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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 auto-callable contingent interest notes due January 19, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each Review Date when the closing level of each Index is ≥ 80.00% of its Initial Value (the Interest Barrier). The notes will be automatically called if, on an applicable Review Date (earliest automatic call January 19, 2027), the closing level of each Index is ≥ its Initial Value, in which case holders receive principal plus the applicable Contingent Interest Payment. At maturity, if not called, payment depends on the Least Performing Index: if its Final Value is below the Trigger Value (example: 70.00% in illustrations), holders may lose a portion or all of principal. The notes do not pay regular interest, are unsecured obligations of JPMorgan Financial, and expose investors to issuer and guarantor credit risk, limited liquidity, and tax uncertainty.

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JPMorgan Chase Financial Company LLC is offering Trigger Absolute Return Step Securities linked to an unequally weighted basket of five equity indices. The securities are five-year unsecured notes, issued at $10.00 per security with a minimum purchase of $1,000. The Trade Date is July 15, 2026 and the Original Issue Date (Settlement Date) is July 17, 2026. The Final Valuation Date is July 15, 2031 with maturity on July 17, 2031.

At maturity the payment depends on the Final Basket Value versus the Step Barrier (100) and the Downside Threshold (75). If Final Basket Value >= Step Barrier, you receive principal plus the greater of the Step Return (finalized on the Trade Date and not less than 40.00%) and the Basket Return. If Final Basket Value is < Step Barrier but >= Downside Threshold, you receive principal plus the Contingent Absolute Return (the absolute value of a negative Basket Return). If Final Basket Value < Downside Threshold you suffer a principal loss proportionate to the negative Basket Return. Payments are subject to the creditworthiness of JPMorgan Chase Financial and the guarantor, JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering structured, auto-callable notes linked to the common stock of Netflix, Inc. The notes pay contingent interest on scheduled Review Dates when the Reference Stock closing price is at or above an Interest Barrier equal to 60.00% of the Initial Value and may be automatically called beginning January 19, 2027 if the closing price on a later Review Date is at or above the Initial Value. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The pricing and final terms will be set in a pricing supplement expected to price on or about July 16, 2026 with settlement on or about July 21, 2026. The estimated value at pricing is approximately $965.50 per $1,000 principal amount note and will not be less than $900.00 per $1,000. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., the risk of losing principal if the Final Value is below the Trigger Value, limited upside (only contingent interest), and limited liquidity because the notes will not be exchange-listed.

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JPMorgan Chase Financial Company LLC is offering capped buffered return enhanced notes linked to the S&P 500® Futures Excess Return Index due July 10, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay 2.25× any Index appreciation up to a Minimum Maximum Return of 150.00%, and provide a downside buffer of 15.00% (investors bear losses beyond that, up to 85.00% of principal). Notes have $1,000 minimum denominations, are unsecured obligations of JPMorgan Financial, and are expected to price on or about July 7, 2026 with settlement on or about July 10, 2026. The estimated initial value would be approximately $976.60 per $1,000 note and will not be less than $900.00 per $1,000 principal amount when set.

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JPMorgan Chase Financial Company LLC is offering callable Contingent Interest Notes due January 11, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments only when each underlying (Russell 2000, S&P 500, and the SPDR Regional Banking ETF) is >= 70.00% of its Initial Value on a Review Date. The notes may be redeemed early beginning October 13, 2026. The estimated value is approximately $972.10 per $1,000 note (not less than $900.00), the Contingent Interest Rate will be at least 11.00% per annum, and the original issue price equals the estimated value plus selling costs and hedging profits. Investors face credit risk of JPMorgan Financial and JPMorgan Chase & Co., potential loss of principal if the Least Performing Underlying falls below its Trigger Value (60.00% of Initial Value), limited upside (no participation in underlying appreciation), and low liquidity (no exchange listing).

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JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes due July 8, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the performance of the lesser performing of the iShares® MSCI EAFE ETF and the EURO STOXX 50® Index, with an Upside Leverage Factor of 2.1065 and a Barrier Amount of 65.00% of the Initial Value. If the lesser performing underlying finishes above its Initial Value, investors receive principal plus the lesser performing return times 2.1065. If both underlyings finish at or above the Barrier Amount but at or below Initial Value, investors receive principal. If the lesser performing underlying closes below the Barrier Amount, investors suffer dollar-for-dollar losses on the decline (e.g., a 60% decline yields $400 per $1,000 note). The notes are unsecured obligations of JPMorgan Financial; payment is subject to issuer and guarantor credit risk. Estimated value at pricing is approximately $950 per $1,000 note (will not be less than $900 per $1,000 at issuance). Pricing and final terms will be set in a pricing supplement; notes are not FDIC insured and lack exchange listing.

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JPMorgan Chase Financial Company LLC is offering Structured Investments Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due July 17, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only when the Index is at or above an Interest Barrier of 75.00% of the Initial Value and may be automatically called on quarterly Autocall Review Dates (earliest call: July 14, 2027). The Index is subject to a 6.0% per annum daily deduction and a daily notional financing cost; investors may lose up to 70.00% of principal if the Final Value is below the Buffer Threshold of 70.00%. Minimum denomination is $1,000. The estimated note value at pricing example is $943.20 per $1,000 (not less than $900.00), and the Contingent Interest Rate will be at least 14.05% per annum. Credit risk resides with JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering callable structured notes due July 22, 2030, fully guaranteed by JPMorgan Chase & Co., linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the Russell 2000®. Notes have $1,000 minimum denominations and are expected to price on or about July 17, 2026 with settlement on or about July 22, 2026. The notes pay no interest or dividends, may be automatically called beginning July 21, 2027 for a specified Call Premium Amount on each Review Date, and at maturity return principal only if each Index is at or above a 70.00% Barrier Amount; otherwise payment is reduced by the Least Performing Index Return.

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JPMorgan Chase Financial Company LLC is offering callable contingent interest notes due July 15, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments when, on a Review Date, each of the Dow Jones Industrial Average®, Nasdaq-100® and Russell 2000® closes at or above an Interest Barrier equal to 70.00% of its Initial Value; a Trigger Value equal to 60.00% applies at maturity to determine principal outcomes. The Contingent Interest Rate will be at least 9.75% per annum. The notes may be redeemed early at issuer option on specified Interest Payment Dates, with the earliest optional redemption on July 15, 2027. The estimated value at pricing is shown as approximately $958.70 per $1,000 principal amount note, with a stated minimum estimated value of $900.00 per $1,000. Purchasers bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., potential loss of principal if the least performing index falls below the Trigger Value, no guaranteed interest, limited upside (no participation in index appreciation) and limited liquidity. Pricing and final terms will be provided in the pricing supplement.

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JPMorgan Chase Financial Company LLC offers five‑year floating‑rate notes linked to the 10‑Year Constant Maturity Treasury Rate. The notes pay quarterly interest equal to 5.25% × (N/ACT) where N is days the Reference Rate is ≤ 6.00%. Pricing date was June 29, 2026, Original Issue Date is on or about July 2, 2026, and maturity is July 2, 2031. Interest dates and optional quarterly redemption dates fall on the 2nd calendar day of January, April, July and October. The price to public is $1,000 per note with selling commissions of $15 per note and proceeds to issuer of $985 per note. Key risks include limited liquidity, model- and funding‑rate dependent estimated value, reference‑rate replacement discretion by the calculation agent, and tax treatment as a Single Rate Variable Debt Instrument.

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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.