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Jpmorgan Chase SEC Filings

JPM NYSE

Welcome to our dedicated page for Jpmorgan Chase SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.

The JPMorgan Chase & Co. (NYSE: JPM) SEC filings page on Stock Titan provides access to the firm’s regulatory disclosures as a leading financial services company based in the United States with operations worldwide. Through these filings, investors can review how the firm reports on its commercial banking, consumer and small business services, corporate and investment banking, financial transaction processing and asset and wealth management activities.

Current and periodic reports such as Form 8-K detail material events, earnings announcements, capital markets transactions and governance changes. Recent 8-K filings include information on quarterly financial results, investor presentations reviewing earnings, public offerings of fixed-to-floating rate notes and the resignation of a member of the Board of Directors. These documents help investors track developments affecting JPMorgan Chase’s capital structure, funding and leadership.

Filings also list the securities registered under Section 12(b) of the Securities Exchange Act. JPMorgan Chase’s common stock trades on the New York Stock Exchange under the symbol JPM. The firm has multiple series of non-cumulative preferred stock represented by depositary shares, each trading under its own symbol, and it guarantees certain notes and exchange-traded notes issued by JPMorgan Chase Financial Company LLC that are listed on the New York Stock Exchange and NYSE Arca.

On Stock Titan, these SEC filings are updated from the EDGAR system and paired with AI-powered summaries that explain key points in clear language. Investors can use this page to quickly understand the implications of earnings releases (Form 8-K items on results of operations), capital markets activity, preferred stock and note offerings, and other corporate events disclosed in JPMorgan Chase’s regulatory reports, without reading every line of the underlying documents.

Rhea-AI Summary

JPMorgan Chase Financial Company LLC offers auto-callable, dual‑directional accelerated barrier notes linked to the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes price on or about April 17, 2026, settle on or about April 22, 2026, and mature on April 20, 2029. An automatic call may occur if the Index on the Review Date ( April 23, 2027) is at or above the Call Value (100% of the Initial Value), in which case holders receive $1,000 plus a $110 Call Premium per $1,000 principal amount on the Call Settlement Date.

If not called, payout at maturity depends on the Final Value versus the Initial Value: appreciation is paid with an Upside Leverage Factor (at least 1.6275), limited depreciation between the Initial Value and the Barrier Amount ( 60.00%) receives 50.00% participation up to a capped $1,200 maximum, and values below the Barrier expose investors to direct index losses. The estimated value at issuance is approximately $990.00 per $1,000 note (minimum disclosed estimated value $970.00).

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC offers auto-callable, dual‑directional accelerated barrier notes linked to the Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes price on or about April 17, 2026, settle on or about April 22, 2026, and mature on April 20, 2029. An automatic call may occur if the Index on the Review Date ( April 23, 2027) is at or above the Call Value (100% of the Initial Value), in which case holders receive $1,000 plus a $110 Call Premium per $1,000 principal amount on the Call Settlement Date.

If not called, payout at maturity depends on the Final Value versus the Initial Value: appreciation is paid with an Upside Leverage Factor (at least 1.6275), limited depreciation between the Initial Value and the Barrier Amount ( 60.00%) receives 50.00% participation up to a capped $1,200 maximum, and values below the Barrier expose investors to direct index losses. The estimated value at issuance is approximately $990.00 per $1,000 note (minimum disclosed estimated value $970.00).

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JPMorgan Chase Financial Company LLC is offering Airbag In-Digital Notes linked to the S&P 500® Index with a term of approximately 18 months. The notes are offered at $10.00 per note (minimum $1,000). The Digital Return will be set on the Trade Date and is between 13.00% and 14.80%. If the Final Value is at or above the Digital Barrier (equal to 90% of the Initial Value), holders receive principal plus the Digital Return. If the Final Value is below the Downside Threshold (90% of Initial Value), repayment is reduced and holders lose 1.11111% of principal for each 1% decline of the Underlying beyond the 10% threshold. Key dates include Trade Date April 16, 2026, Original Issue Date April 21, 2026, Final Valuation Date October 18, 2027, and Maturity Date October 21, 2027. The notes are unsecured obligations of the issuer and fully guaranteed by JPMorgan Chase & Co.; payments depend on issuer and guarantor creditworthiness. The estimated value when priced is shown on the cover and will not be less than $9.50 per $10 principal amount Note.

