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JPMorgan Chase & Co (JPM) operating KPIs

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 Aug 6, 2026Score 17/3037% above fair value
$337.04−6.54 (-1.90%)

Close on Oct 30, 2026Market cap $908.05BP/E 14.4Yield 1.72%

JPMorgan Chase average Investment Securities

Quarterly figures from JPMorgan Chase's filings and investor materials

Latest, Q3 2026
830,015.00
Period ended Sep 30, 2026
Change on a year earlier
+8.0%
768,599.00 in Q3 2025
History
31 quarters
Since Q1 2017
Sources
1
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedAverage Investment SecuritiesYear on yearSource
Q3 2026Sep 30, 2026830,015.00+8.0%–
Q2 2026Jun 30, 2026807,893.00+11.0%–
Q1 2026Mar 31, 2026802,265.00+20.6%–
Q4 2025Dec 31, 2025788,922.00+19.3%–
Q3 2025Sep 30, 2025768,599.00+23.4%–
Q2 2025Jun 30, 2025727,651.00+25.4%–
Q1 2025Mar 31, 2025664,970.00+14.6%–
Q4 2024Dec 31, 2024661,361.00+14.1%–
Q3 2024Sep 30, 2024622,835.00+2.7%–
Q2 2024Jun 30, 2024580,044.00-5.2%–
Q1 2024Mar 31, 2024580,046.00-6.8%–
Q4 2023Dec 31, 2023579,450.00––
Q3 2023Sep 30, 2023606,593.00––
Q2 2023Jun 30, 2023611,552.00––
Q1 2023Mar 31, 2023622,050.00––
Q4 2020Dec 31, 2020568,354.00+44.3%–

Cite this data

StockData. (2026). JPMorgan Chase Average Investment Securities, quarterly Q1 2017–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/avg_bs_inv_sec

See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.