Asset & Wealth Management

Assets under management reached $4.8 trillion at year end 2025, with a 40% return on equity in FY2025.

JPM market data

The numbers

Managed net revenue$24.1BFY2025 · +12% vs FY2024 · source ↗

Assets under management$4.8TDec 31, 2025 · +18% · source ↗

Managed net revenue$6.9B3Q26 · +14% vs 3Q25 · source ↗

What it is

Private bank, wealth advice and asset management, including the J.P. Morgan Asset Management fund business. Fees are charged on client assets, so market levels and net inflows both matter.

Why it matters to the stock. Asset-based fees give the firm a steadier earnings stream than trading. Net inflows and market levels on the $4.8 trillion AUM base are the first numbers to check each quarter.

News

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