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JPMorgan Chase Financial Company LLC is offering Airbag In-Digital Notes linked to the S&P 500® Index with a term of approximately 18 months. The notes are offered at $10.00 per note (minimum $1,000). The Digital Return will be set on the Trade Date and is between 13.00% and 14.80%. If the Final Value is at or above the Digital Barrier (equal to 90% of the Initial Value), holders receive principal plus the Digital Return. If the Final Value is below the Downside Threshold (90% of Initial Value), repayment is reduced and holders lose 1.11111% of principal for each 1% decline of the Underlying beyond the 10% threshold. Key dates include Trade Date April 16, 2026, Original Issue Date April 21, 2026, Final Valuation Date October 18, 2027, and Maturity Date October 21, 2027. The notes are unsecured obligations of the issuer and fully guaranteed by JPMorgan Chase & Co.; payments depend on issuer and guarantor creditworthiness. The estimated value when priced is shown on the cover and will not be less than $9.50 per $10 principal amount Note.

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JPMorgan Chase Financial Company LLC is offering fully guaranteed Uncapped Accelerated Barrier Notes linked to an unequally weighted basket (65% S&P 500® Futures Excess Return Index, 25% MSCI EAFE®, 10% MSCI Emerging Markets) with an Upside Leverage Factor of at least 2.085. The Pricing Date is on or about April 15, 2026 and the Original Issue (Settlement) Date is on or about April 20, 2026. Notes mature April 20, 2032 with an Observation Date of April 15, 2032. Investors receive $1,000 plus leveraged upside if the Final Basket Value exceeds the Initial Basket Value; if the Final Basket Value is between the Initial Basket Value and the 80.00 Barrier Amount, investors receive principal; below the Barrier Amount investors lose an equivalent percentage of principal. Estimated value examples shown are approximately $980 per $1,000 and will not be less than $950 per $1,000 when set. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering fully guaranteed Uncapped Accelerated Barrier Notes linked to an unequally weighted basket (65% S&P 500® Futures Excess Return Index, 25% MSCI EAFE®, 10% MSCI Emerging Markets) with an Upside Leverage Factor of at least 2.085. The Pricing Date is on or about April 15, 2026 and the Original Issue (Settlement) Date is on or about April 20, 2026. Notes mature April 20, 2032 with an Observation Date of April 15, 2032. Investors receive $1,000 plus leveraged upside if the Final Basket Value exceeds the Initial Basket Value; if the Final Basket Value is between the Initial Basket Value and the 80.00 Barrier Amount, investors receive principal; below the Barrier Amount investors lose an equivalent percentage of principal. Estimated value examples shown are approximately $980 per $1,000 and will not be less than $950 per $1,000 when set. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering Trigger GEARS — unsecured debt securities due April 25, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The return is linked to an unequally weighted basket of five equity indices with an Initial Basket Value of 100, a Downside Threshold of 75.00 (75% of initial), and an Upside Gearing expected between 1.70 and 1.80. If the Basket Return is positive, holders receive principal plus the Basket Return times the Upside Gearing; if the Basket Return is zero or negative but the Final Basket Value ≥ the Downside Threshold, principal is returned; if the Final Basket Value < the Downside Threshold, principal is lost in proportion to the negative Basket Return. Issue price is $10.00 per security (minimum $1,000), estimated value shown around $9.409 (not less than $9.10), and selling commissions up to $0.35 per $10 security.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Trigger GEARS — unsecured debt securities due April 25, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The return is linked to an unequally weighted basket of five equity indices with an Initial Basket Value of 100, a Downside Threshold of 75.00 (75% of initial), and an Upside Gearing expected between 1.70 and 1.80. If the Basket Return is positive, holders receive principal plus the Basket Return times the Upside Gearing; if the Basket Return is zero or negative but the Final Basket Value ≥ the Downside Threshold, principal is returned; if the Final Basket Value < the Downside Threshold, principal is lost in proportion to the negative Basket Return. Issue price is $10.00 per security (minimum $1,000), estimated value shown around $9.409 (not less than $9.10), and selling commissions up to $0.35 per $10 security.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to one share of Qualcomm (QCOM), expected to price on or about April 17, 2026 and settle on or about April 22, 2026. The notes pay quarterly Contingent Interest (at least 10.75% per annum) when the Reference Stock on a Review Date is ≥ the Interest Barrier (50.00% of Initial Value). The notes are automatically called early if the Reference Stock on an intermediate Review Date is ≥ the Initial Value; maturity is April 20, 2028. Investors face full credit exposure to JPMorgan Financial and its guarantor, potential loss of principal if Final Value < Trigger Value, limited upside (no stock appreciation participation), and limited liquidity. The pricing supplement discloses an estimated note value of approximately $960.00 per $1,000 principal amount (not less than $940.00).

