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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 offers $2,474,000 of structured notes due June 30, 2031, fully guaranteed by JPMorgan Chase & Co. The notes are linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® indices, include an automatic call feature beginning on July 1, 2027, and pay no interest.

The notes pay a specified Call Premium on a Review Date if each index is at or above its Call Value; otherwise maturity payment depends on the Least Performing Index Return and may result in a partial or total loss of principal. Minimum denomination is $1,000.

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JPMorgan Chase Financial Company LLC priced a $600,000 issuance of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 5, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest at a stated rate when the Index is at or above an Interest Barrier (70% of the Initial Value) on Review Dates and are subject to automatic early call if the Index meets or exceeds the Initial Value on certain Review Dates; the earliest call date is December 29, 2026.

Key structural features include a 6.0% per annum daily deduction to the Index level, a stated Contingent Interest Rate of 11.10% per annum used in hypotheticals, unsecured status of the notes, minimum denominations of $1,000, and settlement expected on or about July 2, 2026. The estimated value at pricing was $923.90 per $1,000 note while the public price was $1,000 per note (including selling commissions).

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JPMorgan Chase Financial Company LLC is offering uncapped dual directional buffered return enhanced notes linked to the least performing of the Dow Jones Industrial Average®, Russell 2000® and S&P 500®, due August 3, 2029, fully guaranteed by JPMorgan Chase & Co. Each $1,000 principal note is designed to provide 1.25× upside on appreciation of the least performing index, an absolute return equal to depreciation up to a 20.00% buffer, and exposes investors to up to 80.00% principal loss if the least performing index falls beyond the buffer. Notes pay no interest or dividends, are unsecured obligations of JPMorgan Financial and are subject to issuer and guarantor credit risk. The estimated value at pricing is approximately $972.90 per $1,000 note and will not be less than $900.00 per $1,000 note when set.

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JPMorgan Chase Financial Company LLC issued $529,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 3, 2031. The notes pay a Contingent Interest Payment on a Review Date only if the Index closes at or above an Interest Barrier equal to 60.00% of the Initial Value and may be automatically called if the Index closes at or above the Initial Value on a Review Date (earliest call December 29, 2026). The Index is subject to a 6.0% per annum daily deduction that will materially drag index performance. Notes priced on June 29, 2026, expected settlement about July 2, 2026, in $1,000 minimum denominations. The estimated value at issuance was $937.20 per $1,000; price to public is $1,000 per note (fees $2.50, proceeds to issuer $997.50 per note). These are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and entail the credit risk of both entities.

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JPMorgan Chase Financial Company LLC is offering $909,000 of Auto Callable Contingent Interest Notes due July 5, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only if each of three Underlyings is at or above a 60.00% Interest Barrier on Review Dates and may be automatically called beginning December 29, 2026 if each Underlying is at or above its Initial Value on a Call Review Date. At maturity, if not called, repayment is linked to the least performing underlying, exposing investors to partial or total principal loss; estimated value at pricing was $971.20 per $1,000.

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JPMorgan Chase Financial Company LLC priced a $4,000,000 offering of Auto Callable Contingent Interest Notes linked to the least performing of the Nasdaq-100® Technology Sector, the Russell 2000® Index and the S&P 500® Index, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly contingent interest at a stated Contingent Interest Rate of 12.05% per annum when, on a Review Date, each index closes at or above an Interest Barrier of 70.00% of its Initial Value. The notes are subject to automatic call beginning on June 29, 2027 if each index closes on a Review Date at or above its Initial Value; if called you receive principal plus the Contingent Interest Payment for that date. If not called, maturity on July 5, 2029 will pay principal plus any applicable contingent payment, except that if the Final Value of the Least Performing Index is below its Trigger Value you will receive $1,000 × (1 + Least Performing Index Return) and could lose a substantial portion of principal.

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JPMorgan Chase Financial Company LLC is offering Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index due June 30, 2031. The offering totals $2,532,000 at $1,000 per note; minimum denominations are $1,000. At maturity investors receive amplified upside equal to 2.0415× the Index appreciation above the Strike Value, subject to a 20.00% buffer on declines and up to an 80.00% principal loss if the Index falls sufficiently. The notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; payments are subject to both entities' credit risk. The estimated value at issuance was $986.50 per $1,000 note and selling commissions were $1.50 per note.

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JPMorgan Chase Financial Company LLC is offering auto‑callable, contingent interest notes due February 3, 2028, guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments only if both the Nasdaq‑100® Technology Sector and the Russell 2000® Index are at or above 75.00% of their Initial Values on each Review Date, may be automatically called beginning February 1, 2027, and return at maturity is determined by the lesser performing Index. The notes are unsecured obligations of JPMorgan Financial, priced per $1,000 minimum denomination, with an estimated value floor of $900.00 per note and an estimated value example of $962.30 per note prior to pricing. The actual Contingent Interest Rate will be provided in the pricing supplement and will be at least 11.50% per annum.

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JPMorgan Chase Financial Company LLC is offering structured, uncapped dual directional buffered return enhanced notes due February 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes are sold in $1,000 principal amount denominations. They provide an Upside Leverage Factor of 1.19, a Buffer Amount of 10.00, and expose holders to loss of up to 90.00 of principal if the least performing index falls more than the buffer. The estimated value at pricing is approximately $966.00 per $1,000 note and will not be less than $900.00 per note when terms are set. Pricing is expected on or about July 30, 2026 with settlement on or about August 4, 2026.

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JPMorgan Chase Financial Company LLC is offering $595,000 of capped buffered return enhanced notes linked to the Russell 2000® Index due January 3, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay 1.25x index appreciation up to a Maximum Return of 27.75%, provide a 10.00% buffer against modest losses and expose investors to up to 90.00% principal loss if the Index declines sharply. Notes priced on June 29, 2026 with settlement expected on or about July 2, 2026. The estimated value at pricing was $988.70 per $1,000 note. The notes do not pay interest or dividends and are unsecured obligations subject to issuer and guarantor credit risk.

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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.