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 monthly Excess Spread Paid to Transferor
Monthly figures from JPMorgan Chase's filings and investor materials
Latest, Sep 2026
100.92
Period ended Sep 28, 2026
Change on a year earlier
+5.9%
95.32 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 | Monthly Excess Spread Paid to Transferor | Year on year | Source |
|---|---|---|---|---|
| Sep 2026 | Sep 28, 2026 | 100.92 | +5.9% | – |
| Aug 2026 | Aug 28, 2026 | 117.92 | +2.1% | – |
| Jul 2026 | Jul 28, 2026 | 122.51 | +2.2% | – |
| Jun 2026 | Jun 28, 2026 | 115.40 | +21.2% | – |
| May 2026 | May 28, 2026 | 127.51 | +10.9% | – |
| Apr 2026 | Apr 28, 2026 | 100.72 | +8.8% | – |
| Mar 2026 | Mar 28, 2026 | 118.75 | +14.7% | – |
| Feb 2026 | Feb 28, 2026 | 93.30 | +7.6% | – |
| Jan 2026 | Jan 28, 2026 | 87.58 | +0.6% | – |
| Dec 2025 | Dec 28, 2025 | 107.80 | -0.4% | – |
| Nov 2025 | Nov 28, 2025 | 99.26 | +6.5% | – |
| Oct 2025 | Oct 28, 2025 | 107.44 | +7.1% | – |
| Sep 2025 | Sep 28, 2025 | 95.32 | -1.0% | – |
| Aug 2025 | Aug 28, 2025 | 115.44 | +21.0% | – |
| Jul 2025 | Jul 28, 2025 | 119.91 | +22.9% | – |
| Jun 2025 | Jun 28, 2025 | 95.19 | -1.5% | – |
| May 2025 | May 28, 2025 | 114.93 | +10.4% | – |
| Apr 2025 | Apr 28, 2025 | 92.58 | -4.2% | – |
| Mar 2025 | Mar 28, 2025 | 103.50 | -4.2% | – |
| Feb 2025 | Feb 28, 2025 | 86.68 | -7.1% | – |
| Jan 2025 | Jan 28, 2025 | 87.04 | -5.5% | – |
| Dec 2024 | Dec 28, 2024 | 108.19 | +62.4% | – |
| Nov 2024 | Nov 28, 2024 | 93.19 | +43.4% | – |
| Oct 2024 | Oct 28, 2024 | 100.35 | +49.3% | – |
| Sep 2024 | Sep 28, 2024 | 96.31 | +65.3% | – |
| Aug 2024 | Aug 28, 2024 | 95.40 | +168.7% | – |
| Jul 2024 | Jul 28, 2024 | 97.60 | +177.4% | – |
| Jun 2024 | Jun 28, 2024 | 96.66 | +172.0% | – |
| May 2024 | May 28, 2024 | 104.15 | +193.9% | – |
| Apr 2024 | Apr 28, 2024 | 96.67 | +185.8% | – |
| Mar 2024 | Mar 28, 2024 | 108.06 | +183.8% | – |
| Feb 2024 | Feb 28, 2024 | 93.26 | +196.3% | – |
| Jan 2024 | Jan 28, 2024 | 92.07 | +178.0% | – |
| Dec 2023 | Dec 28, 2023 | 66.60 | +31.4% | – |
| Nov 2023 | Nov 28, 2023 | 64.99 | +30.9% | – |
| Oct 2023 | Oct 28, 2023 | 67.20 | +36.0% | – |
| Sep 2023 | Sep 28, 2023 | 58.27 | +25.3% | – |
| Aug 2023 | Aug 28, 2023 | 35.50 | -21.5% | – |
| Jul 2023 | Jul 28, 2023 | 35.19 | -47.4% | – |
| Jun 2023 | Jun 28, 2023 | 35.54 | -46.9% | – |
| May 2023 | May 28, 2023 | 35.44 | -28.5% | – |
| Apr 2023 | Apr 28, 2023 | 33.83 | -25.4% | – |
| Mar 2023 | Mar 28, 2023 | 38.07 | -27.4% | – |
| Feb 2023 | Feb 28, 2023 | 31.47 | -40.8% | – |
| Jan 2023 | Jan 28, 2023 | 33.12 | -35.1% | – |
| Dec 2022 | Dec 28, 2022 | 50.67 | -16.5% | – |
| Nov 2022 | Nov 28, 2022 | 49.65 | -15.6% | – |
| Oct 2022 | Oct 28, 2022 | 49.42 | – | – |
| Sep 2022 | Sep 28, 2022 | 46.49 | – | – |
| Aug 2022 | Aug 28, 2022 | 45.20 | – | – |
| Jul 2022 | Jul 28, 2022 | 66.89 | – | – |
| Jun 2022 | Jun 28, 2022 | 66.90 | – | – |
| May 2022 | May 28, 2022 | 49.59 | – | – |
| Apr 2022 | Apr 28, 2022 | 45.35 | – | – |
| Mar 2022 | Mar 28, 2022 | 52.42 | – | – |
| Feb 2022 | Feb 28, 2022 | 53.20 | – | – |
| Jan 2022 | Jan 28, 2022 | 51.06 | – | – |
| Dec 2021 | Dec 28, 2021 | 60.68 | – | – |
| Nov 2021 | Nov 28, 2021 | 58.80 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Monthly Excess Spread Paid to Transferor, monthly Nov 2021–Sep 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/chait_excess_spread_paid_m
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.