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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 is offering $256,000 of auto callable contingent interest notes linked to the Nasdaq-100, Russell 2000 and S&P 500 indices, fully guaranteed by JPMorgan Chase & Co.

The notes pay a contingent interest rate of 7.60% per year (1.90% quarterly) only when the closing level of each index on a review date is at or above 80% of its initial value. Starting June 26, 2026, the notes are automatically called, returning $1,000 per note plus that period’s interest, if all three indices are at or above their initial values.

If the notes are not called and any index finishes below its 70% trigger level at maturity, investors lose principal in line with the decline of the worst-performing index and could lose their entire investment. The notes are unsecured obligations subject to JPMorgan credit risk, are not listed, and have an estimated value of $950.10 per $1,000 note, below the $1,000 issue price due to selling costs and hedging-related factors.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes run to January 5, 2029 and may be automatically called as early as December 30, 2026 if the closing level of each index on a Review Date (other than the first three and final Review Dates) is at least its Initial Value.

On each Review Date, a Contingent Interest Payment is made only if every index closes at or above 70% of its Initial Value; the indicative Contingent Interest Rate is at least 8.05% per annum, paid quarterly. If the notes are not called and, at maturity, the least performing index is at or above 65% of its Initial Value, investors receive full principal back (plus any final contingent interest). If it is below 65%, repayment is reduced 1% for each 1% decline, with the potential for full principal loss.

The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., pay no dividends on underlying stocks, and will not be listed on an exchange. The estimated value is lower than the $1,000 issue price (illustratively about $967.50, and not less than $932.40 per $1,000), reflecting selling costs, hedging and structuring. The tax discussion contemplates treatment as prepaid forward contracts with contingent coupons and highlights potential U.S. withholding on payments to non-U.S. holders.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on a Review Date only if the Index closing level is at least 50.00% of the Initial Value, and they are automatically called if, on any applicable Review Date starting February 1, 2027, the Index is at or above the Initial Value.

If the notes are not called and the Final Value is below the Trigger Value, set at 50.00% of the Initial Value, investors lose 1% of principal for each 1% Index decline, up to a total loss of principal. The hypothetical Contingent Interest Rate is 10.50% per annum, and if priced today the estimated value would be approximately $921.40 per $1,000 note, with a minimum estimated value of $900.00 per $1,000 note when set. The Index includes a 6.0% per annum daily deduction, which drags on performance, and investors are exposed to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., with no FDIC insurance and no rights to underlying dividends.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing in February 2031. The notes can be automatically called starting in July 2026 if the Index closes at or above its Initial Value on specified review dates.

Holders may receive a contingent interest rate of at least 13.50% per annum, paid quarterly only when the Index is at or above 60% of its Initial Value on a review date. Principal is at risk: if the notes are not called and the Index ends below 60% of its Initial Value at maturity, repayment is reduced 1% for each 1% decline and can fall to zero.

The Index is a leveraged, rules-based strategy on E-mini S&P 500 futures with exposure between 0% and 500% and includes a 6.0% per annum daily deduction, which creates a persistent drag on performance. The preliminary estimated value is about $928.60 per $1,000 note and will not be less than $900.00 at pricing. The notes are unsecured, not bank deposits and are not FDIC insured, and secondary market liquidity may be limited.

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JPMorgan Chase Financial Company LLC is offering unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Small-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on January 30, 2031. Investors may receive a Contingent Interest Payment on each Review Date only if the Index closes at or above 60.00% of its Initial Value, and the notes are automatically called if, on any Review Date other than the first and final, the Index closes at or above the Initial Value, with the earliest call date on July 27, 2026.

The hypothetical Contingent Interest Rate is 11.25% per annum, but interest is not guaranteed and investors can lose some or all principal if the Final Value is below the 60.00% Trigger Value. The underlying Index uses leveraged exposure (up to 500%) to E-mini Russell 2000 futures, targets 35% implied volatility and is reduced by a 6.0% per annum daily deduction, which creates a persistent drag on performance. The indicative estimated value is approximately $902.50 per $1,000 note, and the notes will not be listed on any exchange and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes run to February 2, 2029 and can be automatically called as early as July 30, 2026 if the Index is at or above its Initial Value on a review date. Investors may receive contingent interest only when the Index closes at or above 60% of its Initial Value, and they risk losing a significant portion or all of their principal if, at maturity, the Index finishes below this trigger level. The Index itself includes a 6.0% per annum daily deduction and can employ leverage up to 500% exposure to E-mini S&P 500 futures, which can magnify volatility and downside. The notes are unsecured obligations of JPMorgan Chase Financial, subject to the credit risk of both the issuer and JPMorgan Chase & Co., are not bank deposits, and are expected to be sold in $1,000 minimum denominations.

