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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 $4,300,000 of five-year Return Notes due July 3, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes, priced on June 30, 2026 and expected to settle on or about July 6, 2026, return $1,000 plus a Basket Return linked to an unequally weighted basket of the S&P 500® Futures Excess Return Index, the STOXX® Europe 600 Index and the MSCI Emerging Markets Index. The best-performing Index receives 80.00% weighting, the second-best 20.00% and the worst 0.00%. Investors receive no interest or dividends and may lose some or all principal if the Final Basket Value is less than the Initial Basket Value.

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JPMorgan Chase Financial Company LLC priced $30,000 of Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index. The notes priced on June 30, 2026 with expected settlement on or about July 6, 2026, $1,000 minimum denomination and maturity on July 3, 2031. If the Index closes at or above step-up Call Values on any pre-final Review Date, the notes will be automatically called and pay principal plus the applicable Call Premium Amount. If not called, maturity pays $1,000 plus an Additional Amount equal to $1,000 × Index Return × Participation Rate (Participation Rate: 100.00%), subject to a floor of zero. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co., exposing investors to the issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the MerQube US Large‑Cap Vol Advantage Index, with expected pricing on or about July 8, 2026 and settlement on or about July 10, 2026. The notes mature on July 11, 2031 but may be automatically called on specified Review Dates beginning July 12, 2027. Key economic terms: Call Value = 90.00% of the Initial Value; Upside Leverage Factor = 1.75; Barrier Amount = 60.00% of the Initial Value. The Index used for payoffs reflects a 6.0% per annum daily deduction. If not called, payoff at maturity is $1,000 + ($1,000 × Index Return × 1.75) when Final Value > Initial Value; if Final Value < Barrier, investors lose proportionally and could lose all principal. The estimated value at issuance is approximately $922.50 per $1,000 note (minimum stated $900.00); price to public is $1,000 per note. Payments are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; investors bear issuer credit risk and limited liquidity.

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JPMorgan Chase Financial Company LLC priced $4,225,000 of Auto Callable Accelerated Barrier Notes due July 3, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes, priced on June 30, 2026 and expected to settle on or about July 6, 2026, pay no interest, carry a 2.15 upside leverage factor and a 65.00% barrier. An automatic call may occur if the Basket closing level on the Review Date (July 6, 2027) is at or above the Call Value, producing a cash payment of $1,090 per $1,000 note (principal plus $90 Call Premium). The product links returns to an unequally weighted Basket (40% S&P 500, 30% Russell 2000 Futures Excess Return, 20% EFA, 10% EEM) and exposes investors to credit risk of JPMorgan Financial and JPMorgan Chase & Co., potential loss of principal, limited liquidity and other risks described herein.

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JPMorgan Chase Financial Company LLC priced $1,715,000 of Callable Contingent Interest Notes due July 6, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes were priced on June 30, 2026 and are expected to settle on or about July 6, 2026.

The notes pay a Contingent Interest Rate of 11.90% per annum (equal to $29.75 per $1,000 each quarter) only for each Review Date on which the closing value of each Underlying is at least 70.00% of its Initial Value (the Interest Barrier). The notes are callable at the issuer's option on certain Interest Payment Dates (earliest possible early redemption: January 5, 2027) and expose holders to principal loss if the Least Performing Underlying falls below its Trigger Value (60.00% of Initial Value) at maturity.

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JPMorgan Chase Financial Company LLC priced $1,000,000 of Review Notes linked to the least performing of the TOPIX Index, the iShares® MSCI Emerging Markets ETF and the iShares® Russell 2000 Value ETF, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes priced on June 30, 2026 with expected settlement on or about July 6, 2026 and a stated maturity of July 3, 2031. Automatic call may occur as early as July 6, 2027, and the CALL and BARRIER mechanics include a 70.00% Barrier Amount and Call Premiums that rise from 16.00% (first Review Date) to 80.00% (final Review Date). Investors receive no interest or dividends; payment at maturity (if not called) is exposed to the Least Performing Underlying Return and may result in loss of principal.

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JPMorgan Chase Financial Company LLC priced an offering of $1,150,000 of Auto Callable Contingent Interest Notes linked to the capital stock of International Business Machines Corporation (IBM), with settlement expected on or about July 6, 2026.

The notes pay a 15.00% per annum contingent interest (3.75% per quarter) when the Reference Stock on a Review Date is ≥ the Interest Barrier (53.00% of the Initial Value). The notes may be automatically called beginning December 30, 2026. If not called, principal at maturity depends on the Final Value versus the Trigger Value; holders can lose more than 47.00% of principal and could lose all principal if the Final Value is sufficiently low. Payments are obligations of JPMorgan Chase Financial and fully guaranteed by JPMorgan Chase & Co.; investors bear the guarantor and issuer credit risk.

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JPMorgan Chase Financial Company LLC offers $350,000 of Auto Callable Contingent Interest Notes linked to Sandisk Corporation stock, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly contingent interest at a 34.60% per annum rate when the Reference Stock closes at or above an Interest Barrier of 50.00% of the Initial Value. The notes priced on June 30, 2026, settle on or about July 6, 2026, carry a minimum denomination of $1,000, and may be automatically called beginning September 30, 2026 if the Reference Stock meets the call condition. Principal is at risk: if the Final Value is below the Trigger Value at maturity, payment can be reduced proportionally and investors could lose most or all principal.

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JPMorgan Chase Financial Company LLC is offering auto-callable buffered equity notes linked to the MSCI Emerging Markets Index. The notes pay a call premium of at least 17.50% if automatically called on the Review Date and, if not called, provide uncapped upside at maturity subject to a Contingent Minimum Return of at least 35.00%. The notes include a Buffer Amount of 15.00% and a Downside Leverage Factor of 1.17647, meaning losses beyond the 15.00% buffer are amplified. Pricing and settlement dates are on or about July 2, 2026 and July 8, 2026, with valuation on July 3, 2028 and maturity on July 7, 2028. Payments are unsecured obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co.; all payments are subject to issuer and guarantor credit risk. The estimated value will be provided in the pricing supplement and will not be less than $960.00 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $105,000 principal amount of Uncapped Accelerated Barrier Notes linked to the Bloomberg Commodity, due July 3, 2031, with settlement expected on or about July 6, 2026. The notes offer an Upside Leverage Factor of 2.15 and a Barrier Amount of 70.00% of the Initial Value. The Initial Value was 123.1774 on the June 30, 2026 Pricing Date. The notes pay at maturity based on the Index Return multiplied by the Upside Leverage Factor if the Final Value exceeds the Initial Value; if the Final Value is below the Barrier Amount, investors bear losses pro rata and could lose all principal. The estimated value when set was $954.30 per $1,000 note and the public price was $1,000 per note. Payments are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by 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 2, 2026.