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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 is offering $200,000 principal of Callable Range Accrual Notes linked to the 10-Year CMT Rate, due April 17, 2036, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay periodic interest based on the number of calendar days the 10-Year CMT Rate is ≤ 5.00%, with an Interest Factor of 8.40% and a per-period floor of 0.00%. Interest is payable quarterly starting July 17, 2026. The notes may be redeemed quarterly on specified Redemption Dates beginning April 17, 2028. The offering price is $1,000 per note (selling commissions ~$40 per note); estimated value at pricing was $920.50 per note. Proceeds will be used for general corporate purposes and hedging.

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JPMorgan Chase Financial Company LLC is offering $200,000 principal of Callable Range Accrual Notes linked to the 10-Year CMT Rate, due April 17, 2036, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay periodic interest based on the number of calendar days the 10-Year CMT Rate is ≤ 5.00%, with an Interest Factor of 8.40% and a per-period floor of 0.00%. Interest is payable quarterly starting July 17, 2026. The notes may be redeemed quarterly on specified Redemption Dates beginning April 17, 2028. The offering price is $1,000 per note (selling commissions ~$40 per note); estimated value at pricing was $920.50 per note. Proceeds will be used for general corporate purposes and hedging.

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JPMorgan Chase Financial Company LLC is offering auto-callable buffered return enhanced notes linked to the S&P 500® Index. The notes will be automatically called on the Review Date April 27, 2027 if the Index closes at or above the Index Strike Level, delivering $1,000 plus a call premium of at least 10.00% per $1,000 note.

If not called, positive Index performance at maturity yields $1,000 + ($1,000 × Index Return × Upside Leverage Factor) with an Upside Leverage Factor of at least 1.25. A Buffer Amount of 15.00% protects investors from losses up to that decline; beyond a >15.00% drop, losses apply using a Downside Leverage Factor of 1.17647. Key dates: Strike Date April 14, 2026, Valuation Date April 17, 2028, Maturity Date April 20, 2028. The estimated value at pricing is approximately $981.60 per $1,000 note (will not be less than $970.00 per the pricing supplement). These notes are unsecured, are not FDIC-insured, and principal can be partially or fully lost if the Index falls more than the buffer.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto-callable buffered return enhanced notes linked to the S&P 500® Index. The notes will be automatically called on the Review Date April 27, 2027 if the Index closes at or above the Index Strike Level, delivering $1,000 plus a call premium of at least 10.00% per $1,000 note.

If not called, positive Index performance at maturity yields $1,000 + ($1,000 × Index Return × Upside Leverage Factor) with an Upside Leverage Factor of at least 1.25. A Buffer Amount of 15.00% protects investors from losses up to that decline; beyond a >15.00% drop, losses apply using a Downside Leverage Factor of 1.17647. Key dates: Strike Date April 14, 2026, Valuation Date April 17, 2028, Maturity Date April 20, 2028. The estimated value at pricing is approximately $981.60 per $1,000 note (will not be less than $970.00 per the pricing supplement). These notes are unsecured, are not FDIC-insured, and principal can be partially or fully lost if the Index falls more than the buffer.

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JPMorgan Chase Financial Company LLC is offering 5-year auto-callable notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes have a minimum denomination of $1,000, a daily 6.0% per annum index deduction, and an index exposure that can range from 0% to 500%. If the Index is at or above the Call Value on a Review Date, the notes will be automatically called and pay principal plus a Call Premium (the Call Premium Rate will be set at pricing and will be at least 17.05%). If not called, investors receive principal at maturity only if the Final Value is >= the 60.00% Barrier Amount; otherwise, principal is reduced pro rata by the Index Return. Payments are subject to issuer and guarantor credit risk.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering 5-year auto-callable notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes have a minimum denomination of $1,000, a daily 6.0% per annum index deduction, and an index exposure that can range from 0% to 500%. If the Index is at or above the Call Value on a Review Date, the notes will be automatically called and pay principal plus a Call Premium (the Call Premium Rate will be set at pricing and will be at least 17.05%). If not called, investors receive principal at maturity only if the Final Value is >= the 60.00% Barrier Amount; otherwise, principal is reduced pro rata by the Index Return. Payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, with expected pricing on or about April 28, 2026 and settlement on or about April 30, 2026. The notes may be automatically called on a Review Date beginning April 29, 2027. Key economic terms include a Call Value of 100.00%, a Barrier Amount of 60.00%, a daily index deduction equivalent to 6.0% per annum, and a Call Premium Rate of at least 17.05% (to be set in the pricing supplement). The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. Investors face credit risk of the issuer and guarantor, a potential total loss of principal if the Final Value is below the Barrier Amount, no interest or dividend payments, and limited liquidity.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, with expected pricing on or about April 28, 2026 and settlement on or about April 30, 2026. The notes may be automatically called on a Review Date beginning April 29, 2027. Key economic terms include a Call Value of 100.00%, a Barrier Amount of 60.00%, a daily index deduction equivalent to 6.0% per annum, and a Call Premium Rate of at least 17.05% (to be set in the pricing supplement). The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. Investors face credit risk of the issuer and guarantor, a potential total loss of principal if the Final Value is below the Barrier Amount, no interest or dividend payments, and limited liquidity.

