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JPMORGAN CHASE & CO (JPM) SEC Filings, Jul 1, 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 an offering of Auto Callable Contingent Interest Notes linked to the Least Performing of the Nasdaq-100®, Russell 2000® and S&P 500® due July 6, 2029. The offering aggregates $259,000 at a price to public of $1,000 per note with minimum denominations of $1,000. The notes pay a 8.75% per annum Contingent Interest Rate but only on Review Dates when each Index is at or above an Interest Barrier of 70.00% of its Initial Value. The notes are automatically callable beginning on the Review Date of June 30, 2028 if each Index is at or above its Initial Value on that Review Date. At final maturity, if the Least Performing Index is below its Trigger Value, principal is reduced by the Least Performing Index Return.

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JPMorgan Chase Financial Company LLC offers structured Step-Up Auto Callable Notes linked to the J.P. Morgan Dynamic Index. The notes have a $1,000 denomination, expected pricing on or about July 30, 2026 and expected settlement on or about August 4, 2026. They may be automatically called beginning on August 3, 2027 if the Index meets progressively higher Call Values; call premiums range from at least 11.00% to 66.00% across six non-final Review Dates. If not called, maturity is August 4, 2033 and holders receive principal plus any positive Index-linked payoff at a 100.00% participation rate. The Index reflects a daily 0.95% per annum deduction. The estimated value range at issuance is shown (approx. $896; will not be less than $880), and selling commissions will not exceed $34 per $1,000 note. Investments are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; all payments remain subject to the issuers' credit risk. Risk factors and final terms appear in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering 5-year auto-callable buffered equity notes linked to the MerQube US Tech+ Vol Advantage Index. The notes have a 15.00% Buffer Amount, an Index deduction of 6.0% per annum that accrues daily and an underlying notional financing cost that accrues daily. The Pricing Date is July 28, 2026, the Review Date is August 3, 2027, the Observation Date is July 28, 2031, and the Maturity Date is July 31, 2031. The notes feature an automatic call if the Index on the Review Date is at or above the Call Value, and the Call Premium will be determined on the Pricing Date and will be no less than 50.00% per annum. The estimated value at pricing will be at least $900.00 per $1,000 principal amount. Payments remain subject to the issuer and guarantor credit risk.

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Rhea-AI Summary

The issuer, JPMorgan Chase Financial Company LLC (guaranteed by JPMorgan Chase & Co.), is offering auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes target a Contingent Interest Rate of 9.25% per annum (minimum), pay monthly if interest conditions are met, and include an automatic call feature on monthly Review Dates. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund. Key structural terms: Interest Barrier = 85.00% of Initial Value, Buffer = 15.00%, Call Value = 95.00%. Pricing date is July 28, 2026 and maturity is July 3, 2029. The estimated value at pricing will be at least $900.00 per $1,000 note. Payments remain subject to issuer/guarantor credit risk and principal is at risk if Final Value is below the Buffer.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, expected to price on or about July 28, 2026 and settle on or about July 31, 2026.

The notes pay contingent monthly interest (at least 9.25% per annum annualized if index levels meet an Interest Barrier of 85.00% of the Initial Value), are automatically callable if the Index reaches a Call Value of 95.00% on certain Review Dates (earliest call January 28, 2027), and mature on July 3, 2029. The Index reflects a 6.0% per annum daily deduction and a notional financing cost; investors can lose up to 85.00% of principal if the Final Value is sufficiently below the Initial Value. Payments and the estimated value are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC offers capped accelerated barrier notes linked to the lesser performing of the Russell 2000Index and the S&P 500Index due September 3, 2027. The notes pay 1.25 times the appreciation of the lesser performing Index up to a Maximum Return of 17.00% and expose holders to full downside below a Barrier Amount of 70.00% of the Initial Value. The notes have a $1,000 principal amount denomination, an estimated value of approximately $972.30 per $1,000 if priced today, a guaranteed floor for estimated value of $900.00 at issuance, expected pricing on or about July 31, 2026 and expected settlement on or about August 5, 2026. Payments depend on the Final Value of each Index individually; the investorreceives the principal at maturity only if neither Index falls below the Barrier Amount, otherwise losses occur on a one-for-one basis relative to the Lesser Performing Index.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Buffered Equity Notes linked to the MerQube US Tech+ Vol Advantage Index, expected to price on or about July 28, 2026 and settle on or about July 31, 2026. The notes mature on July 31, 2031 and may be automatically called if the Index closing level on the Review Date (scheduled August 3, 2027) is at or above the Call Value (100% of the Initial Value). If automatically called, holders receive $1,000 plus a Call Premium Amount (not less than $500 per $1,000 note).

If not called, holders receive at maturity either full principal plus any positive Index Return, return of principal if the Final Value is within the 15.00% Buffer Amount, or a reduced principal amount if the Final Value declines by more than the Buffer (up to an 85.00% loss). The Index reflects a daily deduction of 6.0% per annum and a notional financing cost; these deductions are stated to reduce Index performance. The notes are unsecured obligations of the issuer and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Trigger Autocallable GEARS linked to the Bloomberg Commodity Index 3 Month with a five-year term (expected Trade Date July 14, 2026, Maturity July 16, 2031). Each $10 principal Security pays a Call Return of 19.30% if the Underlying closes at or above the Autocall Barrier (100.00% of the Initial Value) on the Observation Date (July 21, 2027), producing a Call Price of $11.93 per $10 Security. If not called, positive Underlying performance at maturity is multiplied by an Upside Gearing (to be finalized, expected between 1.25 and 1.50) and negative performance below the Downside Threshold (75.00% of Initial Value) results in principal loss proportional to the Underlying decline. The Securities are unsecured obligations of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments remain subject to issuer and guarantor credit risk. Minimum purchase is $1,000; price to public is $10.00 per Security and selling commissions will not exceed $0.25 per Security.

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JPMorgan Chase Financial Company LLC is offering capped, dual directional buffered equity notes due February 2, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide capped upside (a Maximum Upside Return of at least 30.25%) and protected downside up to a Buffer Amount of 10.00%, with potential loss of up to 90.00% of principal at maturity. The notes are unsecured obligations of the issuer, have a minimum denomination of $1,000, are expected to price on or about July 28, 2026 and settle on or about July 31, 2026. The estimated value at pricing is approximately $961.90 per $1,000 principal amount note and will not be less than $900.00 per $1,000 principal amount note.

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JPMorgan Chase Financial Company LLC is offering Digital Equity Medium-Term Notes, Series A due August 11, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest and return at maturity is linked to the S&P 500® Index measured from the trade date (on or about July 8, 2026) to the determination date (August 9, 2027, subject to adjustment). For each $1,000 principal amount note, investors may receive a capped payment if the final index level is ≥ 90.00% of the initial level (a threshold settlement amount expected between $1,090.80 and $1,106.80), but will suffer losses if the final level declines by more than 10.00%, including potential loss of the entire principal. The estimated value at pricing is expected between $981.20 and $991.20; original issue price is 100.00% of principal. Payments are subject to the credit risk of the issuer and guarantor; secondary market liquidity is limited.

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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 1, 2026.