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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.

Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $1,052,000 of Digital Barrier Notes linked to Oracle Corporation (ORCL) stock, expected to settle on or about July 6, 2026 and maturing on July 6, 2028. Each $1,000 note pays a contingent digital return of 40.00% at maturity if the Final Value of Oracle is at least 50.00% of the Initial Value (the Barrier Amount). The Initial Value on the June 30, 2026 pricing date was $146.55. If the Final Value is below the Barrier Amount, payment at maturity equals $1,000 plus the Stock Return, exposing investors to a one-for-one loss of principal; losses can exceed 50.00% and principal could be fully lost. The notes are unsecured obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; any payments are subject to issuer and guarantor credit risk. The price to public was $1,000 per note with an estimated value of $945.20 per $1,000 note, selling commissions and issuer hedging costs included in the issue price.

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JPMorgan Chase Financial Company LLC priced a $750,000 offering of Callable Contingent Interest Notes linked to one share of Delta Air Lines, Inc. (Reference Stock) due July 6, 2028, with settlement expected on or about July 6, 2026. The notes pay a Contingent Interest Rate of 12.20% per annum (3.05% per quarter) when each Review Date closing price of the Reference Stock is at or above an Interest Barrier of 50.00% of the Initial Value (Interest Barrier = $46.83). The notes are callable by the issuer beginning January 5, 2027. Purchase price was $1,000 per note (minimum denomination $1,000); proceeds to issuer were $736,125 after fees and commissions.

The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; they expose holders to issuer and guarantor credit risk, potential loss of principal if the Final Value is below the Trigger Value, limited appreciation (holders do not participate in share upside), potential lack of liquidity, and contingent tax withholding risks for Non-U.S. holders.

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JPMorgan Chase Financial Company LLC priced $581,000 of Step-Up Auto Callable Notes linked to the S&P® Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER. The notes priced on June 30, 2026 and are expected to settle on or about July 6, 2026.

The notes pay no interest, have $1,000 minimum denominations, a 100.00% participation rate, an Initial Value of 121.90, automatic call opportunities on Review Dates beginning July 2, 2027, and a maturity date of July 6, 2029. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC priced $14,133,000 of Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index (MAX) on June 30, 2026, expected to settle on or about July 6, 2026. The notes mature on July 6, 2033 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no interest, have a 100.00% Participation Rate, an Initial Value of 316.20, and a stepped automatic-call feature beginning on July 2, 2027 with increasing Call Values and Call Premiums. Price to public was $1,000 per note; selling commissions were $34 per note and the estimated value at pricing was $908.10 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $2,423,000 of Auto Callable Contingent Interest Notes due July 7, 2031. The notes pay monthly contingent interest at a 16.50% per annum rate when the MerQube US Large-Cap Vol Advantage Index is at or above an Interest Barrier equal to 70.00% of the Initial Value, and are automatically callable beginning July 1, 2027 if the Index closes at or above the Initial Value on a Review Date.

Payments at maturity depend on the Final Value relative to a Trigger Value (example: a Final Value below the Trigger Value can result in principal loss proportional to Index return). The notes are unsecured obligations of JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., priced on July 1, 2026 and expected to settle on or about July 6, 2026.

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JPMorgan Chase Financial Company LLC priced Auto Callable Accelerated Barrier Notes linked to the iShares® Ethereum Trust ETF (ETHA) on June 30, 2026. The notes pay $1,350 per $1,000 if automatically called (Call Premium $350) on a Review Date of July 6, 2027. If not called, maturity is July 6, 2029 with an Upside Leverage Factor of 1.50 for appreciation above the Initial Value, a Barrier of 60.00% (Barrier = $7.134), and a $1,000 principal at risk if the Final Value falls below the Barrier. The notes were priced to public at $1,000 per note with an estimated value of $940.60 and minimum denominations of $1,000. Payments depend on the Fund closing prices on specified dates and are subject to issuer and guarantor credit risk and crypto-related volatility.

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JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., priced six series of Capped Buffered Return Enhanced Notes on June 30, 2026 that are expected to settle on or about July 6, 2026. Each series is linked to a single Underlying (SX5E, NDX, RTY, SPX, EFA, EEM). The notes provide 2.00× upside participation subject to a stated Maximum Return and a 10.00% Buffer; investors may lose up to 90% of principal if the Final Value falls sufficiently below the Initial Value. Denominations are $1,000 and integral multiples.

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JPMorgan Chase Financial Company LLC priced $925,000 of Capped Accelerated Barrier Notes linked to the State Street Health Care Select Sector SPDR ETF. The notes priced on June 30, 2026 and are expected to settle on or about July 6, 2026. Each $1,000 note offers an upside leverage factor of 1.25 with a maximum return of 14.50% (maximum payment $1,145.00) and a barrier at 70.00% of the initial value (initial value $158.66). If the Fund’s closing price on the observation date is below the barrier, investors suffer a proportionate loss of principal. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., carry significant liquidity and credit risk, do not pay interest or dividends and are not FDIC insured.

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JPMorgan Chase Financial Company LLC is offering $1,262,000 of Market Linked Securities—auto-callable notes linked to the common stock of Broadcom Inc. (AVGO) due July 6, 2029. Each note has a $1,000 principal amount, a 14.55% per annum contingent coupon rate, and contingent downside principal at risk tied to the Underlying Stock's closing prices.

The notes pay contingent quarterly coupons only if the Underlying Stock's closing price on each calculation day is at or above the threshold price $226.65 (60% of the starting price). The notes are auto-callable if the stock closing price on certain calculation days is at or above the call value $339.975 (90% of the starting price). If not called, maturity payment depends on the ending price; full principal is returned only if the ending price is at or above the threshold price, otherwise holders suffer downside loss calculated as $1,000 + ($1,000 × stock return).

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JPMorgan Chase Financial Company LLC priced $370,000 of Digital Barrier Notes due January 4, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Digital Return of 15.70% at maturity if the Final Value of the least performing of the Dow Jones Industrial Average, the Nasdaq-100 and the Russell 2000 is at least 70.00% of its Initial Value (Barrier Amount). If any Index finishes below its Barrier Amount, payment is tied to the Least Performing Index Return and principal can be partially or fully lost. The notes priced on June 30, 2026, are expected to settle on or about July 6, 2026, and mature on or about January 4, 2028.

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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.