Every 8-K that Alerian MLP Index ETN (AMJB) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AMJB and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AMJB filings page.
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.
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.
JPMorgan Chase & Co. presented second-quarter 2026 results showing managed revenue of $58.0B and net income of $21.2B, with diluted EPS of $7.70. Net income rose 41% year over year, or 13% excluding significant items, and return on tangible common equity (ROTCE) was 29%, or 23% excluding significant items. Results were boosted by a $4.6B net gain related to Visa shares and $1.0B of gains on certain equity investments.
Net interest income was $25.6B, up 10% year over year, while noninterest revenue reached $32.4B, up 45%. Markets revenue was $12.1B, up 35%, driven mainly by strong Equity Markets. Expense was $27.3B, up 15%, leading to a managed overhead ratio of 47%. Credit costs were $2.5B, including net charge-offs of $2.4B and a modest reserve build.
The balance sheet remained sizeable and capitalized, with CET1 capital of $303B, standardized CET1 ratio of 14.1%, total assets of $5.0T, average loans of $1.5T and average deposits of $2.7T. Capital return was substantial, including a $4.0B common dividend ($1.50 per share) and $6.2B of net share repurchases, for a 73% net payout over the last twelve months. For full-year 2026, the firm expects net interest income of about $105.5B and adjusted expense of about $107.5B, both market dependent.
JPMorgan Chase & Co. reported 2026 second quarter net income of $21.2 billion, or $7.70 per share. This compares with net income of $15.0 billion, or $5.24 per share, in the second quarter of 2025.
The company furnished a detailed second quarter 2026 earnings release and a financial supplement as Exhibits 99.1 and 99.2. Management states that these materials include forward-looking statements subject to significant risks and uncertainties, and refers readers to prior annual and quarterly reports for a discussion of those factors.
JPMorgan Chase & Co. announced significant leadership changes and new equity awards. Doug Petno and Troy Rohrbaugh, previously Co-CEOs of the Commercial & Investment Bank, have been elected Co-Presidents of the firm, effective immediately. Petno will serve as sole CEO of the Commercial & Investment Bank, while Rohrbaugh becomes CEO of Consumer & Community Banking.
Marianne Lake, current CEO of Consumer & Community Banking, will retire after more than 25 years and will assist with a transition period. To support succession planning and leadership continuity, the Compensation & Management Development Committee granted one-time retention Restricted Stock Unit awards: $30 million each to Petno and Rohrbaugh, and $20 million each to Mary Erdoes and Jennifer Piepszak.
The RSU awards cliff-vest after three years and require JPMorgan Chase to achieve a three-year average return on tangible common equity of 12% for 2026–2028. Net shares are subject to a further two-year holding period and are governed by the firm’s stock ownership guidelines, recoupment policy, and protection-based vesting provisions.
JPMorgan Chase & Co. released the results of its company-run 2026 Dodd-Frank Act Stress Test for the firm and JPMorgan Chase Bank, N.A., under the Federal Reserve’s Supervisory Severely Adverse Scenario.
Under this hypothetical nine-quarter scenario from 1Q26 to 1Q28, the firm’s common equity tier 1 capital ratio starts at 14.6% in 4Q25, with a projected minimum of 12.4% and 14.4% at 1Q28, against a regulatory capital minimum of 4.5%. Basel III Standardized risk‑weighted assets rise from $1,982 billion in 4Q25 to a projected $2,089 billion in 1Q28.
Across the projection period, JPMorgan Chase projects pre‑provision net revenue of $135.9 billion and cumulative loan losses of $70.2 billion, with net income before taxes of $11.4 billion. The scenario assumes a peak U.S. unemployment rate of 10.0% and a 58% trough in a broad stock market index, highlighting the firm’s modeled performance in a severe recession.
JPMorgan Chase & Co. is planning a higher dividend and a large new buyback program. The Board of Directors intends to raise the quarterly common stock dividend to $1.65 per share from $1.50 per share for the third quarter of 2026, subject to customary Board approval.
