Discontinued — last reported Q1 '19

HTM Securities

Non-Current Assets

JPMorgan Chase HTM Securities increased by 165.5% to $270.13B in Q4 2025 compared to the prior quarter. Year-over-year, this metric declined by 1.6%, from $274.47B to $270.13B. Over 5 years (FY 2020 to FY 2025), HTM Securities shows an upward trend with a 6.0% CAGR.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2018
Last reportedQ1 2019

How to read this metric

An increase suggests a focus on stable, long-term yield, while a decrease may indicate a shift in interest rate strategy or liquidity needs.

Detailed definition

These are debt securities that the firm has the positive intent and ability to hold until their maturity date. They are...

Peer comparison

Standard for banks managing interest rate risk through long-term investment portfolios.

Metric ID: fin_htm_securities

Historical Data

19 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25
Value$132.62B$135.07B$363.71B$145.74B$173.10B$159.40B$425.31B$161.72B$74.00M$87.00M$369.85B$141.57B$135.02B$131.01B$274.47B$108.35B$103.05B$101.76B$270.13B
QoQ Change+1.8%+169.3%-59.9%+18.8%-7.9%+166.8%-62.0%-100.0%+17.6%>999%-61.7%-4.6%-3.0%+109.5%-60.5%-4.9%-1.2%+165.5%
YoY Change+30.5%+18.0%+16.9%+11.0%-100.0%-99.9%-13.0%-12.5%>999%>999%-25.8%-23.5%-23.7%-22.3%-1.6%
% of Total investment securities23.1%22.7%54.1%22.0%27.1%27.6%67.4%27.9%0.0%0.0%64.7%26.1%24.1%21.3%40.3%16.9%14.2%13.3%34.8%
Share Change-0.4pp+31.4pp-32.1pp+5.2pp+0.4pp+39.8pp-39.5pp-27.9pp+0.0pp+64.7pp-38.6pp-2.1pp-2.7pp+19.0pp-23.4pp-2.7pp-0.9pp+21.5pp
Range$74.00M$425.31B
CAGR+17.1%
Avg YoY Growth>999%
Median YoY Growth-12.5%

Frequently Asked Questions

What is JPMorgan Chase's htm securities?
JPMorgan Chase (JPM) reported htm securities of $270.13B in Q4 2025.
How has JPMorgan Chase's htm securities changed year-over-year?
JPMorgan Chase's htm securities decreased by 1.6% year-over-year, from $274.47B to $270.13B.
What is the long-term trend for JPMorgan Chase's htm securities?
Over 5 years (2020 to 2025), JPMorgan Chase's htm securities has grown at a 6.0% compound annual growth rate (CAGR), from $201.82B to $270.13B.
What does htm securities mean?
Debt investments the bank plans to keep until they expire to earn interest.

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