Non-Current Assets
Total investments
JPMorgan Chase Total investments decreased by 2.7% to 72.0% in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 7.7%, from 78.0% to 72.0%. Over 5 years (FY 2020 to FY 2025), Total investments shows relatively stable performance with a 0.3% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ4 2015
Last reportedQ1 2026May 1, 2026
How to read this metric
Growth in total investments often reflects the deployment of excess liquidity, while a decline may signal asset liquidation to fund loan growth or meet liquidity needs.
Detailed definition
The aggregate book value of all investment assets held by the bank, including debt securities, equity securities, and ot...
Peer comparison
A core metric for all banks; peers typically report this as part of the investment securities portfolio.
Metric ID:
fin_total_investmentsHistorical 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 | 71% | 73% | 79% | 83% | 86% | 86% | 84% | 83% | 84% | 78% | 77% | 77% | 76% | 72% | 77% | 78% | 78% | 70% | 74% | 72% |
| QoQ Change | — | +2.8% | +8.2% | +5.1% | +3.6% | +0.0% | -2.3% | -1.2% | +1.2% | -7.1% | -1.3% | +0.0% | -1.3% | -5.3% | +6.9% | +1.3% | +0.0% | -10.3% | +5.7% | -2.7% |
| YoY Change | — | — | — | — | +21.1% | +17.8% | +6.3% | +0.0% | -2.3% | -9.3% | -8.3% | -7.2% | -9.5% | -7.7% | +0.0% | +1.3% | +2.6% | -2.8% | -3.9% | -7.7% |
Range70% – 86%
CAGR+0.3%
Avg YoY Growth-0.6%
Median YoY Growth-2.6%
Total investments at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's total investments?
- JPMorgan Chase (JPM) reported total investments of 72.0% in Q1 2026.
- How has JPMorgan Chase's total investments changed year-over-year?
- JPMorgan Chase's total investments decreased by 7.7% year-over-year, from 78.0% to 72.0%.
- What is the long-term trend for JPMorgan Chase's total investments?
- Over 5 years (2020 to 2025), JPMorgan Chase's total investments has grown at a 0.3% compound annual growth rate (CAGR), from 73.0% to 74.0%.
- What does total investments mean?
- The total value of all investment assets held by the bank.