Total investment securities
Non-Current AssetsJPMorgan Chase Total investment securities increased by 1.6% to $777.33B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 14.1%, from $681.32B to $777.33B. Over 5 years (FY 2020 to FY 2025), Total investment securities shows an upward trend with a 5.7% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityModerate
First reportedQ3 2018
Last reportedQ3 2025
How to read this metric
An increase reflects a strategy to deploy excess cash for yield, whereas a decrease suggests cash is being used for operations or capital allocation.
Detailed definition
The aggregate value of debt and equity securities held by the company, categorized as available-for-sale or held-to-matu...
Peer comparison
Commonly compared across financial services firms based on the risk profile and duration of the investment portfolio.
Metric ID:
fin_total_investment_securitiesHistorical Data
19 periods
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $575.01B | $595.98B | $672.23B | $663.37B | $637.66B | $577.92B | $631.16B | $579.24B | $578.56B | $545.82B | $571.55B | $541.60B | $561.06B | $614.19B | $681.32B | $641.62B | $724.64B | $765.40B | $777.33B |
| QoQ Change | — | +3.6% | +12.8% | -1.3% | -3.9% | -9.4% | +9.2% | -8.2% | -0.1% | -5.7% | +4.7% | -5.2% | +3.6% | +9.5% | +10.9% | -5.8% | +12.9% | +5.6% | +1.6% |
| YoY Change | — | — | — | — | +10.9% | -3.0% | -6.1% | -12.7% | -9.3% | -5.6% | -9.4% | -6.5% | -3.0% | +12.5% | +19.2% | +18.5% | +29.2% | +24.6% | +14.1% |
Range$541.60B – $777.33B
CAGR+6.9%
Avg YoY Growth+4.9%
Median YoY Growth-3.0%
Current Streak3 quarters growth
Total investment securities at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's total investment securities?
- JPMorgan Chase (JPM) reported total investment securities of $777.33B in Q4 2025.
- How has JPMorgan Chase's total investment securities changed year-over-year?
- JPMorgan Chase's total investment securities increased by 14.1% year-over-year, from $681.32B to $777.33B.
- What is the long-term trend for JPMorgan Chase's total investment securities?
- Over 5 years (2020 to 2025), JPMorgan Chase's total investment securities has grown at a 5.7% compound annual growth rate (CAGR), from $590.00B to $777.33B.
- What does total investment securities mean?
- The total value of the company's investment portfolio in stocks and bonds.