The Board has also authorized a new common share repurchase program of $50 billion, effective July 1, 2026, with actual repurchases at management’s discretion. The firm’s Stress Capital Buffer remains 2.5%, keeping its Standardized Common Equity Tier 1 capital ratio requirement, including regulatory buffers, at 11.5%. JPMorgan Chase reported $4.9 trillion in assets and $364 billion in stockholders’ equity as of March 31, 2026.
JPMorgan Chase & Co. closed a public offering of $500,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2030. These Notes are an additional issuance forming a single series with an existing $2,750,000,000 Fixed-to-Floating Rate Notes issue due 2030 that was completed on April 23, 2026.
The Notes were issued under a previously filed shelf registration statement on Form S-3 under the Securities Act of 1933. A legal opinion from Simpson Thacher & Bartlett LLP regarding the validity of the Notes is filed as an exhibit, along with their consent and related Inline XBRL cover page data exhibits.
JPMorgan Chase & Co. plans to redeem all $2.0 billion of its 3.65% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series KK, on June 1, 2026. The redemption covers 200,000 Series KK preferred shares, represented by 2,000,000 depositary shares at $1,000 per depositary share. June 1, 2026 will also be the final dividend payment date, with a record date of May 4, 2026. JPMorgan Chase reports $4.9 trillion in assets and $364 billion in stockholders’ equity as of March 31, 2026.
JPMorgan Chase & Co. reported the results of its Annual Meeting of Shareholders, where 2,284,422,677 shares, or 85.17% of total shares outstanding, were represented in person or by proxy. Shareholders elected 11 director nominees, with each receiving at least 92.37% of votes cast.
Shareholders approved the advisory resolution on executive compensation with 1,780,600,132 votes for (92.35% of votes cast) and ratified the appointment of PricewaterhouseCoopers LLP as independent registered public accounting firm for 2026 with 2,119,761,224 votes for (92.79%). All shareholder proposals, including those on an independent board chairman, lobbying alignment, sustainability ROI reporting, and climate-related security and resiliency, did not receive sufficient support.
JPMorgan Chase & Co. issued a new series of preferred stock, designated 6.100% Fixed-Rate Reset Non-Cumulative Preferred Stock, Series PP. The company issued 300,000 preferred shares with a par value of $1.00 and a liquidation preference of $10,000 per share.
These preferred shares were deposited with Computershare Inc. against delivery of depositary receipts representing 3,000,000 depositary shares, each equal to a one-tenth interest in a preferred share. The issuance was completed on May 7, 2026 under an Underwriting Agreement and an existing Form S-3 registration statement.
The rights and restrictions of the Series PP preferred stock are set out in a Certificate of Designations filed in Delaware on May 6, 2026. Dividend and liquidation priorities place conditions on paying dividends or making redemptions on common stock and other parity or junior preferred stock if dividends or liquidation distributions on Series PP are not declared or paid as described.
JPMorgan Chase & Co. reported that its Board of Directors approved amendments to the company’s By-laws, effective April 21, 2026. The changes update the advancement provisions in Article IX so that any advancement of fees or expenses must comply with terms and conditions established by the corporation, which the corporation may amend or modify. The full amended By-laws, marked to show changes from the prior version, are provided as an exhibit.
JPMorgan Chase & Co. completed several large debt offerings. The bank closed public offerings of $500,000,000 Floating Rate Notes due 2030, $2,750,000,000 Fixed-to-Floating Rate Notes due 2030, $3,000,000,000 Fixed-to-Floating Rate Notes due 2032, and $3,750,000,000 Fixed-to-Floating Rate Notes due 2037.
The Notes were issued under an effective shelf registration statement on Form S-3. JPMorgan Chase filed a legal opinion from Simpson Thacher & Bartlett LLP as Exhibit 5.1, along with related consent and Inline XBRL cover page data.
