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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 uncapped Dual Directional Buffered Return Enhanced Notes due August 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide an Upside Leverage Factor of 1.20 on the lesser performing of the Russell 2000® and the S&P 500® Index and include a Buffer Amount of 10.00%. Investors forgo interest and dividends and may lose up to 90.00% of principal if the lesser performing Index falls more than the buffer. The notes have a $1,000 principal amount per note, an estimated value of $978.30 per $1,000 if priced today (minimum estimated value when set will be at least $900.00), expected to price on or about July 31, 2026 and settle on or about August 5, 2026. Payments at maturity depend on the individual performance of each Index and are subject to the issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC priced $2,752,000 of callable Contingent Interest Notes due June 2, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest at a Contingent Interest Rate of 8.45% per annum when each Index remains at or above a 70.00% Interest Barrier on review dates and may be redeemed early beginning October 2, 2026. The notes were priced on June 29, 2026 with an original issue price of $1,000 per note, selling commissions of $22.25 per note (proceeds to issuer $977.75 per note), and an estimated value of $960.40 per $1,000 note. At maturity the principal repayment depends on the Least Performing Index relative to a 60.00% Trigger Value; if below the Trigger Value you may lose a portion or all principal.

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JPMorgan Chase Financial Company LLC priced $2,285,000 of Capped Buffered Equity Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes mature on January 3, 2028, priced on June 29, 2026 and expected to settle on or about July 2, 2026. Each note has a $1,000 principal amount, a Maximum Return of 13.00%, an Upside Leverage Factor of 1.00 and a Buffer Amount of 20.00%. Investors receive 1.00× any Index appreciation up to the maximum at maturity, receive principal if the Index decline is within the 20.00% buffer, and incur a 1% loss for each 1% the Index declines beyond the buffer (up to 80.00% loss). The notes are unsecured obligations of JPMorgan Financial; payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly contingent interest only if both the Nasdaq-100® Technology Sector and the S&P 500® Index are at or above an Interest Barrier equal to 70.00% of their Initial Values. The notes may be automatically called beginning January 7, 2027 if, on an Autocall Review Date, each Index is at or above its Initial Value. Maturity is July 12, 2028. The prospectus cites an estimated indicative value of $954.60 per $1,000 note (pricing-time estimate) and a minimum estimated value of $930.00 per $1,000. The actual Contingent Interest Rate will be stated in the pricing supplement and will be at least 8.50% per annum. Principal is exposed to declines in the lesser performing Index; if the Final Value of the Lesser Performing Index is below its Trigger Value, payment at maturity equals $1,000 × (1 + Lesser Performing Index Return). The notes are unsecured obligations of the issuer and are subject to the credit risk of both issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the least performing of the Russell 2000, S&P 500 and EURO STOXX 50 indices with aggregate original issue amount of $1,174,000. The notes priced on June 29, 2026, are expected to settle on or about July 2, 2026, and mature on July 3, 2031.

The notes are designed with an automatic call feature beginning on July 1, 2027 and on specified Review Dates thereafter; if all indices close at or above their Call Value on a Review Date, holders receive principal plus a Call Premium (ranging from 12.15% on the first Review Date to 60.75% on the final Review Date). If not called, repayment at maturity depends on the Least Performing Index relative to a Barrier Amount of 60.00% of each Index’s Initial Value; holders may lose more than 40% of principal and could lose it all.

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JPMorgan Chase Financial Company LLC offers structured notes linked to the iShares® MSCI EAFE ETF with a Maximum Return of 22.85% and an Upside Leverage Factor of 2.00. The notes mature on July 13, 2028 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay at maturity a capped upside (2.00x Fund appreciation up to a 22.85% cap), provide a 10.00% downside buffer and expose holders to losses of up to 90.00% of principal if the Fund declines more than the buffer. Estimated value at pricing is shown as $972.80 per $1,000 note and will not be less than $940.00 per $1,000 note; pricing and settlement are expected around July 10, 2026 and July 15, 2026, respectively.

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JPMorgan Chase Financial Company LLC offers structured capped dual directional buffered equity notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, due February 3, 2028. The notes feature a Maximum Upside Return of at least 35.00%, a Buffer Amount of 10.00%, minimum denominations of $1,000, expected pricing on or about July 30, 2026 and expected settlement on or about August 4, 2026.

The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payment outcomes at maturity depend on the performance of the lesser performing Index and are subject to the issuer and guarantor credit risks. The estimated value at pricing is approximately $964.90 per $1,000 note and 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 callable contingent-interest notes due June 9, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments on scheduled Review Dates only if each Fund’s closing price is at or above an Interest Barrier of 70.00% of its Initial Value and may be redeemed early beginning October 9, 2026. The notes reference three State Street SPDR ETFs (Regional Banking, Energy, Technology); the payment at maturity is determined by the Least Performing Fund and may result in principal loss if the Final Value of that Fund is below its Trigger Value of 60.00% of Initial Value. The notes are expected to price on or about July 6, 2026 and settle on or about July 9, 2026. The pricing supplement states an estimated value of $968.60 per $1,000 note (if priced today) and that the estimated value will not be less than $900.00 per $1,000 note when terms are set. The Contingent Interest Rate will be provided in the pricing supplement and will be at least 15.45% per annum.

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JPMorgan Chase Financial Company LLC is offering uncapped Dual Directional Buffered Return Enhanced Notes due August 3, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the lesser performing of the Russell 2000® and the S&P 500® indices, with an Upside Leverage Factor of 1.1825 and a Buffer Amount of 15.00%. Minimum denomination is $1,000. The estimated value at pricing is approximately $977.00 per $1,000 note (will not be less than $900.00). Investors may forgo interest and dividends and can lose up to 85.00% of principal if the Lesser Performing Index declines beyond the buffer. Pricing is expected on or about July 31, 2026 with settlement on or about August 5, 2026.

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JPMorgan Chase Financial Company LLC offers capped dual directional buffered return enhanced notes linked to the lesser performing of the Nasdaq-100 Index and the S&P 500 Index due August 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide a leveraged upside equal to 2.00x the Lesser Performing Index return subject to a Maximum Upside Return of 32.00%, an absolute-decline payoff up to a Buffer Amount of 10.00%, and expose investors to loss of up to 90.00% of principal if the Lesser Performing Index falls more than the buffer. The estimated value at issuance is approximately $977.80 per $1,000 principal amount (not less than $900.00), expected to price on or about July 31, 2026 and settle on or about August 5, 2026.

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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.