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to one share of Qualcomm (QCOM), expected to price on or about April 17, 2026 and settle on or about April 22, 2026. The notes pay quarterly Contingent Interest (at least 10.75% per annum) when the Reference Stock on a Review Date is ≥ the Interest Barrier (50.00% of Initial Value). The notes are automatically called early if the Reference Stock on an intermediate Review Date is ≥ the Initial Value; maturity is April 20, 2028. Investors face full credit exposure to JPMorgan Financial and its guarantor, potential loss of principal if Final Value < Trigger Value, limited upside (no stock appreciation participation), and limited liquidity. The pricing supplement discloses an estimated note value of approximately $960.00 per $1,000 principal amount (not less than $940.00).

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JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak reported an open-market sale of 9,136 shares of Common Stock on April 15, 2026 at an average price of $306.5579 per share. After this transaction, she directly owns 90,001 shares of JPMorgan common stock.

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JPMorgan Chase & Co. Chief Operating Officer Jennifer Piepszak reported an open-market sale of 9,136 shares of Common Stock on April 15, 2026 at an average price of $306.5579 per share. After this transaction, she directly owns 90,001 shares of JPMorgan common stock.

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JPMorgan Chase & Co. Co-CEO of CIB Douglas B. Petno reported an open-market sale of 5,660 shares of JPMorgan Chase & Co. common stock on April 15, 2026 at an average price of $306.5758 per share.

After this transaction, he holds 381,807 shares directly, and an additional 70,457 shares indirectly through family trusts. The sale represents a small portion of his overall reported holdings and does not involve any derivative exercises or option activity in this filing.

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JPMorgan Chase & Co. Co-CEO of CIB Douglas B. Petno reported an open-market sale of 5,660 shares of JPMorgan Chase & Co. common stock on April 15, 2026 at an average price of $306.5758 per share.

After this transaction, he holds 381,807 shares directly, and an additional 70,457 shares indirectly through family trusts. The sale represents a small portion of his overall reported holdings and does not involve any derivative exercises or option activity in this filing.

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JPMorgan Chase & Co executive Marianne Lake, CEO of Consumer & Community Banking, reported an indirect open-market sale of 6,427 shares of common stock on April 15, 2026 at 306.5666 per share through GRATs. Following this transaction, she indirectly holds 130,872 shares via GRATs, in addition to 73,726 shares held directly and 64,271 shares held indirectly through a family trust.

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JPMorgan Chase & Co executive Marianne Lake, CEO of Consumer & Community Banking, reported an indirect open-market sale of 6,427 shares of common stock on April 15, 2026 at 306.5666 per share through GRATs. Following this transaction, she indirectly holds 130,872 shares via GRATs, in addition to 73,726 shares held directly and 64,271 shares held indirectly through a family trust.

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JPMorgan Chase & Co. reported an insider stock sale by Mary E. Erdoes, CEO of Asset & Wealth Management. She completed an open-market sale of 12,345 shares of common stock at about $306.57 per share, and now directly holds 639,047 JPMorgan shares after this transaction.

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JPMorgan Chase & Co. reported an insider stock sale by Mary E. Erdoes, CEO of Asset & Wealth Management. She completed an open-market sale of 12,345 shares of common stock at about $306.57 per share, and now directly holds 639,047 JPMorgan shares after this transaction.

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JPMorgan Chase & Co.'s Chief Information Officer Lori A. Beer reported an open-market sale of 3,166 shares of JPM common stock. The transaction was executed at a price of $306.5887 per share. Following this sale, she directly holds 69,948 shares of JPM common stock.

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Rhea-AI Summary

JPMorgan Chase & Co.'s Chief Information Officer Lori A. Beer reported an open-market sale of 3,166 shares of JPM common stock. The transaction was executed at a price of $306.5887 per share. Following this sale, she directly holds 69,948 shares of JPM common stock.

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FAQ

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

StockTitan tracks 514 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 16, 2026.