JPMorgan Chase reported strong first-quarter 2026 results in an investor presentation. Net income was $16.5B, up 13% year over year, with diluted EPS of $5.94. Firmwide managed revenue reached $50.5B, up 10%, driven by balanced growth in net interest income and fees.
The firm delivered a 19% return on equity and 23% return on tangible common equity, supported by robust capital. Common equity Tier 1 capital was $291B, with a standardized CET1 ratio of 14.3% and advanced CET1 ratio of 14.1%. Total assets ended the period at $4.9T.
Average loans were $1.5T, up 11% year over year, and average deposits were $2.6T, up 7%. The Consumer & Community Banking segment earned $5.0B, the Commercial & Investment Bank $9.0B, and Asset & Wealth Management $1.8B. The firm emphasized its “fortress” balance sheet with $1.5T in high-quality liquid assets and unencumbered marketable securities.
Shareholder returns remained substantial, with a common dividend of $4.1B (or $1.50 per share) and $8.1B of net share repurchases over the last twelve months, contributing to a net payout ratio of 82%.
JPMorgan Chase & Co. reported strong first‑quarter 2026 results, with net income of $16.5 billion and diluted EPS of $5.94, up from $14.6 billion and $5.07 a year earlier. Managed net revenue rose to $50.5 billion, a 10% increase, driven by higher net interest income and double‑digit growth in noninterest revenue.
Consumer & Community Banking earned $5.0 billion of net income with 32% ROE, while the Commercial & Investment Bank delivered $9.0 billion and 21% ROE on strong Markets and investment banking fees. Asset & Wealth Management net income grew 12% as assets under management reached $4.8 trillion. Credit costs were $2.5 billion with $2.3 billion of net charge‑offs and a $191 million net reserve build.
The firm returned substantial capital, paying $1.50 per share in common dividends, totaling $4.1 billion, and completing $8.3 billion of net share repurchases. Book value per share increased to $128.38 and tangible book value per share to $108.87, both up 8% year over year, while the Basel III CET1 Standardized ratio stood at 14.3%.
JPMorgan Chase & Co. filed an 8-K to furnish its 2026 Company Update presentation, outlining recent performance, strategy, and outlook. The firm reported 2025 revenue of $186B, net income of $57B, return on tangible common equity (ROTCE) of 20% and a 10% compound annual growth rate in tangible book value per share since 2006.
The presentation reiterates a 2026 outlook for net interest income excluding Markets of roughly $95B, firmwide net interest income of about $104.5B, and adjusted expense of roughly $105B. Management targets through-the-cycle ROTCE of 17% and forecasts a 2026 Card Services net charge-off rate of around 3.4% while maintaining a “fortress” balance sheet with substantial liquidity and capital.
JPMorgan emphasizes diversified global franchises across Consumer & Community Banking, Commercial & Investment Bank, and Asset & Wealth Management, highlighting leading market shares in U.S. retail deposits, credit card sales, investment banking fees, Markets revenue, and Treasury and Securities Services. The firm also details significant technology and AI investment, with 2026 technology expense expected at roughly $19.8B, aimed at revenue growth, efficiency gains and risk reduction.
JPMorgan Chase & Co. closed a public offering of $3,000,000,000 aggregate principal amount of Fixed-to-Floating Rate Subordinated Notes due 2037. The notes were issued as part of a registered shelf program on Form S-3 and are subordinated debt securities.
The company filed a legal opinion from Simpson Thacher & Bartlett LLP as Exhibit 5.1, along with the related consent and Inline XBRL cover page data as additional exhibits.
JPMorgan Chase & Co. approved 2025 annual compensation of $43.0 million for CEO James Dimon, up from $39.0 million a year earlier. His pay includes a $1.5 million base salary and $41.5 million in performance-based variable incentive compensation, with $5.0 million in cash and $36.5 million in at-risk Performance Share Units tied entirely to financial performance.
