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Jpmorgan Chase SEC Filings

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.

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JPMorgan Chase Financial Company LLC priced $500,000 of Capped Accelerated Barrier Notes linked to General Electric Company stock. The notes, issued in $1,000 denominations, priced on May 8, 2026 and are expected to settle on or about May 13, 2026. The notes pay at maturity either principal or an upside tied to the Stock Return multiplied by an Upside Leverage Factor of 1.50, capped at a 44.84 Maximum Return ($1,448.40 per $1,000). The Strike Value was $302.63 (closing price on May 7, 2026) and the Barrier Amount is $211.841 (70% of the Strike Value). If the Final Value is below the Barrier Amount, investors lose in direct proportion to the stock decline; if at or above the Barrier (or between Barrier and Strike) principal is returned. The notes are unsecured obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to both entities’ credit risk. The estimated value at pricing was $989.10 per $1,000 note. The offering materials highlight limited liquidity, no dividends or interest, potential acceleration events, and tax treatment uncertainties for certain holders.

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JPMorgan Chase Financial Company LLC is offering auto-callable, dual-directional buffered return enhanced notes linked to the common stock of SoFi Technologies, Inc. The notes pay a 26.00% call premium if automatically called on the Review Date and, if not called, provide 2.00× leveraged upside on positive returns and protection (the Buffer Amount) of 35.00% on downside performance; beyond that buffer investors lose 1.53846% of principal per 1% decline beyond 35.00%. The Initial Stock Price is $15.75, the issue price per note is $1,000 and minimum denominations are $10,000. Payments are unsecured obligations of JPMorgan Financial and guaranteed by JPMorgan Chase & Co.; proceeds to issuer total $1,763,150.00 in this tranche.

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JPMorgan Chase Financial Company LLC is offering $750,000 of 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 price at $1,000 per note on May 8, 2026 with expected settlement on May 13, 2026, and mature on May 11, 2029. They pay contingent quarterly interest at a stated Contingent Interest Rate of 11.50% per annum only if the Index closing level on a Review Date is ≥ the Interest Barrier (70% of Initial Value). An automatic call can occur on certain Review Dates beginning May 10, 2027. The Index is subject to a 6.0% per annum daily deduction, and investors bear full issuer credit risk; principal is at risk at maturity if the Final Value is below the Trigger Value. The notes include a selling commission of $7.50 per $1,000 and an estimated initial value of $945.70 per $1,000.

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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, due May 20, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments on scheduled Review Dates only if the Index is at or above an Interest Barrier (70.00% of the Initial Value). The notes are subject to a 6.0% per annum daily deduction and a notional financing cost that reduce index performance. The notes may be automatically called beginning on May 17, 2027. Holders face credit risk of JPMorgan Financial and JPMorgan Chase & Co., limited upside (interest limited to contingent payments) and potential principal loss of up to 80.00% at maturity if the Final Value is sufficiently below the Initial Value. Estimated value per $1,000 at pricing is approximately $926.50 and will not be less than $900.00 per $1,000 principal amount at issuance.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Large-Cap Vol Advantage Index, due May 18, 2029, fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called beginning May 18, 2027 if the Index meets or exceeds a Call Value equal to 90.00% of the Initial Value. If not called, maturity payoff depends on the Final Value versus a Barrier Amount equal to 65.00% of the Initial Value; a Final Value below the Barrier exposes investors to a proportional loss of principal. The Index applies a 6.0% per annum daily deduction, which materially reduces index performance and is a key input to pricing and estimated value. Notes have $1,000 minimum denominations, are unsecured obligations of JPMorgan Financial and carry credit risk of both issuer and guarantor. Pricing, final Call Premiums and the estimated value will be provided in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering callable structured notes linked to the MerQube US Large-Cap Vol Advantage Index. The notes have a $1,000 principal amount denomination, are expected to price on or about May 29, 2026 and to settle on or about June 3, 2026. The Index level will reflect a 6.0% per annum daily deduction, the notes include an automatic call feature beginning on June 1, 2027, and a Barrier Amount of 50.00% of the Initial Value that determines downside exposure at maturity on June 3, 2031.

The notes pay no interest or dividends, may be called early for fixed Call Premium Amounts (ranging from $250 to $1,250 per $1,000 in the hypothetical schedule), and expose holders to full credit risk of JPMorgan Financial and its guarantor. The pricing supplement notes an estimated indicative value of about $930.00 per $1,000 and a minimum estimated value of $900.00 per $1,000 when terms are set.

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JPMorgan Chase Financial Company LLC priced $253,000 of structured notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest, include a 6.0% per annum daily deduction from the Index, and may be automatically called beginning May 7, 2027.

At maturity on May 5, 2033, investors receive principal if the Final Value is at or above the Barrier Amount (50.00% of Strike Value); otherwise payments decline pro rata to the Index Return. The notes priced on May 8, 2026 and settle on or about May 13, 2026.

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JPMorgan Chase Financial Company LLC priced $750,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index due May 11, 2029, guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments at a 13.00% per annum rate when the Index on a Review Date is at or above the Interest Barrier (70.00% of Initial Value). The notes are automatically callable beginning May 10, 2027 if the Index on a callable Review Date is at or above the Call Value; if not called, maturity payoffs depend on the Final Value relative to a Trigger Value and may result in substantial principal loss. The Index includes a 6.0% per annum daily deduction, is leveraged, and the notes are unsecured obligations of JPMorgan Financial with full guarantee by JPMorgan Chase & Co. Pricing date was May 8, 2026 with expected settlement on or about May 13, 2026.

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JPMorgan Chase Financial Company LLC priced $400,000 of structured notes due May 13, 2031 linked to the lesser performing of the SPDR S&P Metals & Mining ETF and the VanEck Gold Miners ETF. The notes pay contingent monthly coupons at a 6.75% per annum rate when both Funds close at or above an Interest Barrier (50% of Initial Value) on a Review Date and are auto-callable if both Funds close at or above their Initial Values on a callable Review Date, with the earliest automatic call on May 10, 2027. Price to public was $1,000 per note with a selling commission of $37.50, estimated value at issuance $927.50 per note, and settlement expected on or about May 13, 2026. Investors face credit risk of JPMorgan Financial and its guarantor and may lose up to 85.00% of principal; payments at maturity depend on the Lesser Performing Fund relative to the Buffer Threshold and Interest Barrier.

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JPMorgan Chase Financial Company LLC is offering $1,255,000 of structured notes linked to the MerQube US Small-Cap Vol Advantage Index, due May 11, 2029, and fully guaranteed by JPMorgan Chase & Co. The notes pay no interest, may be automatically called beginning May 11, 2027 if the Index closes at or above a Call Value (90% of the Initial Value), and return principal at maturity only if the Final Value is at or above a Barrier Amount (65% of the Initial Value). The Index level reflects a 6.0% per annum daily deduction, uses a volatility-targeting exposure to E-mini Russell 2000 futures (0%–500%), and the notes expose investors to issuer credit risk, leverage-related index risks, and possible loss of principal if the Final Value is below the Barrier Amount.

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FAQ

How many Jpmorgan Chase (JPM) SEC filings are available on StockTitan?

StockTitan tracks 1866 SEC filings for Jpmorgan Chase (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 (JPM)?

The most recent SEC filing for Jpmorgan Chase (JPM) was filed on May 12, 2026.