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 firmwide Overhead (Efficiency) Ratio — Managed
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
54.00
Period ended Sep 30, 2026
Change on a year earlier
+3.8%
52.00 in Q3 2025
History
37 quarters
Since Q4 2015
Sources
1
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Firmwide Overhead (Efficiency) Ratio — Managed | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 54.00 | +3.8% | – |
| Q2 2026 | Jun 30, 2026 | 47.00 | -9.6% | – |
| Q1 2026 | Mar 31, 2026 | 53.00 | +3.9% | – |
| Q4 2025 | Dec 31, 2025 | 51.00 | -1.9% | – |
| Q3 2025 | Sep 30, 2025 | 52.00 | 0.0% | – |
| Q2 2025 | Jun 30, 2025 | 52.00 | +10.6% | – |
| Q1 2025 | Mar 31, 2025 | 51.00 | -3.8% | – |
| Q4 2024 | Dec 31, 2024 | 52.00 | -14.8% | – |
| Q3 2024 | Sep 30, 2024 | 52.00 | -1.9% | – |
| Q2 2024 | Jun 30, 2024 | 47.00 | -4.1% | – |
| Q1 2024 | Mar 31, 2024 | 53.00 | +3.9% | – |
| Q4 2023 | Dec 31, 2023 | 61.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 53.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 49.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 51.00 | – | – |
| Q3 2021 | Sep 30, 2021 | 56.00 | 0.0% | – |
| Q4 2020 | Dec 31, 2020 | 53.00 | -5.4% | – |
| Q3 2020 | Sep 30, 2020 | 56.00 | +1.8% | – |
| Q2 2020 | Jun 30, 2020 | 50.00 | -9.1% | – |
| Q1 2020 | Mar 31, 2020 | 58.00 | +5.5% | – |
| Q4 2019 | Dec 31, 2019 | 56.00 | -5.1% | – |
| Q3 2019 | Sep 30, 2019 | 55.00 | -1.8% | – |
| Q2 2019 | Jun 30, 2019 | 55.00 | -1.8% | – |
| Q1 2019 | Mar 31, 2019 | 55.00 | -1.8% | – |
| Q4 2018 | Dec 31, 2018 | 59.00 | +1.7% | – |
| Q3 2018 | Sep 30, 2018 | 56.00 | +1.8% | – |
| Q2 2018 | Jun 30, 2018 | 56.00 | +1.8% | – |
| Q1 2018 | Mar 31, 2018 | 56.00 | -5.1% | – |
| Q4 2017 | Dec 31, 2017 | 58.00 | +1.8% | – |
| Q3 2017 | Sep 30, 2017 | 55.00 | -3.5% | – |
| Q2 2017 | Jun 30, 2017 | 55.00 | +1.9% | – |
| Q1 2017 | Mar 31, 2017 | 59.00 | +3.5% | – |
| Q4 2016 | Dec 31, 2016 | 57.00 | -5.0% | – |
| Q3 2016 | Sep 30, 2016 | 57.00 | – | – |
| Q2 2016 | Jun 30, 2016 | 54.00 | – | – |
| Q1 2016 | Mar 31, 2016 | 57.00 | – | – |
| Q4 2015 | Dec 31, 2015 | 60.00 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Firmwide Overhead (Efficiency) Ratio — Managed, quarterly Q4 2015–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/firm_overhead_managed
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.