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JPMORGAN CHASE & CO (JPM) SEC Filings, Aug 27, 2026

JPM NYSE

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.

Rhea-AI Summary

JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured auto callable buffered return enhanced notes linked to the lesser performer of the Russell 2000 Index and the S&P 500 Index, maturing on September 14, 2029 and fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes may be automatically called on September 17, 2027 if each index is at or above its Call Value, paying $1,000 plus a Call Premium Amount of at least $144 per $1,000. If not called and both final index values exceed their initial values, investors receive an uncapped payoff of 1.25 times the return of the lesser-performing index. A 20% Buffer Amount protects principal against moderate declines, but if either index falls by more than 20%, principal is reduced 1% for each 1% loss beyond the buffer, up to a maximum loss of 80% of principal.

The notes pay no interest or dividends, are not listed, and secondary liquidity depends on JPMS. They are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The price to public is $1,000 per note; an example estimated value is about $981.90, and the final estimated value will not be less than $900. A structuring fee of $6.50 per $1,000 may be paid to dealers. The issuer expects to treat the notes as prepaid financial contracts for U.S. tax purposes.

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JPMorgan Chase & Co. (JPM), through issuer JPMorgan Chase Financial Company LLC, is offering unsecured Structured Investments Digital Barrier Notes linked to the lesser performer of the Russell 2000 Index and the S&P 500 Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no interest or dividends. At maturity, investors receive a fixed return of at least 19.80% (payment of $1,198 per $1,000 note) if the final level of each index is at least 80% of its Initial Value (the Barrier Amount). If either index finishes below its Barrier Amount, principal is reduced 1% for each 1% decline of the lesser performing index from its Initial Value, down to a total loss.

The notes are expected to price around September 11, 2026 and settle around September 16, 2026, in minimum denominations of $1,000. The estimated value is about $964.10 per $1,000 note and will not be less than $900, reflecting selling commissions, a possible $4.50 structuring fee and hedging-related costs. The notes are not listed, are subject to JPMorgan Financial and JPMorgan Chase & Co. credit risk, and may trade below the issue price in any secondary market.

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JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.

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JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the MerQube US Tech+ Vol Advantage Index, due September 3, 2031, and fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes may be automatically called on any of 17 scheduled Review Dates from August 31, 2027 through August 28, 2031 if the Index closing level is at or above 100% of its Initial Value. On a call, investors receive $1,000 plus a fixed Call Premium (at least 25.5% of principal on the first Review Date, increasing by steps up to at least 127.5% by the final Review Date), and the notes terminate.

If the notes are never called, maturity repayment depends on the final Index level. If the Final Value is at or above a 50% barrier of the Initial Value, investors receive principal only; if below the barrier, payoff is $1,000 + ($1,000 × Index Return), exposing investors to losses greater than 50% and potentially a total loss. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on the QQQ Fund component, which structurally drags performance versus an identical index without these deductions.

The notes pay no interest or dividends, are not FDIC insured, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $939.40 per $1,000 principal amount and will not be less than $900 per $1,000 at pricing, reflecting selling commissions, hedging costs and issuer funding assumptions.

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JPMORGAN CHASE & CO (JPM), through its subsidiary JPMorgan Chase Financial Company LLC, is offering auto callable buffered return enhanced notes linked to the lesser performing of the Russell 2000 Index and the S&P 500 Index, maturing September 14, 2029, and fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes may be automatically called on September 17, 2027 if each index closes at or above its Call Value, paying $1,000 plus a Call Premium Amount of at least $107.50 per $1,000. If not called and both final index values exceed their initial values, investors receive 1.25 times the appreciation of the lesser performing index.

A 20% downside buffer applies at maturity; if the lesser performing index falls by more than 20%, investors lose 1% of principal for each 1% decline beyond the buffer, up to an 80% loss. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and are expected to have an estimated value between $900.00 and about $962.70 per $1,000 at pricing.

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JPMorgan Chase & Co. (JPM), via JPMorgan Chase Financial Company LLC, is offering unsecured, unsubordinated structured notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing on September 16, 2031, in minimum denominations of $1,000.

The notes provide an uncapped leveraged upside of at least 1.31x any positive return of the lesser-performing index at maturity and return principal if both indices finish at or above a 75% barrier of their initial levels. If either index ends below its barrier, principal is reduced 1% for each 1% decline of the lesser-performing index, down to a total loss. The notes pay no interest or dividends and expose holders to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $951.20 per $1,000 note and will not be less than $900.00, reflecting embedded fees, hedging costs and an internal funding rate.

