Welcome to our dedicated page for Jpmorgan Chase SEC filings (Ticker: JPM), 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.
JPMorgan Chase & Co. filings document a bank holding company with worldwide financial services operations and multiple classes of exchange-listed securities. Periodic reports describe investment banking, consumer and small-business financial services, commercial banking, transaction processing and asset management, along with capital, assets and stockholders’ equity disclosures.
The company’s 8-K filings record material events and identify registered securities including JPM common stock, depositary shares representing fractional interests in non-cumulative preferred stock, and guarantees of notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC. Proxy materials cover board matters, executive compensation, equity awards, shareholder voting items and other governance disclosures.
JPMorgan Chase Financial Company LLC priced and is offering structured notes linked to the MerQube US Large‑Cap Vol Advantage Index with a total public offering of $1,653,000, expected to settle on or about May 6, 2026, and fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes pay no interest or dividends, carry a 6.0% per annum daily deduction applied to the Index level, and include an automatic call feature beginning May 4, 2027 with staged call premiums (20%–100% of principal). At maturity on May 6, 2031, principal repayment depends on the Final Value relative to a 50.00% Barrier Amount (2,045.81), exposing investors to potential substantial principal loss if the Final Value is below that barrier.
JPMorgan Chase Financial Company LLC priced $1,087,000 of Callable Contingent Interest Notes due November 4, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 13.35% per annum on each Interest Payment Date when the closing value of both the S&P 500® Index (SPX) and the VanEck® Semiconductor ETF (SMH) is at least 70.00% of its Initial Value. If not called early, principal at maturity is protected only if both Underlyings finish at or above their Trigger Value of 60.00%; otherwise payment is reduced by the Lesser Performing Underlying Return, which can result in a loss exceeding 40.00% or total loss. The notes priced May 1, 2026, settle on or about May 6, 2026, have minimum denominations of $1,000, allow issuer early redemption beginning August 6, 2026, and are unsecured obligations subject to issuer and guarantor credit risk.
JPMorgan Chase Financial Company LLC prices a tranche of auto-callable structured notes linked to the J.P. Morgan Multi-Asset Index (MAX), expected to price on or about May 28, 2026 and settle on or about June 2, 2026.
The notes have $1,000 denominations, a Participation Rate of 100.00%, a 1.00% per annum index deduction, step-up Call Values and Call Premium Amounts per $1,000 (first Review Date: $95; up to sixth Review Date: $570), automatic-call starting on May 28, 2027, and maturity on June 3, 2033. Purchasers face issuer and guarantor credit risk, no periodic interest, limited liquidity, and an estimated issue-value example of $906.20 per $1,000 note (minimum estimated value $900.00).
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due May 15, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only when the Index closing level on a Review Date is ≥ the Interest Barrier (60.00% of the Initial Value). The notes can be automatically called if the Index closing level on an intermediate Review Date is ≥ the Initial Value; the earliest possible call date is November 12, 2026. The Index includes a 6.0% per annum daily deduction and a notional financing cost, which materially drag index performance. The estimated value at pricing is approximately $904.70 per $1,000 note and will not be less than $900.00 per $1,000 principal amount.
JPMorgan Chase Financial Company LLC offers capped dual directional buffered equity notes linked to the Russell 1000® Growth Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide capped upside of at least 10.60% and a downside buffer of 15.00%; the Strike Value was 4,834.148 (Strike Date May 1, 2026).
The notes are expected to price on or about May 4, 2026 and settle on or about May 7, 2026. The estimated value at pricing is approximately $980.00 per $1,000 note (stated minimum $950.00). Investors forgo interest and dividends, assume credit risk of the issuer and guarantor, and may lose up to 85.00% of principal if the Index falls beyond the buffer by maturity (June 4, 2027 maturity; Observation Date June 1, 2027).
JPMorgan Chase Financial Company LLC offers Auto Callable Accelerated Barrier Notes linked to the lesser performing of the Nasdaq-100® Technology Sector and the Russell 2000® Index. The notes price on or about May 29, 2026 with expected settlement on or about June 3, 2026. They may be automatically called beginning June 1, 2027 on specified Review Dates for a cash payment equal to $1,000 plus a Call Premium Amount (minimum illustrative amounts: $157.50 for first Review Date; $315.00 for second Review Date). At maturity (June 1, 2029), if not called, payments depend on the Lesser Performing Index return and an Upside Leverage Factor of 2.00, subject to a Barrier Amount of 70.00% of each Index’s Initial Value. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. Investors bear credit risk of issuer/guarantor, no interest or dividends are paid, and principal can be substantially or wholly lost if the Lesser Performing Index falls below the Barrier Amount.
JPMorgan Financial is offering Buffered Callable Range Accrual Notes linked to the Nasdaq 100® Index with a Pricing Date of May 26, 2026 and an Observation Date of May 27, 2031
The notes pay monthly interest that depends on the number of Trading Days the Index meets a floor (Minimum Index Level = 85.00% of the Initial Value). At maturity, investors receive full principal if the Final Value is at or above the Buffer Level (85.00%); otherwise losses are reduced by the Buffer Amount (15.00%), meaning up to 85.00% principal loss is possible. The notes are callable monthly beginning May 30, 2027.
JPMorgan Chase Financial Company LLC is offering Structured Investments Step-Up Auto Callable Notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER, expected to price on or about May 28, 2026 and settle on or about June 2, 2026. The notes can be automatically called beginning June 2, 2027 on specified Review Dates for a cash payment equal to principal plus a step-up Call Premium Amount. If not called, holders receive principal at maturity (June 3, 2033) plus an Additional Amount equal to Index Return × Participation Rate (100%), not less than zero. The estimated value at issuance is approximately $903 per $1,000 note (will be at least $900). Payments are unsecured obligations of the issuer and fully guaranteed by JPMorgan Chase & Co., and any payment is subject to the issuer’s and guarantor’s credit risk.
JPMorgan Chase Financial Company LLC is offering 7‑year auto‑callable notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER (ticker: SPGLR5TE). The notes have a Participation Rate of 100%, a Minimum Denomination of $1,000 and an estimated value at issuance of at least $900.00 per $1,000 principal.
The notes may be automatically called on annual Review Dates if the Index closes at or above the applicable Call Value; automatic call pays principal plus a Call Premium (the Call Premium will be at least 9.75% per annum). If not called, final payoff at maturity on June 3, 2033 provides the Index Return times the Participation Rate, with full principal repayment at maturity subject to the issuer's and guarantor's credit risk. The Index reflects a 0.50% per annum deduction and notional financing costs and targets 5% annualized volatility on a daily basis.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index (Bloomberg: MQUSBVA). The Index targets dynamic exposure to an unfunded iShares Bitcoin Trust ETF position, includes a 6.0% per annum daily deduction and a notional financing cost. The notes have a $1,000 minimum denomination, an estimated value floor of $900.00 per $1,000 note at pricing, quarterly Review Dates, a Final Review Date of May 29, 2031 and a Maturity Date of June 3, 2031. The notes may pay contingent quarterly interest of at least 14.00% per annum (at least 3.50% per quarter) if the Index level on a Review Date meets the Interest Barrier (60.00% of the Initial Value). If not called and the Final Value is below the Trigger Value, principal is exposed to the full Index loss, potentially losing more than 40.00% of principal and possibly all principal.