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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 Financial priced a $5,411,000 offering of Buffered Callable Range Accrual Notes linked to the S&P 500® Index due June 30, 2031. The notes pay monthly range-accrual interest (Interest Factor 6.70%) that depends on how often the Index stays at or above the Minimum Index Level of 85.00% of the Initial Value. The Initial Value is 7,357.49 (Closing Level on the Pricing Date) and the corresponding Minimum Index Level is 6,253.8665. At maturity, if the Final Value is at or above the Buffer Level (85.00% of the Initial Value) holders receive principal; if below, principal is reduced 1% for every 1% the Final Value is below the Buffer Level, subject to a maximum principal loss of 85.00%. The offering price was $1,000 per note (selling commission $35.00, proceeds to issuer $965.00 per note) and the disclosed estimated value was $939.90 per $1,000 note. The notes are callable monthly beginning June 30, 2027, are subject to market-disruption and withholding rules, and payments may be delayed or adjusted per the product supplement.

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JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due January 13, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each $1,000 note may pay periodic contingent interest only if the Nasdaq-100, Russell 2000 and S&P 500 each close at or above an Interest Barrier equal to 70.00% of their Initial Values on a Review Date. The notes may be redeemed early beginning October 15, 2026. At maturity, if the Final Value of the least performing Index is below its Trigger Value (70.00%), principal is reduced by the Least Performing Index Return. The expected pricing and settlement dates are on or about July 10, 2026 and July 15, 2026, respectively.

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JPMorgan Chase Financial Company LLC is offering Buffered Callable Range Accrual Notes linked to the Nasdaq 100Index due June 30, 2031. The notes have an initial value of 29,440.32 and a buffer equal to 15.00% (Buffer Level = 85.00% of the Initial Value). Interest is payable monthly and the illustrative Interest Factor is 7.50% per annum, subject to accrual rules based on the number of Trading Days the Accrual Provision is satisfied.

Per note terms: price to public of $1,000, selling commission $35.00, and proceeds to issuer per note $965.00; aggregate offering shows $3,115,000 price to public and proceeds to issuer of $3,005,975. The notes may be called monthly beginning June 30, 2027. Payment at maturity returns principal if the Final Value is >= Buffer Level; if Final Value < Buffer Level, the repayment is reduced by the Index shortfall beyond the buffer, and principal loss may be up to 85.00%. Tax and withholding rules, liquidity limitations, estimated value ($925.80 per $1,000 note), and hedging disclosures are included in the supplement.

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JPMorgan Chase Financial Company LLC is offering Digital Buffered Notes linked to the S&P 500® Index that pay a fixed 7.80% return at maturity if the Ending Index Level is at or above the Index Strike Level or down by up to a 15.00% buffer. If the Index declines beyond the 15.00% buffer, investors incur leveraged losses of 1.17647% of principal for each 1.00% decline beyond the buffer. The Index Strike Level is 7,358.22 and key dates include a Pricing Date of June 25, 2026, an Original Issue Date of on or about June 30, 2026, Valuation Date of July 7, 2027, and Maturity Date of July 12, 2027. The notes are unsecured obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co., sold in minimum denominations of $10,000 with proceeds to issuer of $2,376,000.00 on the stated issue.

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JPMorgan Chase Financial Company LLC priced three series of Capped Buffered Return Enhanced Notes, fully and unconditionally guaranteed by JPMorgan Chase & Co., on June 25, 2026. The offerings comprise $212,000 of NDX Notes, $308,000 of RTY Notes and $332,000 of SPX Notes, each in $1,000 minimum denominations and expected to settle on or about June 30, 2026. Each note pays 1.50× of underlying appreciation up to the stated Maximum Return, provides a 10.00% downside buffer, and exposes investors to loss of up to 90.00% of principal and to issuer/guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes due July 12, 2029, fully guaranteed by JPMorgan Chase & Co. The notes link to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100 Index® and the S&P 500® Index. They target an Upside Leverage Factor of 1.71 and a Barrier Amount equal to 70.00% of the Initial Value. Expected pricing and settlement are on or about July 7, 2026 and July 10, 2026. Minimum denomination is $1,000. The pricing supplement cites an estimated value of approximately $981.10 per $1,000 principal amount (with a stated minimum estimated value not less than $900.00 per $1,000) and warns the notes are subject to issuer and guarantor credit risk, potential loss of principal if the Least Performing Index falls below the Barrier Amount, and limited liquidity.

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JPMorgan Chase Financial Company LLC is offering auto-callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, due July 6, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly contingent interest only when the Index is at or above an Interest Barrier and may be automatically called beginning December 30, 2026. The Index is subject to a 6.0% per annum daily deduction, which materially reduces the Index level over time and is a primary driver of the notes’ pricing. The estimated indicative value at pricing is approximately $921.80 per $1,000 and will not be less than $900.00 per $1,000. These unsecured notes carry issuer and guarantor credit risk, limited upside (contingent interest only), possible loss of principal at maturity if the Final Value is below the Trigger Value, and limited liquidity.

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JPMorgan Chase Financial Company LLC priced a $15,000,000 offering of Review Notes linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes were priced on June 25, 2026 and are expected to settle on or about June 30, 2026. The notes pay no interest; they may be automatically called on Review Dates (June 30, 2027, June 26, 2028, June 25, 2029) if the Index closing level is at or above the applicable Call Value, producing fixed Call Premiums of $105, $210 and $315 per $1,000 note. Key parameters: Initial Value 7,357.49, Barrier Amount 5,885.992 (80.00% of Initial Value). If not called and Final Value is below the Barrier, payment at maturity equals $1,000 plus $1,000×Index Return, which can result in significant principal loss up to a total loss.

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JPMorgan Chase Financial Company LLC offers $3,000,000 aggregate principal of Capped Enhanced Participation Equity Notes due November 15, 2027, linked to the S&P 500® Index and fully guaranteed by JPMorgan Chase & Co. The notes pay no interest and provide upside participation at a 1.50 rate capped at a $1,208.50 maximum settlement per $1,000 principal.

The notes mature based on the underlier return measured from the trade date June 25, 2026 to the determination date November 11, 2027. The estimated value at pricing was $983.20 per $1,000 note; original issue price was 100.00% with underwriting commissions of 1.39%.

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JPMorgan Chase Financial Company LLC priced $2,411,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index. The notes, fully and unconditionally guaranteed by JPMorgan Chase & Co., pay contingent monthly interest at an 8.50% per annum rate when the Index is at or above an Interest Barrier of 80.00% of the Initial Value and may be automatically called if the Index equals or exceeds the Initial Value on certain Review Dates beginning June 25, 2027. The notes include a 30.00% Buffer Amount (you may lose up to 70.00% of principal if the Final Value falls below the Buffer Threshold) and the Index reflects a 6.0% per annum daily deduction plus a notional financing cost; pricing occurred June 25, 2026 with expected settlement on or about June 30, 2026.

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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.