Welcome to our dedicated page for Jpmorgan Chase SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
J.P. Morgan Multi‑Asset Index monthly supplement: the presentation provides hypothetical backtested monthly and annual returns for the Index using Constituent performance from February 22, 1994 through November 17, 2022, and actual Index performance from November 18, 2022 through April 30, 2026. The Index is an excess return index, was established on November 18, 2022, and is subject to a 1.00% per annum daily deduction. The materials show historical monthly return series, monthly reference portfolio weights (multiple periods with a recurring 40% equities allocation in many months), and prominent risk disclosures including notional composition, momentum strategy risks, potential for substitution of Constituents, currency and futures‑market risks, and limits of backtested/alternative performance. The supplement emphasizes that past performance and backtested results are not indicative of future results and directs readers to the prospectus and supplements for full risk disclosures.
The J.P. Morgan Multi‑Asset Index performance update presents hypothetical backtested performance from Apr 2016 through Apr 2026 and actual performance since the Index's launch on November 18, 2022. The Index is a momentum‑style, rolling futures‑based allocation that rebalances at least monthly and is subject to a 1.00% per annum daily deduction. Published levels use Bloomberg ticker MAX. Ten‑year risk/return metrics shown for the Index: Sharpe Ratio 0.56, 10‑year volatility 4.53%, and a 10‑year annualized return 2.52%. The document emphasizes backtesting limitations, that the Index is an excess return index (not total return), and lists related concentration, futures, currency, and margin‑related risks.
JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index, with a $1,000 original issue price per note. The notes carry a stated minimum estimated value of $900.00 and an example estimated value of $910.50 per $1,000 note. The notes pay contingent monthly interest only when the Index is at or above a 70.00% Interest Barrier on each Review Date, may be automatically called beginning May 13, 2027, and mature on May 16, 2031. Investors face credit risk of JPMorgan Financial and guarantor JPMorgan Chase & Co., a daily index deduction of 6.0% per annum plus a notional financing cost, and potential principal loss up to 80.00% at maturity if the Final Value is below the Buffer Threshold of 80.00%. The contingent interest rate will be at least 11.50% per annum as described in the pricing supplement.
JPMorgan Chase Financial priced $2,738,000 of Capped Buffered Return Enhanced Notes linked to the iShares® MSCI EAFE ETF (EFA). The notes pay 1.50× any Fund appreciation up to a 28.00% cap and provide a 15.00% buffer before principal losses apply.
Notes priced on May 6, 2026 with expected settlement on or about May 11, 2026. The Initial Value was $104.81. The estimated value at pricing was $994.40 per $1,000 note and the original issue price was $1,000. Investors can lose up to 85.00% of principal at maturity and payments are subject to the credit risk of JPMorgan Financial and its guarantor, JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC priced $15,000 of Capped Buffered Equity Notes linked to the iShares® MSCI EAFE ETF on May 6, 2026. The notes (minimum $1,000 denomination) are due June 10, 2027, and are fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes provide 1.00× participation in Fund appreciation capped at a Maximum Return of 11.75%, a downside Buffer Amount of 15.00% (you keep principal if losses are ≤15%), and permit losses up to 85.00% of principal at worst. The Initial Value was $104.81 per Fund share. The notes priced at $1,000 per note (selling commission $7.25; estimated value $980.10 per $1,000 note).
JPMorgan Chase Financial Company LLC proposes Auto Callable Contingent Interest Notes due May 27, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only if each Index is ≥ 80.00% of its Initial Value and may be automatically called beginning May 21, 2027.
The notes reference the Nasdaq-100®, the S&P 500® and the EURO STOXX 50®; payments depend on the least performing Index. Estimated value at pricing is approximately $944.50 per $1,000 note (minimum estimated value $920.00). The Contingent Interest Rate will be at least 9.50% per annum. Investors bear credit risk of the issuer and guarantor, possible loss of principal if the least performing Index falls below the Trigger Value, limited upside (no participation in index appreciation) and limited liquidity.
JPMorgan Chase Financial Company LLC is offering Market Linked Notes — Upside Participation with Averaging and Principal Return at Maturity linked to an approximately equally weighted basket of the EURO STOXX 50®, FTSE 100 and TOPIX, due June 21, 2029. The notes have a $1,000 principal amount per note, do not pay periodic interest, and provide a maturity payment equal to principal plus a positive return if the average ending level of the basket exceeds the starting level. The upside participation rate will be provided in the pricing supplement and will be at least 100.00%. Pricing, issue and calculation dates include a pricing date of May 15, 2026 and an issue date of May 20, 2026. The price to public is $1,000.00 per note with fees and commissions of $33.25 and proceeds to issuer of $966.75 per note. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and repayment is subject to issuer and guarantor credit risk.
JPMorgan Chase Financial Company LLC is offering $3,511,000 aggregate principal amount of Medium-Term Digital Notes, Series A due May 14, 2027 (stated maturity). The notes are linked to the iShares® 20+ Year Treasury Bond ETF (underlier) with an initial underlier level of $86.08 (trade date May 6, 2026).
Each $1,000 note pays no interest and at maturity will pay an amount determined by the underlier return. If the final underlier level is ≥ 90.00% of the initial level, the holder receives a threshold settlement amount of $1,056.00 per $1,000 note. If the final level declines by more than 10.00%, the return is negative and investors could lose some or all principal. The original issue price was 100.00% and the estimated value at pricing was $984.50 per $1,000 note.
JPMorgan Chase Financial Company LLC priced $290,000 of structured notes linked to the S&P 500® Futures Excess Return Index due May 9, 2031, guaranteed by JPMorgan Chase & Co. The notes priced on May 6, 2026 and are expected to settle on or about May 11, 2026.
They pay no periodic interest; at maturity investors receive $1,000 principal plus an Additional Amount equal to $1,000 × Index Return × a Participation Rate of 137.00% if the Index rises. If the Index is flat or down, holders receive only principal, subject to issuer and guarantor credit risk.
JPMorgan Chase Financial Company LLC is offering Medium‑Term Digital Equity Notes totaling $2,480,000 linked to the S&P 500® Index. Each note has a $1,000 principal amount and a stated maturity of May 10, 2028 (determination date May 8, 2028). The notes pay no interest and pay at maturity an amount tied to the index return measured from the trade date May 6, 2026 to the determination date.
If the final index level is ≥ 87.50% of the initial level (initial level: 7,365.12), holders receive the threshold settlement amount of $1,155.80 per $1,000 note (cap 115.58%). If the final index level declines by more than 12.50%, returns are negative and you could lose some or all of your investment. The estimated value at pricing was $973.10 per $1,000 note; original issue price was 100.00% with underwriting commission 2.00% (net proceeds to issuer 98.00%). Payments are subject to the credit risk of JPMorgan Chase Financial and the guarantee of JPMorgan Chase & Co.