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 priced a series of variable-rate medium-term notes guaranteed by JPMorgan Chase & Co. The notes pay interest quarterly based on a formula: 6.625% × (N/ACT) where N is days the 10-year CMT is ≤ a 5.50% Reference Rate Barrier. Interest payments are quarterly beginning August 21, 2026 and the notes mature on May 21, 2031. The offering size is $1,500,000 (total original issue price) at $1,000 per note; proceeds to the issuer are $985 per note. The estimated value at pricing was $972.40 per $1,000 note. The notes may be called quarterly on specified Redemption Dates beginning May 21, 2027. Tax treatment is expected to be as contingent payment debt instruments for U.S. federal income tax purposes; the issuer has determined a 4.52% comparable yield for projected tax accruals.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due May 30, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments only when the Index on a Review Date is ≥ the Interest Barrier (70.00% of Initial Value), are subject to an automatic call beginning May 26, 2027, and can expose investors to a maximum principal loss of 85.00%. The Index includes a 6.0% per annum daily deduction and a daily notional financing cost; these deductions materially reduce index performance. The estimated indicative value shown is $910.60 per $1,000 note (minimum estimated value stated as $900.00), pricing expected around May 26, 2026 with settlement around May 29, 2026.
JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the least performing of the Dow Jones Industrial Average®, Nasdaq-100® and Russell 2000®, due June 7, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called beginning June 8, 2027. If called, investors receive $1,000 plus a Call Premium (not less than $204.00). If not called, maturity payments depend on the least performing Index: investors receive $1,000 plus 1.75× the least-performing Index appreciation (upside) or suffer pro rata principal loss if the least-performing Index falls below a 70% Barrier. Estimated note value at pricing is approximately $959.30 per $1,000; estimated value will not be less than $900.00. Pricing expected on or about June 2, 2026; settlement on or about June 5, 2026. The notes are unsecured obligations of JPMorgan Financial and subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. Minimum denomination $1,000.
JPMorgan Financial offers auto-callable Contingent Interest Notes linked to the Nasdaq-100 Index, the Russell 2000 Index and the State Street SPDR S&P Regional Banking ETF due June 1, 2029. Notes pay Contingent Interest Payments when each underlying is ≥ 70.00% of its Initial Value and may be automatically called on a Review Date (earliest possible automatic call: November 30, 2026). The estimated value at pricing is approximately $945.60 per $1,000 note (will not be less than $900.00); the actual Contingent Interest Rate will be provided in the pricing supplement and will be at least 9.75% per annum. Payments at maturity depend on the Least Performing Underlying: if below the Trigger Value you can lose a portion or all of principal; if called earlier you receive principal plus the applicable Contingent Interest Payment. Terms, estimated value components, selling commissions (up to $29.50 per $1,000 note) and final pricing will be set in the pricing supplement.
JPMorgan Chase Financial Company LLC priced $400,000 of structured Review Notes on May 18, 2026, expected to settle on or about May 21, 2026. Each $1,000 principal note links payments to the lesser performing of LPL Financial Holdings Inc. (LPLA) and The Charles Schwab Corporation (SCHW). The notes carry an automatic-call feature beginning May 19, 2027; if called, holders receive principal plus a predetermined Call Premium that increases on each Review Date. If not called, a full principal payment occurs at maturity on May 23, 2029 only if both Reference Stocks finish at or above 70% of their initial values; otherwise maturity payment is reduced based on the Lesser Performing Stock Return, potentially resulting in a substantial loss of principal. Notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and were sold with selling commissions of $4 per $1,000 note; the estimated value at pricing was $972.00 per $1,000 note.
JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to the lesser performing of the iShares MSCI EAFE ETF and the EURO STOXX 50 Index due May 28, 2031. The notes may be automatically called as early as May 28, 2027. If called, holders receive principal plus a Call Premium Amount of at least $185 per $1,000 note. If not called, maturity payment depends on the Lesser Performing Underlying, with an Upside Leverage Factor of 2.00 and a Barrier Amount equal to 75.00 of initial value. Estimated value at pricing is approximately $950 (floor $930) per $1,000 note. Pricing is expected on or about May 22, 2026, with settlement on or about May 28, 2026.
JPMorgan Chase Financial Company LLC is offering structured Buffered Digital Dual Directional Notes linked to a WTI crude oil futures contract, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Digital Return of $10.00% at maturity if the Final Value is greater than or equal to the Strike Value of $103.80. If the Final Value is below the Strike Value but within a Buffer Amount of at least 40.20%, investors receive the principal plus 50.00% of the absolute depreciation. If the Final Value declines by more than the Buffer Amount, a Downside Leverage Factor of at least 1.67224 amplifies losses; payments will not be less than $0. The notes are expected to price on or about May 22, 2026, settle on or about May 28, 2026, and mature on or about June 22, 2027. The estimated value when priced would be approximately $965.90 per $1,000 note and will not be less than $950.00 per $1,000 note.
JPMorgan Chase Financial Company LLC offers structured Auto Callable Contingent Interest Notes linked to the lesser performing share of Costco Wholesale Corporation and The Goldman Sachs Group, Inc., due June 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about May 27, 2026 and settle on or about June 1, 2026. The notes pay Contingent Interest Payments on Review Dates only if the closing price of one share of each Reference Stock is at or above an Interest Barrier equal to 50.00% of its Initial Value; they are automatically called if, on any Review Date before maturity, the closing price of one share of each Reference Stock is at or above its Initial Value. At maturity, if the Final Value of either Reference Stock is below its Trigger Value, payment is reduced by the Lesser Performing Stock Return, which can result in a partial or total loss of principal. The estimated value at pricing is approximately $970.00 per $1,000 principal amount note (minimum estimated value disclosed: $950.00). The Contingent Interest Rate will be at least 9.79% per annum. The notes are unsecured obligations of the issuer and depend on the creditworthiness of both JPMorgan Financial and JPMorgan Chase & Co..
JPMorgan Chase Financial Company LLC is offering Trigger Step Securities totaling $3,033,000 linked to the Swiss Market Index (SMI). The Securities mature on May 22, 2031 and are fully and unconditionally guaranteed by JPMorgan Chase & Co. At maturity the payment per $10 principal depends on the Final Value versus the Step Barrier (100% of the Initial Value) and the Downside Threshold (75% of the Initial Value). If the Final Value is >= the Step Barrier, holders receive $10 plus the greater of a 68.35% Step Return or the Underlying Return. If the Final Value is < the Downside Threshold, repayment is $10 plus the Underlying Return, exposing investors to losses proportional to the decline. Trade Date was May 18, 2026, Original Issue Date May 21, 2026. The cover lists an estimated value of $9.537 per $10 and selling commissions of $0.30 per $10 (UBS). Minimum investment is $1,000 in $10 increments.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the least performing of the Dow Jones Industrial Average, the S&P 500 and the VanEck Semiconductor ETF, due May 1, 2028 and fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only when each underlying is at or above an Interest Barrier (70.00% of Initial Value) on Review Dates, can be automatically called beginning August 26, 2026, and repay principal at maturity based on the Least Performing Underlying relative to a Trigger Value (60.00% of Initial Value). The estimated value when priced is approximately $963.20 per $1,000 original principal and will not be less than $900.00 per $1,000 principal; the original issue price is $1,000 per note. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., limited appreciation (no direct equity upside), potential for significant principal loss, and limited liquidity.