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 Beneficial Interests Issued by Consolidated VIEs
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
29,044.00
Period ended Sep 30, 2026
Change on a year earlier
+0.6%
28,884.00 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 | Average Beneficial Interests Issued by Consolidated VIEs | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 29,044.00 | +0.6% | – |
| Q2 2026 | Jun 30, 2026 | 28,065.00 | +7.2% | – |
| Q1 2026 | Mar 31, 2026 | 27,519.00 | +6.8% | – |
| Q4 2025 | Dec 31, 2025 | 27,327.00 | +5.6% | – |
| Q3 2025 | Sep 30, 2025 | 28,884.00 | +8.8% | – |
| Q2 2025 | Jun 30, 2025 | 26,185.00 | -0.1% | – |
| Q1 2025 | Mar 31, 2025 | 25,775.00 | -6.0% | – |
| Q4 2024 | Dec 31, 2024 | 25,881.00 | +11.9% | – |
| Q3 2024 | Sep 30, 2024 | 26,556.00 | +21.3% | – |
| Q2 2024 | Jun 30, 2024 | 26,222.00 | +64.4% | – |
| Q1 2024 | Mar 31, 2024 | 27,407.00 | +103.3% | – |
| Q4 2023 | Dec 31, 2023 | 23,133.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 21,890.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 15,947.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 13,483.00 | – | – |
| Q4 2020 | Dec 31, 2020 | 18,647.00 | -3.8% | – |
| Q3 2020 | Sep 30, 2020 | 19,838.00 | -6.1% | – |
| Q2 2020 | Jun 30, 2020 | 20,331.00 | -23.9% | – |
| Q1 2020 | Mar 31, 2020 | 18,048.00 | -20.9% | – |
| Q4 2019 | Dec 31, 2019 | 19,390.00 | -3.0% | – |
| Q3 2019 | Sep 30, 2019 | 21,123.00 | +6.0% | – |
| Q2 2019 | Jun 30, 2019 | 26,713.00 | +27.8% | – |
| Q1 2019 | Mar 31, 2019 | 22,829.00 | -3.1% | – |
| Q4 2018 | Dec 31, 2018 | 19,982.00 | -26.8% | – |
| Q3 2018 | Sep 30, 2018 | 19,921.00 | -33.2% | – |
| Q2 2018 | Jun 30, 2018 | 20,906.00 | -38.7% | – |
| Q1 2018 | Mar 31, 2018 | 23,561.00 | -39.2% | – |
| Q4 2017 | Dec 31, 2017 | 27,295.00 | -31.7% | – |
| Q3 2017 | Sep 30, 2017 | 29,832.00 | -29.7% | – |
| Q2 2017 | Jun 30, 2017 | 34,083.00 | -11.3% | – |
| Q1 2017 | Mar 31, 2017 | 38,775.00 | -2.7% | – |
| Q4 2016 | Dec 31, 2016 | 39,985.00 | -10.7% | – |
| Q3 2016 | Sep 30, 2016 | 42,462.00 | – | – |
| Q2 2016 | Jun 30, 2016 | 38,411.00 | – | – |
| Q1 2016 | Mar 31, 2016 | 39,839.00 | – | – |
| Q4 2015 | Dec 31, 2015 | 44,774.00 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Average Beneficial Interests Issued by Consolidated VIEs, quarterly Q4 2015–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/avg_bs_vie_liab
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.