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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 client Assets & AUM by Client Segment — Private Banking Client Assets (EOP)

Quarterly figures from JPMorgan Chase's filings and investor materials

Latest, Q3 2026
3,938.00
Period ended Sep 30, 2026
Change on a year earlier
+15.0%
3,423.00 in Q3 2025
History
16 quarters
Since Q4 2022
Sources
1
Documents cited below

Quarterly history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedClient Assets & AUM by Client Segment — Private Banking Client Assets (EOP)Year on yearSource
Q3 2026Sep 30, 20263,938.00+15.0%–
Q2 2026Jun 30, 20263,824.00+19.8%–
Q1 2026Mar 31, 20263,549.00+20.3%–
Q4 2025Dec 31, 20253,549.00+22.3%–
Q3 2025Sep 30, 20253,423.00+22.0%–
Q2 2025Jun 30, 20253,191.00+21.8%–
Q1 2025Mar 31, 20252,949.00+16.0%–
Q4 2024Dec 31, 20242,902.00+18.4%–
Q3 2024Sep 30, 20242,806.00+24.8%–
Q2 2024Jun 30, 20242,620.00+20.7%–
Q1 2024Mar 31, 20242,542.00+21.6%–
Q4 2023Dec 31, 20232,452.00+24.8%–
Q3 2023Sep 30, 20232,249.00––
Q2 2023Jun 30, 20232,170.00––
Q1 2023Mar 31, 20232,090.00––
Q4 2022Dec 31, 20221,964.00––

Breakdown

What makes up client assets & aum by client segment — private banking client assets (eop)

Cite this data

StockData. (2026). JPMorgan Chase Client Assets & AUM by Client Segment — Private Banking Client Assets (EOP), quarterly Q4 2022–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/awm_ca_seg_pb

See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.