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JPMORGAN CHASE & CO (JPM) SEC Filings, Jun 29, 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 structured notes linked to the MerQube US Large-Cap Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes price on or about July 2, 2026 with expected settlement on July 8, 2032. They feature quarterly review dates for an automatic call beginning on July 7, 2027, a 50.00% barrier and a 6.0% per annum daily index deduction that materially reduces index performance. Investors either receive scheduled call premiums if the Index meets call levels on a Review Date or face principal loss at maturity if the Final Value is below the Barrier Amount.

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JPMorgan Chase Financial Company LLC is offering $500,000 of Auto Callable Contingent Interest Notes linked to the lesser performing of the common stock of SLB N.V. and Exxon Mobil Corporation, due June 28, 2029. The notes pay a Contingent Interest Rate of 17.30% per annum (4.325% per quarter) on a Review Date only if the closing price of each Reference Stock is at or above an Interest Barrier equal to 70.00% of its Strike Value. The Strike Values were set by reference to closing prices on June 23, 2026 (SLB: $47.79; XOM: $139.73). The notes are automatically callable beginning on the December 23, 2026 Review Date if each Reference Stock equals or exceeds its Strike Value; on call holders receive principal plus that period's contingent interest. At maturity, if either Reference Stock is below its Trigger Value (60.00% of Strike), repayment is linked to the Lesser Performing Stock Return and investors may lose a substantial portion or all principal. The notes are unsecured obligations of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to the credit risk of both entities.

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JPMorgan Chase Financial Company LLC is offering an Auto-Callable Dual Directional Trigger PLUS tied to the common stock of Micron Technology, Inc. The offering has an aggregate principal amount of $1,000,000 and a stated principal amount of $1,000 per Trigger PLUS. The notes pay no interest and are principal-at-risk: an early redemption payment of $1,671.50 per Trigger PLUS applies if the closing price on the redemption observation date is at or above the initial stock price of $1,051.77 (June 23, 2026). If not auto-redeemed, the notes pay at maturity based on (a) a 150% leverage factor for positive stock performance, (b) an absolute return feature up to a +50% cap for limited negative performance above the trigger level of $525.885, or (c) a proportional loss below the trigger level. The estimated value on the pricing date was $961.30 per $1,000 stated principal amount. Payments are obligations of JPMorgan Chase Financial Company LLC and are guaranteed by JPMorgan Chase & Co.; any payment is subject to the issuers' credit risk.

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JPMorgan Chase Financial Company LLC is offering uncapped buffered return enhanced notes due July 13, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes target an Upside Leverage Factor of 1.487, include a Buffer Amount of 15.00% and expose investors to a potential loss of up to 85.00% of principal at maturity. The notes are expected to price on or about July 9, 2026 and settle on or about July 14, 2026, with a minimum denomination of $1,000.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Netflix, Inc. The notes are sold at $1,000 per note (price to public), with $10 in selling commissions and $990.00 proceeds to the issuer per note; aggregate principal shown is $740,000. The notes pay a contingent interest of $25.00 per $1,000 on each qualifying Review Date and are callable if the Reference Stock closes at or above the Stock Strike Price on a Review Date. Interest Barrier is $38.82952 (54.05% of the Stock Strike Price). Stock Strike Price is $71.84 (Strike Date June 24, 2026), Pricing Date June 25, 2026, original issue (settlement) on or about June 30, 2026, and maturity on July 12, 2027. If not called and a Trigger Event occurs (Final Stock Price below Trigger Level), payment at maturity is reduced proportionally to the Stock Return; the example shows potential loss of principal down to zero in extreme declines.

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JPMorgan Chase Financial Company LLC is offering Buffer GEARS totaling $9,435,400, fully and unconditionally guaranteed by JPMorgan Chase & Co. The Securities mature on June 30, 2031 and provide leveraged upside via an Upside Gearing of 1.5286 on any positive Basket Return and a 15.00% Buffer (Downside Threshold: 85.00% of the Initial Basket Value) for losses held to maturity.

The Securities are linked to an unequally weighted basket of five indices (EURO STOXX 50, Nikkei 225, FTSE 100, SMI, S&P/ASX 200), are sold at an issue price of $10.00 per Security (minimum investment $1,000), will not pay interest or dividends, and expose holders to issuer and guarantor credit risk. Secondary market liquidity and pricing may differ from the Securities' estimated value of $9.527 per $10 principal amount when priced.

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JPMorgan Chase Financial Company LLC is offering Capped Accelerated Barrier Notes linked to the State Street Health Care Select Sector SPDR ETF (XLV) with a Maximum Return of at least 14.00%, an Upside Leverage Factor of 1.25 and a Barrier Amount of 70.00% of the Initial Value. The notes are expected to price on or about June 30, 2026 and settle on or about July 6, 2026. Payment at maturity depends on the Final Value relative to the Barrier and Initial Values: investors receive leveraged upside up to the Maximum Return if the Final Value exceeds the Initial Value, receive principal if Final Value is between the Barrier and Initial Value, and suffer proportional principal loss if Final Value is below the Barrier. The cover shows an estimated value of approximately $970.90 per $1,000 note and states the estimated value will not be less than $950.00 per $1,000 principal amount note; selling commissions will not exceed $22.50 per $1,000 principal amount. CUSIP: 46661CKD7. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to credit, liquidity, market and sector-specific risks described in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering Auto-Callable Dual Directional Trigger PLUS linked to Taiwan Semiconductor ADSs due June 29, 2028. The issue size is $1,000,000 at $1,000 per Trigger PLUS. An automatic early redemption will pay $1,390.00 per Trigger PLUS if the redemption observation price is at or above the initial stock price of $436.39. If not redeemed, payments at maturity depend on the final stock price: leveraged upside at a 150% leverage if the stock is higher; an absolute-return cushion up to 25% if the stock declines but stays above the $327.2925 trigger level; and pro rata principal losses below the trigger. The estimated value on pricing was $977.00 per $1,000 principal, and the purchaser paid $20.00 in fees per note.

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JPMorgan Chase Financial Company LLC offers Auto Callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index due July 8, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only if the Index closes at or above an Interest Barrier equal to 70.00% of the Initial Value and will be automatically called if the Index closes at or above the Initial Value on any quarterly Autocall Review Date (earliest possible automatic call: January 4, 2027).

The Index is subject to a 6.0% per annum daily deduction, uses dynamic leveraged exposure to E‑mini S&P 500 futures (max 500%), and materially reduces the Index’s level versus an identical index without the deduction. Estimated value at pricing is approximately $900.60 per $1,000 principal amount; minimum denominations are $1,000. Investors bear issuer and guarantor credit risk and may lose some or all principal if the Final Value is below the Trigger Value.

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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 July 8, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes aim to deliver at least 1.905 times any index appreciation at maturity, provide a 10.00% downside buffer and expose holders to up to 90.00% principal loss if the Index declines beyond the buffer. The notes are unsecured, issued in minimum denominations of $1,000, expected to price on or about July 2, 2026 and settle on or about July 8, 2026. The cover shows an estimated value of $976.50 per $1,000 note and a minimum estimated value of $900.00 per $1,000 note.

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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 29, 2026.