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.
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.
JPMorgan Chase & Co. granted Chief Risk Officer Ashley Bacon 18,108 restricted stock units (RSUs) on January 20, 2026. Each RSU represents a contingent right to receive one share of JPMorgan Chase common stock. The award reflects 50% of Bacon's equity-based incentive compensation for performance year 2025, with the remaining 50% granted as performance share units.
The 18,108 RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. The equity incentives are subject to the firm's bonus recoupment policy, recapture provisions that allow cancellation or recovery of value in specified circumstances, and additional protection-based vesting provisions for Operating Committee members that may lead to cancellation subject to board committee ratification.
JPMorgan Chase Co-CEO of CIB Douglas B. Petno reported new equity awards and small share movements. On January 20, 2026, he received 25,938 Restricted Stock Units (RSUs), each representing one share of JPMorgan Chase common stock, at a price of $0.0000. These RSUs represent 50% of his equity-based incentive compensation for performance year 2025, with the other 50% awarded as Performance Share Units.
The RSUs vest in two equal installments: 50% on January 13, 2028 and 50% on January 13, 2029. They are subject to the firm’s bonus recoupment policy, recapture provisions, and additional protection-based vesting conditions for Operating Committee members. On January 21, 2026, a code "G" transaction moved 811 common shares at $0.0000, leaving 368,315 shares held directly. In addition, 70,457 common shares are held indirectly through family trusts.
JPMorgan Chase & Co. closed several debt offerings on January 22, 2026. The bank issued $400,000,000 of Floating Rate Notes due 2032, $2,600,000,000 of Fixed-to-Floating Rate Notes due 2032, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2037. These Notes were issued under an existing shelf registration statement on Form S-3. A legal opinion from Simpson Thacher & Bartlett LLP on the validity of the Notes, along with related consents and technical Inline XBRL cover-page data, is included as exhibits.
JPMorgan Chase & Co. Chairman & CEO James Dimon reported a charitable stock gift. On 01/20/2026, he transferred 90,000 shares of JPMorgan Chase & Co. common stock as a disposition coded “G,” which is described as a contribution to a non profit organization at a price of $0.0000 per share. After this gift, he directly holds 1,667,862 JPMorgan common shares.
In addition to his direct holdings, Dimon reports indirect ownership of 8,945.4943 shares through a 401(k), 4,278,796 shares through family trusts, 116,466 shares through an LLC, and 273,035 shares held by his spouse, with a disclaimer of beneficial ownership for certain indirect shares except to the extent of any pecuniary interest. He continues to serve as both Director and Chairman & CEO of JPMorgan Chase & Co.
JPMorgan Chase & Co. reported that it held an investor presentation on January 13, 2026 to review its fourth quarter 2025 earnings. The company furnished the presentation slides as Exhibit 99, noting that this material is provided under Regulation FD and is not deemed filed for liability purposes or incorporated into other securities offerings. The filing also includes standard forward-looking statement cautions, referring readers to prior annual and quarterly reports for risk factors, and provides Inline XBRL cover page data as additional exhibits.
JPMorgan Chase & Co. reported 2025 fourth quarter net income of $13.0 billion, or $4.63 per share. This compares with net income of $14.0 billion, or $4.81 per share, in the fourth quarter of 2024, indicating slightly lower profit and earnings per share versus the prior year period.
The company also provided a detailed earnings release and a financial supplement as exhibits, giving more information on its business performance and financial condition for the quarter.
JPMorgan Chase & Co director reports deferred stock award
A director of JPMorgan Chase & Co deferred a portion of their quarterly board retainer into company equity. On 12/31/2025, the director acquired 112.6694 shares of JPMorgan Chase common stock at a price of $322.22 per share, recorded as an acquisition rather than an open-market purchase.
After this transaction, the director beneficially owned a total of 13,726.3592 shares of JPMorgan Chase common stock, held directly. The filing explains that the award represents a deferral of the quarterly retainer that will be payable in common stock following the director’s termination of service.
JPMorgan Chase & Co. director reports deferred stock retainer
A director of JPMorgan Chase & Co. reported a Form 4 transaction dated 12/31/2025 involving company common stock. The filing shows an acquisition coded as “A(1),” with the footnote explaining this represents a deferral of the director’s quarterly cash retainer, which will be paid in common stock after the director’s service ends.
Following this transaction, the director beneficially owns 12,292.522 shares of JPMorgan Chase common stock held directly and 45 shares held indirectly through a spouse. The transaction reflects compensation taken in equity rather than cash, increasing the director’s reported ownership stake in the company.
JPMorgan Chase & Co. director activity shows a routine change in stock-based compensation. On 12/31/2025, a director acquired 139.6561 shares of common stock at $322.22 per share, identified as an "A (1)" transaction. After this, the director beneficially owned 28,534.8572 shares directly. The filing also reports 124,155 shares of common stock held indirectly through The GWL Living Trust. A footnote explains the transaction as a deferral of a quarterly retainer, which will be paid in common stock after the director’s service ends.
JPMorgan Chase & Co. director reports deferred stock compensation. A company director filed a report of a transaction dated 12/31/2025 showing acquisition of 174.5702 shares of JPMorgan Chase & Co. common stock at a price of $322.22 per share. The filing explains this represents a deferral of the director’s quarterly retainer, which will be paid in common stock following termination of service as a director.
After this transaction, the director beneficially owns 205,550.3435 shares directly and 55,245 shares indirectly through a Grantor Retained Annuity Trust. The filing notes that 19,755 shares were previously transferred from the trust to the grantor on 10/15/2025 under the trust’s terms, in a transaction described as exempt from Section 16 pursuant to Rule 16a-13.