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 Client Assets (EOP)
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
1,512.00
Period ended Sep 30, 2026
Change on a year earlier
+6.4%
1,421.00 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 Client Assets (EOP) | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 1,512.00 | +6.4% | – |
| Q2 2026 | Jun 30, 2026 | 1,527.00 | +15.4% | – |
| Q1 2026 | Mar 31, 2026 | 1,409.00 | +15.0% | – |
| Q4 2025 | Dec 31, 2025 | 1,448.00 | +19.7% | – |
| Q3 2025 | Sep 30, 2025 | 1,421.00 | +20.8% | – |
| Q2 2025 | Jun 30, 2025 | 1,323.00 | +18.9% | – |
| Q1 2025 | Mar 31, 2025 | 1,225.00 | +13.2% | – |
| Q4 2024 | Dec 31, 2024 | 1,210.00 | +25.3% | – |
| Q3 2024 | Sep 30, 2024 | 1,176.00 | +33.5% | – |
| Q2 2024 | Jun 30, 2024 | 1,113.00 | +24.9% | – |
| Q1 2024 | Mar 31, 2024 | 1,082.00 | +28.8% | – |
| Q4 2023 | Dec 31, 2023 | 966.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 881.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 891.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 840.00 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Global Funds / Retail Client Assets (EOP), quarterly Q1 2023–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/awm_ca_seg_funds
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.