,993   2,993   2,894
Originated three years before current fiscal year 2,537   2,537   1,966
Originated four years before current fiscal year 1,688   1,688   1,661
Prior 2,846   2,846   2,558
Revolving Loans 0   0   0
Total gross charge-offs     15   8
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     1   2
Gross charge-offs, Originated two years before current fiscal year     2   3
Gross charge-offs, Originated three years before current fiscal year     6   2
Gross charge-offs, Originated four years before current fiscal year     4   1
Gross charge-offs, Prior     2   0
Gross charge-offs, Revolving Loans     0   0
Commercial | Commercial Lease Financing | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 14,797   14,797   15,770
Originated in current fiscal year 1,538   1,538   3,916
Originated in fiscal year before current fiscal year 3,769   3,769   3,142
Originated two years before current fiscal year 2,894   2,894   2,763
Originated three years before current fiscal year 2,376   2,376   1,847
Originated four years before current fiscal year 1,575   1,575   1,625
Prior 2,645   2,645   2,477
Revolving Loans 0   0   0
Commercial | Commercial Lease Financing | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 605   605   471
Originated in current fiscal year 1   1   13
Originated in fiscal year before current fiscal year 30   30   91
Originated two years before current fiscal year 99   99   131
Originated three years before current fiscal year 161   161   119
Originated four years before current fiscal year 113   113   36
Prior 201   201   81
Revolving Loans 0   0   0
Commercial | U.S. small business commercial | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 12,064   12,064   11,560
Originated in current fiscal year 1,037   1,037   2,382
Originated in fiscal year before current fiscal year 2,471   2,471   2,008
Originated two years before current fiscal year 1,943   1,943   1,831
Originated three years before current fiscal year 1,739   1,739   1,566
Originated four years before current fiscal year 1,459   1,459   1,207
Prior 2,572   2,572   1,762
Revolving Loans 843   843   804
Total gross charge-offs     21   32
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     0   2
Gross charge-offs, Originated three years before current fiscal year     4   3
Gross charge-offs, Originated four years before current fiscal year     4   2
Gross charge-offs, Prior     3   6
Gross charge-offs, Revolving Loans     9   18
Commercial | U.S. small business commercial | United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 11,460   11,460   11,001
Originated in current fiscal year 1,037   1,037   2,368
Originated in fiscal year before current fiscal year 2,411   2,411   1,908
Originated two years before current fiscal year 1,815   1,815   1,657
Originated three years before current fiscal year 1,571   1,571   1,471
Originated four years before current fiscal year 1,376   1,376   1,131
Prior 2,414   2,414   1,670
Revolving Loans 836   836   796
Commercial | U.S. small business commercial | United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 604   604   559
Originated in current fiscal year 0   0   14
Originated in fiscal year before current fiscal year 60   60   100
Originated two years before current fiscal year 128   128   174
Originated three years before current fiscal year 168   168   95
Originated four years before current fiscal year 83   83   76
Prior 158   158   92
Revolving Loans 7   7   8
Commercial | Term Loans          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 715,089   715,089   687,836
Originated in current fiscal year 49,936   49,936   105,891
Originated in fiscal year before current fiscal year 89,723   89,723   72,559
Originated two years before current fiscal year 63,223   63,223   44,176
Originated three years before current fiscal year 38,110   38,110   50,762
Originated four years before current fiscal year 43,583   43,583   36,927
Prior 92,615   92,615   65,888
Revolving Loans 337,899   337,899   311,633
Total gross charge-offs     530   1,129
Gross charge-offs, Originated in current fiscal year     2   3
Gross charge-offs, Originated in fiscal year before current fiscal year     28   16
Gross charge-offs, Originated two years before current fiscal year     14   47
Gross charge-offs, Originated three years before current fiscal year     28   162
Gross charge-offs, Originated four years before current fiscal year     52   125
Gross charge-offs, Prior     152   400
Gross charge-offs, Revolving Loans     254   376
Commercial | Small Business Card Loans | Less than 620          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 796   796   785
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 665   665   651
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 3,700   3,700   3,600
Commercial | Small Business Card Loans | Greater than or equal to 740          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,400   6,400   5,900
Commercial | Small Business Card Loans | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases $ 11,600   $ 11,600   $ 10,900