JPMORGAN CHASE & CO Defined Benefit Plan, Assumptions Used Calculating Net Periodic Benefit Cost, Expected Long-term Rate of Return on Plan Assets
JPMORGAN CHASE & CO (AMJB) reported Defined Benefit Plan, Assumptions Used Calculating Net Periodic Benefit Cost, Expected Long-term Rate of Return on Plan Assets of 5.44% for the 12-month period ending 2025-12-31, per its 10-K filed 2026-02-13.
Financial Statements › Expense Statement › Operating Expenses
us-gaap:DefinedBenefitPlanAssumptionsUsedCalculatingNetPeriodicBenefitCostExpectedLongTermReturnOnAssets · last filed 2026-02-13
- JPMORGAN CHASE & CO defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2025 was 5.44%, a 11.54% decline from fiscal 2024.
- JPMORGAN CHASE & CO defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2024 was 6.15%, a 7.14% increase from fiscal 2023.
- JPMORGAN CHASE & CO defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2023 was 5.74%, a 55.98% increase from fiscal 2022.
- JPMORGAN CHASE & CO defined benefit plan, assumptions used calculating net periodic benefit cost, expected long-term rate of return on plan assets for fiscal 2022 was 3.68%, a 23.91% increase from fiscal 2021.
| Period end | Defined Benefit Plan, Assumptions Used Calculating Net Periodic Benefit Cost, Expected Long-term Rate of Return on Plan Assets 12 month |
|---|---|
| 2025-12-31 | 5.44% 10-K · filed 2026-02-13 |
| 2024-12-31 | 6.15% 10-K · filed 2026-02-13 |
| 2023-12-31 | 5.74% 10-K · filed 2026-02-13 |
| 2022-12-31 | 3.68% 10-K · filed 2025-02-14 |
| 2021-12-31 | 2.97% 10-K · filed 2024-02-16 |
| 2020-12-31 | 3.91% 10-K · filed 2023-02-21 |
| 2019-12-31 | 5.08% 10-K · filed 2022-02-22 |