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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.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Yield Notes due July 7, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay an interest rate of at least 9.15% per annum (at least 2.2875% per quarter) and may be automatically called beginning January 4, 2027. Payments are linked to the individual performance of the S&P 500, EURO STOXX 50 and Nikkei 225; the final cash payoff at maturity depends on the least performing Index relative to a 60.00% Trigger Value. Minimum denomination is $1,000. The estimated value at pricing is approximately $970 per $1,000 (will not be less than $960 when set). Investing risks include credit exposure to the issuer and guarantor, potential loss of more than 40.00% of principal if the Least Performing Index declines below its Trigger Value, limited upside (interest only), and likely limited liquidity.

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JPMorgan Chase Financial Company LLC priced $700,000 of Auto Callable Contingent Interest Notes linked to the common stock of Broadcom Inc.

The notes priced on June 29, 2026 and are expected to settle on or about July 2, 2026. Key terms: $1,000 per note, 15.00% per annum contingent interest (equals $37.50 per quarter per note), an Initial Value of $372.45, an Interest Barrier equal to 48.00% of Initial Value ($178.776), automatic call earliest on December 29, 2026, and maturity on July 5, 2028. The notes are unsecured obligations of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes linked to the S&P 500® Index with an Upside Leverage Factor of at least 1.05 and a Barrier Amount equal to 75.00% of the Initial Value. The notes are expected to price on or about July 31, 2026 and to settle on or about August 5, 2026. Payments depend on the Index closing level on the Observation Date of July 31, 2031 with maturity on August 5, 2031. If the Final Value exceeds the Initial Value, payment at maturity per $1,000 equals $1,000 plus Index Return times the Upside Leverage Factor; if the Final Value is between the Barrier Amount and the Initial Value, you receive $1,000; if below the Barrier Amount, you suffer the proportional loss in principal. The estimated value at issuance is approximately $974.40 per $1,000 and will not be less than $900.00 per $1,000. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering 3‑year auto‑callable notes linked to the J.P. Morgan Multi‑Asset Index ("MAX"). The notes have a minimum denomination of $1,000, a Participation Rate of 100%, an estimated value of at least $900 per $1,000 note when priced, and an Index deduction of 1.00% per annum. The notes can be automatically called on annual Review Dates for a cash amount that includes a Call Premium (not less than 9.50% per annum), and mature on August 3, 2029 if not called. Payments are subject to the issuer's and guarantor's credit risk and to the Index's performance.

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JPMorgan Chase Financial Company LLC priced $1,895,000 of Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index (Bloomberg: MAX). The notes priced on June 29, 2026, expected to settle on or about July 2, 2026, mature on July 5, 2033 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no interest, provide 100% participation in positive Index appreciation at maturity if not called, and feature automatic call opportunities beginning July 1, 2027 with step-up Call Values and Call Premium Amounts for six intermediate Review Dates. Investors face issuer and guarantor credit risk, a 1.00% per annum daily deduction to the Index, limited liquidity, and the possibility of receiving only principal at maturity if the Final Value is less than or equal to the Initial Value (Initial Value: 316.46 as of the Pricing Date).

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JPMorgan Chase Financial Company LLC is offering auto-callable notes linked to the J.P. Morgan Multi-Asset Index ("MAX") that mature on August 3, 2029. The notes can be automatically called beginning August 4, 2027 for a cash payment equal to $1,000 plus a Call Premium Amount listed for that Review Date.

The notes pay no interest, provide 100% participation in positive Index performance at maturity if not called, and are unsecured obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co. Estimated value at pricing is approximately $953.30 per $1,000 note; the estimated value will not be less than $900.00.

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JPMorgan Chase Financial Company LLC priced $8,183,000 of Auto Callable Contingent Interest Notes linked to Broadcom Inc. (AVGO) common stock. The notes priced on June 29, 2026 and are expected to settle on or about July 2, 2026. Each $1,000 note carries a contingent interest rate of 15.00% per annum ( 3.75% per quarter) payable only if the Reference Stock meets or exceeds an Interest Barrier of 54.00% of the Initial Value on defined Review Dates. The Initial Value was $372.45 and the Interest Barrier equals $201.123. Notes may be automatically called beginning on December 29, 2026 if the Reference Stock on a non-first/final Review Date is greater than or equal to the Initial Value; maturity is July 5, 2028. Payment at maturity depends on the Final Value relative to the Trigger Value (54.00% of Initial Value); if Final Value is below the Trigger Value, principal is exposed to loss and could be reduced proportionally to the Stock Return. The original issue price was $1,000 per note (fees included); the estimated value at pricing was $964.10 per $1,000 note.

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JPMorgan Chase Financial Company LLC is offering Market Linked Notes—Auto-Callable with Principal Return at Maturity linked to the lowest performing of Palantir (PLTR), AMD (AMD) and Datadog (DDOG). The notes have a $1,000 principal amount, price to public of $1,000 per note and a stated maturity date of July 8, 2031. The notes may be automatically called on scheduled call dates beginning in July 2027 if the lowest performing underlying’s closing price is at or above its starting price; call payments include specified call premiums (example: first call premium at least 13.80%, final call premium at least 69.00%). If not called, holders receive the principal amount at maturity. The pricing supplement states an estimated value of approximately $942.80 per note if priced today and that the estimated value will not be less than $910.00 per note when set. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and fully guaranteed by JPMorgan Chase & Co.; they are not bank deposits or FDIC insured. The offering includes selling commissions of $33.25 per note and related distribution arrangements.

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JPMorgan Chase & Co. director Virginia M. Rometty reported a routine equity compensation transaction. On June 30, 2026, she acquired 122.2008 shares of Common Stock at a reference price of $327.33 per share, characterized as a grant or award rather than an open-market purchase.

A footnote explains this is a deferral of her quarterly director retainer, which is payable in common stock following the end of her board service. After this award, her direct holdings increased to 15,032.2448 shares of JPMorgan Chase & Co. Common Stock, showing this is a small, compensation-related addition to an existing position.

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JPMorgan Chase & Co. director Phebe N. Novakovic reported a stock-based compensation transaction. On June 30, 2026, she received 122.2008 shares of common stock as a grant, award, or other acquisition at $327.33 per share, described as a deferral of her quarterly director retainer payable in stock after her board service ends.

Following this grant, she directly holds 13,582.5596 shares of JPMorgan Chase common stock and has an additional 45 shares held indirectly through her spouse. The filing reflects routine director compensation rather than an open-market purchase or sale.

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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.