JPMorgan Chase & Co
JPMNYSENational Commercial BanksFiscal year ends December 31Also trades as AMJB, JPM.PC, JPM.PD, JPM.PJ, JPM.PK, JPM.PL, JPM.PM, VYLD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Nov 3, 2026Score 17/3036% above fair value
$337.98−2.60 (-0.76%)
Close on Nov 3, 2026Market cap $910.59BP/E 14.5Yield 1.72%
JPMorgan Chase Rate Paid on Beneficial Interests Issued by
Rate Paid on Beneficial Interests Issued by Consolidated VIEs
JPMorgan Chase Rate Paid on Beneficial Interests Issued by: 3.9% in Q3 2026, down 0.7 pts from a year earlier.
Latest, Q3 2026
3.92
Period ended Sep 30, 2026
Change on a year earlier
-0.7 pts
4.58 in Q3 2025
History
36 quarters
Since Q4 2015
Sources
1
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Rate Paid on Beneficial Interests Issued by Consolidated VIEs | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 3.92 | -0.7 pts | – |
| Q2 2026 | Jun 30, 2026 | 3.93 | -0.6 pts | – |
| Q1 2026 | Mar 31, 2026 | 3.92 | -0.7 pts | – |
| Q4 2025 | Dec 31, 2025 | 4.23 | -0.6 pts | – |
| Q3 2025 | Sep 30, 2025 | 4.58 | -0.7 pts | – |
| Q2 2025 | Jun 30, 2025 | 4.55 | -0.9 pts | – |
| Q1 2025 | Mar 31, 2025 | 4.66 | -0.7 pts | – |
| Q4 2024 | Dec 31, 2024 | 4.85 | -0.5 pts | – |
| Q3 2024 | Sep 30, 2024 | 5.27 | -0.1 pts | – |
| Q2 2024 | Jun 30, 2024 | 5.40 | +0.5 pts | – |
| Q1 2024 | Mar 31, 2024 | 5.34 | +0.9 pts | – |
| Q4 2023 | Dec 31, 2023 | 5.36 | – | – |
| Q3 2023 | Sep 30, 2023 | 5.38 | – | – |
| Q2 2023 | Jun 30, 2023 | 4.95 | – | – |
| Q1 2023 | Mar 31, 2023 | 4.43 | – | – |
| Q4 2020 | Dec 31, 2020 | 0.65 | -1.6 pts | – |
| Q3 2020 | Sep 30, 2020 | 0.71 | -1.8 pts | – |
| Q2 2020 | Jun 30, 2020 | 1.15 | -1.5 pts | – |
| Q1 2020 | Mar 31, 2020 | 2.02 | -0.6 pts | – |
| Q4 2019 | Dec 31, 2019 | 2.22 | -0.3 pts | – |
| Q3 2019 | Sep 30, 2019 | 2.53 | +0.1 pts | – |
| Q2 2019 | Jun 30, 2019 | 2.63 | +0.3 pts | – |
| Q1 2019 | Mar 31, 2019 | 2.66 | +0.6 pts | – |
| Q4 2018 | Dec 31, 2018 | 2.53 | +0.8 pts | – |
| Q3 2018 | Sep 30, 2018 | 2.41 | +0.8 pts | – |
| Q2 2018 | Jun 30, 2018 | 2.33 | +0.8 pts | – |
| Q1 2018 | Mar 31, 2018 | 2.11 | +0.7 pts | – |
| Q4 2017 | Dec 31, 2017 | 1.71 | +0.3 pts | – |
| Q3 2017 | Sep 30, 2017 | 1.62 | +0.4 pts | – |
| Q2 2017 | Jun 30, 2017 | 1.51 | +0.3 pts | – |
| Q1 2017 | Mar 31, 2017 | 1.41 | +0.3 pts | – |
| Q4 2016 | Dec 31, 2016 | 1.37 | +0.4 pts | – |
| Q3 2016 | Sep 30, 2016 | 1.26 | – | – |
| Q2 2016 | Jun 30, 2016 | 1.24 | – | – |
| Q1 2016 | Mar 31, 2016 | 1.14 | – | – |
| Q4 2015 | Dec 31, 2015 | 0.99 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Rate Paid on Beneficial Interests Issued by, quarterly Q4 2015–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/avg-rate-vie-liab
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.
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