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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 is offering callable Contingent Interest Notes due July 3, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest at an 8.00% per annum rate when, on each Review Date, each index (Dow, Russell 2000, S&P 500) is at or above 60.00% of its Initial Value. The notes may be redeemed early at issuer option beginning October 5, 2026. Principal repayment at maturity depends on the Least Performing Index: if its Final Value is below its Trigger Value (60.00% of Initial Value), holders suffer principal loss equal to that Index return multiplied by principal. Minimum denomination is $1,000; priced on June 30, 2026 with settlement on or about July 6, 2026. The offering aggregates $300,000 principal amount and the estimated value per note at pricing was $967.10. The notes are unsecured obligations of JPMorgan Financial and are subject to credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC priced $442,000 of Auto Callable Contingent Interest Notes due July 6, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments at a 9.70% per annum rate only if each Index on a Review Date is at or above an Interest Barrier (80.00% of Initial Value). The notes are auto-callable beginning on December 30, 2026 if each Index is at or above its Initial Value on a Review Date; upon auto-call you receive principal plus the applicable contingent interest. At maturity, if not called, principal repayment depends on the Least Performing Index relative to a Trigger Value; significant principal loss is possible if the Least Performing Index declines below the Trigger Value. The notes priced on June 30, 2026 and are expected to settle on or about July 6, 2026.

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JPMorgan Chase Financial Company LLC prices Structured Investments Digital Barrier Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500 with a contingent digital return of at least 12.15% and a barrier set at 70.00% of each Index's Initial Value. The notes are expected to price on or about July 2, 2026 and settle on or about July 8, 2026. The estimated value at issuance is approximately $995.70 per $1,000 note (will not be less than $980.00 per $1,000), and payments at maturity depend on the Final Value of the least performing Index; if every Index finishes at or above the barrier you receive $1,000 plus the contingent digital return, otherwise the payment declines in proportion to the least performing Index. 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 a $1,776,000 offering of Auto Callable Contingent Interest Notes due July 3, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest at a 7.25% annual rate when, on a Review Date, each of the Nasdaq-100, Russell 2000 and S&P 500 is >= 70.00% of its Initial Value. The notes are automatically callable beginning June 30, 2027 if each Index is >= its Initial Value on a Review Date. The notes priced on June 30, 2026 with expected settlement on or about July 6, 2026, minimum denominations of $1,000 and a price to public of $1,000 per note (selling commission $41.25; proceeds to issuer $958.75 per note). The estimated value at pricing was $927.80 per $1,000 principal amount. The principal at maturity is exposed to the performance of the least performing Index and may result in substantial principal loss if that Index falls below its Trigger Value (65.00% of Initial Value).

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JPMorgan Chase Financial Company LLC priced $1,687,000 of Capped Buffered Equity Notes linked to the iShares® Semiconductor ETF (SOXX) on June 30, 2026, expected to settle on or about July 6, 2026. The notes pay at maturity based on the Fund Return with a 100.00% maximum return and a 25.00% buffer. If the Fund declines by more than 25.00% at the Observation Date, investors lose 1% of principal for each 1% the Fund is below the Initial Value beyond the buffer, up to a potential loss of 75.00% of principal. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to the credit risk of both entities.

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JPMorgan Chase Financial Company LLC is offering structured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index due July 3, 2031, issued in minimum denominations of $1,000. The notes priced on June 30, 2026 and are expected to settle on or about July 6, 2026. The offering size shown on the cover is $50,000 aggregate (50 notes).

The notes pay quarterly contingent interest only when the Index on a Review Date is >= the Interest Barrier (50.00% of the Initial Value), may be automatically called beginning June 30, 2027 if the Index on a call Review Date is >= the Initial Value, and return principal at maturity only if the Final Value is >= the Trigger Value (equal to the Interest Barrier). The Index is subject to a 6.0% per annum daily deduction and a daily notional financing cost; the estimated value per note when priced was $935.30, and the price to public was $1,000 per note.

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JPMorgan Chase Financial Company LLC priced $250,000 of Auto Callable Contingent Interest Notes due July 6, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest at a Contingent Interest Rate of 8.90% per annum only if on each Review Date the closing level of the Dow Jones Industrial Average®, Nasdaq-100® and Russell 2000® is ≥70.00% of its Initial Value. The notes are callable beginning December 30, 2026 if each Index closes ≥ its Initial Value on a Review Date; if not called, final payment at maturity depends on the Least Performing Index and can return less than principal. Price to public was $1,000 per note with selling commissions of $27.50, proceeds to issuer $972.50 per note; estimated value at pricing was $948.20 per $1,000 note. 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 issued $1,718,000 of uncapped accelerated barrier notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500, due July 6, 2029, with pricing on June 30, 2026 and expected settlement on or about July 6, 2026. The notes pay no interest or dividends, return an uncapped gain equal to 1.63× any appreciation of the least performing index at maturity, and expose investors to loss of principal if the least performing index falls below a 70% barrier of its initial value. The notes are unsecured obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co. The estimated value at issuance was $961.70 per $1,000 principal amount; the public price was $1,000 per note, reflecting selling commissions and structuring costs.

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JPMorgan Chase Financial Company LLC is offering $574,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 6, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only if the Index closing level on a Review Date is at or above an Interest Barrier equal to 70.00% of the Initial Value. The notes may be automatically called if the Index closes at or above the Initial Value on a Review Date (earliest automatic call possible December 30, 2026). The Index is subject to a 6.0% per annum daily deduction, which will materially reduce index performance. Notes priced on June 30, 2026, expected settlement on or about July 2, 2026; minimum denomination $1,000. Price to public per note $1,000; selling commission $31.50 per $1,000; proceeds to issuer per note $968.50. The estimated value when priced was $921.30 per $1,000.

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JPMorgan Chase Financial Company LLC priced $517,000 of capped structured notes on June 30, 2026. The notes, fully guaranteed by JPMorgan Chase & Co., are linked to the least performing of the Nasdaq-100, the Dow Jones Industrial Average and the Russell 2000 and mature on July 3, 2031 (observation date June 30, 2031).

The notes pay no interest and return principal at maturity plus an Additional Amount equal to $1,000 × the Least Performing Index Return × a Participation Rate of 150.00%, capped at a Maximum Amount of $725.00 per $1,000 principal amount. Pricing occurred on June 30, 2026 with expected settlement on or about July 6, 2026. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., lack dividend rights, and may face limited secondary market liquidity.

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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.