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 transferor's Interest (Ending Transferor Amount)
Monthly figures from JPMorgan Chase's filings and investor materials
Latest, Sep 2026
4,201.16
Period ended Sep 28, 2026
Change on a year earlier
-11.4%
4,744.08 in Sep 2025
History
57 months
Since Jan 2022
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 | Transferor's Interest (Ending Transferor Amount) | Year on year | Source |
|---|---|---|---|---|
| Sep 2026 | Sep 28, 2026 | 4,201.16 | -11.4% | – |
| Aug 2026 | Aug 28, 2026 | 3,236.30 | -20.0% | – |
| Jul 2026 | Jul 28, 2026 | 3,128.90 | -22.0% | – |
| Jun 2026 | Jun 28, 2026 | 3,346.85 | -39.6% | – |
| May 2026 | May 28, 2026 | 3,375.39 | -15.6% | – |
| Apr 2026 | Apr 28, 2026 | 4,519.62 | -18.5% | – |
| Mar 2026 | Mar 28, 2026 | 4,379.55 | -18.5% | – |
| Feb 2026 | Feb 28, 2026 | 4,185.50 | -20.7% | – |
| Jan 2026 | Jan 28, 2026 | 4,631.58 | -19.2% | – |
| Dec 2025 | Dec 28, 2025 | 5,337.10 | -17.3% | – |
| Nov 2025 | Nov 28, 2025 | 4,980.85 | -15.3% | – |
| Oct 2025 | Oct 28, 2025 | 4,669.34 | -19.8% | – |
| Sep 2025 | Sep 28, 2025 | 4,744.08 | -17.8% | – |
| Aug 2025 | Aug 28, 2025 | 4,044.92 | -31.1% | – |
| Jul 2025 | Jul 28, 2025 | 4,011.20 | -32.6% | – |
| Jun 2025 | Jun 28, 2025 | 5,539.32 | -8.8% | – |
| May 2025 | May 28, 2025 | 4,001.06 | -32.9% | – |
| Apr 2025 | Apr 28, 2025 | 5,542.67 | -6.2% | – |
| Mar 2025 | Mar 28, 2025 | 5,376.95 | -8.5% | – |
| Feb 2025 | Feb 28, 2025 | 5,279.82 | -8.2% | – |
| Jan 2025 | Jan 28, 2025 | 5,729.88 | +196.5% | – |
| Dec 2024 | Dec 28, 2024 | 6,450.80 | +35.8% | – |
| Nov 2024 | Nov 28, 2024 | 5,882.22 | +29.7% | – |
| Oct 2024 | Oct 28, 2024 | 5,824.09 | +35.0% | – |
| Sep 2024 | Sep 28, 2024 | 5,769.32 | +35.9% | – |
| Aug 2024 | Aug 28, 2024 | 5,872.52 | -9.3% | – |
| Jul 2024 | Jul 28, 2024 | 5,947.55 | -8.1% | – |
| Jun 2024 | Jun 28, 2024 | 6,074.96 | -5.8% | – |
| May 2024 | May 28, 2024 | 5,959.64 | -8.3% | – |
| Apr 2024 | Apr 28, 2024 | 5,908.56 | -8.4% | – |
| Mar 2024 | Mar 28, 2024 | 5,873.77 | -5.7% | – |
| Feb 2024 | Feb 28, 2024 | 5,753.99 | -8.8% | – |
| Jan 2024 | Jan 28, 2024 | 1,932.41 | -70.6% | – |
| Dec 2023 | Dec 28, 2023 | 4,750.42 | -19.9% | – |
| Nov 2023 | Nov 28, 2023 | 4,536.89 | -21.2% | – |
| Oct 2023 | Oct 28, 2023 | 4,315.69 | -22.1% | – |
| Sep 2023 | Sep 28, 2023 | 4,246.72 | -22.3% | – |
| Aug 2023 | Aug 28, 2023 | 6,476.83 | +10.3% | – |
| Jul 2023 | Jul 28, 2023 | 6,474.23 | +47.2% | – |
| Jun 2023 | Jun 28, 2023 | 6,445.74 | +10.2% | – |
| May 2023 | May 28, 2023 | 6,500.01 | -10.6% | – |
| Apr 2023 | Apr 28, 2023 | 6,449.78 | -8.9% | – |
| Mar 2023 | Mar 28, 2023 | 6,228.22 | -10.2% | – |
| Feb 2023 | Feb 28, 2023 | 6,308.16 | +2.5% | – |
| Jan 2023 | Jan 28, 2023 | 6,580.73 | +2.8% | – |
| Dec 2022 | Dec 28, 2022 | 5,928.28 | – | – |
| Nov 2022 | Nov 28, 2022 | 5,760.49 | – | – |
| Oct 2022 | Oct 28, 2022 | 5,541.79 | – | – |
| Sep 2022 | Sep 28, 2022 | 5,464.80 | – | – |
| Aug 2022 | Aug 28, 2022 | 5,871.74 | – | – |
| Jul 2022 | Jul 28, 2022 | 4,397.76 | – | – |
| Jun 2022 | Jun 28, 2022 | 5,849.01 | – | – |
| May 2022 | May 28, 2022 | 7,270.47 | – | – |
| Apr 2022 | Apr 28, 2022 | 7,077.32 | – | – |
| Mar 2022 | Mar 28, 2022 | 6,937.22 | – | – |
| Feb 2022 | Feb 28, 2022 | 6,152.54 | – | – |
| Jan 2022 | Jan 28, 2022 | 6,402.04 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Transferor's Interest (Ending Transferor Amount), monthly Jan 2022–Sep 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/chait_transferor_amount_m
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.