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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 Portfolio Yield & Spread — Gross Trust Portfolio Yield (Annualized)

Monthly figures from JPMorgan Chase's filings and investor materials

Latest, Sep 2026
24.21
Period ended Sep 28, 2026
Change on a year earlier
+1.9%
23.76 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

PeriodEndedTrust Portfolio Yield & Spread — Gross Trust Portfolio Yield (Annualized)Year on yearSource
Sep 2026Sep 28, 202624.21+1.9%–
Aug 2026Aug 28, 202623.86-0.8%–
Jul 2026Jul 28, 202624.41+0.8%–
Jun 2026Jun 28, 202624.62-1.0%–
May 2026May 28, 202624.61+2.9%–
Apr 2026Apr 28, 202624.72+1.4%–
Mar 2026Mar 28, 202626.86+4.8%–
Feb 2026Feb 28, 202625.14+0.6%–
Jan 2026Jan 28, 202621.82-3.5%–
Dec 2025Dec 28, 202524.96-5.1%–
Nov 2025Nov 28, 202524.56+0.2%–
Oct 2025Oct 28, 202524.76-0.7%–
Sep 2025Sep 28, 202523.76-5.0%–
Aug 2025Aug 28, 202524.06-0.2%–
Jul 2025Jul 28, 202524.21-0.6%–
Jun 2025Jun 28, 202524.88-0.8%–

Breakdown

What makes up trust portfolio yield & spread — gross trust portfolio yield (annualized)

Cite this data

StockData. (2026). JPMorgan Chase Trust Portfolio Yield & Spread — Gross Trust Portfolio Yield (Annualized), monthly Nov 2021–Sep 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/chait_gross_yield_pct

See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.