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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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HOBSON MELLODY L reported acquisition or exercise transactions in this Form 4 filing.

JPMorgan Chase & Co. director Melody L. Hobson reported routine equity compensation and updated holdings in company stock. On June 30, 2026, she received a grant/award of 137.4759 shares of Common Stock at $327.33 per share, described as a deferral of her quarterly retainer, which will be paid in stock following termination of her service as a director.

After this award, Hobson directly holds 29,965.7605 shares of JPMorgan Chase & Co. common stock. She also has indirect ownership of 124,155 shares through The GWL Living Trust. These transactions reflect compensation and holding disclosures rather than open-market buying or selling.

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JPMorgan Chase & Co. director Stephen B. Burke reported a routine equity compensation transaction. He received 171.8449 shares of common stock on June 30, 2026 at $327.3300 per share as a grant or other acquisition, reflecting deferral of his quarterly director retainer into stock.

Following this award, he directly holds 208,303.1020 shares of common stock and indirectly holds 55,245 shares through a GRAT. The filing shows no open-market purchases or sales, only compensation-related and holding entries.

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JPMorgan Chase Financial Company LLC is offering $3,196,000 of Auto Callable Buffered Equity Notes linked to the MSCI Emerging Markets Index. The notes pay $1,000 per note (price to public) and carry a call premium of 17.45% if the Index closes at or above the Initial Index Level on the Review Date. If not called, maturity payoffs provide uncapped participation in positive Index returns subject to a Contingent Minimum Return of 34.90%, a 15.00% buffer and a downside leverage factor of 1.17647. Key dates include Pricing Date June 30, 2026, possible automatic call on July 13, 2027, Valuation Date June 30, 2028 and Maturity Date July 6, 2028. Payments are unsecured obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co., and are subject to credit and market risks described in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering auto-callable buffered return enhanced notes linked to the common stock of Micron Technology, Inc. The notes pay a cash call amount if automatically called and otherwise provide leveraged upside exposure and a 25.00% downside buffer.

Key disclosed terms: Stock Strike Price $1,154.29 (Strike Date June 30, 2026), Upside Leverage Factor at least 2.50, minimum call premium 58.14%, Review Date July 13, 2027, Valuation Date June 30, 2028, and Maturity Date July 6, 2028. The estimated value if priced today is approximately $972.70 per $1,000 note and will not be less than $960.00 per $1,000 when terms are set.

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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 August 5, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment for each Review Date when the Index is >= 60.00% of the Initial Value (the Interest Barrier), are automatically called if the Index is >= the Initial Value on a Review Date (earliest call February 1, 2027), and are subject to a 6.0% per annum daily deduction that will materially drag index performance. The notes are unsecured obligations of the issuer, have minimum denominations of $1,000, are expected to price on or about July 31, 2026 and settle on or about August 5, 2026. The issuer states an example estimated value of $929.50 per $1,000 note and a stated floor estimated value of $900.00. The notes may result in substantial or total loss of principal and do not pay fixed interest; purchasers bear issuer and guarantor credit risk and limited liquidity.

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The pricing supplement describes JPMorgan Chase Financial Company LLC's offered Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due July 31, 2031, fully guaranteed by JPMorgan Chase & Co. Each $1,000 note may pay periodic Contingent Interest Payments only when the Index on a Review Date is at or above an Interest Barrier (60.00% of the Initial Value). The notes can be automatically called if the Index on a Review Date (other than first or final) is at or above the Initial Value; the earliest possible automatic call date is January 28, 2027. The Index is subject to a 6.0% per annum daily deduction and a notional financing cost, both of which reduce index performance. The pricing supplement states an estimated value of approximately $906.90 per $1,000 note and that the estimated value will not be less than $900.00 per $1,000 note when terms are set. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., liquidity risk, and the risk of losing a significant portion or all principal if the Final Value is below the Trigger Value.

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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, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent quarterly interest only if the Index is at or above an Interest Barrier (50.00% of the Initial Value), are subject to a 6.0% per annum daily deduction to the Index level, and may be automatically called starting on August 2, 2027. The notes are expected to price on or about July 31, 2026 and settle on or about August 5, 2026. The pricing supplement shows an estimated value of $926.40 per $1,000 note (the estimated value will not be less than $900.00 per $1,000). Investors bear issuer credit risk, possible total loss of principal if the Final Value is below the Trigger Value, limited upside (only contingent interest payments), and reduced index performance due to the daily deduction.

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JPMorgan Chase Financial Company LLC is offering auto-callable Contingent Interest Notes due August 2, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only if the MerQube US Tech+ Vol Advantage Index is at or above 60.00% of its Initial Value on each Review Date. The notes may be automatically called after the second Review Date, earliest on January 28, 2027. The Index is subject to a 6.0% per annum daily deduction and a daily notional financing cost; these deductions materially reduce index performance. The estimated value at pricing is approximately $927.60 per $1,000 note (not less than $900.00) and the actual Contingent Interest Rate will be provided in the pricing supplement (minimum stated illustrative rate 11.50% per annum). The notes are unsecured obligations of JPMorgan Financial and depend on the issuer and guarantor creditworthiness; they are not FDIC insured and may result in significant or total loss of principal.

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JPMorgan Chase Financial Company LLC priced $4,137,000 of Auto Callable Contingent Interest Notes due June 2, 2028, fully guaranteed by JPMorgan Chase & Co.

The notes pay a Contingent Interest Rate of 17.75% per annum when, on a Review Date, each of the Russell 2000® (RTY), Nasdaq-100® (NDX) and the iShares® Silver Trust (SLV) is >= 70.00% of its Initial Value. The notes are automatically callable early if, on a Review Date (after the second), each Underlying is >= its Initial Value; earliest call date is September 29, 2026. At maturity, if any Underlying is below its Trigger Value (60.00% of Initial Value) the cash payment is reduced by the Least Performing Underlying Return and could result in a loss of more than 40.00% of principal. The notes priced on June 29, 2026 and settle on or about July 2, 2026.

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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, expected to price around July 28, 2026 and settle around July 31, 2026. The notes pay a Contingent Interest Payment on Review Dates when the Index is ≥ 60.00% of the Initial Value (the Interest Barrier), may be automatically called if the Index closes ≥ the Initial Value on certain Review Dates (earliest automatic call date: January 28, 2027), and are subject to a 6.0% per annum daily deduction to the Index level. The estimated value at issuance is shown as approximately $923.30 per $1,000 note (not less than $900.00), and the Contingent Interest Rate will be at least 11.50% per annum. Payments at maturity depend on the Final Value relative to a Trigger Value equal to 60.00% of the Initial Value; if the Final Value is below the Trigger Value, principal is reduced pro rata.

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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.