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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 $250,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index due April 21, 2033, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly contingent interest at a 17.50% per annum rate only when the Index closes at or above an Interest Barrier equal to 70.00% of the Strike Value. The Index is subject to a 6.0% per annum daily deduction, the Strike Value was set by reference to the Index close on April 16, 2026, and the notes may be automatically called beginning October 16, 2026. The estimated value at pricing was $924.30 per $1,000; price to public was $1,000 per note.

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JPMorgan Chase Financial Company LLC priced $346,000 of structured notes linked to the MerQube US Large-Cap Vol Advantage Index, due April 21, 2033, with minimum denominations of $1,000. The notes may be automatically called on a Review Date beginning April 21, 2027, if the Index is at or above the Call Value (100% of Strike Value). If called, investors receive principal plus a staged Call Premium Amount (ranging from 26.00% to 182.00% across Review Dates). The notes include a Barrier Amount equal to 50.00% of the Strike Value (1,946.28). The Index is subject to a 6.0% per annum daily deduction, and the notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due May 1, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each Review Date only if each Index (Nasdaq-100®, Russell 2000®, S&P 500®) is ≥ 70.00% of its Initial Value (the Interest Barrier). The notes are automatically callable on a Review Date (earliest callable January 27, 2027) if each Index is ≥ its Initial Value on that Review Date. The estimated value at pricing is approximately $934.40 per $1,000 note (not less than $900.00), with a Contingent Interest Rate of at least 6.80% per annum. The notes are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., not FDIC insured, and carry principal risk tied to the Least Performing Index (you can lose some or all principal).

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JPMorgan Chase Financial Company LLC is offering callable, variable-rate notes due April 28, 2031 with interest tied to the 10-Year Constant Maturity Treasury Rate. Interest for each period equals the Interest Factor (at least 6.60% per annum) multiplied by the ratio of accrual days (Reference Rate ≤ 5.00%) to total days in the period. Interest is payable quarterly on Jan 28, Apr 28, Jul 28, and Oct 28, beginning July 28, 2026. The issuer may redeem the notes in full on quarterly Redemption Dates beginning April 28, 2027.

Price per note is $1,000; JPMS estimates an initial value of $973 and states the estimated value will not be less than $960 per $1,000 note. Selling commissions would be up to $15.00 per $1,000 note. The pricing supplement discloses uncertainty about U.S. federal tax treatment (Single Rate VRDI vs CPDI) and explains the estimated value is derived from an internal funding rate plus derivative components.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the lesser performing of the S&P MidCap 400® Index and the S&P 500® Futures Excess Return Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on May 1, 2028 if each index is at or above a Call Value equal to 110.00% of its Initial Value; if not called, maturity is May 2, 2030. Key economics include an Upside Leverage Factor of 1.472, a Barrier Amount of 70.00% of Initial Value, an estimated value of approximately $973.60 per $1,000 note, and a minimum Call Premium Amount of $450.00 if called. The notes are unsecured obligations of JPMorgan Financial and are subject to the credit risk of the issuer and guarantor. Minimum denominations are $1,000.

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JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to the common stock of Salesforce, Inc., fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 15.00% per annum (equal to $37.50 per $1,000 per quarter) if the Reference Stock meets an Interest Barrier (up to 63.00% of the Initial Value) on Review Dates. The notes may be automatically called beginning October 26, 2026, mature on April 27, 2028, and are unsecured obligations of JPMorgan Financial with payments subject to the guarantor’s credit risk. The estimated value at pricing is approximately $960.00 per $1,000 (not less than $940.00), selling commissions up to $17.50 per $1,000, and minimum denominations of $1,000. Investors face loss of principal if Final Value is below the Trigger Value; contingent interest may not be paid for some or all Review Dates.

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JPMorgan Chase Financial Company LLC is offering Trigger Absolute Return Step Securities due on or about April 30, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The securities link returns to an unequally weighted basket of five equity indices and repay per $10 principal based on the greater of a fixed Step Return (to be finalized on the Trade Date, expected between 46.55% and 51.55%) or the Basket Return when the Final Basket Value is at or above the Step Barrier. If the Final Basket Value is between the Step Barrier and the Downside Threshold (75.00% of the Initial Basket Value), investors receive the absolute value of the Basket Return. If the Final Basket Value is below the Downside Threshold, investors bear full downside and may lose a significant portion or all principal. Issue price is $10.00 per security (minimum purchase $1,000).

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JPMorgan Chase Financial Company LLC offers Callable Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, expected to price on or about April 30, 2026 and settle on or about May 5, 2026. The notes mature on August 2, 2030 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes may be redeemed early on scheduled Optional Call Payment Dates beginning May 7, 2027; early redemption pays the $1,000 principal plus a stated Call Premium (ranging from $150 to $625 per $1,000). If held to maturity, holders receive $1,000 + ($1,000 × Index Return × Upside Leverage Factor) for positive Index returns; a 25.00% buffer protects limited downside, with a downside multiplier of 1.33333 beyond the buffer. The estimated note value at pricing is approximately $925.90 per $1,000 principal amount (minimum estimate $900.00).

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JPMorgan Chase Financial Company LLC is offering 10‑year Trigger GEARS linked to an unequally weighted basket of six equity indices and fully guaranteed by JPMorgan Chase & Co. The securities are issued at $10.00 per unit (minimum purchase $1,000) with an Upside Gearing to be set on the trade date (not less than 1.20) and a Downside Threshold equal to 65.00% of the Initial Basket Value. At maturity the payout formula pays participation on positive Basket Returns multiplied by Upside Gearing, returns principal if the Final Basket Value is at or above the Downside Threshold, and exposes investors to the Basket decline if the Final Basket Value is below the Downside Threshold. The issuer discloses estimated values (example: approximately $8.92 per $10 at a mid‑range gearing and not less than $8.60) and highlights substantial market and credit risks.

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JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes linked to the lesser performing of the Russell 2000 and the EURO STOXX 50. The Notes mature on or about April 26, 2029 (approx. three-year term) and pay quarterly contingent coupons if both Underlyings meet their coupon barriers.

The Contingent Coupon Rate is expected between 11.00% and 11.55% per annum (not below 11.00%). Each Underlying’s Coupon Barrier and Downside Threshold equal 70% of its Initial Value. Principal is repaid at maturity only if both Final Values are at or above their Downside Thresholds; otherwise repayment is reduced pro rata based on the Lesser Performing Underlying. Issue price is $10.00 per Note (minimum purchase $1,000); estimated value example shown is $9.792 and will not be less than $9.40 per $10 principal amount when set.

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FAQ

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

StockTitan tracks 1933 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 April 22, 2026.