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JPMorgan Chase Financial Company LLC is offering unsecured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called as early as February 3, 2027 if the Index closes at or above the Call Value, paying back principal plus a Call Premium Amount of at least 20.50% of the $1,000 denomination, rising by Review Date up to at least 102.50%.

The notes do not pay interest and provide no dividends from the Invesco QQQ Trust. At maturity, if not called, principal is protected only within a 30.00% buffer; if the Index falls more than 30.00% from its initial level, investors lose 1% of principal for each additional 1% decline, up to a 70.00% loss. The Index embeds a 6.0% per annum daily deduction and a notional financing cost, which will drag on performance.

Credit risk comes from both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co. The estimated value of the notes, if priced on the indicated terms, would be approximately $942.00 per $1,000 note and will not be less than $900.00 per $1,000 at pricing, reflecting selling costs, hedging assumptions and an internal funding rate.

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JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and scheduled to mature on January 30, 2031. The notes seek monthly contingent interest at a rate of at least 10.00% per annum whenever the Index closes at or above 75.00% of its Initial Value, but may pay no interest if the Index stays below this barrier.

The notes can be automatically called starting January 27, 2027 if, on specified Review Dates, the Index closes at or above its Initial Value, returning $1,000 per note plus the applicable interest and ending further payments. If not called and at maturity the Index is below a 70.00% Buffer Threshold, investors lose 1% of principal for each 1% drop beyond a 30.00% buffer, up to a 70.00% loss of principal.

The Index uses a rules-based, leveraged exposure (up to 500%) to the Invesco QQQ Trust with a 35% target volatility, reduced daily by a 6.0% per annum deduction and a notional financing cost, which can significantly drag performance. The notes are unsecured, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., may be hard to sell, and have an estimated value of about $913.00 per $1,000 note at launch, not less than $900.00.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering principal-at-risk market-linked securities tied to the worst performer among three State Street sector ETFs: Energy Select Sector SPDR (XLE), Health Care Select Sector SPDR (XLV) and Financial Select Sector SPDR (XLF), maturing on January 5, 2029.

Each security has a $1,000 principal amount, a price to public of $1,000.00, selling fees of $23.25 and proceeds to the issuer of $976.75 per security. Investors may receive quarterly contingent coupons at a per annum rate of at least 9.35% if the lowest-performing ETF on each calculation day closes at or above 75% of its starting price; otherwise no coupon is paid. From June 2026 through October 2028, the notes are automatically called if the lowest-performing ETF is at or above its starting price, in which case investors receive principal plus a final coupon.

If the notes are not called and, on the final calculation day, the lowest-performing ETF is below its 75% threshold, the maturity payment is reduced in proportion to that ETF’s loss, and investors can lose more than 25% and up to all of principal. The securities are unsecured, not bank deposits and not FDIC insured. The estimated value is about $948.00 per security today and will not be less than $910.00 per security when finalized, reflecting internal funding and hedging costs.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto callable accelerated barrier notes linked to the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 denomination and is scheduled to mature on January 5, 2029, with a potential automatic call on January 5, 2027 if the Index closes at or above a specified Call Value.

If the notes are automatically called, investors receive $1,000 plus a Call Premium Amount of at least $100 per note and no further payments. If not called and the Index rises, holders receive an uncapped payoff equal to $1,000 plus 2.00 times any positive Index return. If the Index is flat or down but at or above 70.00% of the Initial Value at maturity, principal is returned.

If the Final Value falls below 70.00% of the Initial Value, investors lose 1% of principal for each 1% Index decline and could lose their entire investment. The notes pay no interest, provide no dividends, are unsecured obligations subject to the credit risk of JPMorgan entities, and may have limited or no secondary market liquidity. The estimated value is lower than the $1,000 issue price, reflecting selling commissions, hedging costs and issuer funding assumptions.

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FAQ

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

StockTitan tracks 6097 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 December 29, 2025.