JPMorgan Chase & Co (JPM) — Strategic Asset Allocation Index
JPMorgan Chase & Co (JPM) has a Strategic Asset Allocation Index of 423.6% as of June 2026. Strategic assets (PP&E of $- plus long-term investments of $1.59 Trillion) total $1.59 Trillion, measured against net assets of $374.60 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. Check JPM goodwill-adjusted equity ratio to evaluate the tangible quality of the company's equity base.
SAAI
Strategic Assets
PP&E
Net Assets
JPMorgan Chase & Co Strategic Asset Allocation Index (2000–2025)
This chart shows how JPMorgan Chase & Co's Strategic Asset Allocation Index has evolved across 26 annual periods from 2000 to 2025. As of June 2026, the index stands at 423.6%, representing strategic assets of $1.59 Trillion against net assets of $374.60 Billion USD.
Annual Strategic Asset Allocation Index for JPMorgan Chase & Co (2000–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for JPMorgan Chase & Co from 2000 to 2025, covering 26 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. For live market cap and overall valuation, see JPM market cap overview.
| Year | SAAI | Strategic Assets (USD) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 398.1% | $1.44 Trillion | $36.24 Billion | $1.41 Trillion | $362.44 Billion | ▲ +48.5 pp |
| 2024 | 349.5% | $1.21 Trillion | $32.22 Billion | $1.17 Trillion | $344.76 Billion | ▲ +43.3 pp |
| 2023 | 306.2% | $1.00 Trillion | $30.16 Billion | $973.95 Billion | $327.88 Billion | ▼ -50.1 pp |
| 2022 | 356.4% | $1.04 Trillion | $27.73 Billion | $1.01 Trillion | $292.33 Billion | ▼ -9.4 pp |
| 2021 | 365.8% | $1.08 Trillion | $27.07 Billion | $1.05 Trillion | $294.13 Billion | ▲ +217.1 pp |
| 2020 | 148.7% | $415.29 Billion | $27.11 Billion | $388.18 Billion | $279.35 Billion | ▼ -170.9 pp |
| 2019 | 319.6% | $835.15 Billion | $25.81 Billion | $809.34 Billion | $261.33 Billion | ▲ +50.4 pp |
| 2018 | 269.2% | $690.48 Billion | $14.93 Billion | $675.54 Billion | $256.51 Billion | ▲ +38.7 pp |
| 2017 | 230.5% | $589.44 Billion | $14.16 Billion | $575.28 Billion | $255.69 Billion | ▼ -35.1 pp |
| 2016 | 265.7% | $675.32 Billion | $14.13 Billion | $661.19 Billion | $254.19 Billion | ▼ -72.9 pp |
| 2015 | 338.5% | $838.11 Billion | $14.36 Billion | $823.74 Billion | $247.57 Billion | ▲ +11.3 pp |
| 2014 | 327.2% | $758.28 Billion | $15.13 Billion | $743.15 Billion | $231.73 Billion | ▼ -21.8 pp |
| 2013 | 349.0% | $737.04 Billion | $14.89 Billion | $722.15 Billion | $211.18 Billion | ▼ -6.9 pp |
| 2012 | 355.9% | $726.38 Billion | $14.52 Billion | $711.86 Billion | $204.07 Billion | ▼ -30.9 pp |
| 2011 | 386.8% | $710.15 Billion | $14.04 Billion | $696.11 Billion | $183.57 Billion | ▲ +4.1 pp |
| 2010 | 382.7% | $674.02 Billion | $13.36 Billion | $660.66 Billion | $176.11 Billion | ▲ +12.1 pp |
| 2009 | 370.7% | $612.97 Billion | $11.12 Billion | $601.86 Billion | $165.37 Billion | ▲ +364.7 pp |
| 2008 | 6.0% | $10.04 Billion | $10.04 Billion | $- | $166.88 Billion | ▼ -1.5 pp |
| 2007 | 7.6% | $9.32 Billion | $9.32 Billion | $- | $123.22 Billion | ▲ +0.0 pp |
| 2006 | 7.5% | $8.73 Billion | $8.73 Billion | $- | $115.79 Billion | ▼ -0.9 pp |
| 2005 | 8.5% | $9.08 Billion | $9.08 Billion | $- | $107.21 Billion | ▲ +2.5 pp |
| 2004 | 5.9% | $9.14 Billion | $9.14 Billion | $- | $153.71 Billion | ▼ -5.1 pp |
| 2003 | 11.1% | $6.49 Billion | $6.49 Billion | $- | $58.45 Billion | ▼ -5.0 pp |
| 2002 | 16.1% | $6.83 Billion | $6.83 Billion | $- | $42.31 Billion | ▲ +1.0 pp |
| 2001 | 15.1% | $6.29 Billion | $6.29 Billion | $- | $41.65 Billion | ▼ 0.0 pp |
| 2000 | 15.1% | $7.09 Billion | $7.09 Billion | $- | $46.83 Billion | — |