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 Percentage (Annualized)
Monthly figures from JPMorgan Chase's filings and investor materials
Latest, Sep 2026
16.56
Period ended Sep 28, 2026
Change on a year earlier
+4.6%
15.83 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 Percentage (Annualized) | Year on year | Source |
|---|---|---|---|---|
| Sep 2026 | Sep 28, 2026 | 16.56 | +4.6% | – |
| Aug 2026 | Aug 28, 2026 | 16.00 | -0.7% | – |
| Jul 2026 | Jul 28, 2026 | 16.63 | +0.7% | – |
| Jun 2026 | Jun 28, 2026 | 16.80 | -0.7% | – |
| May 2026 | May 28, 2026 | 16.68 | +5.2% | – |
| Apr 2026 | Apr 28, 2026 | 16.79 | +1.5% | – |
| Mar 2026 | Mar 28, 2026 | 18.87 | +7.0% | – |
| Feb 2026 | Feb 28, 2026 | 17.23 | +0.3% | – |
| Jan 2026 | Jan 28, 2026 | 13.88 | -6.3% | – |
| Dec 2025 | Dec 28, 2025 | 17.12 | -7.6% | – |
| Nov 2025 | Nov 28, 2025 | 16.55 | -1.1% | – |
| Oct 2025 | Oct 28, 2025 | 17.07 | -0.6% | – |
| Sep 2025 | Sep 28, 2025 | 15.83 | -8.4% | – |
| Aug 2025 | Aug 28, 2025 | 16.12 | -1.2% | – |
| Jul 2025 | Jul 28, 2025 | 16.51 | -1.1% | – |
| Jun 2025 | Jun 28, 2025 | 16.92 | -2.4% | – |
| May 2025 | May 28, 2025 | 15.85 | -11.1% | – |
| Apr 2025 | Apr 28, 2025 | 16.55 | -4.6% | – |
| Mar 2025 | Mar 28, 2025 | 17.64 | -4.6% | – |
| Feb 2025 | Feb 28, 2025 | 17.17 | -2.3% | – |
| Jan 2025 | Jan 28, 2025 | 14.82 | -0.9% | – |
| Dec 2024 | Dec 28, 2024 | 18.52 | +7.2% | – |
| Nov 2024 | Nov 28, 2024 | 16.73 | -5.4% | – |
| Oct 2024 | Oct 28, 2024 | 17.17 | -1.5% | – |
| Sep 2024 | Sep 28, 2024 | 17.28 | +9.0% | – |
| Aug 2024 | Aug 28, 2024 | 16.32 | -1.5% | – |
| Jul 2024 | Jul 28, 2024 | 16.69 | +1.6% | – |
| Jun 2024 | Jun 28, 2024 | 17.34 | -0.3% | – |
| May 2024 | May 28, 2024 | 17.82 | +7.7% | – |
| Apr 2024 | Apr 28, 2024 | 17.34 | +4.7% | – |
| Mar 2024 | Mar 28, 2024 | 18.50 | +4.0% | – |
| Feb 2024 | Feb 28, 2024 | 17.58 | +3.3% | – |
| Jan 2024 | Jan 28, 2024 | 14.96 | -1.9% | – |
| Dec 2023 | Dec 28, 2023 | 17.27 | +2.1% | – |
| Nov 2023 | Nov 28, 2023 | 17.68 | +1.9% | – |
| Oct 2023 | Oct 28, 2023 | 17.43 | +5.6% | – |
| Sep 2023 | Sep 28, 2023 | 15.86 | -2.0% | – |
| Aug 2023 | Aug 28, 2023 | 16.57 | +2.5% | – |
| Jul 2023 | Jul 28, 2023 | 16.43 | -0.4% | – |
| Jun 2023 | Jun 28, 2023 | 17.40 | +3.8% | – |
| May 2023 | May 28, 2023 | 16.55 | -7.4% | – |
| Apr 2023 | Apr 28, 2023 | 16.56 | -2.9% | – |
| Mar 2023 | Mar 28, 2023 | 17.79 | -6.1% | – |
| Feb 2023 | Feb 28, 2023 | 17.02 | -5.9% | – |
| Jan 2023 | Jan 28, 2023 | 15.25 | -0.5% | – |
| Dec 2022 | Dec 28, 2022 | 16.92 | -7.5% | – |
| Nov 2022 | Nov 28, 2022 | 17.35 | -5.7% | – |
| Oct 2022 | Oct 28, 2022 | 16.50 | – | – |
| Sep 2022 | Sep 28, 2022 | 16.19 | – | – |
| Aug 2022 | Aug 28, 2022 | 16.17 | – | – |
| Jul 2022 | Jul 28, 2022 | 16.50 | – | – |
| Jun 2022 | Jun 28, 2022 | 16.77 | – | – |
| May 2022 | May 28, 2022 | 17.88 | – | – |
| Apr 2022 | Apr 28, 2022 | 17.05 | – | – |
| Mar 2022 | Mar 28, 2022 | 18.94 | – | – |
| Feb 2022 | Feb 28, 2022 | 18.09 | – | – |
| Jan 2022 | Jan 28, 2022 | 15.32 | – | – |
| Dec 2021 | Dec 28, 2021 | 18.30 | – | – |
| Nov 2021 | Nov 28, 2021 | 18.39 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Monthly Excess Spread Percentage (Annualized), 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_pct
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.