Other Income & Expense
Equity Securities Upward Price Adjustment
JPMorgan Chase Equity Securities Upward Price Adjustment increased by 365.4% to $121.00M in Q3 2025 compared to the prior quarter. Year-over-year, this metric grew by 188.1%, from $42.00M to $121.00M. This decline may warrant attention — for this metric, higher values are generally preferred.
Analysis
StatementIncome Statement
SectionOther Income & Expense
CategoryProfitability
SignalHigher is better
VolatilityVolatile
First reportedQ1 2018
Last reportedQ3 2025
How to read this metric
An increase suggests the company's private investment portfolio is appreciating in value.
Detailed definition
Positive adjustments to the carrying value of equity investments that do not have a readily determinable fair value, typ...
Peer comparison
Relevant for financial institutions with venture capital or strategic investment portfolios.
Metric ID:
is_c_equity_securities_upward_adjustmentHistorical Data
14 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $109.00M | $100.00M | $387.00M | $76.00M | $40.00M | $35.00M | $5.00M | $50.00M | $20.00M | $10.00M | $42.00M | $52.00M | $26.00M | $121.00M |
| QoQ Change | — | -8.3% | +287.0% | -80.4% | -47.4% | -12.5% | -85.7% | +900.0% | -60.0% | -50.0% | +320.0% | +23.8% | -50.0% | +365.4% |
| YoY Change | — | — | — | -30.3% | -60.0% | -91.0% | -93.4% | +25.0% | -42.9% | +100.0% | -16.0% | +160.0% | +160.0% | +188.1% |
Range$5.00M – $387.00M
CAGR+3.3%
Avg YoY Growth+27.2%
Median YoY Growth-16.0%
Equity Securities Upward Price Adjustment at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's equity securities upward price adjustment?
- JPMorgan Chase (JPM) reported equity securities upward price adjustment of $121.00M in Q3 2025.
- How has JPMorgan Chase's equity securities upward price adjustment changed year-over-year?
- JPMorgan Chase's equity securities upward price adjustment increased by 188.1% year-over-year, from $42.00M to $121.00M.
- What does equity securities upward price adjustment mean?
- Gains recorded on the value of private or non-marketable equity investments.