Assetand Wealth Management — Overhead ratio
Business Segments · Overhead ratioJPMorgan Chase Assetand Wealth Management — Overhead ratio decreased by 3.1% to $0.63 in Q3 2025 compared to the prior quarter. Year-over-year, this metric declined by 6.0%, from $0.67 to $0.63. This is a positive signal — lower values indicate better performance for this metric.
Analysis
StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityStable
First reportedQ1 2016
Last reportedQ3 2025
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
14 periods
| Q2 '21 | Q3 '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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $0.63 | $0.64 | $0.66 | $0.68 | $0.67 | $0.65 | $0.64 | $0.63 | $0.68 | $0.67 | $0.67 | $0.65 | $0.65 | $0.63 |
| QoQ Change | — | +1.6% | +3.1% | +3.0% | -1.5% | -3.0% | -1.5% | -1.6% | +7.9% | -1.5% | +0.0% | -3.0% | +0.0% | -3.1% |
| YoY Change | — | — | — | +7.9% | +4.7% | -1.5% | -5.9% | -6.0% | +4.6% | +4.7% | +6.3% | -4.4% | -3.0% | -6.0% |
Range$0.63 – $0.68
CAGR+0.0%
Avg YoY Growth+0.1%
Median YoY Growth-1.5%
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Frequently Asked Questions
- What is JPMorgan Chase's assetand wealth management — overhead ratio?
- JPMorgan Chase (JPM) reported assetand wealth management — overhead ratio of $0.63 in Q3 2025.
- How has JPMorgan Chase's assetand wealth management — overhead ratio changed year-over-year?
- JPMorgan Chase's assetand wealth management — overhead ratio decreased by 6.0% year-over-year, from $0.67 to $0.63.
- What does assetand wealth management — overhead ratio mean?
- The proportion of revenue consumed by operating expenses in the Asset and Wealth Management segment.