Discontinued — last reported Q2 '21
Non-Current Assets
Investments - Amortized Cost Basis
JPMorgan Chase Investments - Amortized Cost Basis increased by 18.3% to $5.80B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 45.4%, from $3.99B to $5.80B. Over 5 years (FY 2020 to FY 2025), Investments - Amortized Cost Basis shows an upward trend with a 15.3% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
First reportedQ4 2017
Last reportedQ2 2021
Metric ID:
investments_amortized_costHistorical Data
20 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 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.80B | $3.21B | $3.60B | $4.13B | $4.20B | $4.23B | $4.10B | $3.91B | $4.67B | $4.50B | $4.50B | $4.47B | $3.56B | $3.66B | $3.70B | $3.99B | $4.12B | $4.81B | $4.90B | $5.80B |
| QoQ Change | — | +14.6% | +12.3% | +14.8% | +1.6% | +0.8% | -3.1% | -4.6% | +19.5% | -3.7% | +0.0% | -0.7% | -20.2% | +2.7% | +1.1% | +7.8% | +3.3% | +16.7% | +1.9% | +18.3% |
| YoY Change | — | — | — | — | +50.0% | +31.9% | +13.9% | -5.3% | +11.4% | +6.4% | +9.8% | +14.2% | -23.7% | -18.6% | -17.8% | -10.7% | +15.6% | +31.4% | +32.4% | +45.4% |
Range$2.80B – $5.80B
CAGR+16.6%
Avg YoY Growth+11.6%
Median YoY Growth+12.6%
Current Streak7 quarters growth
Investments - Amortized Cost Basis at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's investments - amortized cost basis?
- JPMorgan Chase (JPM) reported investments - amortized cost basis of $5.80B in Q1 2026.
- How has JPMorgan Chase's investments - amortized cost basis changed year-over-year?
- JPMorgan Chase's investments - amortized cost basis increased by 45.4% year-over-year, from $3.99B to $5.80B.
- What is the long-term trend for JPMorgan Chase's investments - amortized cost basis?
- Over 5 years (2020 to 2025), JPMorgan Chase's investments - amortized cost basis has grown at a 15.3% compound annual growth rate (CAGR), from $2.40B to $4.90B.