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 trust Base Rate (Note Coupon + Servicing Fee, Annualized)
Monthly figures from JPMorgan Chase's filings and investor materials
Latest, Sep 2026
6.13
Period ended Sep 28, 2026
Change on a year earlier
-1.9%
6.25 in Sep 2025
History
59 months
Since Nov 2021
Sources
1
Documents cited below
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 | -1.9% | – |
| Aug 2026 | Aug 28, 2026 | 6.20 | +0.6% | – |
| Jul 2026 | Jul 28, 2026 | 6.20 | +0.6% | – |
| Jun 2026 | Jun 28, 2026 | 6.20 | -1.1% | – |
| May 2026 | May 28, 2026 | 6.20 | -0.3% | – |
| Apr 2026 | Apr 28, 2026 | 6.25 | +1.6% | – |
| Mar 2026 | Mar 28, 2026 | 6.25 | +1.6% | – |
| Feb 2026 | Feb 28, 2026 | 6.25 | +1.6% | – |
| Jan 2026 | Jan 28, 2026 | 6.25 | +1.6% | – |
| Dec 2025 | Dec 28, 2025 | 6.25 | +1.6% | – |
| Nov 2025 | Nov 28, 2025 | 6.25 | +1.6% | – |
| Oct 2025 | Oct 28, 2025 | 6.25 | +1.6% | – |
| Sep 2025 | Sep 28, 2025 | 6.25 | +1.6% | – |
| Aug 2025 | Aug 28, 2025 | 6.16 | +0.2% | – |
| Jul 2025 | Jul 28, 2025 | 6.16 | +0.2% | – |
| Jun 2025 | Jun 28, 2025 | 6.27 | +2.0% | – |
| May 2025 | May 28, 2025 | 6.22 | +1.1% | – |
| Apr 2025 | Apr 28, 2025 | 6.15 | 0.0% | – |
| Mar 2025 | Mar 28, 2025 | 6.15 | 0.0% | – |
| Feb 2025 | Feb 28, 2025 | 6.15 | 0.0% | – |
| Jan 2025 | Jan 28, 2025 | 6.15 | 0.0% | – |
| Dec 2024 | Dec 28, 2024 | 6.15 | -0.3% | – |
| Nov 2024 | Nov 28, 2024 | 6.15 | -0.3% | – |
| Oct 2024 | Oct 28, 2024 | 6.15 | -0.3% | – |
| Sep 2024 | Sep 28, 2024 | 6.15 | -0.3% | – |
| Aug 2024 | Aug 28, 2024 | 6.15 | +6.0% | – |
| Jul 2024 | Jul 28, 2024 | 6.15 | +6.0% | – |
| Jun 2024 | Jun 28, 2024 | 6.15 | +6.0% | – |
| May 2024 | May 28, 2024 | 6.15 | +6.0% | – |
| Apr 2024 | Apr 28, 2024 | 6.15 | +6.0% | – |
| Mar 2024 | Mar 28, 2024 | 6.15 | +6.0% | – |
| Feb 2024 | Feb 28, 2024 | 6.15 | +6.0% | – |
| Jan 2024 | Jan 28, 2024 | 6.15 | +6.0% | – |
| Dec 2023 | Dec 28, 2023 | 6.17 | +23.2% | – |
| Nov 2023 | Nov 28, 2023 | 6.17 | +23.2% | – |
| Oct 2023 | Oct 28, 2023 | 6.17 | +23.2% | – |
| Sep 2023 | Sep 28, 2023 | 6.17 | +23.2% | – |
| Aug 2023 | Aug 28, 2023 | 5.80 | +27.2% | – |
| Jul 2023 | Jul 28, 2023 | 5.80 | +30.0% | – |
| Jun 2023 | Jun 28, 2023 | 5.80 | +36.8% | – |
| May 2023 | May 28, 2023 | 5.80 | +80.7% | – |
| Apr 2023 | Apr 28, 2023 | 5.80 | +88.9% | – |
| Mar 2023 | Mar 28, 2023 | 5.80 | +94.0% | – |
| Feb 2023 | Feb 28, 2023 | 5.80 | +110.1% | – |
| Jan 2023 | Jan 28, 2023 | 5.80 | +113.2% | – |
| Dec 2022 | Dec 28, 2022 | 5.01 | +84.2% | – |
| Nov 2022 | Nov 28, 2022 | 5.01 | +84.9% | – |
| 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 (Note Coupon + Servicing Fee, Annualized), 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.