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 total Investment Securities, Net of Allowance (AFS + HTM, EOP)
Quarterly figures from JPMorgan Chase's filings and investor materials
Latest, Q3 2026
821,755.00
Period ended Sep 30, 2026
Change on a year earlier
+4.8%
783,945.00 in Q3 2025
History
31 quarters
Since Q1 2017
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 | Total Investment Securities, Net of Allowance (AFS + HTM, EOP) | Year on year | Source |
|---|---|---|---|---|
| Q3 2026 | Sep 30, 2026 | 821,755.00 | +4.8% | – |
| Q2 2026 | Jun 30, 2026 | 804,522.00 | +7.9% | – |
| Q1 2026 | Mar 31, 2026 | 821,179.00 | +23.6% | – |
| Q4 2025 | Dec 31, 2025 | 777,332.00 | +14.1% | – |
| Q3 2025 | Sep 30, 2025 | 783,945.00 | +23.6% | – |
| Q2 2025 | Jun 30, 2025 | 745,939.00 | +26.4% | – |
| Q1 2025 | Mar 31, 2025 | 664,447.00 | +16.4% | – |
| Q4 2024 | Dec 31, 2024 | 681,320.00 | +19.2% | – |
| Q3 2024 | Sep 30, 2024 | 634,502.00 | +8.4% | – |
| Q2 2024 | Jun 30, 2024 | 589,998.00 | -3.6% | – |
| Q1 2024 | Mar 31, 2024 | 570,679.00 | -6.5% | – |
| Q4 2023 | Dec 31, 2023 | 571,552.00 | – | – |
| Q3 2023 | Sep 30, 2023 | 585,380.00 | – | – |
| Q2 2023 | Jun 30, 2023 | 612,203.00 | – | – |
| Q1 2023 | Mar 31, 2023 | 610,075.00 | – | – |
| Q4 2020 | Dec 31, 2020 | 471,144.00 | +76.2% | – |
| Q3 2020 | Sep 30, 2020 | 589,999.00 | +48.2% | – |
| Q2 2020 | Jun 30, 2020 | 531,136.00 | +34.7% | – |
| Q1 2020 | Mar 31, 2020 | 558,791.00 | +81.9% | – |
| Q4 2019 | Dec 31, 2019 | 267,365.00 | +12.2% | – |
| Q3 2019 | Sep 30, 2019 | 398,239.00 | +52.1% | – |
| Q2 2019 | Jun 30, 2019 | 394,251.00 | +70.4% | – |
| Q1 2019 | Mar 31, 2019 | 307,264.00 | +31.9% | – |
| Q4 2018 | Dec 31, 2018 | 238,188.00 | -15.5% | – |
| Q3 2018 | Sep 30, 2018 | 261,828.00 | +4.7% | – |
| Q2 2018 | Jun 30, 2018 | 231,398.00 | -12.1% | – |
| Q1 2018 | Mar 31, 2018 | 233,015.00 | -11.6% | – |
| Q4 2017 | Dec 31, 2017 | 281,850.00 | – | – |
| Q3 2017 | Sep 30, 2017 | 249,958.00 | – | – |
| Q2 2017 | Jun 30, 2017 | 263,288.00 | – | – |
| Q1 2017 | Mar 31, 2017 | 263,458.00 | – | – |
Breakdown
What makes up total investment securities, net of allowance (afs + htm, eop)
Cite this data
StockData. (2026). JPMorgan Chase Total Investment Securities, Net of Allowance (AFS + HTM, EOP), quarterly Q1 2017–Q3 2026 [Data set]. Compiled from JPMorgan Chase SEC filings and investor materials. https://stockdatahq.com/stocks/jpm/kpis/bs_inv_sec_net
See every metric in the JPMorgan Chase KPI table. Data updated Oct 25, 2026.