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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 a structured note offering totaling $945,000 linked to the MerQube US Tech+ Vol Advantage Index, expected to settle on or about July 6, 2026 with a maturity date of July 3, 2031.

The notes have $1,000 minimum denominations, a price to public of $1,000 per note and selling commissions of $6.50 per note; the estimated value at pricing was $945.40 per $1,000 note. The notes can be automatically called beginning on July 6, 2027 on specified Review Dates for a cash payment equal to principal plus a tiered call premium. Investors face a 6.0% per annum daily deduction embedded in the Index, a 15.00% downside buffer, and may lose up to 85.00% of principal at maturity if the Index declines beyond the buffer.

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JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes due on or about July 7, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The Notes pay quarterly Contingent Coupons (expected to be at least 8.00% per annum) when both Underlyings close at or above their Coupon Barriers on an Observation Date and are automatically called after a one-year non-call period if both Underlyings close at or above their Initial Values on an Observation Date. If not called, repayment at maturity is contingent: if both Final Values are at or above their Downside Thresholds (70% of Initial Value), holders receive full principal plus the Contingent Coupon; if either Final Value is below its Downside Threshold, repayment is reduced pro rata to the decline of the Lesser Performing Underlying. Notes are offered at $10 per Note (minimum purchase $1,000), estimated value per $10 is approximately $9.685 (will not be less than $9.30), and UBS will receive up to $0.20 per $10 in selling commissions. Investing involves significant market and credit risk and you may lose a substantial portion or all of your principal.

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JPMorgan Chase Financial Company LLC priced a $500,000 issuance of Capped Accelerated Barrier Notes linked to the common stock of Broadcom Inc. The notes priced on June 30, 2026, are expected to settle on or about July 6, 2026, and mature on August 3, 2027.

The notes pay at maturity either principal plus 1.50 times any appreciation of Broadcom up to a 48.50% cap, return principal if Broadcom finishes at or above a 60.00% barrier of the Strike Value, or a loss proportional to the stock decline if the Final Value is below the barrier. The Strike Value was $372.45 and the Barrier Amount equals $223.47.

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JPMorgan Chase Financial Company LLC is offering $13,077,000.00 principal amount of market-linked, auto-callable securities priced at $1,000.00 per security with an estimated value of $958.40 per security. The securities pay a contingent coupon rate of 24.25% per annum, are linked to the lowest performing common stock of Netflix (NFLX), ServiceNow (NOW) and Salesforce (CRM), and mature on July 3, 2028. Coupons are monthly and payable only if the lowest performing Underlying Stock on a calculation day is at or above its threshold price (60% of the starting price). The securities are auto-callable if the lowest performing Underlying Stock on certain monthly calculation days equals or exceeds its starting price; if called you receive principal plus accrued contingent coupon(s). If not called, principal at maturity depends on the ending price of the lowest performing Underlying Stock and can result in a loss of more than 40% (and possibly all) of principal. These notes are unsecured obligations of the issuer, are not bank deposits or FDIC insured, and involve material conflicts of interest and valuation assumptions disclosed in the supplement.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Return Enhanced Notes linked to the MerQube US Tech+ Vol Advantage Index, due July 31, 2031, fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called if the Index on the August 3, 2027 Review Date is at or above the Call Value; the Call Premium Amount will be at least $300.00 per $1,000 principal amount note. If not called, maturity payment provides 3.00× the Index appreciation (Upside Leverage Factor) above the Initial Value, subject to a 15.00% Buffer Amount; losses beyond the buffer can reach up to 85.00% of principal. The Index level includes a 6.0% per annum daily deduction and a notional financing cost, which materially reduce index performance. The notes are unsecured obligations of JPMorgan Financial; payments depend on the issuer and guarantor creditworthiness. Expected pricing and settlement dates are on or about July 28, 2026 and July 31, 2026, respectively.

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JPMorgan Chase Financial Company LLC offers 5‑year auto‑callable buffered return enhanced notes linked to the MerQube US Tech+ Vol Advantage Index. The notes have a $1,000 minimum denomination, an Upside Leverage Factor of 3.00, and a 15.00% Buffer Amount. Pricing Date is July 28, 2026, with a Review Date on August 3, 2027, an Observation Date on July 28, 2031, and Maturity on July 31, 2031. The Index level incorporates a 6.0% per annum daily deduction and a notional financing cost. If the Index meets or exceeds the Call Value on the Review Date the notes will be automatically called for principal plus a Call Premium (the Call Premium will be determined on the Pricing Date and will be at least 30.00% per annum). The estimated value at issuance will be no less than $900.00 per $1,000 principal amount. Payments remain subject to the credit risk of the issuer and guarantor, and investors may lose some or most principal at maturity.

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JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes linked to the Bloomberg Commodity Index due July 31, 2031. The notes pay at maturity either principal plus an upside multiple (at least 1.85 times) of any index appreciation, return principal if the Final Value is at or above a 70.00% Barrier, or suffer downside loss pro rata below the Barrier. Notes price at $1,000 per note, have an estimated value near $926.50 and a stated minimum estimated value of $900.00. Pricing and settlement are expected on or about July 28, 2026 and July 31, 2026, respectively. The notes are unsecured obligations of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments remain subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering 3‑year auto‑callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes have a minimum denomination of $1,000, a pricing date of July 28, 2026, and mature on August 2, 2029. The Index reflects a 6.0% per annum daily deduction and targets dynamic exposure to E‑Mini S&P 500 futures.

The notes pay a quarterly contingent interest of at least 11.50% per annum (at least $28.75 per $1,000) if on a Review Date the Underlying is at or above the Interest Barrier/Trigger Value of 60.00%. The notes may be automatically called on certain Review Dates. Estimated value at issuance will be at least $900.00 per $1,000. Payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC priced $1,443,000 of uncapped digital barrier notes linked to the least performing of the S&P 500®, Russell 2000® and the Dow Jones Industrial Average®, with a contingent digital return of 24.50% and a barrier equal to 70.00% of each Index's initial value. The notes priced on June 30, 2026, expected to settle on or about July 6, 2026, and mature on July 6, 2029 with the Observation Date of July 2, 2029. If at maturity the least performing Index is at or above its barrier, holders receive $1,000 plus the greater of 24.50% or the least performing Index return; if any Index is below its barrier, holders receive $1,000 plus the least performing Index return and may lose a substantial portion or all principal.

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JPMorgan Chase Financial Company LLC priced $741,000 of Uncapped Dual Directional Accelerated Barrier Notes due July 3, 2031, fully guaranteed by JPMorgan Chase & Co. The notes, issued in $1,000 minimum denominations, priced on June 30, 2026 with expected settlement on or about July 6, 2026. Payments at maturity depend on the Least Performing Index among the Nasdaq-100® Technology Sector, the S&P 500® Index and the Russell 2000® Index. Payouts use an Upside Leverage Factor of 1.6615 for positive least-performing index returns, a Barrier Amount of 70.00% of each index's Initial Value for a capped protection feature (effective cap of 30.00% on negative least-performing returns under specified conditions), and otherwise expose investors to full downside. The original issue price was $1,000 per note (selling commissions and fees included); the issuer estimated the notes' value at $955.60 per $1,000 principal amount when set.

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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.