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.
JPMorgan Chase Financial Company LLC is offering $141,000 of Auto Callable Accelerated Barrier Notes linked to the iShares Bitcoin Trust ETF (IBIT), fully guaranteed by JPMorgan Chase & Co. The notes are priced at $1,000 each, with fees and commissions of $9.2553 per note and issuer proceeds of $990.7447 per note, while the estimated value is $940.70.
The notes may be automatically called on November 30, 2026 if the ETF’s price is at or above the Call Value, paying back principal plus a fixed Call Premium Amount of $267.50 per $1,000 note. If not called and held to November 30, 2028, investors receive an uncapped leveraged payoff of 1.50 times any positive ETF return, full principal back if the final price is at or above 70% of the initial level, and a one-for-one loss of principal if the final price falls below this barrier.
The notes pay no interest, are unsecured and unsubordinated, and expose holders to both JPMorgan credit risk and the high volatility and regulatory uncertainty associated with bitcoin, since IBIT seeks to track bitcoin’s price. The product carries additional risks, including potential early acceleration if the fund is liquidated, limited liquidity as the notes are not exchange-listed, and secondary market values that are expected to be below the original issue price.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering auto callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, maturing on December 24, 2030. The notes pay a contingent interest rate of at least 9.00% per annum (at least $7.50 per $1,000 monthly) only when the Index is at or above 75% of its initial level on a review date; missed coupons can be paid later if the barrier is met.
The notes are automatically called, starting December 21, 2026, if on certain review dates the Index is at or above its initial level, returning $1,000 plus due and unpaid contingent interest. At maturity, if not called and the Index is at or above 70% of its initial level, investors receive full principal plus any due contingent interest; if it is below 70%, principal is reduced one-for-one beyond a 30% buffer, with up to a 70% loss of principal possible.
The underlying Index uses up to 500% leverage, targets 35% implied volatility and is reduced by a 6.0% per annum daily deduction and a notional financing cost on the QQQ Fund, which can significantly drag performance. The notes are unsecured, not FDIC insured, and their value and payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering preliminary terms for Digital Equity Notes due January 13, 2027, linked to the S&P 500® Index and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are issued at 100% of principal, pay no periodic interest, and are designed to provide a capped return if the index does not fall more than 10% from its initial level.
At maturity, for each $1,000 note, investors are expected to receive a fixed "threshold settlement amount" between $1,093.50 and $1,110.00 if the final index level is at least 90% of the initial level. If the index declines by more than 10%, principal is lost on a leveraged basis, with approximately 1.1111% loss for every 1% drop beyond the 10% buffer, down to total loss if the index falls to zero. The estimated value is expected between $981.80 and $991.80 per $1,000 note, reflecting structuring and hedging costs.
The notes are unsecured obligations of JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., are not bank deposits, carry credit risk, will not be listed on an exchange, and may have limited or no liquidity. Tax treatment is complex and based on an "open transaction" approach that could change if future IRS or Treasury guidance is issued.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering unsecured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, maturing on December 24, 2030. The notes may pay a quarterly Contingent Interest Payment of at least $26.25 per $1,000 (a rate of at least 10.50% per annum) for any Review Date where the Index closes at or above 50% of its Initial Value, and they can be automatically called starting December 21, 2026 if the Index is at or above its Initial Value.
If the notes are not called and the Final Index Value is at or above 50% of the Initial Value, investors receive their $1,000 principal plus the final Contingent Interest Payment; if it is below that level, repayment is reduced one-for-one with the Index decline, with losses that can exceed 50% of principal and extend to a total loss. The Index itself is complex, using dynamic leverage up to 500%, a 6.0% per annum daily deduction and a notional financing cost on QQQ exposure, all of which weigh on performance. The notes are not bank deposits, are not FDIC insured, and carry the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The estimated value at pricing is expected to be about $923 and not less than $900 per $1,000 note.
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 on December 24, 2030. The notes pay a quarterly contingent coupon of at least 13.50% per annum if, on a Review Date, the Index is at or above 60% of its Initial Value; otherwise no interest is paid for that period.
The notes are automatically called, returning principal plus the applicable coupon, if on any Review Date other than the first and final the Index is at or above its Initial Value, with the earliest call date on June 22, 2026. If the notes are not called and the Final Value is below the 60% Trigger Value, repayment at maturity is reduced in line with the Index decline, and principal losses can exceed 40% and reach 100%.
