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.
JPMorgan Chase Financial Company LLC is offering $5,805,000 principal amount of Callable Range Accrual Notes linked to the 10-Year Constant Maturity Treasury Rate, due May 13, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The Notes pay a variable quarterly interest rate equal to an Interest Factor of 7.25% per annum times the fraction of calendar days in the Interest Period on which the Reference Rate is less than or equal to a Reference Rate Barrier of 5.00%. Interest may be zero for days the Reference Rate exceeds the barrier. The Notes are callable quarterly beginning May 13, 2027, and will repay principal only if held to maturity or earlier call; payments are subject to the issuer’s and guarantor’s creditworthiness. The offering price is $1,000 per Note and the estimated value at pricing was $970.20 per Note.
JPMorgan Chase Financial Company LLC is offering Trigger Autocallable GEARS linked to the MSCI Emerging Markets Index for $15,693,800. The Securities pay a 15.00% Call Return if the Underlying closes at or above the Autocall Barrier (100.00% of the Initial Value) on the Observation Date and otherwise provide leveraged upside with an Upside Gearing of 1.50. The Initial Value is 1,711.25, the Downside Threshold is 1,283.44 (75.00% of Initial Value), the Trade Date is May 8, 2026, and the Maturity Date is May 10, 2029. Investors face full downside exposure if the Final Value is below the Downside Threshold and repayment is subject to the issuer and guarantor creditworthiness. The estimated value at pricing was $968.30 per $10 principal amount.
JPMorgan Financial is offering market-linked securities with a principal amount of $1,000 per security that mature on November 13, 2028. The securities pay at maturity based on an unequally weighted basket (EURO STOXX 50 40%, Nikkei 225 25%, FTSE 100 17.5%, SMI 10%, S&P/ASX 200 7.5%).
Key economics: price to public $1,000.00, estimated value $955.20, selling commission $25.75, proceeds to issuer per security $974.25. Upside participation is 100% capped at a 34.55% maximum return; a 15% buffer applies to downside (threshold level 85.00). Holders face potential loss of up to 85% of principal if the basket declines below the threshold.
JPMorgan Chase Financial Company LLC priced $250,000 in Capped Buffered Return Enhanced Notes linked to the Russell 2000® Index. The notes (minimum $1,000 denominations) were priced on May 8, 2026 and are expected to settle on or about May 13, 2026, with an Observation Date of March 10, 2031 and Maturity Date of March 13, 2031.
The notes provide 1.05x upside participation in Index appreciation subject to a Maximum Return of 318.80% and include a 10.00% buffer against initial declines; if the Index falls by more than 10.00% at observation, holders lose 1% of principal for each additional 1% decline (up to a potential 90.00% loss). The Initial Value was 2,861.209 and the issuer estimated value per $1,000 note was $975.60; price to public per note was $1,000 (selling commission $8.50).
The Stepdown Snowball Autocallable Notes are issued by JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co. They are sold in $10 units and mature in May, 2028 if not called. The notes reference the Worst-Performing Market Measure of the S&P 500® and the Russell 2000®.
The notes are automatically callable on scheduled annual Call Observation Dates; Call Payments are $11.035 (first Call) and $12.07 (final Call). If not called, holders bear 1-to-1 downside on the Worst-Performing Market Measure (up to 100.00% of principal at risk). The Strike Date Starting Values were set on May 11, 2026 (SPX 7,412.84; RTY 2,870.640). The initial estimated value range at pricing was $9.60–$9.818 per unit; the public offering price is $10.00 per unit (underwriting discount $0.025).
JPMorgan Chase Financial Company LLC priced a $200,000 offering of uncapped dual directional buffered return enhanced notes linked to the S&P 500® Futures Excess Return Index. The notes, fully and unconditionally guaranteed by JPMorgan Chase & Co., priced on May 8, 2026 with expected settlement on May 13, 2031. The notes pay no interest, provide an Upside Leverage Factor of 1.32, and include a 30.00% Buffer Amount that limits certain negative-index returns; investors may lose up to 70.00% of principal at maturity and bear issuer/guarantor credit risk.
JPMorgan Chase Financial Company LLC priced $500,000 of Uncapped Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the Russell 2000®.
The notes priced on May 8, 2026, settle on or about May 13, 2026, and mature on May 11, 2029 with an observation date of May 8, 2029. Each $1,000 note was sold at a $1,000 public price, with selling commissions of $7.50 per note and proceeds to the issuer of $992.50 per note.
The structure pays at maturity: $1,000 + ($1,000 × Least Performing Index Return × 2.05) if all Indices finish above their initial values; principal is returned if all Indices finish at or above 70.00% of initial values; otherwise payment follows the Least Performing Index Return and investors can lose more than 30.00% of principal, including a total loss.
JPMorgan Chase Financial Company LLC priced $2,042,000 of Buffered Digital Notes due June 11, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay a 12.35% contingent digital return at maturity if the least performing of three indices is flat or down by no more than 15.00%; otherwise principal is reduced dollar-for-dollar beyond the 15.00% buffer, to a minimum possible payment of $150.00 per $1,000 note. The notes priced on May 8, 2026 with expected settlement on or about May 13, 2026, minimum denomination $1,000, and an estimated value at issuance of $983.90 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering Contingent Income Auto-Callable Securities due May 11, 2029 linked to the common stock of ServiceNow, Inc. The issue aggregates $36,649,000 at a $1,000 stated principal per security and pays a contingent quarterly payment of $41.75 (4.175%) when the underlying closing price is at or above the downside threshold of $45.59 (50% of the initial stock price of $91.18) on each determination date. If the securities are not auto‑redeemed and the final stock price is below the downside threshold, maturity payment equals the stated principal times the stock performance factor and may be less than 50% of principal or zero. Payments are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; investors bear issuer and guarantor credit risk.
JPMorgan Chase Financial Company LLC priced $3,795,000 of Auto Callable Contingent Interest Notes linked to Palantir Technologies Inc. common stock. The notes priced on May 8, 2026 and are expected to settle on or about May 13, 2026. Each $1,000 note pays a 15.00% per annum contingent interest ( $37.50 per quarter) when the Reference Stock closes at or above the Interest Barrier of $63.7325 (46.25% of the Initial Value). The Initial Value was $137.80. The notes are automatically callable if the Reference Stock closing price on certain Review Dates is at or above the Initial Value; the earliest possible automatic call date is November 9, 2026. If not called, maturity payment on May 11, 2028 depends on the Final Value relative to the Trigger Value; holders may lose a substantial portion or all principal if Final Value is below the Trigger Value. Payments are obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co., and subject to issuer and guarantor credit risk.