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 assets Under Management (AUM, Period-End Total)
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
5,210.00
Period ended Sep 30, 2026
Change on a year earlier
+13.3%
4,599.00 in Q3 2025
History
35 quarters
Since Q1 2016
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 | Assets Under Management (AUM, Period-End Total) | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 5,210.00 | +13.3% | – |
| Q2 2026 | Jun 30, 2026 | 5,140.00 | +18.4% | – |
| Q1 2026 | Mar 31, 2026 | 4,789.00 | +16.4% | – |
| Q4 2025 | Dec 31, 2025 | 4,791.00 | +18.4% | – |
| Q3 2025 | Sep 30, 2025 | 4,599.00 | +17.8% | – |
| Q2 2025 | Jun 30, 2025 | 4,343.00 | +18.0% | – |
| Q1 2025 | Mar 31, 2025 | 4,113.00 | +15.4% | – |
| Q4 2024 | Dec 31, 2024 | 4,045.00 | +18.2% | – |
| Q3 2024 | Sep 30, 2024 | 3,904.00 | +22.5% | – |
| Q2 2024 | Jun 30, 2024 | 3,682.00 | +15.5% | – |
| Q1 2024 | Mar 31, 2024 | 3,564.00 | +18.6% | – |
| Q4 2023 | Dec 31, 2023 | 3,422.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 3,186.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 3,188.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 3,006.00 | – | – |
| Q4 2020 | Dec 31, 2020 | 2,210.00 | +5.4% | – |
| Q3 2020 | Sep 30, 2020 | 2,716.00 | +16.7% | – |
| Q2 2020 | Jun 30, 2020 | 2,560.00 | +14.0% | – |
| Q1 2020 | Mar 31, 2020 | 2,476.00 | +13.7% | – |
| Q4 2019 | Dec 31, 2019 | 2,096.00 | +4.0% | – |
| Q3 2019 | Sep 30, 2019 | 2,328.00 | +17.2% | – |
| Q2 2019 | Jun 30, 2019 | 2,246.00 | +8.1% | – |
| Q1 2019 | Mar 31, 2019 | 2,178.00 | +7.4% | – |
| Q4 2018 | Dec 31, 2018 | 2,016.00 | +9.5% | – |
| Q3 2018 | Sep 30, 2018 | 1,987.00 | -2.3% | – |
| Q2 2018 | Jun 30, 2018 | 2,077.00 | +6.8% | – |
| Q1 2018 | Mar 31, 2018 | 2,028.00 | +8.1% | – |
| Q4 2017 | Dec 31, 2017 | 1,841.00 | +9.8% | – |
| Q3 2017 | Sep 30, 2017 | 2,034.00 | +14.9% | – |
| Q2 2017 | Jun 30, 2017 | 1,945.00 | +9.8% | – |
| Q1 2017 | Mar 31, 2017 | 1,876.00 | +10.8% | – |
| Q4 2016 | Dec 31, 2016 | 1,676.00 | – | – |
| Q3 2016 | Sep 30, 2016 | 1,771.00 | – | – |
| Q2 2016 | Jun 30, 2016 | 1,772.00 | – | – |
| Q1 2016 | Mar 31, 2016 | 1,693.00 | – | – |
Breakdown
What makes up assets under management (aum, period-end total)
Cite this data
StockData. (2026). JPMorgan Chase Assets Under Management (AUM, Period-End Total), quarterly Q1 2016–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/awm_aum_tot
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.