JPMorgan Chase Beneficial interests issued by consolidated VIEs decreased by 3.1% to $27.09B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 9.8%, from $24.67B to $27.09B. Over 5 years (FY 2020 to FY 2025), Beneficial interests issued by consolidated VIEs shows an upward trend with a 9.7% CAGR. This is a positive signal — lower values indicate better performance for this metric.
An increase indicates greater consolidation of structured finance vehicles, potentially increasing the firm's risk profile, while a decrease suggests reduced exposure to these entities.
This represents the liabilities recognized when the firm consolidates Variable Interest Entities (VIEs) where it is the...
This is highly specific to large, complex financial institutions that engage in securitization and structured finance activities.
non_current_liabilities_beneficial_interest| 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 | $14.40B | $13.26B | $10.75B | $10.14B | $10.64B | $12.08B | $12.61B | $14.90B | $19.65B | $24.90B | $23.02B | $28.08B | $27.10B | $25.69B | $27.32B | $24.67B | $27.70B | $28.23B | $27.95B | $27.09B |
| QoQ Change | — | -8.0% | -18.9% | -5.6% | +4.9% | +13.5% | +4.4% | +18.2% | +31.8% | +26.7% | -7.5% | +22.0% | -3.5% | -5.2% | +6.3% | -9.7% | +12.3% | +1.9% | -1.0% | -3.1% |
| YoY Change | — | — | — | — | -26.1% | -8.9% | +17.3% | +46.9% | +84.7% | +106.1% | +82.6% | +88.4% | +38.0% | +3.2% | +18.7% | -12.1% | +2.2% | +9.9% | +2.3% | +9.8% |