Non-Current Assets

Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4

JPMorgan Chase Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 increased by 0.7% to $1.48T in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.1%, from $1.33T to $1.48T. Over 5 years (FY 2020 to FY 2025), Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 shows an upward trend with a 8.3% 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
VolatilityStable
First reportedQ4 2020
Last reportedQ1 2026May 1, 2026

How to read this metric

Growth indicates an expansion of the private credit portfolio, while a decline suggests portfolio maturity or a shift in investment strategy.

Detailed definition

Private debt investments held for investment purposes, recorded at amortized cost net of any valuation allowances. These...

Peer comparison

Common in alternative asset management and insurance; peers with significant private credit exposure will show higher values.

Metric ID: non_current_assets_financing_receivable_excluding_accrue_11d9cc

Historical Data

19 periods
 Q3 '21Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$1.03T$1.06T$1.06T$1.09T$1.09T$1.12T$1.11T$1.28T$1.29T$1.30T$1.29T$1.30T$1.32T$1.32T$1.33T$1.39T$1.41T$1.47T$1.48T
QoQ Change+3.4%-0.5%+2.9%+0.7%+2.0%-0.6%+15.3%+0.8%+1.0%-1.1%+0.8%+1.4%+0.6%+0.5%+4.3%+1.6%+4.1%+0.7%
YoY Change+6.6%+5.1%+5.0%+17.6%+17.7%+16.6%+16.1%+1.5%+2.2%+1.7%+3.4%+6.9%+7.1%+10.9%+11.1%
Range$1.03T$1.48T
CAGR+8.4%
Avg YoY Growth+8.6%
Median YoY Growth+6.9%
Current Streak8 quarters growth

Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 at Other Companies

Frequently Asked Questions

What is JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4?
JPMorgan Chase (JPM) reported private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 of $1.48T in Q1 2026.
How has JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 changed year-over-year?
JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 increased by 11.1% year-over-year, from $1.33T to $1.48T.
What is the long-term trend for JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4?
Over 5 years (2020 to 2025), JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 has grown at a 8.3% compound annual growth rate (CAGR), from $984.53B to $1.47T.
What does private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 mean?
The net value of private loans and debt investments held for long-term income.