The Board cited strong firm performance, including $185.6 billion of 2025 revenue, net income of $57.0 billion or $20.02 per share, and 20% return on tangible common equity. The quarterly common dividend was raised from $1.25 to $1.50 per share. The firm ended 2025 with a 14.5% common equity Tier 1 ratio, $288 billion of CET1 capital, and $1.5 trillion of cash and marketable securities, and it raised about $3.3 trillion of credit and capital for clients.
JPMorgan Chase & Co. closed several debt offerings on January 22, 2026. The bank issued $400,000,000 of Floating Rate Notes due 2032, $2,600,000,000 of Fixed-to-Floating Rate Notes due 2032, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2037. These Notes were issued under an existing shelf registration statement on Form S-3. A legal opinion from Simpson Thacher & Bartlett LLP on the validity of the Notes, along with related consents and technical Inline XBRL cover-page data, is included as exhibits.
JPMorgan Chase & Co. reported that it held an investor presentation on January 13, 2026 to review its fourth quarter 2025 earnings. The company furnished the presentation slides as Exhibit 99, noting that this material is provided under Regulation FD and is not deemed filed for liability purposes or incorporated into other securities offerings. The filing also includes standard forward-looking statement cautions, referring readers to prior annual and quarterly reports for risk factors, and provides Inline XBRL cover page data as additional exhibits.
JPMorgan Chase & Co. reported 2025 fourth quarter net income of $13.0 billion, or $4.63 per share. This compares with net income of $14.0 billion, or $4.81 per share, in the fourth quarter of 2024, indicating slightly lower profit and earnings per share versus the prior year period.
The company also provided a detailed earnings release and a financial supplement as exhibits, giving more information on its business performance and financial condition for the quarter.
JPMorgan Chase & Co. reported that Todd A. Combs has resigned from its Board of Directors, effective December 7, 2025. The company states that Mr. Combs’ resignation is not the result of any disagreement with JPMorgan Chase on any matter relating to its operations, policies, or practices. The filing also reiterates the company’s listed securities, including its common stock, multiple series of preferred stock depositary shares, and certain guaranteed notes and exchange-traded notes.
JPMorgan Chase & Co. closed public offerings of $2,000,000,000 Fixed-to-Floating Rate Notes due 2031 and $3,000,000,000 Fixed-to-Floating Rate Notes due 2036.
The offerings were registered under the Securities Act via a Form S-3 shelf (File No. 333-285537). A legal opinion regarding the validity of the Notes was filed as Exhibit 5.1, with the related consent included in Exhibit 23.1. The cover page is provided in Inline XBRL (Exhibits 101 and 104).
JPMorgan Chase & Co. furnished an investor presentation via an Item 7.01 Form 8‑K. The materials cover the Firm’s third‑quarter 2025 earnings and were provided as slides posted on its website and attached as Exhibit 99.
The information was furnished, not filed, under the Exchange Act, meaning it is not subject to Section 18 liabilities and is not incorporated by reference into Securities Act filings. The submission includes the customary forward‑looking statements disclaimer and points to the Firm’s 2024 Form 10‑K and 2025 Q1/Q2 Form 10‑Qs for risk factors and additional information.
Exhibits listed were: 99 (Earnings Presentation Slides – Financial Results – 3Q25), 101 (Inline XBRL cover page), and 104 (Cover Page Interactive Data File).
JPMorgan Chase & Co. reported third-quarter 2025 results, posting net income of $14.4 billion, or $5.07 per share. This compares with net income of $12.9 billion, or $4.37 per share, in the third quarter of 2024.
The company furnished its detailed earnings release as Exhibit 99.1 and an accompanying financial supplement as Exhibit 99.2. The materials are designated as filed under the Securities Exchange Act of 1934. The disclosure includes customary cautionary language regarding forward-looking statements.
Overall, the filing highlights stronger year-over-year profitability, with higher net income and earnings per share versus the prior-year quarter.