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 rate Paid on Beneficial Interests Issued by Consolidated VIEs
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
3.92
Period ended Sep 30, 2026
Change on a year earlier
-14.4%
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 | -14.4% | – |
| Q2 2026 | Jun 30, 2026 | 3.93 | -13.6% | – |
| Q1 2026 | Mar 31, 2026 | 3.92 | -15.9% | – |
| Q4 2025 | Dec 31, 2025 | 4.23 | -12.8% | – |
| Q3 2025 | Sep 30, 2025 | 4.58 | -13.1% | – |
| Q2 2025 | Jun 30, 2025 | 4.55 | -15.7% | – |
| Q1 2025 | Mar 31, 2025 | 4.66 | -12.7% | – |
| Q4 2024 | Dec 31, 2024 | 4.85 | -9.5% | – |
| Q3 2024 | Sep 30, 2024 | 5.27 | -2.0% | – |
| Q2 2024 | Jun 30, 2024 | 5.40 | +9.1% | – |
| Q1 2024 | Mar 31, 2024 | 5.34 | +20.5% | – |
| 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 | -70.7% | – |
| Q3 2020 | Sep 30, 2020 | 0.71 | -71.9% | – |
| Q2 2020 | Jun 30, 2020 | 1.15 | -56.3% | – |
| Q1 2020 | Mar 31, 2020 | 2.02 | -24.1% | – |
| Q4 2019 | Dec 31, 2019 | 2.22 | -12.3% | – |
| Q3 2019 | Sep 30, 2019 | 2.53 | +5.0% | – |
| Q2 2019 | Jun 30, 2019 | 2.63 | +12.9% | – |
| Q1 2019 | Mar 31, 2019 | 2.66 | +26.1% | – |
| Q4 2018 | Dec 31, 2018 | 2.53 | +48.0% | – |
| Q3 2018 | Sep 30, 2018 | 2.41 | +48.8% | – |
| Q2 2018 | Jun 30, 2018 | 2.33 | +54.3% | – |
| Q1 2018 | Mar 31, 2018 | 2.11 | +49.6% | – |
| Q4 2017 | Dec 31, 2017 | 1.71 | +24.8% | – |
| Q3 2017 | Sep 30, 2017 | 1.62 | +28.6% | – |
| Q2 2017 | Jun 30, 2017 | 1.51 | +21.8% | – |
| Q1 2017 | Mar 31, 2017 | 1.41 | +23.7% | – |
| Q4 2016 | Dec 31, 2016 | 1.37 | +38.4% | – |
| 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 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_rate_vie_liab
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.