Non-Current Assets
Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments
JPMorgan Chase Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments increased by 15.4% to $1.50B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 25.0%, from $1.20B to $1.50B. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryGrowth
SignalHigher is better
VolatilityModerate
First reportedQ1 2026
Last reportedQ1 2026
How to read this metric
An increase indicates successful investment performance and growth in the value of private holdings, while a decrease suggests stagnation or lack of appreciation.
Detailed definition
Represents the cumulative total of upward valuation adjustments applied to equity investments that lack a readily determ...
Peer comparison
Standard metric for banks and investment firms that hold significant non-marketable equity stakes.
Metric ID:
equity_securities_no_fv_upward_adjHistorical Data
15 periods
| Q2 '21 | Q3 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $727.00M | $826.00M | $1.40B | $1.50B | $1.50B | $1.50B | $1.50B | $1.30B | $1.20B | $1.10B | $1.10B | $1.20B | $1.20B | $1.30B | $1.50B |
| QoQ Change | — | +13.6% | +69.5% | +7.1% | +0.0% | +0.0% | +0.0% | -13.3% | -7.7% | -8.3% | +0.0% | +9.1% | +0.0% | +8.3% | +15.4% |
| YoY Change | — | — | — | +106.3% | +81.6% | +7.1% | +0.0% | -13.3% | -20.0% | -26.7% | -15.4% | +0.0% | +9.1% | +18.2% | +25.0% |
Range$727.00M – $1.50B
CAGR+23.0%
Avg YoY Growth+14.3%
Median YoY Growth+3.6%
Current Streak5 quarters growth
Equity Securities Without Readily Determinable Fair Value - Cumulative Upward Adjustments at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's equity securities without readily determinable fair value - cumulative upward adjustments?
- JPMorgan Chase (JPM) reported equity securities without readily determinable fair value - cumulative upward adjustments of $1.50B in Q1 2026.
- How has JPMorgan Chase's equity securities without readily determinable fair value - cumulative upward adjustments changed year-over-year?
- JPMorgan Chase's equity securities without readily determinable fair value - cumulative upward adjustments increased by 25.0% year-over-year, from $1.20B to $1.50B.
- What does equity securities without readily determinable fair value - cumulative upward adjustments mean?
- The total amount of value gained on private or non-marketable equity investments due to upward price adjustments.