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Wells Fargo reported $36.2B in private credit exposure in Q1, while JPMorgan disclosed ~$50B within a broader $160B exposure to non-bank financial institutions and Citigroup reported $22B in Q4 2025. Jamie Dimon warned a credit cycle could be worse than expected. Blue Owl, Morgan Stanley, BlackRock, and JPMorgan capped redemptions amid elevated withdrawal requests tied to AI disruption concerns.
Transcript
00:00It's Benzinga bringing Wall Street to Main Street.
00:03Wells Fargo said its exposure to private credit firms was approximately $36.2 billion in the
00:08first quarter, according to Benzinga. The figures come as software companies accounting for 17%
00:14as investors monitor Wall Street's exposure during market volatility.
00:19Citigroup reported $22 billion in private credit exposure in Q4 2025, while JPMorgan said it has
00:26about $50 billion within a broader $160 billion exposure to non-bank financial institutions.
00:33Jamie Dimon said large losses would be required to impact banks, but warned a credit cycle could
00:39be worse than expected. Blue Owl capped redemptions after elevated withdrawal requests tied to concerns
00:45about AI disruption to software companies. Morgan Stanley, BlackRock, and JPMorgan also capped
00:51redemptions, while Congress requested disclosures on private credit operations.
00:54For all things money, visit Benzinga.com.
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