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 global Funds / Retail AUM (EOP)
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
1,498.00
Period ended Sep 30, 2026
Change on a year earlier
+7.2%
1,398.00 in Q3 2025
History
15 quarters
Since Q1 2023
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 | Global Funds / Retail AUM (EOP) | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 1,498.00 | +7.2% | – |
| Q2 2026 | Jun 30, 2026 | 1,502.00 | +15.4% | – |
| Q1 2026 | Mar 31, 2026 | 1,385.00 | +14.7% | – |
| Q4 2025 | Dec 31, 2025 | 1,424.00 | +19.6% | – |
| Q3 2025 | Sep 30, 2025 | 1,398.00 | +19.8% | – |
| Q2 2025 | Jun 30, 2025 | 1,301.00 | +17.6% | – |
| Q1 2025 | Mar 31, 2025 | 1,207.00 | +12.3% | – |
| Q4 2024 | Dec 31, 2024 | 1,191.00 | +24.1% | – |
| Q3 2024 | Sep 30, 2024 | 1,167.00 | +33.5% | – |
| Q2 2024 | Jun 30, 2024 | 1,106.00 | +25.1% | – |
| Q1 2024 | Mar 31, 2024 | 1,075.00 | +29.1% | – |
| Q4 2023 | Dec 31, 2023 | 960.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 874.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 884.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 833.00 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Global Funds / Retail AUM (EOP), quarterly Q1 2023–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/awm_aum_seg_funds
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.