Estimated Fair Value
JPMorgan Chase Estimated Fair Value increased by 8.2% to $549.04B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 37.5%, from $399.36B to $549.04B. Over 5 years (FY 2020 to FY 2025), Estimated Fair Value shows an upward trend with a 5.5% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase relative to amortized cost indicates unrealized gains, while a decrease indicates unrealized losses due to market volatility or interest rate changes.
Detailed definition
The current market value of debt securities classified as available-for-sale, excluding accrued interest. This metric pr...
Peer comparison
Standard for insurers; peers with similar duration profiles will show similar sensitivity to market interest rate changes.
other_debt_securities_available_for_sale_excluding_accru_fbe99dHistorical Data
| 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 | $251.59B | $308.53B | $312.88B | $222.07B | $188.14B | $205.86B | $197.25B | $203.26B | $197.12B | $201.70B | $236.15B | $266.25B | $334.55B | $406.85B | $399.36B | $485.38B | $490.50B | $507.20B | $549.04B |
| QoQ Change | — | +22.6% | +1.4% | -29.0% | -15.3% | +9.4% | -4.2% | +3.0% | -3.0% | +2.3% | +17.1% | +12.7% | +25.7% | +21.6% | -1.8% | +21.5% | +1.1% | +3.4% | +8.2% |
| YoY Change | — | — | — | — | -25.2% | -33.3% | -37.0% | -8.5% | +4.8% | -2.0% | +19.7% | +31.0% | +69.7% | +101.7% | +69.1% | +82.3% | +46.6% | +24.7% | +37.5% |
Estimated Fair Value at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's estimated fair value?
- JPMorgan Chase (JPM) reported estimated fair value of $549.04B in Q1 2026.
- How has JPMorgan Chase's estimated fair value changed year-over-year?
- JPMorgan Chase's estimated fair value increased by 37.5% year-over-year, from $399.36B to $549.04B.
- What is the long-term trend for JPMorgan Chase's estimated fair value?
- Over 5 years (2020 to 2025), JPMorgan Chase's estimated fair value has grown at a 5.5% compound annual growth rate (CAGR), from $388.18B to $507.20B.
- What does estimated fair value mean?
- The current market price of the company's available-for-sale debt investments.