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JPMORGAN CHASE & CO (JPM) SEC Filings, Jun 26, 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 Auto Callable Accelerated Barrier Notes linked to the MerQube US Large‑Cap Vol Advantage Index, expected to price on or about July 15, 2026 with settlement on or about July 17, 2026. The notes pay no coupons, can be automatically called beginning July 19, 2027, provide a 5.00× upside leverage at maturity if not called, and include a 50.00% barrier and a 6.0% per annum daily deduction to the Index. Minimum denomination is $1,000. Estimated value if priced today is $886.90 per $1,000 (will not be less than $870.00), and the issuer and guarantor credit risk applies.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Broadcom Inc. The notes pay contingent quarterly interest (at least 15.00% per annum, or $37.50 per $1,000 per quarter if barrier met) when the Reference Stock closes at or above 54.00% of the Initial Value on a Review Date. The notes may be automatically called early if the Reference Stock closes at or above the Initial Value on an intermediate Review Date; the earliest possible automatic call date is December 29, 2026. If not called, maturity is July 5, 2028; at maturity holders receive $1,000 plus contingent interest if Final Value ≥ Trigger Value, or $1,000×(1+Stock Return) if Final Value < Trigger Value, exposing investors to >46.00% principal loss (or total loss). Payments are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.

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The Autocallable Leveraged Index Return Notes® linked to Palantir Technologies Inc. (Market Measure: Class A common stock) are issued by JPMorgan Chase Financial Company LLC and guaranteed by JPMorgan Chase & Co. 536,100 units were priced at $10.00 per unit for total public offering proceeds of $5,361,000. The notes have an approximate two-year term and may be automatically called on the Call Observation Date (on or about July 1, 2027) at a Call Amount of $13.17 per unit if the Observation Value is at or above the Call Value (100.00% of the Starting Value). If not called, at maturity the notes pay 150.00% participation in upside above the Starting Value ($113.50) but provide an absolute-return feature only for declines up to 40.00% (Threshold Value $68.10); declines beyond that expose holders to 1-to-1 downside, risking up to 100% principal. All payments are subject to issuer and guarantor credit risk, no periodic interest is paid, and secondary-market liquidity is limited.

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JPMorgan Chase Financial Company LLC priced a $5,202,000 offering of Trigger Autocallable Contingent Yield Notes with Memory linked to the least performing of CVS, Valero Energy and Verizon, maturing June 28, 2029. The Notes pay a Contingent Coupon Rate of 14.98% per annum (quarterly installments of $0.3745 per $10 Note) when each Underlying meets its Coupon Barrier on an Observation Date and will auto-call early if each Underlying equals or exceeds its Initial Value on a quarterly Observation Date. If not called, principal is repaid at maturity only if each Final Value is at or above its Downside Threshold (each Downside Threshold = 60.00% of Initial Value); otherwise the repayment equals $10 × (1 + Least Performing Underlying Return), which can result in substantial principal loss. The Notes are unsecured obligations of JPMorgan Chase Financial Company LLC and fully and unconditionally guaranteed by JPMorgan Chase & Co.; all payments remain subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes linked to Accenture plc Class A ordinary shares (ACN). The notes pay quarterly Contingent Coupons (memory feature) if the Underlying closes at or above a Coupon Barrier equal to 60.00% of the Initial Value and are automatically called if the Underlying closes at or above the Initial Value on any quarterly Observation Date. If not called, at maturity the principal is repaid in full only if the Final Value is at or above the Downside Threshold (60.00% of Initial Value); otherwise principal is reduced proportionately to the Underlying Return. The expected Contingent Coupon Rate is between 18.75% and 19.50% per annum, with Contingent Coupon payments expected between $0.4688 and $0.4875 per $10 note. Trade Date is June 26, 2026, settlement June 30, 2026, and maturity June 29, 2029. The notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; payments depend on the issuers' creditworthiness and the performance of ACN.

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JPMorgan Chase Financial Company LLC is offering five-year, callable structured notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes have a maturity date of July 18, 2031, a pricing date of July 15, 2026, an initial 12‑month non‑call period and daily review dates thereafter.

The Index level reflects a 6.0% per annum daily deduction, the Barrier Amount is 60.00% of the Initial Value, and the Call Premium Rate will be set on the pricing date and will be not less than 15.00%. The issuer estimates the notes' value will be at least $870.00 per $1,000 principal when terms are set. Payments depend on index performance and are subject to the credit risk of the issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering Step Down Trigger Autocallable Notes linked to the lesser performing of the Nasdaq-100 Index and the Russell 2000 Index. The offering aggregates to $7,750,000 at an issue price of $10 per Note with a minimum $1,000 investment.

The Notes have a trade date of June 24, 2026, original issue/settlement of June 29, 2026, quarterly Observation Dates (callable after a one-year non-call period), a Final Valuation Date of June 25, 2029, and maturity on June 28, 2029. If automatically called on an Observation Date, investors receive principal plus a Call Return that increases with time (first call: 12.00% per annum, Call Price per $10 = $11.20 on July 1, 2027; final Call Return = 36.00% per annum, Call Price per $10 = $13.60 on maturity).

If not called and the Final Value of either Underlying is below its Downside Threshold, repayment at maturity equals $10 × (1 + Lesser Performing Underlying Return), exposing investors to potential loss of principal tied to the lesser performing Underlying. Payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering 5‑year auto‑callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes pay contingent quarterly interest of at least 10.70% per annum when the index on a review date is at or above an Interest Barrier equal to 60.00% of the Initial Value. The Index applies a 6.0% per annum daily deduction and targets dynamic exposure to E‑Mini S&P 500 futures with a maximum futures exposure of 500%. Notes may be automatically called on quarterly review dates if the Index closes at or above its Initial Value; payments are subject to issuer and guarantor credit risk.

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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, expected to price on or about July 15, 2026 with settlement on or about July 17, 2026. The notes pay a Contingent Interest Payment on each quarterly Interest Payment Date only if the Index closing level on the related Review Date is at least 60.00% of the Initial Value (the Interest Barrier). The Index is subject to a 6.0% per annum daily deduction, and the Contingent Interest Rate will be at least 10.70% per annum. The notes are automatically callable beginning with the Review Date on July 15, 2027 if the Index closing level on an eligible Review Date is greater than or equal to the Initial Value. At maturity on July 18, 2031, if not called, holders receive either principal plus any contingent interest when the Final Value is at or above the Trigger Value or a loss tied to the Index Return when the Final Value is below the Trigger Value. Payments are subject to the credit risk of the issuer and the guarantor.

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JPMorgan Chase Financial Company LLC priced two separate Trigger Autocallable Contingent Yield Note offerings. One offering totals $30,127,000 linked to Amazon common stock and the other $8,792,000 linked to Bank of America common stock. Each Note has a $10 principal amount, a term to June 28, 2029, quarterly observation dates and an automatic call feature (callable beginning December 24, 2026 after a six-month non-call period). The Amazon-linked Notes carry a contingent coupon rate of 9.25% per annum and a Coupon Barrier/Downside Threshold equal to $121.82 (52.00% of the Initial Value). The Bank of America-linked Notes carry a contingent coupon rate of 8.00% per annum and a Coupon Barrier/Downside Threshold equal to $36.37 (63.00% of the Initial Value). If observation-date conditions are met, quarterly contingent coupons are paid; if not and Final Value is below the Downside Threshold, principal repayment at maturity is proportionately reduced. The Notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; payments depend on the issuers’ creditworthiness. The issuer has committed aggregate donations of $400,000 to Hope & Heroes; those donations are unconditional and not contingent on sales of the Notes.

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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 26, 2026.