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JPMORGAN CHASE & CO SEC Filings

AMJB NYSE

Welcome to our dedicated page for JPMORGAN CHASE & CO SEC filings (Ticker: AMJB), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on JPMORGAN CHASE & CO's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.

Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into JPMORGAN CHASE & CO's regulatory disclosures and financial reporting.

Rhea-AI Summary

JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Auto Callable Contingent Interest Notes linked to the common stock of United Rentals, Inc. (URI), maturing August 3, 2028. The notes pay a Contingent Interest Rate of at least 12.50% per annum, or at least $31.25 per $1,000 per quarter, only for Review Dates when URI’s closing price is at or above 60.00% of the Initial Value, which also serves as the Trigger Value. Missed interest can be paid later if this condition is subsequently met.

The notes are auto callable on any Review Date from February 1, 2027 (excluding the first and final Review Dates) if URI’s price is at or above the Initial Value, returning $1,000 plus the due and unpaid contingent interest. If not called and the Final Value is at or above the Trigger Value, holders receive $1,000 plus all applicable contingent interest. If the Final Value is below the Trigger Value, repayment is $1,000 plus $1,000 × Stock Return, so investors can lose more than 40% and up to all principal. The notes are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not FDIC insured, and are expected to be sold in $1,000 minimum denominations. An indicative estimated value is approximately $960.00 per $1,000 note and will not be less than $940.00, reflecting embedded fees and hedging costs.

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JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing Capped Buffer GEARS, two-year structured notes linked to an unequally weighted basket of five equity indices (EURO STOXX 50, Nikkei 225, FTSE 100, Swiss Market Index, S&P/ASX 200). Each Security has a $10 principal amount, with a minimum investment of $1,000.

The notes offer 2.00x Upside Gearing on positive basket performance, capped by a Maximum Gain between 24.05% and 26.05%, and a 15% Buffer via a Downside Threshold at 85% of the initial basket value. Below this threshold, principal is reduced 1% for each 1% basket decline beyond the buffer, so holders may lose up to 85% of principal. Price to public is $10.00, including up to $0.20 in selling commissions; proceeds to the issuer are $9.80 per Security. The estimated value is about $9.72 per $10 (and will not be less than $9.40), reflecting embedded structuring and hedging costs. All payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co., and the U.S. tax treatment is based on treating the notes as prepaid financial contracts.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are scheduled to price on or about August 7, 2026 and mature on August 12, 2031, with a single observation date on August 7, 2031.

At maturity, investors receive full repayment of the $1,000 principal per note plus an Additional Amount, if any, equal to $1,000 × Index Return × a Participation Rate of at least 155.00%. If the Index is flat or down over the term, only principal is repaid and no interest is ever paid, so there is no compensation for inflation or time value.

The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed on an exchange, and may have limited liquidity. The estimated value, if priced on the date shown, would be about $977.90 per $1,000, and when set will not be less than $900.00 per $1,000, reflecting selling commissions and hedging costs. The product is offered under a Commodity Exchange Act hybrid instrument exemption and is expected to be treated as a contingent payment debt instrument for U.S. federal income tax purposes.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Cadence Design Systems, Inc. (CDNS), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a scheduled maturity date of September 3, 2027, with pricing expected on or about July 31, 2026 and settlement on or about August 5, 2026, in minimum denominations of $1,000.

Holders may receive a Contingent Interest Payment on each Review Date if CDNS closes at or above the Interest Barrier, set at 55.00% of the Initial Value11.00% per annum (about 0.91667% per month). The notes are automatically called, beginning with the February 1, 2027 Review Date, if CDNS closes at or above the Initial Value, paying $1,000 plus the applicable Contingent Interest and then terminating.

If not called and the Final Value is at or above the Trigger Value (also 55.00% of the Initial Value), investors receive $1,000 plus the final Contingent Interest. If the Final Value is below the Trigger Value, payoff is $1,000 + ($1,000 × Stock Return), so investors lose 1% of principal for each 1% CDNS has declined, potentially losing their entire investment. The notes are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. An indicative estimated value is about $946.20 per $1,000 note, and the final estimated value will not be less than $900.00 per $1,000.

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JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the common stock of Cadence Design Systems, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment of at least $11.0417 per $1,000 (a rate of at least 13.25% per annum, 1.10417% per month) on each monthly Review Date if Cadence’s share price is at or above 55.00% of the Initial Value, called the Interest Barrier.

The notes may be automatically called on specified Review Dates starting February 1, 2027 if the stock closes at or above the Initial Value, returning $1,000 plus the applicable Contingent Interest Payment, with no further payments. If not called and the Final Value on the last Review Date is at or above the 55.00% Trigger Value, investors receive $1,000 plus the final Contingent Interest Payment at maturity on September 3, 2027. If the Final Value is below the Trigger Value, repayment is reduced one-for-one with the stock decline, so investors will lose more than 45.00% and could lose their entire principal.

The notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial, subject to the credit risk of both the issuer and JPMorgan Chase & Co. If priced on the reference date in the document, the estimated value would be approximately $960.60 per $1,000 note, and the final estimated value, once set, will not be less than $900.00.

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JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering callable variable-rate notes linked to the 10-Year Constant Maturity Treasury Rate, maturing on July 29, 2031. Each note has a $1,000 principal amount and pays quarterly interest in arrears.

The annualized Interest Rate for each period equals the 6.00% Interest Factor multiplied by N/ACT, where N is the number of days in the period when the Reference Rate is less than or equal to the Reference Rate Barrier (at least 6.05%) and ACT is total days in the period; on days the rate exceeds the barrier, interest accrues at 0.00%. The issuer may redeem the notes in whole on the 29th of January, April, July and October from July 29, 2027 through April 29, 2031 at par plus accrued interest.

At maturity, if not previously called, holders receive principal plus accrued interest. The price to the public is $1,000 per note, with selling commissions not exceeding $15.00 per $1,000. If priced on the indicated date, the estimated value would be about $972.20 per $1,000, and will not be less than $960.00, reflecting internal funding and hedging costs. The notes are unsecured, not bank deposits, and are not FDIC insured. The tax treatment is uncertain and may follow either variable rate or contingent payment debt instrument rules.

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JPMorgan Chase Financial Company LLC is offering Medium-Term Notes, Series A, Digital Equity Notes due January 21, 2028, linked to the EURO STOXX 50® Index and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest and are not listed on any exchange.

At maturity, for each $1,000 note, investors receive a cash amount based on index performance from the trade date to January 19, 2028. If the final index level is at or above 87.50% of the initial level, payment is the threshold settlement amount, expected between $1,127.00 and $1,149.40, capping upside around the cap level (expected 112.70%–114.94% of the initial level. If the index falls more than the 12.50% buffer, principal is lost on a leveraged basis at approximately 1.1429% for each additional 1% decline; investors can lose their entire investment.

The original issue price is 100% of principal, with no underwriting commission and net proceeds of 100% to the issuer. The estimated value is expected between $977.50 and $987.50 per $1,000, reflecting structuring and hedging costs, and secondary market prices are expected to be lower than the issue price. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the U.S. tax treatment is uncertain, with the notes reasonably treated as prepaid financial contracts that are "open transactions" for U.S. federal income tax purposes.

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JPMorgan Chase & Co. reports that on July 23, 2026 it closed public offerings of several registered debt securities. The company issued $500,000,000 of Floating Rate Notes due 2030, $2,500,000,000 of Fixed-to-Floating Rate Notes due 2030, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2032, which together constitute the Senior Notes. It also issued $3,000,000,000 of Fixed-Rate Reset Subordinated Notes due 2041.

The Notes were registered under the Securities Act of 1933 pursuant to a shelf registration statement on Form S-3 (File No. 333-285537). Simpson Thacher & Bartlett LLP provided legal opinions on the legality of the Senior Notes and Subordinated Notes, filed as Exhibits 5.1 and 5.2, with related consents included as Exhibits 23.1 and 23.2.

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JPMorgan Chase & Co. reports that its Board of Directors has adopted an amendment to Section 2.03 of the company’s By-laws, effective July 21, 2026. The change provides that any Lead Independent Director shall be appointed by the non-management directors.

The amended By-laws, marked to show changes from the prior version, are included as Exhibit 3.2, along with technical Inline XBRL cover-page data exhibits.

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JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on scheduled Review Dates starting August 3, 2027 if the Index closing level is at or above the Call Value of 87.00% of the Initial Value, paying back $1,000 plus a Call Premium.

Minimum Call Premiums range from 15.00% of principal on the first Review Date up to 75.00% on the final Review Date. If not called and the Final Value is at or above the Barrier Amount of 60.00% of the Initial Value, investors receive principal at maturity on August 5, 2031. If the Final Value is below the Barrier Amount, repayment equals $1,000 plus $1,000 multiplied by the Index Return, so investors can lose more than 40% and up to all principal.

The Index is a rules-based strategy referencing E-mini S&P 500 futures with a 35% target volatility, variable futures exposure between 0% and 500%, and a 6.0% per annum daily deduction, which drags on performance. If priced today, the estimated value would be about $910 per $1,000 note, and will not be less than $900 when set. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and are not bank deposits or FDIC insured.

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FAQ

How many JPMORGAN CHASE & CO (AMJB) SEC filings are available on StockTitan?

StockTitan tracks 6025 SEC filings for JPMORGAN CHASE & CO (AMJB), including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and Form 4 insider trading disclosures. Each filing includes AI-generated summaries, impact scoring, and sentiment analysis.

When was the most recent SEC filing for JPMORGAN CHASE & CO (AMJB)?

The most recent SEC filing for JPMORGAN CHASE & CO (AMJB) was filed on July 24, 2026.