STOCK TITAN

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 $955,000 of Auto Callable Accelerated Barrier Notes due July 5, 2029, fully guaranteed by JPMorgan Chase & Co. The notes priced on June 29, 2026 and are expected to settle on or about July 2, 2026.

The notes pay no interest, carry an Upside Leverage Factor of 2.25, a Barrier Amount of 70.00% of initial values, and automatic call mechanics with call premiums of 13.50% (first Review Date) and 27.00% (second Review Date). Investors face principal loss if the Final Value of the lesser performing index is below the Barrier Amount.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $500,000 of Step-Up Auto Callable Notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER. The notes priced on June 29, 2026 with expected settlement on or about July 2, 2026, minimum denominations of $1,000, and a 100% Participation Rate. The Initial Value of the Index was 121.52. The notes may be automatically called beginning July 2, 2027 on specified Review Dates for step-up Call Premiums (10.75% first through 64.50% sixth). If not called, maturity payment on July 5, 2033 equals principal plus any positive Index Return times the Participation Rate. Price to public was $1,000 per note, selling commissions $34 per note, proceeds to issuer $966 per note, and estimated value at issuance $908 per note. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and involve index-deduction and financing-cost features that may materially affect returns.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Structured Investments: Capped Buffered Equity Notes linked to the S&P 500® Index due July 13, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay 1.00× any Index appreciation at maturity up to a Maximum Return of at least 20.75%, provide a 20.00% buffer against index declines and expose investors to up to an 80.00% principal loss. The expected pricing date is July 9, 2026 and expected settlement is July 14, 2026. The original issue price is $1,000 per note; the estimated value at pricing is approximately $979.60 per $1,000 and will not be less than $950.00 per $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced Auto Callable Barrier Notes linked to the MerQube US Tech+ Vol Advantage Index on June 29, 2026 with expected settlement on or about July 2, 2026. The offering totals $420,000 in principal at a price of $1,000 per note and minimum denominations of $1,000.

The notes can be automatically called beginning on July 1, 2027 if the Index closes at or above specified Call Values on scheduled Review Dates; applicable Call Premium Amounts range from 26.55% to 132.75%. The notes include a Barrier Amount equal to 50.00% of the Initial Value (7,232.85) and the Initial Value was 14,465.70. The Index is reduced by a 6.0% per annum daily deduction and the QQQ Fund exposure is subject to a notional financing cost, which the supplement warns will drag index performance and amplify losses. Investors face credit risk of JPMorgan Financial and JPMorgan Chase & Co., lack of dividends, limited liquidity and potential for substantial principal loss if the Final Value falls below the Barrier Amount.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced a primary offering of $645,000 of uncapped buffered return enhanced notes linked to the lesser performing of the iShares MSCI EAFE ETF and the EURO STOXX 50, due July 5, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay 1.84 times any appreciation of the lesser performing underlying at maturity, provide a 10.00% downside buffer and expose holders to up to 90.00% principal loss if the lesser performing underlying declines more than the buffer. The notes priced on June 29, 2026 and are expected to settle on or about July 2, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering capped dual directional buffered equity notes due September 3, 2027, guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the performance of the lesser performing of the Russell 2000Index and the S&P 500Index, with a Maximum Upside Return of 33.00% and a Buffer Amount of 10.00%. Investors forgo interest and dividends and can lose up to 90.00% of principal if the lesser performing index falls beyond the buffer. The estimated value at pricing is about $981.50 per $1,000 note (will not be less than $900.00 when set). The notes are expected to price on or about July 31, 2026 and settle on or about August 5, 2026. Minimum denominations are $1,000.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering uncapped Buffered Return Enhanced Notes linked to the lesser performing of the iShares® MSCI EAFE ETF and the EURO STOXX 50® Index, due August 3, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide an Upside Leverage Factor of 1.84 on appreciation of the lesser performing underlying and a Buffer Amount of 10.00. Investors forgo interest and dividends and may lose up to 90.00 of principal; hypothetical outcomes show payments from $100 to $2,472 per $1,000 depending on underlying performance. Pricing is expected around July 31, 2026 with settlement on or about August 5, 2026. The estimated value at pricing is approximately $968.10 per $1,000 and will not be less than $900.00 per $1,000. The notes are unsecured obligations of JPMorgan Financial and subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.; secondary market liquidity is limited.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering $723,000 of Capped Buffered Return Enhanced Notes linked to the S&P 500® Index, due January 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity: 1.25× any index appreciation up to a Maximum Return of 19.80%; provide a 10.00% Buffer Amount against index declines (losses apply beyond the buffer at a 1:1 rate, up to a 90.00% principal loss); do not pay interest or dividends; and were priced on June 29, 2026 with expected settlement on or about July 2, 2026. The estimated value at pricing was $990.40 per $1,000 note. The notes are unsecured obligations of JPMorgan Financial and are subject to credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $2,640,000 of callable Contingent Interest Notes due June 2, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest (Contingent Interest Rate 10.90% per annum) only if each underlying (Russell 2000®, S&P 500®, and the SPDR® S&P® Regional Banking ETF) closes at or above an Interest Barrier of 70.00% of its Initial Value on a Review Date. The notes may be redeemed early beginning October 2, 2026. At maturity, if the Final Value of any underlying is below its Trigger Value of 60.00%, principal is reduced by the Least Performing Underlying Return. Minimum denomination is $1,000; priced on June 29, 2026 with expected settlement on or about July 2, 2026.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $500,000 of Auto Callable Contingent Interest Notes linked to the common stock of lululemon athletica inc. The notes pay monthly Contingent Interest Payments only when the Reference Stock closes at least 50.00% of the Strike Value, carry a Contingent Interest Rate of 15.75% per annum (1.3125% per month), and may be automatically called beginning December 28, 2026. At maturity, if not called and the Final Value is below the Trigger Value, principal is reduced pro rata by the Stock Return. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
2.06%
Tags
prospectus

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.