Business Segments · Overhead ratio
Asset & Wealth Management — Overhead ratio
JPMorgan Chase Asset & Wealth Management — Overhead ratio increased by 3.2% to 65.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric was flat by 0.0%, from 65.0% to 65.0%. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityStable
First reportedQ1 2016
Last reportedQ1 2026May 1, 2026
Rolls up toOverhead ratio
How to read this metric
A lower ratio indicates better cost control and higher operational efficiency.
Detailed definition
This ratio compares the noninterest expenses of the Asset and Wealth Management segment to its net revenue. It serves as...
Peer comparison
Commonly referred to as the efficiency ratio, used across banking to benchmark operational performance.
Metric ID:
jpm_segment_asset_wealth_management_overhead_ratioHistorical Data
16 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | 63% | 64% | 1% | 66% | 68% | 67% | 65% | 64% | 63% | 68% | 67% | 67% | 65% | 65% | 63% | 65% |
| QoQ Change | — | +1.6% | -98.4% | >999% | +3.0% | -1.5% | -3.0% | -1.5% | -1.6% | +7.9% | -1.5% | +0.0% | -3.0% | +0.0% | -3.1% | +3.2% |
| YoY Change | — | — | — | — | +7.9% | +4.7% | -1.5% | -5.9% | -6.0% | +4.6% | +4.7% | +6.3% | -4.4% | -3.0% | -6.0% | +0.0% |
Range1% – 68%
CAGR+0.8%
Avg YoY Growth+0.1%
Median YoY Growth-0.8%
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Frequently Asked Questions
- What is JPMorgan Chase's asset & wealth management — overhead ratio?
- JPMorgan Chase (JPM) reported asset & wealth management — overhead ratio of 65.0% in Q1 2026.
- How has JPMorgan Chase's asset & wealth management — overhead ratio changed year-over-year?
- JPMorgan Chase's asset & wealth management — overhead ratio decreased by 0.0% year-over-year, from 65.0% to 65.0%.
- What does asset & wealth management — overhead ratio mean?
- The proportion of revenue consumed by operating expenses in the Asset and Wealth Management segment.