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JPMORGAN CHASE & CO (JPM) SEC Filings, Jun 30, 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 Trigger Autocallable GEARS linked to an unequally weighted basket of five equity indices. The offering totals $9,625,390 at an issue price of $10.00 per Security, with an Autocall Barrier of 100%, a Call Return of 14.00%, Upside Gearing of 1.90, a Downside Threshold of 75% and a maturity date of July 1, 2031. If the Basket meets or exceeds the Autocall Barrier on the Observation Date, the securities will be automatically called and pay the Call Price. If not called, positive Basket performance at maturity is multiplied by the Upside Gearing; negative performance below the Downside Threshold results in a principal loss that is proportionate to the Basket decline. Payments are subject to the issuer’s and guarantor’s creditworthiness.

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JPMorgan Chase Financial Company LLC priced $333,000 of Auto Callable Contingent Interest Notes due June 29, 2028 backed by a full guarantee of JPMorgan Chase & Co. The notes pay Contingent Interest at a Contingent Interest Rate of 11.50% per annum on Review Dates if each underlying closes at or above an Interest Barrier of 70.00% of its Initial Value, and are automatically callable beginning on December 28, 2026 if each underlying closes at or above its Initial Value on a callable Review Date. Each note has a principal amount of $1,000, a public price of $1,000 (proceeds to issuer per note $993.50 after selling commissions of $6.50), and an estimated value at pricing of $970.90 per $1,000. Payments at maturity depend on the Least Performing Underlying relative to its Trigger Value (60.00% in the examples), exposing investors to partial or total principal loss if the Least Performing Underlying falls sufficiently.

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JPMorgan Chase Financial Company LLC priced $2,672,000 of uncapped accelerated barrier notes linked to the lesser performing of the Nasdaq-100 Index® and the S&P 500® Index due July 1, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes were priced on June 26, 2026 with expected settlement on or about July 1, 2026. They pay at maturity an uncapped return equal to 1.34 times any appreciation of the lesser performing Index, provide principal protection only if both indices stay at or above a 70.00% barrier of their initial values, and expose investors to full downside below that barrier.

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JPMorgan Chase Financial Company LLC is offering $591,000 of uncapped Dual Directional Buffered Return Enhanced Notes due July 29, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay no interest and are linked to the least performing of three indices with an Upside Leverage Factor of 1.16 and a Buffer Amount of 15.00%. Investors may lose up to 85.00% of principal; minimum denomination is $1,000. The notes priced on June 26, 2026 and are expected to settle on or about July 1, 2026. The original issue price includes a $5 selling commission per note and the issuer reported an estimated value of $984.40 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $645,000 of Auto Callable Contingent Interest Notes due December 30, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments when each underlying (Dow Jones Industrial Average®, S&P 500® Equal Weight Index and the State Street® Financial Select Sector SPDR® ETF) is >= 70.00% of its Initial Value on a Review Date; they are automatically callable beginning September 28, 2026 if each underlying is >= its Initial Value on a Review Date. The notes were priced on June 26, 2026, expected to settle on or about July 1, 2026, have minimum denominations of $1,000, a selling commission of $5 per note, an estimated value at pricing of $985.70 per $1,000 note, and are unsecured obligations of JPMorgan Financial with a guarantee by JPMorgan Chase & Co. Investors bear credit risk of both entities and market risk tied to the least performing underlying; principal can be lost if the Final Value of the least performing underlying is below the Trigger Value.

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JPMorgan Chase Financial Company LLC is offering callable, quarterly-paying medium-term notes linked to the 10-Year Constant Maturity Treasury Rate. Interest accrues only on calendar days when the Reference Rate is ≤ a 6.00% barrier and equals the Interest Factor (finalized at pricing) times the fraction of accrual days in the period. The notes have a $1,000 principal amount per note, an estimated value near $976.30 (minimum disclosed $960.00), and a stated maturity of July 2, 2031, with scheduled quarterly Interest Payment Dates beginning October 2, 2026.

They are callable on specified Redemption Dates from July 2, 2027 through April 2, 2031, may be treated for U.S. tax purposes as either Single Rate VRDIs or CPDIs, and include customary conflicts-of-interest, liquidity, valuation and tax-risk disclosures. The final Interest Factor, tax treatment election, and pricing details will appear in the pricing supplement.

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JPMorgan Chase Financial Company LLC priced $1,639,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index due June 27, 2033, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only when the Index is at or above a 70.00% Interest Barrier and will be automatically called on a quarterly Autocall Review Date if the Index is at or above the Strike Value, with the earliest possible autocall on December 22, 2026. The Index is subject to a 6.0% per annum daily deduction, the notes are unsecured obligations of JPMorgan Financial, and the estimated value at pricing was $916.40 per $1,000. The notes carry significant principal risk, limited upside (contingent coupons only), potential illiquidity, and depend on the credit of JPMorgan Financial and the guarantor.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Large‑Cap Vol Advantage Index, expected to price on or about June 30, 2026 and to settle on or about July 6, 2026 with a stated maturity of July 3, 2031.

The notes have a $1,000 principal amount per note, include an automatic call feature beginning on July 1, 2027, a Call Value equal to 85.00% of the Initial Value and a Barrier Amount equal to 60.00% of the Initial Value. The Index level used for returns reflects a 6.0% per annum daily deduction. The estimated value at pricing shown is $913.00 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 priced $500,000 of Capped Buffered Return Enhanced Notes linked to the Russell 2000® Index, due July 1, 2031, guaranteed by JPMorgan Chase & Co. The notes pay 1.50x of positive Index returns up to a 75.35% cap and provide a 20.00% downside buffer; investors bear issuer and guarantor credit risk.

Notes priced on June 26, 2026 with expected settlement on or about July 1, 2026. Minimum denomination is $1,000; estimated value at issuance was $985.20 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $250,000 of Auto Callable Contingent Interest Notes linked to Micron Technology common stock due June 1, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Rate of 35.75% per annum on Review Dates when the Reference Stock closes at or above an Interest Barrier equal to 50.00% of the Initial Value. The earliest automatic call date is December 28, 2026. At maturity, if the Final Value is below the Trigger Value, repayment is reduced pro rata by the Stock Return. Notes priced June 26, 2026 and expected to settle on or about July 1, 2026. The estimated value at pricing was $935.00 per $1,000 note; price to public was $1,000 per note (selling commission $22.25).

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FAQ

How many JPMORGAN CHASE & CO (JPM) SEC filings are available on StockTitan?

StockTitan tracks 7797 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 June 30, 2026.