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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 offers $60,000 of structured notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest, may be automatically called on Review Dates beginning July 1, 2027, and mature on July 6, 2029.

The Index is subject to a 6.0% per annum daily deduction and targets a volatility-based exposure to E-mini S&P 500 futures with leverage up to 500%. Payments at maturity depend on the Final Value relative to a Barrier Amount of 60.00% of the Initial Value; if the Final Value is below the Barrier, principal is reduced pro rata to the Index Return. The notes priced on June 30, 2026 with an original issue price of $1,000 per note and an estimated value of $937.60 per note.

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JPMorgan Chase Financial Company LLC is offering $2,150,000 of structured 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 priced on June 30, 2026 and are expected to settle on or about July 6, 2026. They pay no interest or dividends, include an automatic call feature (earliest call date July 1, 2027), and apply a 6.0% per annum daily deduction to the Index level. The Initial Value was 4,246.88, the Barrier Amount equals 75.00% of the Initial Value (3,185.16), and the Call Value equals 90.00% of the Initial Value. Price to public is $1,000 per note; selling commission is $37.50 and estimated value was $909.80 per $1,000 note. Investors bear issuer credit risk and may lose some or all principal.

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JPMorgan Chase Financial Company LLC priced $5,747,000 of structured notes due July 6, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes link to the MerQube US Large-Cap Vol Advantage Index (Index) and include an automatic call feature beginning July 6, 2027.

The notes pay no interest or dividends, are sold in $1,000 minimum denominations, and carry a 6.0% per annum daily deduction from the Index level. If not called, maturity payment depends on the Final Value versus a Barrier Amount set at 75.00% of the Initial Value. The original issue price was $1,000 per note, with estimated value $909.30 and selling commissions of $37.50 per note.

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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, due July 7, 2032, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments when the Index is at or above an Interest Barrier (70.00% of the Strike Value) and will be automatically called on quarterly Autocall Review Dates if the Index is at or above the Strike Value. The Index is subject to a 6.0% per annum daily deduction. Estimated value at pricing is approximately $928 per $1,000 (minimum stated estimated value $900 per $1,000). The notes are unsecured obligations of the issuer, not bank deposits, not FDIC insured, and involve credit risk of JPMorgan Financial and its guarantor. Pricing date and settlement are expected in early July 2026; the Strike Value is set by reference to the Index closing level on July 1, 2026 (closing level 4,241.07 per this supplement).

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Small-Cap Vol Advantage Index, due August 5, 2031. The notes pay contingent interest on each Review Date only if the Index is at least 60.00% of the Initial Value (the Interest Barrier) and may be automatically called if the Index is at or above the Initial Value on a Review Date (earliest possible automatic call: February 1, 2027). The Index is subject to a 6.0% per annum daily deduction, and the estimated value if priced today is approximately $929.50 per $1,000 (minimum estimated value when set: $900.00 per $1,000). The Contingent Interest Rate will be at least 14.50% per annum in the hypothetical terms provided. Payments at maturity depend on the Final Value relative to a Trigger Value tied to the Initial Value; if Final Value is below the Trigger Value, investors can lose some or all principal. The notes are unsecured obligations of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Financial is offering Structured Investments: Uncapped Buffered Return Enhanced Notes linked to the lesser performing of the iShares® MSCI EAFE ETF and the EURO STOXX 50® Index due August 2, 2030, fully guaranteed by JPMorgan Chase & Co. The notes intend to provide an uncapped return equal to 1.80× the appreciation of the lesser performing underlying at maturity, subject to a 10.00% buffer on downside performance. The notes have a minimum denomination of $1,000, are expected to price on or about July 30, 2026 and settle on or about August 4, 2026. Investors may lose up to 90.00% of principal if the lesser performing underlying declines beyond the buffer; estimated indicative value per $1,000 principal amount is $936.70 (not less than $900.00 when set).

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JPMorgan Chase Financial Company LLC priced $517,000 of structured notes linked to the MerQube US Large-Cap Vol Advantage Index with settlement on or about July 6, 2026 and maturity on July 3, 2031. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no interest, can be automatically called on specified Review Dates beginning July 6, 2027 if the Index closes at or above the Call Value, and otherwise return principal at maturity only if the Final Value is at or above a 50.00% Barrier of the Initial Value (Initial Value 4,246.88; Barrier 2,123.44). The Index includes a 6.0% per annum daily deduction, and the estimated value at pricing was $916.00 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $60,000 of structured auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, due July 3, 2031, with minimum denominations of $1,000. The notes pay quarterly Contingent Interest Payments (example Contingent Interest Rate: 14.25% per annum) only when the Index on a Review Date is >= the Interest Barrier (60.00%). The notes are automatically callable if the Index on a Review Date (other than first and final) is >= the Initial Value; the earliest automatic call date is December 30, 2026. The Index includes a 6.0% per annum daily deduction and a notional financing cost; these deductions materially reduce index performance. The notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC priced $634,000 of uncapped accelerated barrier notes linked to the S&P 500® Futures Excess Return Index due July 3, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity an uncapped return equal to 2.10 times positive Index appreciation, pay no interest, and expose investors to full principal loss if the Final Value falls below a 70.00% Barrier Amount. The notes priced on June 30, 2026 (expected settlement on or about July 6, 2026), have a $1,000 minimum denomination and an estimated value at pricing of $952.80 per $1,000 note. The offering documents emphasize credit risk of JPMorgan Financial and JPMorgan Chase & Co., liquidity constraints, the effect of negative roll returns on the futures-based Index, and that secondary market prices will likely be lower than the original issue price.

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JPMorgan Chase Financial Company LLC is offering $726,000 of uncapped dual directional buffered return enhanced notes maturing on July 6, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes return 1.135 times any appreciation of the lesser performing of the Russell 2000® and S&P 500® or, if the lesser performing index falls, an absolute capped return up to an 18.00% buffer; losses beyond that buffer reduce principal dollar-for-dollar (up to an 82.00% loss). The notes have $1,000 minimum denominations, priced June 30, 2026, expected to settle on or about July 6, 2026, and carry issuer and guarantor credit risk.

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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.