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JPMorgan Chase JPM Beneficial Interest

Beneficial Interest at other companies

JPMorgan Chase logo
JPMorgan ChaseJPM
$29.47B+6.4%
Citigroup logo
CitigroupC
$16.3B-44.0%
Citigroup logo
CitigroupC
$4.5B-37.5%
Citigroup logo
CitigroupC
$2.3B-30.3%
SoFi Technologies, Inc. logo
SoFi Technologies, Inc.SOFI
$517K-10.7%
JPMorgan Chase logo
JPMorgan ChaseJPM
$29.47B+6.4%

Other financials

Income statement

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Revenue$57.3B+27.7%
Net income$21.2B+41.2%
EPS (diluted)$7.70+46.9%

Balance sheet

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Cash & equivalents$309.81B-26.3%
Total debt$542.43B+9.7%
Total equity$374.60B+5.0%
Total assets$5.02T+10.2%

Cash flow

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Operating cash flow-$25.3B

Valuation

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Market cap$947.12B+18.2%
Enterprise value$1.18T+34.8%
P/E14.6×+0.4×
P/S4.8×+0.2×

Profitability

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Net margin32.6%+0.4pp

Returns & leverage

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Return on equity17.8%+1.6pp
Debt / equity1.4×+0.1×

Where this comes from

Reported directly by JPMorgan Chase in its filing.

Tagged under the XBRL concept us-gaap:BeneficialInterest.

The source filing: JPMorgan Chase’s 10-Q, filed August 6, 2026. Open the filing →

Filed
Aug 6, 2026, 4:19 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001628280-26-054343

FAQ

What is JPMorgan Chase's beneficial interest?
JPMorgan Chase (JPM) reported beneficial interest of $29.47B in Q2 2026.
How has JPMorgan Chase's beneficial interest changed year-over-year?
JPMorgan Chase's beneficial interest increased by 6.4% year-over-year, from $27.7B to $29.47B.
What is the long-term trend for JPMorgan Chase's beneficial interest?
Over 5 years (2020 to 2025), JPMorgan Chase's beneficial interest has grown at a 9.7% compound annual growth rate (CAGR), from $17.58B to $27.95B.
What does beneficial interest mean?
Beneficial Interest as reported by JPMorgan Chase & Co..

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