Quarterly report [Sections 13 or 15(d)]

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

v3.25.2
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, 2025
Jun. 30, 2024
Jun. 30, 2025
Jun. 30, 2024
Dec. 31, 2024
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases $ 1,147,056   $ 1,147,056   $ 1,095,835
Total gross charge-offs 1,824 $ 1,779 3,557 $ 3,517  
Estimate of Fair Value Measurement          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,863   6,863   4,249
Small Business Card Loans | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Total gross charge-offs     279   489
Commercial          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 674,283   674,283   630,839
Total gross charge-offs 511 $ 504 889 $ 1,006  
Commercial | Estimate of Fair Value Measurement          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,649   6,649   4,028
Commercial | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 415,423   415,423   386,990
Originated in current fiscal year 27,970   27,970   49,744
Originated in fiscal year before current fiscal year 45,501   45,501   34,253
Originated two years before current fiscal year 28,818   28,818   35,050
Originated three years before current fiscal year 31,877   31,877   21,600
Originated four years before current fiscal year 18,384   18,384   10,512
Prior 42,880   42,880   36,172
Revolving Loans 219,993   219,993   199,659
Total gross charge-offs     246   439
Gross charge-offs, Originated in current fiscal year     2   3
Gross charge-offs, Originated in fiscal year before current fiscal year     5   122
Gross charge-offs, Originated two years before current fiscal year     17   80
Gross charge-offs, Originated three years before current fiscal year     37   19
Gross charge-offs, Originated four years before current fiscal year     6   4
Gross charge-offs, Prior     26   63
Gross charge-offs, Revolving Loans     153   148
Commercial | United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 402,029   402,029   374,380
Originated in current fiscal year 27,860   27,860   49,587
Originated in fiscal year before current fiscal year 44,982   44,982   33,352
Originated two years before current fiscal year 27,699   27,699   34,015
Originated three years before current fiscal year 30,891   30,891   20,801
Originated four years before current fiscal year 17,739   17,739   10,172
Prior 41,042   41,042   34,176
Revolving Loans 211,816   211,816   192,277
Commercial | United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 13,394   13,394   12,610
Originated in current fiscal year 110   110   157
Originated in fiscal year before current fiscal year 519   519   901
Originated two years before current fiscal year 1,119   1,119   1,035
Originated three years before current fiscal year 986   986   799
Originated four years before current fiscal year 645   645   340
Prior 1,838   1,838   1,996
Revolving Loans 8,177   8,177   7,382
Commercial | Non United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 148,675   148,675   137,518
Originated in current fiscal year 13,528   13,528   27,141
Originated in fiscal year before current fiscal year 25,445   25,445   14,448
Originated two years before current fiscal year 12,179   12,179   12,365
Originated three years before current fiscal year 10,461   10,461   12,060
Originated four years before current fiscal year 11,572   11,572   1,336
Prior 6,647   6,647   6,883
Revolving Loans 68,843   68,843   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 146,463   146,463   135,720
Originated in current fiscal year 13,527   13,527   27,119
Originated in fiscal year before current fiscal year 25,395   25,395   14,268
Originated two years before current fiscal year 11,762   11,762   12,220
Originated three years before current fiscal year 10,259   10,259   11,750
Originated four years before current fiscal year 11,394   11,394   1,328
Prior 6,572   6,572   6,777
Revolving Loans 67,554   67,554   62,258
Commercial | Non United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 2,212   2,212   1,798
Originated in current fiscal year 1   1   22
Originated in fiscal year before current fiscal year 50   50   180
Originated two years before current fiscal year 417   417   145
Originated three years before current fiscal year 202   202   310
Originated four years before current fiscal year 178   178   8
Prior 75   75   106
Revolving Loans 1,289   1,289   1,027
Commercial | Commercial real estate          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 65,676   65,676   65,730
Originated in current fiscal year 3,208   3,208   5,463
Originated in fiscal year before current fiscal year 5,726   5,726   5,146
Originated two years before current fiscal year 5,207   5,207   14,007
Originated three years before current fiscal year 12,583   12,583   11,090
Originated four years before current fiscal year 9,808   9,808   3,499
Prior 18,376   18,376   16,682
Revolving Loans 10,768   10,768   9,843
Total gross charge-offs     336   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     48   83
Gross charge-offs, Originated four years before current fiscal year     70   62
Gross charge-offs, Prior     218   663
Gross charge-offs, Revolving Loans     0   29
Commercial | Commercial real estate | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 55,469   55,469   55,607
Originated in current fiscal year 3,202   3,202   5,422
Originated in fiscal year before current fiscal year 5,484   5,484   4,935
Originated two years before current fiscal year 4,733   4,733   10,755
Originated three years before current fiscal year 9,614   9,614   8,990
Originated four years before current fiscal year 7,623   7,623   2,911
Prior 14,656   14,656   13,310
Revolving Loans 10,157   10,157   9,284
Commercial | Commercial real estate | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 10,207   10,207   10,123
