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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 contingent interest notes linked to the MerQube US Large-Cap Vol Advantage Index, with expected pricing on or about July 28, 2026 and settlement on or about July 31, 2026. The notes pay quarterly Contingent Interest Payments only if the Index's closing level on a Review Date is at or above an Interest Barrier equal to 50.00% of the Initial Value. The earliest automatic call date is July 28, 2027. The Index is subject to a 6.0% per annum daily deduction that materially reduces its level. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co., and carry issuer and guarantor credit risk. The estimated value at pricing is approximately $909.70 per $1,000 note; the estimated value will not be less than $900.00 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $500,000 of Auto Callable Contingent Interest Notes linked to the common stock of Zscaler, Inc. The notes pay a Contingent Interest Rate of 22.20% per annum (1.85% per month) when the Reference Stock meets the Interest Barrier (50.00% of the Strike Value = $66.13), can be automatically called beginning December 28, 2026, and mature on June 29, 2029.

The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments depend on the credit of both entities. If not called and the Final Value is below the Trigger Value, principal repayment at maturity can be reduced proportionally to the Stock Return, potentially resulting in a loss of more than 50% or total loss.

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JPMorgan Chase Financial Company LLC priced $500,000 of Auto Callable Barrier Notes linked to the MerQube US Large-Cap Vol Advantage Index due July 3, 2031, fully guaranteed by JPMorgan Chase & Co. The notes carry a 60.00% barrier, a 6.0% per annum daily deduction embedded in the Index level, and four pre-maturity review dates that can trigger automatic calls beginning July 6, 2027. If called, holders receive principal plus a Call Premium (first: 30.50%; second: 61.00%; third: 91.50%; fourth: 122.00%). If not called, maturity payouts depend on the Index Return; a Final Value below the Barrier exposes investors to more than 40% principal loss. The notes were priced June 29, 2026 and expected to settle on or about July 2, 2026.

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JPMorgan Chase Financial Company LLC priced a primary offering of Step‑Up Auto Callable Notes linked to the J.P. Morgan Dynamic Index with a total original issue amount of $237,000. The notes priced on June 29, 2026 and are expected to settle on or about July 2, 2026. Each $1,000 note sells at a price to public of $1,000, which includes selling commissions of $34.00 per note; the issuer proceeds are $966 per note. The notes feature automatic call opportunities beginning July 1, 2027, step-up call premiums (11% to 66% across six non-final Review Dates), a 100.00% participation rate and an Index deduction of 0.95% per annum. If not called, maturity is July 5, 2033, with payoff equal to principal plus any positive Index return times the participation rate. Investors bear issuer and guarantor credit risk and should review the detailed risk factors in the supplements.

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JPMorgan Chase Financial Company LLC is offering principal-protected-in-part structured notes linked to the MerQube US Tech+ Vol Advantage Index, expected to price on or about July 31, 2026 and settle on or about August 5, 2026. The notes mature on August 5, 2031 and are automatically callable on specified annual Review Dates beginning August 4, 2027. If automatically called, each $1,000 note pays $1,000 plus a Call Premium Amount (examples shown: $220, $440, $660, $880, $1,100). The notes absorb downside beyond a 30.00% Buffer Amount, exposing holders to up to 70.00% principal loss at maturity. The Index includes a 6.0% per annum daily deduction and a notional financing cost, both of which materially drag index performance. The estimated value at issue is approximately $944.10 per $1,000 note and will not be less than $900.00 per $1,000 note. Payments depend on Index performance and are subject to the credit risk of JPMorgan Financial and the unconditional guarantee of JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Large-Cap Vol Advantage Index, due August 5, 2031, and fully guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations, are expected to price on or about July 31, 2026 and settle on or about August 5, 2026. The Index used for payoff is subject to a 6.0% per annum daily deduction, and the notes feature an automatic call on specified Review Dates with stated minimum Call Premium Amounts per $1,000 (from $295 up to $1,475). If not called, maturity payments depend on the Final Value versus a Barrier Amount equal to 50.00% of the Initial Value, exposing investors to potential loss of principal if the Final Value is below that barrier. The cover lists an estimated note value of $918.70 per $1,000 and a stated floor estimated value not less than $900.00.

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JPMorgan Chase Financial Company LLC is marketing capped dual directional buffered equity notes due September 2, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes offer capped exposure to the lesser performing of the Russell 2000® and the S&P 500® with a Maximum Upside Return of 15.00% and a Buffer Amount of 10.00%. Minimum denominations are $1,000. The notes are expected to price on or about July 28, 2026 and settle on or about July 31, 2026. The issuer’s estimated value at pricing is approximately $963.40 per $1,000 note (will not be less than $900.00), and investors may lose up to 90.00% of principal at maturity depending on the lesser performing Index and are exposed to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Structured Investments — Capped Dual Directional Buffered Equity Notes linked to the lesser performing of the Nasdaq-100 Index and the S&P 500 Index, due February 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes provide capped, unleveraged exposure to appreciation (Maximum Upside Return of 46.25%) or to the absolute value of depreciation up to a Buffer Amount of 15.00%. Investors may forgo interest and dividends and can lose up to 85.00% of principal; minimum denominations are $1,000. Pricing is expected on or about July 28, 2026 with settlement on or about July 31, 2026. The estimated value at pricing is stated as $959.10 per $1,000 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 structured notes linked to the MerQube US Large-Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about July 28, 2026 and settle on or about July 31, 2026, with a maturity date of July 31, 2031. The Index used to determine payments is subject to a 6.0% per annum daily deduction that will materially drag index performance. The notes feature automatic call opportunities beginning on August 2, 2027 and on each Review Date thereafter; if called you receive principal plus a specified Call Premium Amount (minimums range from $255 to $1,275 per $1,000). If not called, protection at maturity applies only if the Final Value is at or above a Barrier Amount equal to 50.00% of the Initial Value; otherwise payment at maturity equals $1,000 plus $1,000 times the Index Return, exposing investors to more than a 50% loss or potentially total loss. The estimated value at issuance is approximately $889.40 per $1,000 note (will not be less than $870.00 per $1,000). The notes are unsecured obligations of the issuer and depend on the creditworthiness of JPMorgan Chase Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, Russell 2000® and S&P 500®, due July 13, 2029. The notes pay no interest and expose investors to full issuer/guarantor credit risk of JPMorgan Financial and JPMorgan Chase & Co. At maturity investors receive either principal plus an Upside Leverage Factor of 1.60 times the appreciation of the least performing index or, if the least performing index falls below a Barrier Amount equal to 60.00% of its Initial Value, suffer a loss equal to the percentage decline of that index. The estimated value at pricing is approximately $984.80 per $1,000 note (minimum provided value $960.00). Notes expected to price on or about July 10, 2026 and settle on or about July 15, 2026. Purchasers should review the detailed Risk Factors and tax discussion in the prospectus supplements.

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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.