Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments

JPMorgan Chase Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments increased by 18.3% to $5.80B in Q1 2026 compared to the prior quarter. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementBalance Sheet Statement

SectionNon-Current Assets

CategoryRisk

SignalLower is better

VolatilityModerate

First reportedQ4 2025

Last reportedQ1 2026

How to read this metric

An increase indicates deteriorating performance or valuation write-downs in the private equity or venture portfolio.

Detailed definition

The cumulative amount of downward fair value adjustments recognized for equity securities that lack a readily determinab...

Peer comparison

Standard for firms with significant private equity or venture capital exposure.

Metric ID: equity_securities_no_fv_downward_adj

Historical Data

3 periods

	Q1 '25	Q4 '25	Q1 '26
Value	$3.99B	$4.90B	$5.80B
QoQ Change	—	+22.9%	+18.3%
YoY Change	—	—	+45.4%

Range$3.99B – $5.80B

Avg YoY Growth+45.4%

Median YoY Growth+45.4%

Current Streak2+ quarters growth

Equity Securities Without Readily Determinable Fair Value - Cumulative Downward Adjustments at Other Companies

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Frequently Asked Questions

What is JPMorgan Chase's equity securities without readily determinable fair value - cumulative downward adjustments?: JPMorgan Chase (JPM) reported equity securities without readily determinable fair value - cumulative downward adjustments of $5.80B in Q1 2026.
What does equity securities without readily determinable fair value - cumulative downward adjustments mean?: Total value lost on private or hard-to-value equity investments.