Originated in current fiscal year 6   6   41
Originated in fiscal year before current fiscal year 242   242   211
Originated two years before current fiscal year 474   474   3,252
Originated three years before current fiscal year 2,969   2,969   2,100
Originated four years before current fiscal year 2,185   2,185   588
Prior 3,720   3,720   3,372
Revolving Loans 611   611   559
Commercial | Commercial real estate | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 59,700   59,700   59,600
Commercial | Commercial real estate | Non United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 6,000   6,000   6,100
Commercial | Commercial Lease Financing          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 15,752   15,752   15,708
Originated in current fiscal year 1,756   1,756   3,911
Originated in fiscal year before current fiscal year 3,658   3,658   3,771
Originated two years before current fiscal year 3,361   3,361   2,532
Originated three years before current fiscal year 2,198   2,198   1,973
Originated four years before current fiscal year 1,910   1,910   1,056
Prior 2,869   2,869   2,465
Revolving Loans 0   0   0
Total gross charge-offs     3   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     2   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 15,332   15,332   15,417
Originated in current fiscal year 1,748   1,748   3,902
Originated in fiscal year before current fiscal year 3,594   3,594   3,675
Originated two years before current fiscal year 3,227   3,227   2,465
Originated three years before current fiscal year 2,108   2,108   1,921
Originated four years before current fiscal year 1,857   1,857   1,033
Prior 2,798   2,798   2,421
Revolving Loans 0   0   0
Commercial | Commercial Lease Financing | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 420   420   291
Originated in current fiscal year 8   8   9
Originated in fiscal year before current fiscal year 64   64   96
Originated two years before current fiscal year 134   134   67
Originated three years before current fiscal year 90   90   52
Originated four years before current fiscal year 53   53   23
Prior 71   71   44
Revolving Loans 0   0   0
Commercial | U.S. small business commercial | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 10,961   10,961   10,249
Originated in current fiscal year 1,240   1,240   1,934
Originated in fiscal year before current fiscal year 1,996   1,996   1,970
Originated two years before current fiscal year 1,914   1,914   1,754
Originated three years before current fiscal year 1,660   1,660   1,417
Originated four years before current fiscal year 1,315   1,315   629
Prior 2,063   2,063   2,097
Revolving Loans 773   773   448
Total gross charge-offs     17   30
Gross charge-offs, Originated in current fiscal year     0   0
Gross charge-offs, Originated in fiscal year before current fiscal year     0   1
Gross charge-offs, Originated two years before current fiscal year     1   2
Gross charge-offs, Originated three years before current fiscal year     1   1
Gross charge-offs, Originated four years before current fiscal year     1   6
Gross charge-offs, Prior     5   7
Gross charge-offs, Revolving Loans     9   13
Commercial | U.S. small business commercial | United States | Pass rated          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 10,445   10,445   9,806
Originated in current fiscal year 1,236   1,236   1,926
Originated in fiscal year before current fiscal year 1,949   1,949   1,887
Originated two years before current fiscal year 1,769   1,769   1,650
Originated three years before current fiscal year 1,556   1,556   1,302
Originated four years before current fiscal year 1,226   1,226   604
Prior 1,944   1,944   1,992
Revolving Loans 765   765   445
Commercial | U.S. small business commercial | United States | Reservable criticized          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 516   516   443
Originated in current fiscal year 4   4   8
Originated in fiscal year before current fiscal year 47   47   83
Originated two years before current fiscal year 145   145   104
Originated three years before current fiscal year 104   104   115
Originated four years before current fiscal year 89   89   25
Prior 119   119   105
Revolving Loans 8   8   3
Commercial | Term Loans          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 656,487   656,487   616,195
Originated in current fiscal year 47,702   47,702   88,193
Originated in fiscal year before current fiscal year 82,326   82,326   59,588
Originated two years before current fiscal year 51,479   51,479   65,708
Originated three years before current fiscal year 58,779   58,779   48,140
Originated four years before current fiscal year 42,989   42,989   17,032
Prior 72,835   72,835   64,299
Revolving Loans 300,377   300,377   273,235
Total gross charge-offs     610   1,446
Gross charge-offs, Originated in current fiscal year     2   3
Gross charge-offs, Originated in fiscal year before current fiscal year     6   164
Gross charge-offs, Originated two years before current fiscal year     27   161
Gross charge-offs, Originated three years before current fiscal year     86   121
Gross charge-offs, Originated four years before current fiscal year     77   72
Gross charge-offs, Prior     249   733
Gross charge-offs, Revolving Loans     163   192
Commercial | Small Business Card Loans | Less than 620          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases 743   743   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 624   624   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 6,200   6,200   5,800
Commercial | Small Business Card Loans | United States          
Financing Receivable, Credit Quality Indicator [Line Items]          
Loans and leases $ 11,100   $ 11,100   $ 10,600