Jpmorgan Chase (JPM) Securities - Held-to-maturity (2009 - 2026)
Jpmorgan Chase (JPM) recorded Securities - Held-to-maturity of $268.47 billion in Q2 2026, up 3.0% from $260.56 billion a year earlier but down 1.3% from the prior quarter.
Powered by 
Analysis
Jpmorgan Chase (JPM) Securities - Held-to-maturity (2009 - 2026) Analysis & Trends
At the end of FY2025, Jpmorgan Chase reported Securities - Held-to-maturity of $270.13 billion, down 1.6% from FY2024.
- Annual Securities - Held-to-maturity has declined for three straight years, though with a five-year compound annual growth rate of 6.0% (FY2020 to FY2025).
- Across earlier years, Securities - Held-to-maturity came in at $274.47 billion in FY2024 (-25.8%), $369.85 billion in FY2023 (-13.0%), $425.31 billion in FY2022 (+16.9%) and $363.71 billion in FY2021 (+80.2%).
- Quarterly Securities - Held-to-maturity has ranged from $260.56 billion in Q2 2025 to $441.65 billion in Q2 2022 over the past five years.
- On a year-over-year basis, Securities - Held-to-maturity rose in two of the last eight quarters, with an average decline of 10.9%.
- Peak year-over-year performance for Securities - Held-to-maturity in the last five years was growth of 142.7% in Q3 2021, against a decline of 25.8% in Q4 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at $272.14 billion (Q1 2026), $270.13 billion (Q4 2025) and $293.45 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - |
| 10 | American Express | 205.34 Bn | -2.83 Bn | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 268.47 Bn |
| 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 |
API Access
Jpmorgan Chase Securities - Held-to-maturity API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=JPM&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "securities-held-to-maturity", "ticker": "JPM", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=securities-held-to-maturity&ticker=JPM&period=max&api_key=YOUR_API_KEY");
const data = await res.json();