JPMorgan Chase & Co
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
$340.58+3.54 (+1.05%)
Close on Nov 2, 2026Market cap $917.59BP/E 14.6Yield 1.70%
JPMorgan Chase Trust Base Rate by Month
Trust Base Rate (Note Coupon + Servicing Fee, Annualized)
JPMorgan Chase Trust Base Rate: 6.1% in Sep 2026, down 0.1 pts from a year earlier.
Latest, Sep 2026
6.13
Period ended Sep 28, 2026
Change on a year earlier
-0.1 pts
6.25 in Sep 2025
History
59 months
Since Nov 2021
Sources
1
Documents cited below
Where the Sep 2026 figure comes from
“|| (b) Base Rate | 6.13% | 6.20% | 6.20%”
Monthly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Trust Base Rate (Note Coupon + Servicing Fee, Annualized) | Year on year | Source |
|---|---|---|---|---|
| Sep 2026 | Sep 28, 2026 | 6.13 | -0.1 pts | – |
| Aug 2026 | Aug 28, 2026 | 6.20 | +0.0 pts | – |
| Jul 2026 | Jul 28, 2026 | 6.20 | +0.0 pts | – |
| Jun 2026 | Jun 28, 2026 | 6.20 | -0.1 pts | – |
| May 2026 | May 28, 2026 | 6.20 | -0.0 pts | – |
| Apr 2026 | Apr 28, 2026 | 6.25 | +0.1 pts | – |
| Mar 2026 | Mar 28, 2026 | 6.25 | +0.1 pts | – |
| Feb 2026 | Feb 28, 2026 | 6.25 | +0.1 pts | – |
| Jan 2026 | Jan 28, 2026 | 6.25 | +0.1 pts | – |
| Dec 2025 | Dec 28, 2025 | 6.25 | +0.1 pts | – |
| Nov 2025 | Nov 28, 2025 | 6.25 | +0.1 pts | – |
| Oct 2025 | Oct 28, 2025 | 6.25 | +0.1 pts | – |
| Sep 2025 | Sep 28, 2025 | 6.25 | +0.1 pts | – |
| Aug 2025 | Aug 28, 2025 | 6.16 | +0.0 pts | – |
| Jul 2025 | Jul 28, 2025 | 6.16 | +0.0 pts | – |
| Jun 2025 | Jun 28, 2025 | 6.27 | +0.1 pts | – |
| May 2025 | May 28, 2025 | 6.22 | +0.1 pts | – |
| Apr 2025 | Apr 28, 2025 | 6.15 | 0.0 pts | – |
| Mar 2025 | Mar 28, 2025 | 6.15 | 0.0 pts | – |
| Feb 2025 | Feb 28, 2025 | 6.15 | 0.0 pts | – |
| Jan 2025 | Jan 28, 2025 | 6.15 | 0.0 pts | – |
| Dec 2024 | Dec 28, 2024 | 6.15 | -0.0 pts | – |
| Nov 2024 | Nov 28, 2024 | 6.15 | -0.0 pts | – |
| Oct 2024 | Oct 28, 2024 | 6.15 | -0.0 pts | – |
| Sep 2024 | Sep 28, 2024 | 6.15 | -0.0 pts | – |
| Aug 2024 | Aug 28, 2024 | 6.15 | +0.4 pts | – |
| Jul 2024 | Jul 28, 2024 | 6.15 | +0.4 pts | – |
| Jun 2024 | Jun 28, 2024 | 6.15 | +0.4 pts | – |
| May 2024 | May 28, 2024 | 6.15 | +0.4 pts | – |
| Apr 2024 | Apr 28, 2024 | 6.15 | +0.4 pts | – |
| Mar 2024 | Mar 28, 2024 | 6.15 | +0.4 pts | – |
| Feb 2024 | Feb 28, 2024 | 6.15 | +0.4 pts | – |
| Jan 2024 | Jan 28, 2024 | 6.15 | +0.4 pts | – |
| Dec 2023 | Dec 28, 2023 | 6.17 | +1.2 pts | – |
| Nov 2023 | Nov 28, 2023 | 6.17 | +1.2 pts | – |
| Oct 2023 | Oct 28, 2023 | 6.17 | +1.2 pts | – |
| Sep 2023 | Sep 28, 2023 | 6.17 | +1.2 pts | – |
| Aug 2023 | Aug 28, 2023 | 5.80 | +1.2 pts | – |
| Jul 2023 | Jul 28, 2023 | 5.80 | +1.3 pts | – |
| Jun 2023 | Jun 28, 2023 | 5.80 | +1.6 pts | – |
| May 2023 | May 28, 2023 | 5.80 | +2.6 pts | – |
| Apr 2023 | Apr 28, 2023 | 5.80 | +2.7 pts | – |
| Mar 2023 | Mar 28, 2023 | 5.80 | +2.8 pts | – |
| Feb 2023 | Feb 28, 2023 | 5.80 | +3.0 pts | – |
| Jan 2023 | Jan 28, 2023 | 5.80 | +3.1 pts | – |
| Dec 2022 | Dec 28, 2022 | 5.01 | +2.3 pts | – |
| Nov 2022 | Nov 28, 2022 | 5.01 | +2.3 pts | – |
| Oct 2022 | Oct 28, 2022 | 5.01 | – | – |
| Sep 2022 | Sep 28, 2022 | 5.01 | – | – |
| Aug 2022 | Aug 28, 2022 | 4.56 | – | – |
| Jul 2022 | Jul 28, 2022 | 4.46 | – | – |
| Jun 2022 | Jun 28, 2022 | 4.24 | – | – |
| May 2022 | May 28, 2022 | 3.21 | – | – |
| Apr 2022 | Apr 28, 2022 | 3.07 | – | – |
| Mar 2022 | Mar 28, 2022 | 2.99 | – | – |
| Feb 2022 | Feb 28, 2022 | 2.76 | – | – |
| Jan 2022 | Jan 28, 2022 | 2.72 | – | – |
| Dec 2021 | Dec 28, 2021 | 2.72 | – | – |
| Nov 2021 | Nov 28, 2021 | 2.71 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Trust Base Rate, monthly Nov 2021–Sep 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/chait-base-rate-pct
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.