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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

The issuer, JPMorgan Chase Financial Company LLC, is offering Auto Callable Contingent Interest Notes due July 11, 2031, fully guaranteed by JPMorgan Chase & Co. The notes reference the MerQube US Tech+ Vol Advantage Index, include a 6.0% per annum daily deduction and an estimated value of $914.20 per $1,000 (not less than $900.00 when set). The notes may autocall (earliest autocall date July 8, 2027), pay contingent monthly interest only if the Index is ≥ the Interest Barrier (53.00% of the Initial Value), and expose investors to credit risk of the issuer and guarantor and to potential principal loss of up to 85.00%.

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JPMorgan Chase Financial Company LLC is offering capped structured notes linked to the least performing of the S&P 500®, the Nasdaq-100® and the Russell 2000® indices, with payments fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes have a Participation Rate of 100.00%, a capped Maximum Amount of at least $100.00 per $1,000 principal amount, a Pricing Date on or about July 10, 2026, expected settlement on or about July 15, 2026, an Observation Date of January 10, 2028 and a Maturity Date of January 13, 2028. At maturity investors receive principal plus an Additional Amount equal to $1,000 × Least Performing Index Return × 100%, subject to the cap and issuer/guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering uncapped Accelerated Barrier Notes due July 31, 2031, fully guaranteed by JPMorgan Chase & Co. The notes provide an Upside Leverage Factor of 1.97 on the lesser performing of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index at maturity, but expose investors to full principal loss if the lesser performing Underlying falls below a 70.00% Barrier Amount. Pricing and settlement are expected on or about July 28, 2026 and July 31, 2026, respectively, with a CUSIP of 46661CAK2.

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The issuer JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, due August 5, 2031, fully guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and can be automatically called beginning August 5, 2027 if the Index is at or above the Call Value on a Review Date. The Index is reduced by a 6.0% per annum daily deduction and the QQQ Fund performance is subject to a daily notional financing cost. Notes pay no interest or dividends; investors face up to 85.00% principal loss at maturity if the Final Value falls more than the 15.00% Buffer Amount below the Initial Value. Estimated value at issuance is shown as approximately $947.70 per $1,000 note and will not be less than $900.00 per $1,000 note.

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JPMorgan Chase Financial Company LLC (guaranteed by JPMorgan Chase & Co.) is offering capped buffered equity notes linked to the Invesco QQQ, Series 1. The notes provide 1.00x participation in Fund appreciation up to a Maximum Return of 26.50% and protect the first 15.00% of a decline; losses beyond that buffer reduce principal dollar-for-dollar, up to an 85.00% principal loss at maturity. The notes have $1,000 minimum denominations, are expected to price on or about July 2, 2026 and settle on or about July 8, 2026. The issuer reports an estimated value of approximately $989.50 per $1,000 note and that the estimated value will not be less than $900.00 per $1,000 when terms are set. Payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC priced $2,202,000 of uncapped Dual Directional Buffered Return Enhanced Notes due January 3, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes offer an Upside Leverage Factor of 1.185 and a Buffer Amount of 10.00%. Payments are linked to the least performing of the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index. Investors forgo interest and dividends and face credit exposure to JPMorgan Financial and JPMorgan Chase & Co.; principal loss can reach 90.00% if the least performing index declines beyond the buffer. Notes priced on June 29, 2026 and are expected to settle on or about July 2, 2026. Price to public per note was $1,000 with selling commissions of $19 per note; estimated value at pricing was $967.70 per note.

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JPMorgan Chase Financial Company LLC is offering Uncapped Buffered Return Enhanced Notes due August 3, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide an upside leverage factor of 1.63 to the least performing of the Dow Jones Industrial Average®, the Russell 2000® Index and the S&P 500® Index, subject to a 10.00% buffer. Investors may forgo interest and dividends and can lose up to 90.00% of principal at maturity; payments depend on the least performing Index and are subject to issuer and guarantor credit risk. Pricing is expected around July 31, 2026 with settlement on or about August 5, 2026. The pricing supplement provides final terms, an estimated value floor of $900.00 per $1,000 note and an estimated value example of $973.80 per $1,000.

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JPMorgan Chase Financial Company LLC is offering uncapped buffered return enhanced notes due August 2, 2030, fully guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and targets an upside equal to 1.50 times the appreciation of the least performing of the Dow Jones Industrial Average®, the Russell 2000® and the S&P 500® at maturity, subject to a 10.00% buffer. If the least performing Index declines by more than 10.00%, investors lose 1% of principal for each 1% the Index declines beyond that buffer, up to 90.00% loss. Estimated value at issuance is shown as $944.10 per $1,000; the estimated value will not be less than $900.00 per $1,000. Pricing is expected around July 30, 2026 with settlement around August 4, 2026. The notes do not pay interest or dividends and are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC priced structured notes — uncapped accelerated barrier notes linked to the lesser performing of the Russell 2000Index and the S&P 500Index due August 5, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity either: (1) principal plus 1.48x the appreciation of the lesser performing Index if both Indices finish above their initial levels; (2) the principal amount if neither Index falls below a 70.00% Barrier Amount; or (3) a loss equal to the percentage decline of the lesser performing Index if that Index closes below the Barrier Amount. The estimated value at issuance example is $971.30 per $1,000 note, with the estimated value provided at pricing and a stated minimum estimated value of $900.00 per $1,000. The notes do not pay interest or dividends, are unsecured obligations of JPMorgan Financial, and rely on the issuer and guarantor creditworthiness. Pricing is expected on or about July 31, 2026 with settlement on or about August 5, 2026. The notes are not listed and secondary market liquidity and prices are likely limited.

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JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes due August 5, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes aim to deliver at least a 1.72 times return on appreciation of the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® (the "Indices") at maturity, subject to a 70% barrier. If the Final Value of any Index falls below the Barrier Amount, investors lose 1% of principal for each 1% decline of the Least Performing Index. Estimated value examples: $956.20 per $1,000 principal and a stated floor estimate not less than $900.00 per $1,000 principal at pricing. Pricing is expected on or about July 31, 2026 with settlement on or about August 5, 2026. The notes are unsecured obligations of JPMorgan Financial; payments are subject to issuer and guarantor credit risk. Minimum denomination is $1,000.

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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.