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JPMORGAN CHASE & CO (JPM) SEC Filings, Jul 17, 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 Financial Company LLC is offering auto callable contingent interest notes due July 29, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the least performing of Bloom Energy Class A, CoreWeave Class A and Intel common stock, each treated individually rather than as a basket.

Investors may receive a Contingent Interest Payment of at least $20.8333 per $1,000 (at least 25.00% per annum, paid monthly) for any Review Date where every stock closes at or above its Interest Barrier of 60.00% of its Initial Value. Missed coupons can be paid later if the barrier condition is met.

The notes are auto callable on specified Review Dates starting January 25, 2027 if each stock is at or above 80.00% of its Initial Value, returning $1,000 plus due and unpaid contingent interest. If held to maturity and any stock finishes below its 50.00% Buffer Threshold, principal is reduced by the decline of the weakest stock beyond the 50.00% Buffer Amount, up to a 50.00% loss of principal.

The minimum denomination is $1,000. If priced on the indicated date, the estimated value would be about $889.10 per $1,000 note, and will not be less than $850.00 per $1,000 when set. The notes are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. and will not be listed on any exchange.

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JPMorgan Chase Financial Company LLC is issuing $3,400,000 of Digital Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, Russell 2000® Index and Nasdaq-100 Index®, maturing on August 19, 2027, and fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no coupons but offer a fixed Contingent Digital Return of 17.50% at maturity if the Final Value of each Index is at or above its Initial Value. If any Index is below its Initial Value but all remain at or above 60% of Initial Value (the Barrier Amount), investors receive only principal back. If any Index finishes below its 60% Barrier, repayment is reduced 1% for every 1% decline in the Least Performing Index, exposing investors to losses of more than 40% and up to 100% of principal.

The notes are issued in $1,000 minimum denominations, priced at $1,000 per note with selling fees reducing net proceeds to $992.7776 per note. The estimated value at pricing was $987.40 per $1,000, reflecting embedded selling, structuring and hedging costs. The notes are unsecured, unsubordinated obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed on an exchange and may have limited or no liquidity.

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JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering Digital Contingent Buffered Notes linked to the S&P 500 Index with a term from July 20, 2026 to July 30, 2027. The notes provide a fixed Contingent Digital Return of 8.50% per $1,000 principal if, on the valuation date, the S&P 500 closing level is at or above the Index Strike Level of 7,543.59 or has fallen by no more than the 20.00% Contingent Buffer Amount. In that case, the payment at maturity is $1,085 per $1,000 note.

If the Index has declined by more than 20.00% from the strike level, the notes repay $1,000 plus the Index Return, resulting in 1:1 downside exposure beyond the 20% buffer and potential loss of all principal. The price to the public is $1,000 per note, including $10 in fees, for a total offering of $750,000 and issuer proceeds of $742,500. The estimated value at pricing is $986 per $1,000 note, reflecting selling commissions and hedging and structuring costs. The notes are unsecured obligations, not bank deposits or FDIC insured, and involve significant market, liquidity, valuation and tax risks highlighted in the risk and tax sections.

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JPMorgan Chase Financial Company LLC is offering Capped Accelerated Barrier Notes linked to the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes target 1.20x any Index appreciation, capped at a Maximum Return of at least 76.20%, and mature on July 25, 2031.

The structure provides principal repayment at maturity if the Final Index Value is at or above a Barrier Amount set at 60% of the Initial Value; if the Final Value falls below this barrier, principal is reduced one-for-one with the Index decline, potentially to zero. The notes pay no interest or dividends, are issued in minimum denominations of $1,000, and expose investors to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

If priced on the example date, the estimated economic value would be about $942.40 per $1,000 note and will not be less than $900.00 per $1,000 at pricing, reflecting embedded selling, structuring and hedging costs. The underlying Russell 2000® Index last closed at 2,976.259 on July 15, 2026, and the issuer highlights material risks including potential loss of more than 40% of principal, lack of liquidity, complex tax treatment and secondary market values likely below the original issue price.

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JPMorgan Chase Financial Company LLC is offering auto callable accelerated barrier notes linked to the EURO STOXX 50® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co., and maturing on July 25, 2031. The notes may be automatically called on July 28, 2027 if the Index is at or above a preset Call Value, in which case holders receive $1,000 plus a Call Premium Amount of at least $100 per $1,000 and no further payments.

If not called and the Index has risen at maturity, investors receive an uncapped payoff of 1.51 times the Index’s percentage gain. If the Final Value is at or above a barrier level but not above the initial level, principal is returned. If the Final Value is below the barrier, repayment is reduced 1-for-1 with the Index decline, potentially to zero. The notes pay no interest, provide no dividends, and are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

The minimum denomination is $1,000. If priced on the reference date in the document, the estimated value would be $940.40 per $1,000, and at issuance it will not be less than $900.00 per $1,000, reflecting embedded costs and hedging. The notes will not be listed, and secondary market liquidity and pricing are expected to be limited.

