Equity
Cumulative Gross Unrealized Gains
JPMorgan Chase Cumulative Gross Unrealized Gains decreased by 71.1% to $76.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 16.5%, from $91.00M to $76.00M. Over 5 years (FY 2020 to FY 2025), Cumulative Gross Unrealized Gains shows a downward trend with a -41.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementBalance Sheet Statement
SectionEquity
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ4 2015
Last reportedQ1 2026May 1, 2026
How to read this metric
Higher cumulative gains indicate a strong investment strategy or favorable market environment for the bank's holdings.
Detailed definition
This is the total sum of all unrealized gains across the entire investment portfolio that have not been recognized in th...
Peer comparison
Standard disclosure for banks under accounting standards for investment securities.
Metric ID:
cumulative_gross_unrealized_gainsHistorical 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 | $2.83B | $2.57B | $2.11B | $416.00M | $88.00M | $8.00M | $105.00M | $201.00M | $125.00M | $69.00M | $178.00M | $173.00M | $183.00M | $277.00M | $152.00M | $91.00M | $97.00M | $162.00M | $263.00M | $76.00M |
| QoQ Change | — | -9.1% | -17.9% | -80.3% | -78.8% | -90.9% | >999% | +91.4% | -37.8% | -44.8% | +158.0% | -2.8% | +5.8% | +51.4% | -45.1% | -40.1% | +6.6% | +67.0% | +62.3% | -71.1% |
| YoY Change | — | — | — | — | -96.9% | -99.7% | -95.0% | -51.7% | +42.0% | +762.5% | +69.5% | -13.9% | +46.4% | +301.4% | -14.6% | -47.4% | -47.0% | -41.5% | +73.0% | -16.5% |
Range$8.00M – $2.83B
CAGR-53.3%
Avg YoY Growth+48.2%
Median YoY Growth-15.5%
Cumulative Gross Unrealized Gains at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's cumulative gross unrealized gains?
- JPMorgan Chase (JPM) reported cumulative gross unrealized gains of $76.00M in Q1 2026.
- How has JPMorgan Chase's cumulative gross unrealized gains changed year-over-year?
- JPMorgan Chase's cumulative gross unrealized gains decreased by 16.5% year-over-year, from $91.00M to $76.00M.
- What is the long-term trend for JPMorgan Chase's cumulative gross unrealized gains?
- Over 5 years (2020 to 2025), JPMorgan Chase's cumulative gross unrealized gains has grown at a -41.1% compound annual growth rate (CAGR), from $3.71B to $263.00M.
- What does cumulative gross unrealized gains mean?
- The total accumulated paper profits across all held investments.