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Apple Confirms JPMorgan Chase to Replace Goldman Sachs as Apple Card Issuer

The shift underscores Goldman Sachs’s retreat from consumer lending after years of losses.

Overview

  • Apple and Chase said the handoff will take about 24 months, with no immediate changes for cardholders and Mastercard remaining the payment network.
  • JPMorgan expects to migrate roughly $20 billion in Apple Card balances to its retail platform, subject to regulatory approvals.
  • People familiar with the deal said Goldman is selling the portfolio at a discount of more than $1 billion, an uncommon outcome for co‑branded cards.
  • JPMorgan disclosed an approximately $2.2 billion provision for credit losses tied to the forward purchase commitment of the portfolio.
  • Goldman said it will release $2.48 billion of loan‑loss reserves and record a $2.26 billion revenue markdown, lifting its reported quarterly EPS by about $0.46.