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JPMORGAN CHASE & CO (JPM) SEC Filings, Jul 9, 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 Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, due July 31, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes seek an uncapped upside equal to at least an Upside Leverage Factor of 2.0325 times any Index appreciation, provide a 20.00% buffer against Index declines and expose investors to up to an 80.00% principal loss at maturity. Expected pricing is on or about July 28, 2026 with settlement on or about July 31, 2026. The estimated value if priced today is $974.50 per $1,000 and will not be less than $900.00 per $1,000 when set.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Dual Directional Accelerated Barrier Notes due July 19, 2029, fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called if each Index is at or above its Call Value on the Review Date (July 21, 2027) and, if called, will pay principal plus a Call Premium of at least $222.50 per $1,000 note. The notes pay at maturity either leveraged upside (Upside Leverage Factor 1.50), an absolute return if the Least Performing Index is between Initial Value and the Barrier Amount (70.00%), or a downside loss equal to the Least Performing Index Return if below the Barrier Amount. Estimated value at pricing is approximately $976.20 per $1,000 note and will not be less than $900.00. Pricing is expected on or about July 15, 2026 with settlement on or about July 20, 2026. Notes are unsecured, non-interest-bearing, minimum denomination $1,000, and subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC priced callable contingent-interest notes linked to the lesser performing of the Nasdaq-100® Technology Sector and the Russell 2000® Index, due January 20, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each $1,000 note pays contingent monthly interest only if on a Review Date both Indices are ≥ 70.00% of their Initial Values (the Interest Barrier); the same 70.00% level is the Final Review Trigger Value. The notes may be redeemed at issuer option on interest dates (earliest early-redemption date October 19, 2026). Expected pricing and settlement dates are on or about July 14, 2026 and July 17, 2026, respectively; minimum denomination is $1,000. The estimated value at pricing is shown as $976.30 per $1,000 (will not be less than $900.00); the Contingent Interest Rate will be at least 13.00% per annum. Holders face issuer/guarantor credit risk, potential loss of principal if the Lesser Performing Index finishes below the Trigger Value, limited upside (only contingent payments), no dividends or voting rights, and limited secondary-market liquidity.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index, due July 22, 2032, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may pay monthly Contingent Interest Payments only when the Index closing level on an Interest Review Date is >= the Interest Barrier (70.00% of the Initial Value) and will be automatically called on any quarterly Autocall Review Date if the Index closing level is >= the Initial Value. The earliest possible autocall date is January 19, 2027. The Index is subject to a 6.0% per annum daily deduction, and the estimated value at pricing is approximately $932.20 per $1,000 (not less than $900.00 per $1,000). Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., limited upside participation, potential for full loss of principal if Final Value < Trigger Value, and limited liquidity.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index due July 21, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments on each Review Date when the Index closing level is ≥ the Interest Barrier (80.00% of Initial Value) and may automatically call early if the Index on certain Review Dates is ≥ the Call Value; the earliest possible automatic call date is July 16, 2027. Investors face up to 70.00% principal loss at maturity if the Final Value is below the Buffer Threshold (70.00% of Initial Value) and the Buffer Amount is 30.00%. The Index is reduced by a 6.0% per annum daily deduction and a notional financing cost. Minimum denomination is $1,000; expected pricing on or about July 16, 2026 and settlement on or about July 21, 2026. The estimated value at pricing is approximately $915.80 per $1,000 and will be no less than $900.00.

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JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes linked to an unequally weighted Basket of the S&P 500®, Russell 2000®, EURO STOXX 50® and MSCI Emerging Markets Index. The notes have a $1,000 denomination, are expected to price on or about July 16, 2026 and to settle on or about July 21, 2026. The Basket weights are 40.00% S&P 500, 30.00% Russell 2000, 20.00% EURO STOXX 50 and 10.00% MSCI Emerging Markets. Key economic terms disclosed include a Barrier Amount equal to 65.00% of the Initial Basket Value, an Initial Basket Value set to 100.00, an Observation Date of July 16, 2031 and Maturity on July 21, 2031. The Upside Leverage Factor will be at least 1.20. The cover shows an estimated value of approximately $982.60 per $1,000 note and states the estimated value will not be less than $950.00 per $1,000. Payments at maturity vary by Final Basket Value: full principal is returned if Final Basket Value ≥ Barrier; otherwise losses accrue 1% per 1% decline below the Initial Basket Value. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; investors bear credit risk of both entities.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the S&P 500® Index due July 20, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are sold in minimum denominations of $1,000 and are expected to price on or about July 17, 2026 with settlement on or about July 22, 2026. An automatic call may occur on the Review Date with a Call Settlement Date of July 23, 2027; the Call Premium Amount will be provided in the pricing supplement and will not be less than $94.00 per $1,000 note. If not called, the notes pay at maturity an uncapped return equal to 2.00× the Index appreciation above the Initial Value, but expose investors to full downside below a Barrier Amount equal to 70% of the Initial Value.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the least performing of the DAX®, S&P 500® and Nasdaq-100®, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of at least 9.85% per annum (at least 2.4625% per quarter), with contingent quarterly payments only when each Index is at or above an Interest Barrier equal to 70.00% of its Initial Value. The notes may be automatically called beginning on the Review Date January 11, 2027 if each Index is at or above its Initial Value; maturity is January 13, 2028. If not called and the Final Value of any Index is below the Trigger Value, principal at maturity is reduced pro rata to the Least Performing Index Return (investors can lose more than 30.00% or all principal). Expected pricing and settlement are on or about July 9, 2026 and July 14, 2026, respectively; minimum denomination is $1,000. Payments and secondary market values depend on issuer and guarantor credit and model-driven estimated value assumptions.

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JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due June 25, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only when both the Russell 2000® and S&P 500® closing levels on a Review Date are at or above an Interest Barrier equal to 70.00% of each Index's Initial Value. The notes may be redeemed early beginning January 25, 2027. The estimated value at pricing is approximately $966.20 per $1,000 note and will not be less than $900.00 per $1,000 note; the Contingent Interest Rate will be at least 8.70% per annum. Payments at maturity depend on the performance of the Lesser Performing Index and can result in loss of principal if that Index finishes below its Trigger Value.

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JPMorgan Chase Financial Company LLC offers Uncapped Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index due August 5, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes target an uncapped upside equal to 2.075 times any Index appreciation at maturity and feature a Barrier Amount equal to 70.00% of the Initial Value. Pricing is expected on or about July 31, 2026 with settlement on or about August 5, 2026. The estimated value at pricing would be approximately $945.20 per $1,000 note and will not be less than $900.00 per $1,000 principal amount; minimum denominations are $1,000.

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FAQ

How many JPMORGAN CHASE & CO (JPM) SEC filings are available on StockTitan?

StockTitan tracks 7796 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 9, 2026.