Unrealized Gains on Investments
JPMorgan Chase Unrealized Gains on Investments decreased by 54.2% to $1.52B in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 14.8%, from $1.78B to $1.52B. Over 5 years (FY 2020 to FY 2025), Unrealized Gains on Investments shows a downward trend with a -13.1% CAGR. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
How to read this metric
An increase indicates favorable market conditions for the company's investment portfolio, enhancing the overall book value of the firm.
Detailed definition
This represents the positive difference between the current market value and the amortized cost of available-for-sale in...
Peer comparison
Reflects market-wide interest rate and credit spread environments; comparable across all firms with large investment portfolios.
unrealized_gains_on_investmentsHistorical Data
| 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 | $3.46B | $3.19B | $2.61B | $1.22B | $743.00M | $520.00M | $890.00M | $1.27B | $826.00M | $419.00M | $1.76B | $1.14B | $1.09B | $2.71B | $1.12B | $1.78B | $1.96B | $2.24B | $3.31B | $1.52B |
| QoQ Change | — | -7.8% | -18.0% | -53.3% | -39.1% | -30.0% | +71.2% | +43.1% | -35.2% | -49.3% | +320.5% | -35.3% | -4.3% | +148.8% | -58.9% | +59.7% | +9.8% | +14.3% | +48.2% | -54.2% |
| YoY Change | — | — | — | — | -78.5% | -83.7% | -66.0% | +4.4% | +11.2% | -19.4% | +98.0% | -10.5% | +32.1% | +547.7% | -36.7% | +56.2% | +79.3% | -17.6% | +197.2% | -14.8% |
Unrealized Gains on Investments at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's unrealized gains on investments?
- JPMorgan Chase (JPM) reported unrealized gains on investments of $1.52B in Q1 2026.
- How has JPMorgan Chase's unrealized gains on investments changed year-over-year?
- JPMorgan Chase's unrealized gains on investments decreased by 14.8% year-over-year, from $1.78B to $1.52B.
- What is the long-term trend for JPMorgan Chase's unrealized gains on investments?
- Over 5 years (2020 to 2025), JPMorgan Chase's unrealized gains on investments has grown at a -13.1% compound annual growth rate (CAGR), from $6.71B to $3.31B.
- What does unrealized gains on investments mean?
- The total profit on investments that the company owns but has not yet sold.