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
| Period | Ended | Client Assets & AUM by Client Segment — Private Banking Client Assets (EOP) | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 3,938.00 | +15.0% | – |
| Q2 2026 | Jun 30, 2026 | 3,824.00 | +19.8% | – |
| Q1 2026 | Mar 31, 2026 | 3,549.00 | +20.3% | – |
| Q4 2025 | Dec 31, 2025 | 3,549.00 | +22.3% | – |
| Q3 2025 | Sep 30, 2025 | 3,423.00 | +22.0% | – |
| Q2 2025 | Jun 30, 2025 | 3,191.00 | +21.8% | – |
| Q1 2025 | Mar 31, 2025 | 2,949.00 | +16.0% | – |
| Q4 2024 | Dec 31, 2024 | 2,902.00 | +18.4% | – |
| Q3 2024 | Sep 30, 2024 | 2,806.00 | +24.8% | – |
| Q2 2024 | Jun 30, 2024 | 2,620.00 | +20.7% | – |
| Q1 2024 | Mar 31, 2024 | 2,542.00 | +21.6% | – |
| Q4 2023 | Dec 31, 2023 | 2,452.00 | +24.8% | – |
| Q3 2023 | Sep 30, 2023 | 2,249.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 2,170.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 2,090.00 | – | – |
| Q4 2022 | Dec 31, 2022 | 1,964.00 | – | – |
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.