Non-Current Assets

Total investment securities

JPMorgan Chase Total investment securities increased by 5.7% to $803.55B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.2%, from $641.62B to $803.55B. Over 5 years (FY 2020 to FY 2025), Total investment securities shows an upward trend with a 5.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.

Analysis

StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalHigher is better
VolatilityModerate
First reportedQ4 2014
Last reportedQ1 2026May 1, 2026

How to read this metric

An increase suggests capital growth or reinvestment of premiums, while a decrease may indicate asset liquidation to cover claims or market value depreciation.

Detailed definition

This represents the aggregate fair value of an insurance company's portfolio of debt and equity securities held for inve...

Peer comparison

Peers typically maintain a high ratio of investment securities to total assets to ensure liquidity for claims.

Metric ID: fin_total_investment_securities

Historical Data

20 periods
 Q2 '21Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$573.64B$595.98B$672.23B$663.37B$637.66B$577.92B$631.16B$579.24B$578.56B$545.82B$571.55B$541.60B$561.06B$614.19B$681.32B$641.62B$724.64B$765.40B$760.54B$803.55B
QoQ Change+3.9%+12.8%-1.3%-3.9%-9.4%+9.2%-8.2%-0.1%-5.7%+4.7%-5.2%+3.6%+9.5%+10.9%-5.8%+12.9%+5.6%-0.6%+5.7%
YoY Change+11.2%-3.0%-6.1%-12.7%-9.3%-5.6%-9.4%-6.5%-3.0%+12.5%+19.2%+18.5%+29.2%+24.6%+11.6%+25.2%
Range$541.60B$803.55B
CAGR+7.4%
Avg YoY Growth+6.0%
Median YoY Growth+4.1%

Frequently Asked Questions

What is JPMorgan Chase's total investment securities?
JPMorgan Chase (JPM) reported total investment securities of $803.55B in Q1 2026.
How has JPMorgan Chase's total investment securities changed year-over-year?
JPMorgan Chase's total investment securities increased by 25.2% year-over-year, from $641.62B to $803.55B.
What is the long-term trend for JPMorgan Chase's total investment securities?
Over 5 years (2020 to 2025), JPMorgan Chase's total investment securities has grown at a 5.2% compound annual growth rate (CAGR), from $590.00B to $760.54B.
What does total investment securities mean?
The total value of all debt and equity securities held by the company for investment.