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JPMorgan Chase Financial Company LLC is offering Structured Investments Digital Barrier Notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are designed to pay a Contingent Digital Return of at least 9.25% at maturity if the Final Value of each Index is at least 65.00% of its Initial Value. If either Index closes below its Barrier Amount on the Observation Date, payment at maturity is based on the Lesser Performing Index Return and investors may lose up to all principal. Pricing is expected on or about April 27, 2026 with settlement on or about April 30, 2026; Observation Date is May 27, 2027 and Maturity Date is June 2, 2027. The notes have a CUSIP 46660T4Z0, minimum denomination $1,000, are unsecured obligations of JPMorgan Financial, and are guaranteed by JPMorgan Chase & Co., exposing investors to the guarantor's credit risk.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Structured Investments Digital Barrier Notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are designed to pay a Contingent Digital Return of at least 9.25% at maturity if the Final Value of each Index is at least 65.00% of its Initial Value. If either Index closes below its Barrier Amount on the Observation Date, payment at maturity is based on the Lesser Performing Index Return and investors may lose up to all principal. Pricing is expected on or about April 27, 2026 with settlement on or about April 30, 2026; Observation Date is May 27, 2027 and Maturity Date is June 2, 2027. The notes have a CUSIP 46660T4Z0, minimum denomination $1,000, are unsecured obligations of JPMorgan Financial, and are guaranteed by JPMorgan Chase & Co., exposing investors to the guarantor's credit risk.

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JPMorgan Chase Financial Company LLC is offering capped notes fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity an amount linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the S&P 500® Index. The Participation Rate is 100.00% and the Maximum Amount is at least $218.50 per $1,000 (a capped return of at least 21.85%). Investors are entitled to at least $950.00 per $1,000 at maturity (95.00% of principal), subject to the credit risk of the issuer and guarantor. Pricing is expected on or about April 27, 2026 with settlement on or about April 30, 2026; Observation Date is October 27, 2027 and Maturity Date is November 1, 2027. The estimated value at pricing would be approximately $987.90 per $1,000 and will not be less than $900.00 per $1,000. The notes do not pay interest or dividends and are subject to limited liquidity and various risks described in the pricing supplement.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering capped notes fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity an amount linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the S&P 500® Index. The Participation Rate is 100.00% and the Maximum Amount is at least $218.50 per $1,000 (a capped return of at least 21.85%). Investors are entitled to at least $950.00 per $1,000 at maturity (95.00% of principal), subject to the credit risk of the issuer and guarantor. Pricing is expected on or about April 27, 2026 with settlement on or about April 30, 2026; Observation Date is October 27, 2027 and Maturity Date is November 1, 2027. The estimated value at pricing would be approximately $987.90 per $1,000 and will not be less than $900.00 per $1,000. The notes do not pay interest or dividends and are subject to limited liquidity and various risks described in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering 5‑year auto‑call contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a $1,000 minimum denomination, a Pricing Date of April 28, 2026 and a Maturity Date of May 1, 2031. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund. If not called early, the notes pay a contingent interest of at least 11.00% per annum when the Underlying on a Review Date is at or above the Interest Barrier (60.00% of the Initial Value); the principal is protected only if the Final Value is at or above the Trigger Value (50.00% of the Initial Value). The estimated value at issuance will be at least $880.00 per $1,000 principal amount. Payments are subject to the credit risk of the issuer and guarantor.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering 5‑year auto‑call contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a $1,000 minimum denomination, a Pricing Date of April 28, 2026 and a Maturity Date of May 1, 2031. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund. If not called early, the notes pay a contingent interest of at least 11.00% per annum when the Underlying on a Review Date is at or above the Interest Barrier (60.00% of the Initial Value); the principal is protected only if the Final Value is at or above the Trigger Value (50.00% of the Initial Value). The estimated value at issuance will be at least $880.00 per $1,000 principal amount. Payments are subject to the credit risk of the issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering capped buffered return enhanced notes linked to the lesser performing of the Nasdaq-100® and Russell 2000®. The notes pay 2.00× any appreciation of the lesser performing Index up to a maximum return of at least 47.50% and provide a 10.00% buffer against initial losses; beyond that buffer investors lose 1% for each 1% decline in the lesser performing Index (up to a potential 90.00% principal loss). Notes are unsecured obligations of JPMorgan Chase Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co. Pricing is expected on or about April 30, 2026 with settlement on or about May 5, 2026. The estimated value at pricing is approximately $988.40 per $1,000 note and will not be less than $900.00 per $1,000 principal amount note.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering capped buffered return enhanced notes linked to the lesser performing of the Nasdaq-100® and Russell 2000®. The notes pay 2.00× any appreciation of the lesser performing Index up to a maximum return of at least 47.50% and provide a 10.00% buffer against initial losses; beyond that buffer investors lose 1% for each 1% decline in the lesser performing Index (up to a potential 90.00% principal loss). Notes are unsecured obligations of JPMorgan Chase Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co. Pricing is expected on or about April 30, 2026 with settlement on or about May 5, 2026. The estimated value at pricing is approximately $988.40 per $1,000 note and will not be less than $900.00 per $1,000 principal amount note.