The Index itself employs leveraged exposure to E-mini S&P 500 futures, targets 35% implied volatility and is subject to a 6.0% per annum daily deduction, which drags performance. The minimum denomination is $1,000; the preliminary estimated value is about $929.60 per $1,000, and the notes are unsecured, unsubordinated obligations exposed to the credit risk of both issuer and guarantor.
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. The notes run to December 22, 2028 and may be called early as soon as June 22, 2026 if the Index is at or above its Initial Value on a review date.
Investors can receive quarterly contingent interest, at a rate expected to be at least 12.50% per annum, but only when the Index closes at or above 60% of its Initial Value. Principal is protected only if, at maturity, the Index is at or above this 60% trigger; otherwise losses match the Index decline and can reach 100%. The Index itself includes a 6.0% per annum daily deduction and a notional financing cost, uses up to 500% leverage and may be significantly uninvested, all of which can drag on performance and increase volatility.
JPMorgan Chase Financial Company LLC is offering auto callable yield notes linked to the common stock of Broadcom Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay an interest rate of at least 10.50% per annum, or at least 2.625% per quarter, as long as they are outstanding.
The notes may be automatically called on any review date from December 7, 2026 onward if Broadcom’s share price is at or above the initial value, in which case investors receive principal plus the applicable interest payment and no further coupons. If the notes are not called and Broadcom’s final share price is below a trigger value set at 50% of the initial value in the hypotheticals, investors lose 1% of principal for each 1% decline from the initial value, and can lose most or all of their investment.
The price to public is $1,000 per note, with fee-based advisory accounts paying no less than $971.50 per $1,000, and selling commissions on brokerage sales capped at $28.50 per $1,000. The preliminary estimated value is about $950 per $1,000, and will not be less than $930 per $1,000 when set, reflecting embedded selling, structuring and hedging costs. The notes are unsecured, not listed, subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and offer no dividends or voting rights in Broadcom.
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 on December 24, 2030. Each note has a $1,000 denomination and can pay a quarterly contingent coupon of at least 10.50% per annum (at least $26.25 per quarter) if, on a review date, the Index is at or above 50% of its initial level.
The notes are automatically called, starting with the December 21, 2026 review date, if the Index is at or above its initial level, returning $1,000 plus the due coupon and ending further payments. If held to maturity and not called, investors receive $1,000 plus the final coupon if the Index is at or above 50% of its initial level, but take a one-for-one loss if it finishes below that threshold, risking a loss of more than half, up to all, of principal.
The Index embeds a 6.0% per annum daily deduction, which drags on performance and can cause it to lag an otherwise similar index. The preliminary estimated value is about $923 per $1,000 note, reflecting structuring and hedging costs, and secondary market liquidity is expected to be limited.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Small-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a quarterly contingent interest rate of at least 11.00% per annum (at least $27.50 per $1,000) only if, on a Review Date, the Index is at or above 60% of its initial level.
The notes may be automatically called on any Review Date from June 18, 2026 (except the first and final dates) if the Index is at or above its initial level, returning $1,000 plus the applicable contingent interest. If the notes are not called and the Index is below the 60% trigger at maturity, investors lose principal in line with the Index decline and can lose their entire investment.
The underlying Index uses leveraged exposure to E-mini Russell 2000 futures and is subject to a 6.0% per annum daily deduction, which drags performance and can cause decline even when futures are flat or modestly positive. Payments on the notes are unsecured, unsubordinated obligations of JPMorgan Chase Financial and depend on the credit of both the issuer and JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC plans to issue auto callable yield notes linked to the common stock of Broadcom Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay an annual interest rate of at least 10.50%, credited quarterly at a rate of at least 2.625%, as long as the notes remain outstanding and are not automatically called.
The notes may be automatically called on any review date starting on December 7, 2026 if Broadcom’s share price is at or above the initial value, returning principal plus the applicable interest payment. If the notes are not called and Broadcom’s final share price falls below a trigger level, investors lose 1% of principal for each 1% decline from the initial value and can lose most or all of their investment. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., are not bank deposits or FDIC insured, may have limited liquidity, and have an estimated value of about $950 per $1,000 principal (and not less than $930 when finalized), reflecting embedded fees and hedging costs.