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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 priced $1,171,000 of structured Review Notes due July 12, 2028, fully guaranteed by JPMorgan Chase & Co. The notes, linked to the lesser performing of the iShares® Semiconductor ETF (SOXX) and the Nasdaq-100 Index (NDX), may be automatically called beginning January 7, 2027 for stated Call Premiums. The notes were priced on July 7, 2026 with expected settlement on or about July 10, 2026. Each $1,000 note was offered at a public price of $1,000 (selling commission $25.00), with proceeds to the issuer of $975.00 per note. The structure includes a 20.00% Buffer Amount; if the lesser performing Underlying falls more than the buffer at final determination, principal is reduced by the excess loss (up to 80.00% of principal).

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JPMorgan Chase Financial Company LLC is offering structured Yield Notes linked to the lesser performing of ConocoPhillips common stock (COP) and the State Street Energy Select Sector SPDR ETF (XLE), due July 13, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay an interest rate of at least 8.50% per annum (at least $7.0833 per month per $1,000 note) and have $1,000 minimum denominations. Strike Values (set July 8, 2026) are $110.72 for COP and $55.60 for XLE; Trigger Values equal 60% of each Strike (COP: $66.432; XLE: $33.36). If on the Observation Date (July 10, 2028) the Final Value of either Underlying is below its Trigger Value, payment at maturity is reduced pro rata by the Lesser Performing Underlying Return; investors could lose more than 40% of principal and possibly all principal. The notes are unsecured obligations of JPMorgan Financial, credit-guaranteed by JPMorgan Chase & Co., expected to price on or about July 9, 2026 and settle on or about July 14, 2026. The estimated value per $1,000 note was approximately $990, and will not be less than $970 when set.

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JPMorgan Chase Financial Company LLC is offering auto-callable, accelerated barrier notes linked to the S&P 500® Futures Excess Return Index due July 14, 2033, fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called beginning on July 16, 2027; if called you receive $1,000 plus a Call Premium that will be provided in the pricing supplement and will be not less than $212.50. If not called, at maturity investors receive $1,000 + ($1,000 × Index Return × Upside Leverage Factor) when the Final Value exceeds the Initial Value; the Upside Leverage Factor is 2.00. A Barrier Amount equal to 70.00% of the Initial Value protects principal only if the Final Value is ≥ Barrier; below the Barrier the investor suffers a proportional loss. Minimum denomination is $1,000. Expected pricing date is on or about July 10, 2026 with settlement on or about July 15, 2026. The estimated value at pricing would be approximately $966.50 per $1,000 and will not be less than $900.00. Payments and secondary-market value are subject to issuer and guarantor credit risk and significant market, liquidity and model assumptions.

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JPMorgan Chase Financial Company LLC offers Digital Contingent Buffered Notes linked to the S&P 500® Index. The notes have a principal amount of $1,000 per note and a Contingent Buffer Amount of 10.00%. If the Ending Index Level is at or above the Index Strike Level, or up to 10.00% below it, holders receive a Contingent Digital Return that will be not less than 110.75%, producing a maximum payment of $2,107.50 per $1,000. If the Ending Index Level is more than 10.00% below the Index Strike Level, investors participate in the Index Return and may lose principal on a 1:1 basis. Key dates include a Pricing Date on or about July 9, 2026, Original Issue Date on or about July 14, 2026, Valuation Date July 8, 2036, and Maturity Date July 11, 2036. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co., and carry the credit risk of both entities.

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JPMorgan Chase Financial Company LLC is offering $250,000 of Callable Contingent Interest Notes, due January 6, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 23.50% per annum (monthly installments of $19.5833 per $1,000) only on Review Dates when the closing price of one share of each Reference Stock is at or above an Interest Barrier of 60.00% of its Strike Value. The Strike Date is July 2, 2026, the notes priced on July 7, 2026 and are expected to settle on or about July 10, 2026. Early redemption by the issuer is permitted on certain Interest Payment Dates, beginning October 7, 2026. At maturity, if any Reference Stock’s Final Value is below its Trigger Value (50.00% of Strike Value) the cash payoff is reduced pro rata by the Least Performing Stock Return, potentially producing losses in excess of 50.00% of principal.

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JPMorgan Chase Financial Company LLC is offering uncapped Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the S&P 500® Index due July 19, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes target an uncapped return equal to 1.71 times the appreciation of the least performing Index at maturity, pay no interest or dividends, carry significant principal-loss risk if the least performing Index falls below a 70.00% barrier, have a minimum denomination of $1,000, an estimated value of $978.00 per $1,000 (not less than $940.00 at pricing), are expected to price on or about July 15, 2026 and settle on or about July 20, 2026.

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JPMorgan Chase Financial Company LLC is offering Buffered Digital Notes fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the lesser performing of the Russell 2000® and the S&P 500® and provide a Contingent Digital Return of at least 8.50% if the lesser performing Index is no worse than 20.00% below its Initial Value at the Observation Date. The notes are expected to price on or about July 21, 2026 and settle on or about July 24, 2026, with an Observation Date of August 23, 2027 and Maturity Date of August 26, 2027. Minimum denomination is $1,000. The estimated value at pricing would be approximately $991.40 per $1,000 and will not be less than $900.00 per $1,000. Investors face up to 80.00% principal loss if the lesser performing Index declines by more than the buffer; payments depend on the creditworthiness of JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Structured Investments Auto Callable Contingent Interest Notes due August 2, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments when each of the Nasdaq-100®, Russell 2000® and S&P 500® closing levels is at least 70.00% of its Initial Value (the Interest Barrier). The notes are automatically called if each Index is at or above its Initial Value on any quarterly Autocall Review Date; the earliest possible automatic call date is January 28, 2027. The notes have a minimum denomination of $1,000, are expected to price on or about July 28, 2026 and settle on or about July 31, 2026. The pricing supplement states an estimated value of approximately $946.80 per $1,000 note (not less than $900.00) and an actual Contingent Interest Rate that will be at least 8.50% per annum. Payment at maturity, if not called, depends on the Least Performing Index and may result in a loss of principal.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500®, due August 3, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only if each index is at or above an Interest Barrier equal to 70.00% of its Initial Value, and they will be automatically called if each index is at or above its Initial Value on any quarterly Autocall Review Date, as early as February 1, 2027. Principal at maturity is linked to the Least Performing Index Return; if the Final Value of the least performing index is below the Trigger Value, you may lose some or all principal. The estimated value at pricing is approximately $965.60 per $1,000 note and will not be less than $900.00 per $1,000 note.

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JPMorgan Chase Financial Company LLC is offering Auto-Callable Trigger PLUS linked to the EURO STOXX 50® Index due July 22, 2032. Each Trigger PLUS has a $1,000 stated principal amount, a 150% leverage factor for positive index performance if not auto‑redeemed, and a trigger level of 75% of the initial index value. If the index on the redemption observation date (July 26, 2027) is at or above the initial index value, instruments will be automatically redeemed for at least $1,175.50 per Trigger PLUS. At maturity, investors receive either the principal plus leveraged upside, the principal only (if final index ≥ trigger level), or a loss tied to index performance (if final index < trigger level). The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to the issuer’s and guarantor’s credit risk.

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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.