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JPMORGAN CHASE & CO (JPM) SEC Filings, Jul 2, 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.

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The pricing supplement describes a primary issuance of Trigger PLUS notes by JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co. The offering registers an aggregate principal amount of $8,519,000. Each Trigger PLUS has a $1,000 stated principal amount and an issue price of $1,000. At maturity on July 6, 2032, payments depend on the S&P 500® Index performance versus an initial index value of 7,499.36, with a trigger level at 6,374.456 (85% of the initial index). If the final index exceeds the initial index, investors receive $1,000 plus leveraged upside equal to 130.80% of the index percent increase subject to a maximum payment of $1,850.00 per note. If the final index is below the trigger level, investors receive an amount equal to the stated principal multiplied by the index performance factor and may lose a significant portion or all of principal.

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JPMorgan Chase Financial Company LLC is offering uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index due July 13, 2028, fully guaranteed by JPMorgan Chase & Co. The notes target an Upside Leverage Factor of 1.20 and provide a 20.00% buffer against index declines; if the Index falls more than 20.00%, investors lose 1% of principal for each 1% decline beyond the buffer, up to an 80.00% loss (receiving as little as $200 per $1,000). Minimum denomination is $1,000. The notes are unsecured obligations of JPMorgan Financial and are subject to the issuer and guarantor credit risk. Estimated value at pricing illustrative: $985.50 per $1,000, with an estimated floor at pricing of $900.00 per $1,000. Pricing is expected on or about July 8, 2026 with settlement on or about July 13, 2026. Investors should review the detailed Risk Factors, tax discussion, liquidity limitations, and the pricing supplement for final terms.

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JPMorgan Chase Financial Company LLC priced contingent income callable securities with an aggregate principal amount of $7,520,000, issued at $1,000 per security and guaranteed by JPMorgan Chase & Co. The notes pay a contingent quarterly payment of $31.625 (3.1625%) per security only if the EURO STOXX 50®, S&P 500® and Russell 2000® close each day of a quarterly monitoring period at or above 75% of their initial index values. The issuer may redeem the notes at its discretion on contingent payment dates for the stated principal plus any contingent payment. If not redeemed and the final index value of any underlying index is below its 75% downside threshold, the maturity payment will equal $1,000 times the index performance factor of the worst performing index, which could be less than 75% of principal or zero. The estimated value at pricing was $963.30 per $1,000 stated principal; estimated proceeds to issuer were $980.00 per security after $15.00 in fees and commissions.

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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, expected to price on or about July 10, 2026 and settle on or about July 15, 2026. Each note has a $1,000 principal amount and minimum denomination of $1,000.

The notes pay monthly contingent interest only when the Index closes at or above an Interest Barrier of 70.00% of the Initial Value, are subject to automatic quarterly calls if the Index closes at or above the Initial Value (earliest autocall date January 11, 2027), and return principal at maturity or less depending on the Final Value relative to a Trigger Value of 50.00% of Initial Value. The Index applies a 6.0% per annum daily deduction, the Contingent Interest Rate will be at least 17.75% per annum, and the estimated value at pricing is approximately $926.30 per $1,000 note (not less than $900.00).

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JPMorgan Chase Financial Company LLC is offering Contingent Income Auto-Callable Securities due July 13, 2029, linked to the common stock of Capital One Financial Corporation. Each security has a $1,000 stated principal amount and an issue price of $1,000. Investors may receive a contingent quarterly payment only if the underlying stock's closing price on a determination date is at least 60% of the initial stock price (the downside threshold). The notes are auto-callable: if the stock equals or exceeds the initial stock price on any interim determination date, securities redeem early for principal plus the contingent payment. If not called and the final stock price is below the downside threshold, the maturity payment equals the stated principal multiplied by the stock performance factor and could be less than 60% of principal or zero. Payments are obligations of JPMorgan Chase Financial and are fully guaranteed by JPMorgan Chase & Co.; holders bear issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC offers structured Auto‑Callable Contingent Interest Notes due July 13, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments if both the Russell 2000® and S&P 500® close at or above 60.00% of their Initial Values on a Review Date and will be automatically called if both Indices close at or above their Initial Values on any Review Date. The notes have a minimum stated Contingent Interest Rate of 8.50% per annum (actual rate set in the pricing supplement), a principal denomination of $1,000, expected pricing on or about July 8, 2026 and expected settlement on or about July 13, 2026. Purchasers are exposed to credit risk of JPMorgan Financial and JPMorgan Chase & Co., potential loss of principal if the Lesser Performing Index declines and a Trigger Event occurs, limited upside (no participation in index appreciation) and likely illiquidity.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index that mature on July 17, 2031 and are fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called on scheduled Review Dates beginning July 19, 2027 for cash equal to principal plus a specified Call Premium Amount. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost; the notes feature a 15.00% downside Buffer Amount and can result in a loss of up to 85.00% of principal at maturity if the Final Value declines beyond the buffer. The notes are unsecured obligations of the issuer, not FDIC insured, offered in minimum denominations of $1,000, and are expected to price on or about July 14, 2026 with settlement on or about July 17, 2026.

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JPMorgan Chase Financial Company LLC is offering Structured Investments Auto Callable Contingent Interest Notes linked to the lesser performing of the Russell 2000® and S&P 500® Indices, due July 13, 2027, with payments fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may pay quarterly Contingent Interest Payments only if both Indices are at or above an Interest Barrier of 70.00% of initial value on a Review Date and will be automatically called early if both Indices are at or above their Initial Values on any Review Date. The pricing supplement states an example estimated value of $984.70 per $1,000 note and that the estimated value will not be less than $900.00 per $1,000. Investors bear full issuer and guarantor credit risk, possible loss of principal if a Trigger Event occurs, limited appreciation (only contingent interest payments), limited liquidity, and tax and withholding considerations described in the supplement.

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JPMorgan Chase Financial Company LLC is offering Auto-Callable Dual Directional Trigger PLUS securities linked to the iShares® Bitcoin Trust ETF, aggregating $2,546,000. The Trigger PLUS pay no interest, have a stated principal of $1,000 per note and an issue price of $1,000 per Trigger PLUS.

If on the redemption observation date the ETF closing price is at or above the initial share price, each Trigger PLUS will be auto-redeemed for $1,253.50. If no early redemption occurs, maturity is July 6, 2028 with a 150% leveraged upside if the final share price exceeds the initial price. A trigger level is set at $24.9675 (75% of the initial share price $33.29); below that level investors suffer losses pro rata to share decline. The estimated value at pricing was $958.90 per $1,000 stated principal.

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JPMorgan Chase Financial Company LLC is offering $7,241,000 of PLUS linked to the TOPIX® Index due October 5, 2027. Each $1,000 stated principal PLUS offers 300% leveraged upside on a limited positive range of TOPIX performance (capped at a $1,325 maximum payment) and exposes investors 1:1 to negative index performance.

The securities are unsecured obligations of JPMorgan Chase Financial Company LLC, fully and unconditionally guaranteed by JPMorgan Chase & Co. The offering price is $1,000 per PLUS (issue price) and the estimated value on the pricing date was $971.80 per $1,000. Purchases will incur selling commissions and structuring fees; secondary market liquidity and tax treatment are discussed in the document.

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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 2, 2026.