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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 a $725,000 offering of 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 12, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no interest; at maturity investors receive $1,000 plus 1.71× the appreciation of the least performing Index if that Index closes above its Initial Value, receive principal if all Indices finish at or above the 70.00% Barrier, and otherwise lose an amount equal to the decline in the least performing Index.

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JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes due August 2, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only if each of the Nasdaq-100®, Russell 2000® and S&P 500® closes at or above 70.00% of its Initial Value on an Interest Review Date and will be automatically called on a quarterly Autocall Review Date if each Index is at or above its Initial Value. The notes are unsecured obligations of JPMorgan Financial and carry the credit risk of both JPMorgan Financial and its guarantor. Pricing is expected on or about July 28, 2026 with settlement on or about July 31, 2026. The documents emphasize loss of principal risk, limited upside (interest capped to contingent payments), limited liquidity and that estimated values will be lower than the public price.

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JPMorgan Chase Financial Company LLC is offering structured review notes linked to the MerQube US Tech+ Vol Advantage Index with an expected pricing date on or about July 14, 2026 and settlement on or about July 17, 2036. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost applied to the QQQ Fund, which will reduce index performance versus an identical index without those deductions. The notes may be automatically called beginning on July 16, 2029 on specified Review Dates if the Index closing level is greater than or equal to the Call Value of 100.00% of the Initial Value, producing predefined Call Premium Amounts per $1,000 principal (starting at $360 on the first Review Date and up to $1,200 on the final Review Date). If not called, holders receive principal at maturity. The estimated value at issuance would be approximately $908.40 per $1,000, and the pricing supplement will include final Call Premium Amounts, the comparable yield, projected payment schedule and tax treatment.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes due February 3, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments when each index (Nasdaq-100, Russell 2000, S&P 500) is at or above an Interest Barrier equal to 70.00% of its Initial Value. The notes may be automatically called on quarterly Autocall Review Dates beginning as early as February 1, 2027. The expected pricing date is on or about July 31, 2026 with settlement on or about August 5, 2026. Minimum denomination is $1,000. The actual Contingent Interest Rate will be set at pricing and will be at least 10.75% per annum; the pricing cover estimates the notes' value at approximately $975.90 per $1,000 note and states the estimated value will not be less than $900.00 per note. Investors face principal loss if the Least Performing Index finishes below its Trigger Value at maturity and should review the detailed Risk Factors and tax treatment sections in the prospectus materials.

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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 February 2, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only when each Index is at or above an Interest Barrier equal to 70.00% of its Initial Value and may be automatically called beginning January 28, 2027. The notes are issued in minimum denominations of $1,000, have an estimated value shown as $965.80 per $1,000 and an estimated value floor of $900.00 per $1,000. Investors face credit risk of the issuer and guarantor, potential loss of principal if the least performing Index falls below the Trigger Value, limited upside (no participation in Index appreciation) and potential lack of liquidity.

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JPMorgan Chase Financial Company LLC is offering Structured Investments linked to the MerQube US Tech+ Vol Advantage Index, with total proceeds to issuer of $317,392 and a price to public of $1,000 per note. The notes mature on July 10, 2031 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes can be automatically called beginning July 9, 2027 on scheduled Review Dates for a per-note Call Premium that rises to $577.50 on the final Review Date. The Index is subject to a 6.0% per annum daily deduction and a notional financing cost. Investors face up to an 85.00% principal loss at maturity if the Final Value declines beyond a 15.00% Buffer Amount. The notes do not pay interest or dividends, have minimum denominations of $1,000, and were priced on July 7, 2026.

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JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due July 19, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments on scheduled Review Dates only if the closing price of one share of each Fund is ≥ 70.00% of its Initial Value (the Interest Barrier), are callable by the issuer on certain Interest Payment Dates, and may return less than principal at maturity if the Final Value of either Fund is below its Trigger Value.

The notes have minimum denominations of $1,000, are expected to price on or about July 15, 2026 and settle on or about July 20, 2026, and carry CUSIP 46661CQK5. The estimated value when priced is approximately $971.70 per $1,000, and will not be less than $940.00 per $1,000. The Contingent Interest Rate will be at least 13.50% per annum. Payments depend on the individual performance of the iShares MSCI EAFE ETF and the iShares MSCI Emerging Markets ETF; the lesser performing Fund determines the payment at maturity.

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JPMorgan Chase Financial Company LLC is offering 10-year, non‑call 3‑year auto‑callable review notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes price on July 14, 2026 with maturity on July 17, 2036 and a minimum denomination of $1,000. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost; Index exposure is capped at 500% and floored at 0%.

The notes may be automatically called on monthly Review Dates if the Index closes at or above the Call Value, paying principal plus a Call Premium determined at pricing (not less than 12.00% per annum). If not called, the notes repay principal at maturity and pay no upside beyond any Call Premium. Estimated value at issuance will be at least $900.00 per $1,000 principal amount. Payments are subject to the credit risk of the issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering capped dual directional buffered return enhanced notes linked to the lesser performing of the Nasdaq-100 Index and the S&P 500 Index, subject to completion dated July 8, 2026. The notes price is $1,000 per note with minimum denominations of $1,000.

The notes provide a capped upside equal to 1.50 times any positive Lesser Performing Index Return subject to a Maximum Upside Return of 18.00%, an unleveraged positive payment when the Lesser Performing Index declines up to a Buffer Amount of 20.00%, and downside losses beyond the buffer (investors may lose up to 80.00% of principal). The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. Expected pricing and settlement dates are on or about July 24, 2026 and July 29, 2026, respectively. The estimated value if priced today is approximately $988.20 per $1,000 note (not less than $900.00 when set).

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JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the Russell 2000® Index, due July 19, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called beginning on July 21, 2027. If called, holders receive $1,000 plus a Call Premium Amount that will be provided in the pricing supplement and will not be less than $271.50. If not called, maturity payoffs depend on the least performing Index: investors receive $1,000 plus 1.50× the Least Performing Index Return for positive performance, full principal if final levels are between 70% of initial values and initial values, and suffer proportional principal loss below the 70% Barrier. Notes do not pay interest or dividends, are unsecured obligations of JPMorgan Financial, and carry the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

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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.