Other
Tax credit investments
JPMorgan Chase Tax credit investments increased by 3.1% to $33.33B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 5.7%, from $31.54B to $33.33B. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalHigher is better
VolatilityStable
First reportedQ4 2025
Last reportedQ1 2026
How to read this metric
Higher balances indicate a larger portfolio of tax-advantaged investments, which typically reduce the effective tax rate.
Detailed definition
This represents investments in qualified affordable housing projects that provide tax credits to the investor. The asset...
Peer comparison
Common in the banking sector for managing tax liabilities through community development investments.
Metric ID:
other_amortization_method_qualified_affordable_housing_p_12d6b8Historical Data
10 periods
| Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q1 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Value | $13.42B | $13.80B | $14.64B | $29.82B | $30.50B | $31.78B | $31.54B | $31.83B | $32.34B | $33.33B |
| QoQ Change | — | +2.8% | +6.1% | +103.6% | +2.3% | +4.2% | -0.7% | +0.9% | +1.6% | +3.1% |
| YoY Change | — | — | — | — | +127.3% | +130.3% | +5.8% | +4.4% | +1.8% | +5.7% |
Range$13.42B – $33.33B
CAGR+49.8%
Avg YoY Growth+45.9%
Median YoY Growth+5.7%
Current Streak3 quarters growth
Tax credit investments at Other Companies
Frequently Asked Questions
- What is JPMorgan Chase's tax credit investments?
- JPMorgan Chase (JPM) reported tax credit investments of $33.33B in Q1 2026.
- How has JPMorgan Chase's tax credit investments changed year-over-year?
- JPMorgan Chase's tax credit investments increased by 5.7% year-over-year, from $31.54B to $33.33B.
- What does tax credit investments mean?
- Investments in affordable housing that generate tax credits.