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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 is offering structured 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, maturing on July 31, 2031. The notes pay no interest, may be automatically called on specified annual Review Dates beginning August 2, 2027, and feature Call Premiums that increase by Review Date (minimums range from $180 to $900 per $1,000 note).

The Index includes a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund; the notes include a 30.00% downside buffer so investors absorb losses beyond that buffer and could lose up to 70.00% of principal at maturity. The pricing supplement shows an estimated value of $911.40 per $1,000 note and a stated floor estimated value of $900.00.

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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, maturing July 31, 2031 and fully guaranteed by JPMorgan Chase & Co. The notes pay contingent quarterly interest when the Index is at or above an Interest Barrier (60.00% of the Initial Value) and may be automatically called if the Index equals or exceeds the Initial Value on a Review Date. The Index applies a 6.0% per annum daily deduction, the notes are unsecured, minimum denomination is $1,000, expected pricing/settlement are July 28/31, 2026, and the estimated value at issuance is approximately $911.20 per $1,000 (not less than $900.00).

The notes expose investors to index leverage, index‑deduction drag, issuer and guarantor credit risk, possible loss of principal if the Final Value is below the Trigger Value, limited upside (only contingent payments), and limited liquidity.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, due July 3, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are callable beginning January 28, 2027 on scheduled Review Dates and pay a fixed Call Premium Amount if the Index closes at or above the Call Value on a Review Date.

The Index is subject to a 6.0% per annum daily deduction and a daily notional financing cost tied to SOFR+0.50%, which will reduce index performance. The notes do not pay interest or dividends, expose investors to JPMorgan Financial and JPMorgan Chase credit risk, and can lose up to 85.00% of principal at maturity if the Final Value declines more than the 15.00% Buffer Amount. Expected pricing and settlement are on or about July 28, 2026 and July 31, 2026, respectively.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Gold Vol Advantage Index, due August 5, 2031, fully guaranteed by JPMorgan Chase & Co. The notes may pay quarterly Contingent Interest Payments only if the Index on a Review Date is at or above an Interest Barrier equal to 60.00% of the Initial Value; they are automatically callable when the Index on a Review Date (other than the first and final Review Dates) is at or above the Initial Value, with the earliest possible automatic call on February 1, 2027. The Index is subject to a 6.0% per annum daily deduction and targets a 35% implied volatility, with dynamic exposure capped at 500%. The notes are unsecured obligations of JPMorgan Financial, carry issuer and guarantor credit risk, 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 estimated value if priced today is $929.40 per $1,000 note and will not be less than $900.00 per $1,000 note.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent quarterly interest when the Index is at or above an Interest Barrier equal to 60.00% of the Initial Value and may be automatically called if the Index is at or above the Initial Value on a Review Date (earliest automatic call February 1, 2027). The Index is subject to a 6.0% per annum daily deduction and a daily notional financing cost; the estimated value at pricing is approximately $948.50 per $1,000 note (floor not less than $900.00). Minimum denomination is $1,000; expected settlement is on or about August 5, 2026. The notes are unsecured obligations of JPMorgan Financial and expose investors to credit risk of both the issuer and guarantor, limited upside (contingent interest only) and potential loss of principal at maturity if the Final Value is below the Trigger Value.

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JPMorgan Chase Financial Company LLC is offering structured notes due August 5, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest and can be automatically called on specified Review Dates starting August 5, 2027 for stated call premiums. The notes reference the MerQube US Tech+ Vol Advantage Index, which includes a 6.0% per annum daily deduction and a notional financing cost that reduce index performance. At maturity investors receive principal if the Final Value is at or above a 50.00% Barrier; otherwise redemption equals $1,000 + ($1,000 × Index Return), exposing holders to potentially >50% principal loss. Expected pricing is on or about July 31, 2026 with settlement on or about August 5, 2026. The pricing supplement shows an estimated value of $937.10 per $1,000 note today and states the estimated value will not be less than $900.00 per $1,000 note when terms are set.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, due July 31, 2031 and fully guaranteed by JPMorgan Chase & Co. The notes are callable beginning August 2, 2027 and include a series of escalating Call Premium Amounts (minimums range from $147.50 to $737.50 per $1,000). The Index is subject to a 6.0% per annum daily deduction and a notional financing cost, and investors can lose up to 85.00% of principal at maturity if the Final Value falls more than the 15.00% Buffer Amount. Pricing is expected on or about July 28, 2026 with settlement on or about July 31, 2026. The estimated value at issuance is approximately $909.10 per $1,000 (minimum stated estimated value $900.00); final terms and actual Call Premium Amounts will be set in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering auto-callable contingent-interest notes linked to the MerQube US Gold Vol Advantage Index due July 31, 2031, fully guaranteed by JPMorgan Chase & Co. The notes have a $1,000 denomination, are expected to price on or about July 28, 2026 and settle on or about July 31, 2026. The Index is subject to a 6.0% per annum daily deduction. The pricing supplement states an estimated value of approximately $897.50 per $1,000 note if priced today and an estimated minimum value of $880.00 per $1,000 note. The notes pay contingent quarterly interest only if the Index on a Review Date is at or above an Interest Barrier equal to 60.00% of the Initial Value, may be automatically called if the Index is at or above the Initial Value on certain Review Dates (earliest call date January 28, 2027), and expose holders to credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering structured notes due July 31, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest, may be automatically called beginning August 2, 2027, and if called you receive principal plus a Call Premium for that Review Date.

The notes reference the MerQube US Tech+ Vol Advantage Index, which includes a 6.0% per annum daily deduction and a notional financing cost; the notes limit upside to scheduled Call Premium Amounts and provide a 15.00% buffer at maturity. If the Final Value falls more than the buffer, investors can lose up to 85.00% of principal. The estimated value at pricing is approximately $908.50 per $1,000 note and will not be less than $900.00. The notes are unsecured obligations of the issuer and carry issuer and guarantor credit risk.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only if the Index closes at or above an Interest Barrier equal to 75.00% of the Initial Value and may be automatically called on certain Review Dates (earliest call July 28, 2027). The Index is subject to a 6.0% per annum daily deduction and a notional financing cost, both of which materially reduce index performance. Investors face up to a 70.00% principal loss at maturity if the Final Value is below the Buffer Threshold (70.00% of Initial Value). Notes expected to price on or about July 28, 2026 and settle on or about July 31, 2026, with minimum denominations of $1,000. The estimated value at pricing would be approximately $913.20 per $1,000 principal amount note (not less than $900.00).

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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.