Discontinued — last reported Q1 '24
JPMorgan Chase Investment - Proportional Amortization Method 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.
An increase suggests higher investment in tax-advantaged projects, while a decrease indicates the maturity or disposal of these assets.
The carrying value of investments in affordable housing or similar tax-advantaged projects accounted for using the propo...
Common among financial institutions with significant tax-credit investment portfolios.
proportional_amortization_investment| 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 | $14.60B | $29.82B | $30.50B | $31.78B | $31.54B | $31.83B | $32.34B | $33.33B |
| QoQ Change | — | +2.8% | +5.8% | +104.3% | +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% |