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JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering Uncapped Accelerated Barrier Notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500 Index, maturing on September 16, 2030. Each note has a $1,000 principal amount and provides an uncapped leveraged upside at maturity of at least 1.42x any positive return of the lesser performing index.

If either index finishes below 75% of its initial level (the Barrier Amount), investors lose 1% of principal for each 1% decline of the lesser performing index, down to a total loss. If both indices finish at or above their initial levels, investors receive $1,000 plus 1.42 times the lesser performing index’s gain; if either index is below its initial level but both are at or above the barrier, principal is returned. The notes pay no interest or dividends, are unsecured obligations of JPMorgan Chase Financial Company LLC fully and unconditionally guaranteed by JPMorgan Chase & Co., and expose investors to the credit risk of both entities. The price to public is $1,000 per note; if priced today, the estimated value would be about $981.60 per $1,000 note and will not be less than $900.00 per $1,000 at pricing.

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JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing December 5, 2030. The notes pay a monthly Contingent Interest Payment only when the Index closes at or above 70% of its Initial Value (the Interest Barrier); missed coupons can be paid later if a barrier condition is met.

The notes may be automatically called on scheduled Review Dates starting around August 31, 2027 if the Index is at or above its Initial Value, returning principal plus the applicable coupon and any unpaid coupons, with no further payments. If held to maturity and not called, principal is protected only if the Final Index Value is at or above 60% of the Initial Value (the Trigger Value; otherwise, investors lose 1% of principal for each 1% Index decline from the Initial Value, up to total loss. The Index embeds a 6.0% per annum daily deduction and can employ leverage up to 500% or be significantly uninvested, creating meaningful path and volatility risk. Payments depend on the credit of JPMorgan Financial and JPMorgan Chase & Co.

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JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC as issuer and JPMorgan Chase & Co. as guarantor, is offering 5-year non-call 1-year auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index.

The Index provides rules-based exposure to E‑Mini S&P 500 futures with leverage between 0% and 500% and is reduced by a 6.0% per annum daily deduction. The notes have a minimum denomination of $1,000. A contingent interest rate of at least 10.80% per annum, paid quarterly at at least 2.70%, is payable only when the Index on a review date is at or above the Interest Barrier, set at 60.00% of the Initial Value. The notes can be automatically called quarterly (after the first three review dates) if the Index is at or above the Initial Value, returning principal plus due and unpaid contingent interest.

If the notes are not called and the Final Value is at or above the Trigger Value (also 60.00% of the Initial Value), holders receive principal plus applicable contingent interest. If the Final Value is below the Trigger Value, repayment equals $1,000 plus $1,000 times the Index Return, so investors will lose more than 40.00% of principal and could lose it all. The estimated value at issuance will not be less than $880.00 per $1,000 note. All payments are subject to the credit risk of the issuer and guarantor, and the notes are exposed to index, leverage, liquidity, and structural risks described in the risk sections.

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JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering auto callable contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing on September 18, 2031, in minimum denominations of $1,000, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay a contingent interest rate of at least 10.80% per annum (2.70% per quarter) only if, on a Review Date, the Index is at or above 60% of its Initial Value; missed coupons may be paid later if the barrier is subsequently met. The notes are automatically called (from September 14, 2027 onward) if the Index is at or above its Initial Value on certain Review Dates, returning principal plus due and unpaid contingent interest. If held to maturity and not called, principal is protected only down to the same 60% level: if the Final Value is below this Trigger Value, repayment is reduced one-for-one with the Index decline, and investors can lose most or all of their principal.

The Index embeds a 6.0% per annum daily deduction and uses a leveraged, volatility-targeting futures strategy on E-mini S&P 500 contracts, which can materially drag performance. The estimated value of each $1,000 note would be about $891.40 if priced on the indicated date and will not be less than $880.00, reflecting structuring and distribution costs and issuer funding assumptions.

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FAQ

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

StockTitan tracks 7794 SEC filings for JPMORGAN CHASE & CO (JPM), 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 (JPM)?

The most recent SEC filing for JPMORGAN CHASE & CO (JPM) was filed on August 27, 2026.