Edward Jones Trust Company quarterly financials
As reported to the FDIC. Dollar values are period-end balances. Net income is for the single quarter, derived from the FDIC's year-to-date figures by subtracting the prior quarter's report. Ratios (ROA, ROE, NIM) are FDIC-computed annualized year-to-date values.
| Quarter | Assets | Deposits | Net loans | Equity | Net income | ROA | ROE | NIM | Noncurrent |
|---|---|---|---|---|---|---|---|---|---|
| Q1 2026 | $156M | $500K | $0K | $142M | $1M | 3.65% | 3.97% | 3.33% | 0.00% |
| Q4 2025 | $151M | $500K | $0K | $140M | $5M | 10.85% | 11.79% | 3.58% | 0.00% |
| Q3 2025 | $150M | $500K | $0K | $135M | $4M | 10.04% | 10.94% | 3.58% | 0.00% |
| Q2 2025 | $143M | $500K | $0K | $131M | $3M | 9.73% | 10.55% | 3.56% | 0.00% |
| Q1 2025 | $139M | $500K | $0K | $128M | $4M | 10.25% | 11.10% | 3.53% | 0.00% |
| Q4 2024 | $134M | $500K | $0K | $125M | $-81K | 5.59% | 6.04% | 3.73% | 0.00% |
| Q3 2024 | $135M | $500K | $0K | $125M | $5M | 7.58% | 8.20% | 3.73% | 0.00% |
| Q2 2024 | $131M | $500K | $0K | $120M | $2M | 3.94% | 4.26% | 3.69% | 0.00% |
| Q1 2024 | $128M | $500K | $0K | $118M | $807K | 2.54% | 2.74% | 3.63% | 0.00% |
| Q4 2023 | $126M | $500K | $0K | $117M | $5M | 6.78% | 7.31% | 3.45% | 0.00% |
| Q3 2023 | $121M | $500K | $0K | $112M | $-458K | 3.21% | 3.45% | 3.41% | 0.00% |
| Q2 2023 | $121M | $500K | $0K | $113M | $774K | 5.58% | 6.02% | 3.22% | 0.00% |
Transcribed from FDIC BankFind Suite quarterly financial data (Call Report-derived). Income in Call Reports is filed year-to-date; per-quarter net income shown here is the difference between consecutive reports within the same year. NIM = net interest margin; “Noncurrent” = noncurrent loans as a share of total loans. These figures describe reported financials only and are not a safety rating or a prediction about the institution.