What is JPMorgan Chase's cumulative cost basis?

JPMorgan Chase (JPM) reported cumulative cost basis of $179.00M in Q1 2026.

How has JPMorgan Chase's cumulative cost basis changed year-over-year?

JPMorgan Chase's cumulative cost basis decreased by 61.3% year-over-year, from $463.00M to $179.00M.

What is the long-term trend for JPMorgan Chase's cumulative cost basis?

Over 2 years (2023 to 2025), JPMorgan Chase's cumulative cost basis has grown at a 196.3% compound annual growth rate (CAGR), from $73.00M to $641.00M.

What does cumulative cost basis mean?

The original purchase price of assets before any accounting adjustments.

Other

Cumulative Cost Basis

JPMorgan Chase Cumulative Cost Basis decreased by 72.1% to $179.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric declined by 61.3%, from $463.00M to $179.00M. Over 2 years (FY 2023 to FY 2025), Cumulative Cost Basis shows an upward trend with a 196.3% CAGR.

Analysis

StatementBalance Sheet Statement

SectionOther

CategoryCapital Allocation

SignalContext dependent

VolatilityStable

First reportedQ4 2025

Last reportedQ1 2026

How to read this metric

Provides a baseline for understanding the scale of the bank's investment and lending activities over time.

Detailed definition

The total historical cost of assets or liabilities before any accounting adjustments for fair value, impairment, or amor...

Peer comparison

Standard accounting disclosure for financial assets and liabilities.

Metric ID: cumulative_cost_basis

Historical Data

13 periods

	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	$21.00M	-$865.00M	-$2.89B	$73.00M	-$1.23B	-$1.29B	$694.00M	-$1.15B	$463.00M	$1.09B	$1.17B	$641.00M	$179.00M
QoQ Change	—	<-999%	-234.2%	+102.5%	<-999%	-4.6%	+154.0%	-266.1%	+140.2%	+135.9%	+7.3%	-45.3%	-72.1%
YoY Change	—	—	—	—	<-999%	-48.6%	+124.0%	<-999%	+137.7%	+185.0%	+68.9%	+155.6%	-61.3%

Range-$2.89B – $1.17B

CAGR+104.3%

Avg YoY Growth-785.1%

Median YoY Growth+68.9%

Current Streak2 quarters decline

Cumulative Cost Basis at Other Companies

U.S. BancorpUSB View metric

Bank of AmericaBAC View metric

Charles Schwab CorporationSCHW View metric

CitigroupC View metric

Morgan StanleyMS View metric

Bank of New York MellonBK View metric

Frequently Asked Questions

What is JPMorgan Chase's cumulative cost basis?: JPMorgan Chase (JPM) reported cumulative cost basis of $179.00M in Q1 2026.
How has JPMorgan Chase's cumulative cost basis changed year-over-year?: JPMorgan Chase's cumulative cost basis decreased by 61.3% year-over-year, from $463.00M to $179.00M.
What is the long-term trend for JPMorgan Chase's cumulative cost basis?: Over 2 years (2023 to 2025), JPMorgan Chase's cumulative cost basis has grown at a 196.3% compound annual growth rate (CAGR), from $73.00M to $641.00M.
What does cumulative cost basis mean?: The original purchase price of assets before any accounting adjustments.