Business Segments · Total Assets
Asset & Wealth Management — Total Assets
JPMorgan Chase Asset & Wealth Management — Total Assets increased by 3.9% to $299.18B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 15.8%, from $258.35B to $299.18B. Over 4 years (FY 2021 to FY 2025), Asset & Wealth Management — Total Assets shows an upward trend with a 5.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementSegment
CategoryMarket Position
SignalHigher is better
VolatilityModerate
First reportedQ4 2016
Last reportedQ1 2026May 1, 2026
Rolls up toTotal Assets
How to read this metric
An increase indicates successful asset gathering, market appreciation, or expansion of the client base.
Detailed definition
This represents the total value of assets held or managed within the Asset and Wealth Management segment, including both...
Peer comparison
Standard metric for asset managers and wealth management divisions to gauge market share and scale.
Metric ID:
jpm_segment_asset_wealth_management_total_assetsHistorical Data
20 periods
| Q2 '21 | Q3 '21 | Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $217.28B | $221.70B | $234.43B | $233.07B | $235.55B | $232.30B | $232.04B | $232.52B | $247.12B | $249.87B | $245.51B | $240.56B | $247.35B | $253.75B | $255.39B | $258.35B | $268.97B | $282.32B | $288.07B | $299.18B |
| QoQ Change | — | +2.0% | +5.7% | -0.6% | +1.1% | -1.4% | -0.1% | +0.2% | +6.3% | +1.1% | -1.7% | -2.0% | +2.8% | +2.6% | +0.6% | +1.2% | +4.1% | +5.0% | +2.0% | +3.9% |
| YoY Change | — | — | — | — | +8.4% | +4.8% | -1.0% | -0.2% | +4.9% | +7.6% | +5.8% | +3.5% | +0.1% | +1.6% | +4.0% | +7.4% | +8.7% | +11.3% | +12.8% | +15.8% |
Range$217.28B – $299.18B
CAGR+7.0%
Avg YoY Growth+6.0%
Median YoY Growth+5.4%
Current Streak8 quarters growth
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Frequently Asked Questions
- What is JPMorgan Chase's asset & wealth management — total assets?
- JPMorgan Chase (JPM) reported asset & wealth management — total assets of $299.18B in Q1 2026.
- How has JPMorgan Chase's asset & wealth management — total assets changed year-over-year?
- JPMorgan Chase's asset & wealth management — total assets increased by 15.8% year-over-year, from $258.35B to $299.18B.
- What is the long-term trend for JPMorgan Chase's asset & wealth management — total assets?
- Over 4 years (2021 to 2025), JPMorgan Chase's asset & wealth management — total assets has grown at a 5.5% compound annual growth rate (CAGR), from $886.50B to $1.10T.
- What does asset & wealth management — total assets mean?
- The total value of all assets managed or held by the Asset and Wealth Management segment.