JPMorgan Chase has agreed to acquire the Apple credit card portfolio from Goldman Sachs, expanding its presence in the US credit card market. The deal, which involves a discount of over $1 billion, will take approximately 24 months to close.

AcquirerJPMorgan Chase (US)
TargetGoldman Sachs (Apple credit card portfolio) (US)
Deal value$20.0bn (discount of over $1bn)
TypeAcquisition
Date closedNot disclosed
Date announcedJanuary 7, 2026
Buy-side advisorsUnknown
Sell-side advisorsUnknown
Legal buy-sideUnknown
Legal sell-sideUnknown

Deal mechanics

JPMorgan Chase has struck a deal to acquire the Apple credit card portfolio from Goldman Sachs. The transaction will take two years to complete and includes a significant discount, exceeding $1 billion.

Strategic rationale

The acquisition allows JPMorgan Chase to bolster its position in one of the most competitive segments of the US financial services market. With Apple's large user base and growing acceptance among consumers for contactless payments, this deal represents a strategic move for JPMorgan to capture significant market share.

Financial context

JPMorgan Chase has stated that it anticipates booking a provision for credit losses of $2.2 billion as part of the acquisition. Despite these costs, the company sees substantial long-term benefits from integrating Apple's payment platform into its broader product offerings and customer base.

Advisors

The deal was negotiated without disclosed advisors on either side, indicating a direct agreement between the two financial titans.

Outlook

This acquisition is expected to significantly impact JPMorgan Chase's competitive positioning in the US credit card market. The company will continue to monitor regulatory approvals and other closing conditions over the next 24 months.