Non-Current Assets
Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4
JPMorgan Chase Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 increased by 0.7% to $1.48T in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 11.1%, from $1.33T to $1.48T. Over 5 years (FY 2020 to FY 2025), Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 shows an upward trend with a 8.3% CAGR.
Analysis
StatementBalance Sheet Statement
SectionNon-Current Assets
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ4 2025
Last reportedQ1 2026
How to read this metric
An increase indicates a shift toward higher-yielding, less liquid private credit assets, which may increase credit risk exposure.
Detailed definition
This represents long-term private debt instruments held for investment purposes, recorded at amortized cost net of any v...
Peer comparison
Increasingly common among large insurers seeking yield in private markets.
Metric ID:
non_current_assets_financing_receivable_excluding_accrue_11d9ccHistorical Data
19 periods
| 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 | $1.03T | $1.06T | $1.06T | $1.09T | $1.09T | $1.12T | $1.11T | $1.28T | $1.29T | $1.30T | $1.29T | $1.30T | $1.32T | $1.32T | $1.33T | $1.39T | $1.41T | $1.47T | $1.48T |
| QoQ Change | — | +3.4% | -0.5% | +2.9% | +0.7% | +2.0% | -0.6% | +15.3% | +0.8% | +1.0% | -1.1% | +0.8% | +1.4% | +0.6% | +0.5% | +4.3% | +1.6% | +4.1% | +0.7% |
| YoY Change | — | — | — | — | +6.6% | +5.1% | +5.0% | +17.6% | +17.7% | +16.6% | +16.1% | +1.5% | +2.2% | +1.7% | +3.4% | +6.9% | +7.1% | +10.9% | +11.1% |
Range$1.03T – $1.48T
CAGR+8.4%
Avg YoY Growth+8.6%
Median YoY Growth+6.9%
Current Streak8 quarters growth
Private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4?
- JPMorgan Chase (JPM) reported private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 of $1.48T in Q1 2026.
- How has JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 changed year-over-year?
- JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 increased by 11.1% year-over-year, from $1.33T to $1.48T.
- What is the long-term trend for JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4?
- Over 5 years (2020 to 2025), JPMorgan Chase's private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 has grown at a 8.3% compound annual growth rate (CAGR), from $984.53B to $1.47T.
- What does private debt held-for-investment, at amortized cost, net of valuation allowance – $3 and $4 mean?
- Long-term private loans held by the company as an investment.