STOCK TITAN

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.

Rhea-AI Summary

JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering uncapped Dual Directional Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index. The notes target at least a 3.28 Upside Leverage Factor on appreciation and provide a capped unleveraged return equal to the absolute depreciation of the Index (up to 30.00%) when the Final Value is ≥ 70.00% of the Strike Value. The Strike Value was 550.19 (closing level on April 10, 2026), the Barrier Amount equals 385.133 (70.00% of Strike), pricing is expected on or about April 14, 2026, and settlement on or about April 17, 2026. Estimated value per $1,000 note is approximately $970 (will be ≥ $950); maximum payment at maturity in certain negative-return scenarios is $1,300 per $1,000 note. The notes are unsecured, not FDIC-insured, involve issuer/guarantor credit risk, limited liquidity, and complex tax and index-roll risks.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Financial is offering market-linked, auto-callable securities with leveraged upside tied to the lowest performing share among Datadog (DDOG), Broadcom (AVGO) and Arista (ANET). The securities have a $1,000 principal, an estimated value near $909.10 (not less than $900.00) and a stated maturity of April 19, 2029. They feature an automatic call on April 21, 2027 with a call premium of 50% ($500), and an upside participation rate of at least 500%. If not called, the payout at maturity depends on the lowest performing underlying: large leveraged upside if the ending price exceeds the starting price, full principal preserved only if the lowest ending price stays at or above 50% of its starting price, and potential loss of more than 50% (up to all principal) if it falls below that threshold.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes linked to the lesser performing of the Nasdaq-100 Futures Excess Index and the S&P 500® Futures Excess Return Index due April 22, 2031. The notes have a minimum denomination of $1,000, an Upside Leverage Factor of at least 2.4825, and a Barrier Amount equal to 70.00 of each Index's Initial Value. Pricing is expected on or about April 17, 2026 with settlement on or about April 22, 2026. The estimated value at issuance is approximately $965.90 per $1,000 note (not less than $930.00) and payments at maturity depend on the Lesser Performing Index Return; principal can be lost if the Final Value falls below the Barrier Amount.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering uncapped buffered return enhanced notes linked to the S&P 500® Futures Excess Return Index. The notes feature an Upside Leverage Factor of at least 1.40, a Buffer Amount of 20.00 and permit losses of up to 80.00 of principal at maturity. The notes are expected to price on or about April 29, 2026, settle on or about May 4, 2026, and mature on May 3, 2029. Payments depend on the Index Return measured from the Pricing Date closing level to the Observation Date closing level; if the Index declines more than the buffer, losses are realized pro rata. The notes are unsecured obligations of JPMorgan Chase Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to their credit risk. CUSIP: 46660T5Y2

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Structured Investments Digital Barrier Notes due May 20, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Digital Return of at least 8.10% at maturity if the Final Value of the least performing of the Nasdaq-100, Russell 2000 and S&P 500 is >= 60.00% of its Initial Value (the Barrier Amount). If any Index's Final Value is below its Barrier Amount, payment is linked to the Least Performing Index Return and holders may lose principal (losses exceed 40.00% at maturity when the Least Performing Index Return is below the Barrier Amount). Pricing is expected on or about April 17, 2026 with settlement on or about April 22, 2026. The estimated value at pricing would be approximately $986.20 per $1,000 note and will not be less than $900.00 per $1,000. Selling commissions will not exceed $7.25 per $1,000 principal amount. Payments are subject to the credit risk of the issuer and guarantor.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Trigger PLUS principal-at-risk securities linked to the iShares MSCI EAFE ETF (EFA) maturing on May 4, 2028. Each Trigger PLUS has a $1,000 stated principal amount, a 200% leverage factor for upside, a 90% trigger level, and a guaranteed maximum payment at maturity of at least $1,271.00 per Trigger PLUS. If the final ETF share price is at or above the trigger level, investors either receive the stated principal or the leveraged upside (subject to the maximum). If the final share price is below the trigger level, the payment falls proportionally with the ETF and investors can lose a significant portion or all of their principal. The expected pricing date is on or about April 30, 2026 and the valuation date is May 1, 2028. The issue price is $1,000 per Trigger PLUS and the document discloses an estimated value range and secondary market considerations, fees, tax treatment complexities, and material risk factors.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced a $4,043,000 offering of Uncapped Dual Directional Accelerated Barrier Notes linked to the lesser performing of the Dow Jones Industrial Average® and the S&P 500® Index. The notes priced on April 9, 2026 with settlement expected on or about April 14, 2026 and mature on April 15, 2031. Each $1,000 note was sold at a price to public of $1,000 (selling commission $7.50; proceeds to issuer $992.50) and had an estimated value of $981.70 per $1,000 when terms were set. Key economics: Upside Leverage Factor 1.452, Downside Participation 50%, and a Barrier Amount of 70.00% of each Index’s Initial Value. The payout structure caps the protected downside participation at an effective 15.00% positive return for certain negative scenarios (maximum payment $1,150 per $1,000) and exposes investors to full principal loss if the Lesser Performing Index closes below the Barrier on the Observation Date. Payments depend on the lesser performing Index individually, and holders bear the credit risk of JPMorgan Financial and the guarantor, JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Structured Investments — Digital Barrier Notes due April 26, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay a fixed Contingent Digital Return of 29.85% at maturity if the least performing of the Nasdaq-100, Russell 2000 and S&P 500 is at or above a Barrier Amount of 70.00% of its Initial Value. If the least performing Index finishes below that Barrier, principal is reduced 1% for each 1% decline in that Index; losses can exceed 30% and could be total. The estimated value at pricing is shown as $968.20 per $1,000 note and will not be less than $900.00 per $1,000. Pricing is expected on or about April 21, 2026 with settlement on or about April 24, 2026. The notes are unsecured obligations of JPMorgan Financial and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to one share of Advanced Micro Devices, Inc., due October 21, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only if the Reference Stock's closing price on a Review Date is at least 50.00% of the Initial Value (the Interest Barrier). The contingent interest rate will be at least 15.00% per annum. The notes may be automatically called beginning October 19, 2026 if the Reference Stock closes at or above the Initial Value on a qualifying Review Date. Estimated value at pricing is approximately $957.70 per $1,000 note (not less than $900.00), and the notes are unsecured obligations guaranteed by JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering $11,033,000 aggregate principal of Capped Buffered Enhanced Participation Equity Notes linked to the S&P 500® Index. The notes pay no interest and mature on November 10, 2027 (stated maturity), with a trade date of April 9, 2026 and original issue date April 14, 2026. For each $1,000 principal amount note the payment at maturity depends on the underlier return, with an upside participation rate of 1.70, a cap level of 111.90% (maximum settlement amount $1,202.30 per $1,000) and a principal buffer of 12.50% (buffer level 87.50%). The estimated value at pricing was $996.60 per $1,000. The notes are unsecured obligations of JPMorgan Chase Financial and fully guaranteed by JPMorgan Chase & Co.; payments are subject to those entities’ credit risk. The notes are not listed, not FDIC insured and are designed to be held to maturity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

FAQ

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

StockTitan tracks 1915 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 14, 2026.