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JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is offering Digital Contingent Buffered Notes linked to the S&P 500® Index. The notes have a Contingent Digital Return of 8.13%, capping the maximum payment at $1,081.30 per $1,000 note when conditions are met.

If the Ending Index Level is at or above the Index Strike Level, or down by up to the 25.00% Contingent Buffer Amount, investors receive this fixed 8.13% return. If the Index falls by more than 25.00%, principal is exposed to losses on a 1:1 basis with the Index Return, and investors can lose all principal. The Index Strike Level is 7,543.59, based on the S&P 500 closing level on July 14, 2026.

The notes are priced at $1,000 per note, with total offering size of $1,000,000, selling commissions of $5 per note and issuer proceeds of $995 per note. The estimated value is $991.40 per $1,000 note, reflecting structuring and hedging costs. The notes are unsecured obligations, not FDIC insured, and are intended to be held to maturity on July 30, 2027.

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JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is issuing Digital Buffered Notes linked to the S&P 500 Index under a 424(b)(2) prospectus. The notes offer a fixed Contingent Digital Return of 9.14%, giving a maximum payment at maturity of $1,091.40 per $1,000 principal if the S&P 500 ending level is at or above the initial level, or down by up to the 10.00% Buffer Amount.

If the Index falls by more than the 10% buffer, investors lose principal at a Downside Leverage Factor of 1.11111, so losses accelerate beyond the buffer and can reach a total loss of principal. The Initial Index Level on the pricing date was 7,572.40, with a valuation date of July 28, 2027 and maturity on August 2, 2027. The offering size is $12,751,000 at $1,000 per note, including $10 in fees and commissions, for issuer proceeds of $990 per note. The estimated value at pricing was $987.70 per $1,000, reflecting structuring and hedging costs.

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JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is issuing Digital Buffered Notes linked to the S&P 500 Index. The notes have a Contingent Digital Return of 11.80%, so if at maturity the S&P 500 ending level is at or above the initial level, or down by up to the 15.00% Buffer Amount, investors receive $1,118 per $1,000 note. If the index is below the initial level by more than 15%, principal is reduced at a Downside Leverage Factor of 1.17647, causing losses that can reach 100% of principal.

The initial index level is 7,572.40, the pricing date is July 15, 2026, and the notes mature on January 20, 2028. The total offering is $9,084,000 in principal, priced at 100% of face value with selling commissions of $12.50 per note and proceeds to the issuer of $987.50 per note. The estimated value at issuance is $982.80 per $1,000, reflecting embedded structuring and hedging costs. The notes are unsecured obligations, not bank deposits and not FDIC insured, and involve complex risk and tax considerations, including potential changes in U.S. tax rules for prepaid financial contracts.

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JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering Contingent Income Auto-Callable Securities due July 27, 2029 linked to the common stock of ServiceNow, Inc. Each security has a $1,000 stated principal amount and is subject to full principal risk.

Investors may receive a contingent quarterly payment of at least $45.50 (4.55% of principal) per security for each determination date on which the ServiceNow stock closing price is at or above the downside threshold level, set at 50% of the initial stock price. If on any determination date (other than the final one) the stock closes at or above the initial stock price, the notes are automatically redeemed for principal plus the applicable contingent payment and any previously unpaid contingent payments.

If not redeemed early and the final stock price is at or above the downside threshold, investors receive principal plus the final contingent payment (and any unpaid prior contingent payments). If the final stock price is below the downside threshold, repayment is $1,000 × (final stock price / initial stock price), resulting in less than 50% of principal and potentially zero. The estimated value is approximately $953.20 per $1,000 security and will not be less than $930.00, and all payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The total offering is $15,000 in notes, each with a $1,000 denomination, priced at 100% of principal.

The notes may be automatically called on quarterly Review Dates from January 15, 2027 through July 16, 2029 if the Index is at or above the Call Value (100% of the Initial Value). In that case, holders receive $1,000 plus a Call Premium that steps up from 9.70% on the first Review Date to 58.20% on the final Review Date, and the notes terminate.

If not called, at maturity on July 19, 2029 investors receive principal back only if the Final Index Value is at or above the Barrier Amount of 60% of the Initial Value (8,530.224 versus an Initial Value of 14,217.04). If the Final Value is below the Barrier, repayment equals $1,000 plus $1,000 × Index Return, exposing investors to losses greater than 40% and potentially 100% of principal.

The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost on the QQQ Fund, uses a 35% target volatility with exposure between 0% and 500%, and is an excess return index expected to lag a comparable index without these deductions. The price to public is $1,000 per note, including $50 of selling commissions, with issuer proceeds of $950 per note and an estimated value of $908.40 per note at pricing.

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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 July 17, 2026.