JPMorgan Chase & Co (JPM) operating KPIs
JPMNYSENational Commercial BanksFiscal year ends December 31Also trades as AMJB, JPM.PC, JPM.PD, JPM.PJ, JPM.PK, JPM.PL, JPM.PM, VYLD
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026Score 17/3037% above fair value
$337.04−6.54 (-1.90%)
Close on Oct 30, 2026Market cap $908.05BP/E 14.4Yield 1.72%
JPMorgan Chase investment Securities Held-to-Maturity (HTM, EOP)
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
274,564.00
Period ended Sep 30, 2026
Change on a year earlier
-6.4%
293,446.00 in Q3 2025
History
23 quarters
Since Q1 2019
Sources
1
Documents cited below
Quarterly history
Hover a value to see the sentence it was read from; calculated values show their formula
| Period | Ended | Investment Securities Held-to-Maturity (HTM, EOP) | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 274,564.00 | -6.4% | – |
| Q2 2026 | Jun 30, 2026 | 268,474.00 | +3.0% | – |
| Q1 2026 | Mar 31, 2026 | 272,142.00 | +2.7% | – |
| Q4 2025 | Dec 31, 2025 | 270,134.00 | -1.6% | – |
| Q3 2025 | Sep 30, 2025 | 293,446.00 | -2.2% | – |
| Q2 2025 | Jun 30, 2025 | 260,559.00 | -19.5% | – |
| Q1 2025 | Mar 31, 2025 | 265,084.00 | -20.8% | – |
| Q4 2024 | Dec 31, 2024 | 274,468.00 | -25.8% | – |
| Q3 2024 | Sep 30, 2024 | 299,954.00 | -22.7% | – |
| Q2 2024 | Jun 30, 2024 | 323,746.00 | -20.8% | – |
| Q1 2024 | Mar 31, 2024 | 334,527.00 | -19.0% | – |
| Q4 2023 | Dec 31, 2023 | 369,848.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 388,261.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 408,941.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 412,827.00 | – | – |
| Q4 2020 | Dec 31, 2020 | 71,200.00 | +130.8% | – |
| Q3 2020 | Sep 30, 2020 | 201,821.00 | +324.5% | – |
| Q2 2020 | Jun 30, 2020 | 141,553.00 | +246.7% | – |
| Q1 2020 | Mar 31, 2020 | 72,908.00 | +135.9% | – |
| Q4 2019 | Dec 31, 2019 | 30,849.00 | – | – |
| Q3 2019 | Sep 30, 2019 | 47,540.00 | – | – |
| Q2 2019 | Jun 30, 2019 | 40,830.00 | – | – |
| Q1 2019 | Mar 31, 2019 | 30,907.00 | – | – |
Cite this data
StockData. (2026). JPMorgan Chase Investment Securities Held-to-Maturity (HTM, EOP), quarterly Q1 2019–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/bs_htm_sec
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.