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JPMorgan Chase Financial Company LLC offers callable 5-year notes linked to the MerQube US Large‑Cap Vol Advantage Index (Bloomberg: MQUSLVA). The notes have a 60.00% Barrier Amount, an index deduction of 6.0% per annum (accruing daily), a one‑year non‑call initial period and quarterly Review Dates starting after the first year. If a Review Date meets the applicable Call Value the notes will be automatically called for principal plus a Call Premium; minimum Call Premiums are stated (first review at least 17.20%). The estimated value at pricing will be not less than $870 per $1,000 principal. Maturity is May 1, 2031. Payments are subject to issuer and guarantor credit risk and you may lose some or all principal.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC offers callable 5-year notes linked to the MerQube US Large‑Cap Vol Advantage Index (Bloomberg: MQUSLVA). The notes have a 60.00% Barrier Amount, an index deduction of 6.0% per annum (accruing daily), a one‑year non‑call initial period and quarterly Review Dates starting after the first year. If a Review Date meets the applicable Call Value the notes will be automatically called for principal plus a Call Premium; minimum Call Premiums are stated (first review at least 17.20%). The estimated value at pricing will be not less than $870 per $1,000 principal. Maturity is May 1, 2031. Payments are subject to issuer and guarantor credit risk and you may lose some or all principal.

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JPMorgan Chase Financial Company LLC is offering callable notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination $1,000, a Pricing Date of April 28, 2026, and mature on May 3, 2029. The Underlying reflects a 6.0% per annum daily deduction and a notional financing cost; exposure ranges from 0% to 500%. The notes are subject to an automatic call on quarterly Review Dates after an initial six-month non-call period if the Underlying meets the Call Value; Call Premiums are set on the Pricing Date and will be at least 19.00% per annum for the illustrated schedule. If not called, holders receive principal at maturity only if the Final Value is at least the Barrier Amount (60.00% of Initial Value); otherwise payment is $1,000 × (1 + Underlying Return), which can result in loss of more than 40.00% of principal. The estimated value at pricing will be at least $900 per $1,000 note. Payments are subject to the credit risk of the issuer and guarantor.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering callable notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination $1,000, a Pricing Date of April 28, 2026, and mature on May 3, 2029. The Underlying reflects a 6.0% per annum daily deduction and a notional financing cost; exposure ranges from 0% to 500%. The notes are subject to an automatic call on quarterly Review Dates after an initial six-month non-call period if the Underlying meets the Call Value; Call Premiums are set on the Pricing Date and will be at least 19.00% per annum for the illustrated schedule. If not called, holders receive principal at maturity only if the Final Value is at least the Barrier Amount (60.00% of Initial Value); otherwise payment is $1,000 × (1 + Underlying Return), which can result in loss of more than 40.00% of principal. The estimated value at pricing will be at least $900 per $1,000 note. Payments are subject to the credit risk of the issuer and guarantor.

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FAQ

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

StockTitan tracks 1924 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 15, 2026.