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| Date | Value |
|---|---|
| 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 |