Jpmorgan Chase (JPM) Securities - Held-to-maturity (2009 - 2026)

Jpmorgan Chase (JPM) posted quarterly Securities - Held-to-maturity of $272.1 billion for Q1 2026, up 2.66% year-over-year from $265.1 billion in Q1 2025, and up 0.74% on a QoQ basis from $270.1 billion in Q4 2025.

Jpmorgan Chase (JPM) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends

Jpmorgan Chase (JPM) has reported Securities - Held-to-maturity for 18 consecutive years, with $272.1 billion the latest figure, recorded in Q1 2026.

  • In Q1 2026, Securities - Held-to-maturity rose 2.66% year-over-year to $272.1 billion; the TTM figure through Mar 2026 stood at $272.1 billion (up 2.66% YoY), while the FY2025 annual figure was $270.1 billion, down 1.58% from the prior year.
  • Securities - Held-to-maturity came in at $272.1 billion for Q1 2026 at Jpmorgan Chase, up from $270.1 billion in the prior quarter.
  • The five-year high for Securities - Held-to-maturity was $441.6 billion in Q2 2022, with the low at $260.6 billion in Q2 2025.
  • Average Securities - Held-to-maturity over 5 years is $343.4 billion, with a median of $334.5 billion recorded in 2024.
  • Across the five-year window, Securities - Held-to-maturity soared 68.58% in 2022 and dropped 25.79% in 2024, its largest moves.
  • Year by year, Securities - Held-to-maturity stood at $425.3 billion in 2022, then dropped by 13.04% to $369.8 billion in 2023, then decreased by 25.79% to $274.5 billion in 2024, then slipped by 1.58% to $270.1 billion in 2025, then rose by 0.74% to $272.1 billion in 2026.
  • According to Business Quant data, Securities - Held-to-maturity over the past three periods registered $272.1 billion, $270.1 billion, and $293.4 billion for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Hsbc Holdings 1,641.64 Bn 1,642.09 Bn -
2 Bank Of America 423.61 Bn -183.09 Bn 29.24 Bn
3 Wells Fargo & Company 264.70 Bn 189.62 Bn -
4 Citigroup 256.70 Bn -1,928.30 Bn 19.85 Bn
5 UBS Group AG 156.73 Bn 156.73 Bn -
6 Bank of New York Mellon 100.92 Bn 44.00 Bn -
7 Jpmorgan Chase 93.06 Bn 120.14 Bn -
8 Sumitomo Mitsui Financial 92.45 Bn 93.39 Bn -
9 Bank of N.T. Butterfield & Son 2.40 Bn -454.67 Mn 152.73 Mn
10 Jpmorgan Chase - - -

Historic Data

Download Data
DateValue
Mar 31, 2026 272.14 Bn
Dec 31, 2025 270.13 Bn
Sep 30, 2025 293.45 Bn
Jun 30, 2025 260.56 Bn
Mar 31, 2025 265.08 Bn
Dec 31, 2024 274.47 Bn
Sep 30, 2024 299.95 Bn
Jun 30, 2024 323.75 Bn
Mar 31, 2024 334.53 Bn
Dec 31, 2023 369.85 Bn
Sep 30, 2023 388.26 Bn
Jun 30, 2023 408.94 Bn
Mar 31, 2023 412.83 Bn
Dec 31, 2022 425.31 Bn
Sep 30, 2022 430.11 Bn
Jun 30, 2022 441.65 Bn
Mar 31, 2022 366.59 Bn
Dec 31, 2021 363.71 Bn
Sep 30, 2021 343.54 Bn
Jun 30, 2021 341.48 Bn