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 is offering 5‑year, 1‑year non‑callable/auto‑callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes have a $1,000 minimum denomination, a 6.0% per annum daily deduction built into the index, and an estimated value of at least $900.00 per $1,000 note when priced.
The notes price on April 27, 2026, may be called on quarterly Review Dates if the Underlying closes at or above its Initial Value, and mature on May 1, 2031. Contingent interest is at least 10.00% per annum (at least 2.50% per quarter) when the Interest Barrier is met. If not called and the Final Value is below the Trigger Value (50.00% of the Initial Value), principal is exposed to losses; large declines could wipe out principal.
JPMorgan Chase Financial Company LLC is offering 5‑year, non‑callable‑for‑1‑year, auto‑callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination of $1,000, a pricing date of April 27, 2026, and a maturity date of April 28, 2031. If the notes are not called early and the Final Value is below the Interest Barrier (50.00% of the Initial Value), principal at maturity declines 1% for each 1% the Final Value is below the Initial Value; losses can exceed 50% and could reach 100%.
The notes pay a Contingent Interest Payment when the Underlying on a Review Date is at or above the Interest Barrier, equal to at least 2.50% per quarter (10.00% per annum). The level of the Underlying reflects a 6.0% per annum daily deduction and a daily notional financing cost. The preliminary estimated value will be at least $900.00 per $1,000 principal amount. Payments are subject to issuer and guarantor credit risk of JPMorgan entities.
JPMorgan Chase Financial Company LLC is offering 3-year auto-callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA), with a $1,000 minimum denomination and maturity on May 2, 2029. The Index targets dynamic exposure to the QQQ Fund with a daily 6.0% per annum deduction and a notional financing cost. Notes pay a contingent interest of at least 11.00% per annum (at least 2.75% per quarter) when the Underlying is at or above the Interest Barrier on a Review Date. The notes may be automatically called on quarterly Review Dates if the Underlying is at or above the Initial Value; estimated value at issuance is at least $900.00 per $1,000 principal. If not called and the Final Value is below the Trigger Value (60.00% of Initial Value), investors suffer proportional principal loss, possibly losing all principal.
Rometty Virginia M reported acquisition or exercise transactions in this Form 4 filing.
JPMorgan Chase & Co. director Virginia M. Rometty received a grant of 135.9804 shares of Common Stock as a non-cash award. The shares represent a deferral of her quarterly director retainer, which is payable in common stock following the end of her board service. After this grant, she directly holds a total of 14,836.1425 shares of JPMorgan Chase & Co. common stock.
JPMorgan Chase & Co. director Phebe N. Novakovic increased her holdings through a routine equity award. On March 31, 2026, she acquired 135.9804 shares of common stock at $294.16 per share as a deferral of her quarterly director retainer, payable in stock after she leaves the board.
Following this grant, she directly holds 13,394.8914 common shares. The filing also notes an additional 45 shares held indirectly by her spouse, reflecting a small indirect ownership position alongside her direct stake.
JPMorgan Chase & Co. director Melody L. Hobson acquired 152.978 shares of common stock on a grant/award basis, valued at $294.16 per share, from a deferral of her quarterly director retainer. Following this award, she directly holds 29,704.9847 shares. An additional 124,155 shares are held indirectly through The GWL Living Trust.
JPMorgan Chase & Co. director Stephen B. Burke acquired 191.2225 shares of common stock on March 31, 2026 as a deferral of his quarterly retainer, payable in stock after his service as director ends. The award used a reference price of $294.16 per share. Following this grant, he holds 207,343.0323 shares directly and 55,245 shares indirectly through a GRAT, showing this is a routine compensation-related equity accrual rather than an open-market trade.
JPMorgan Chase Financial Company LLC priced a preliminary auto-callable accelerated barrier note offering linked to the MerQube US Tech+ Vol Advantage Index, expected to price on or about March 30, 2026 and settle on or about March 31, 2026. The notes (minimum $1,000) pay an automatic cash call if the Index >= the Call Value on specified Review Dates, offer a 2.00× Upside Leverage Factor at maturity if not called, and include a 50.00% Barrier Amount. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost that reduce index performance; notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC offers 5‑year auto‑callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index. The notes have a minimum denomination of $1,000, a pricing date of April 27, 2026 and a maturity date of May 1, 2031. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost. The notes may pay a monthly contingent interest of at least 8.75% per annum (0.72917% per month) when the Index meets the Interest Barrier; they are automatically callable on monthly review dates if the Index is at or above its Initial Value. Estimated value at issue will be no less than $900.00 per $1,000 principal amount. Any payment depends on the issuer and guarantor creditworthiness and the notes can result in partial or total loss of principal if the Final Value is below the Buffer Threshold.
JPMorgan Chase Financial Company LLC offers fixed-to-floating, callable range-accrual notes due April 6, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at least 8.50% per annum from issue to April 6, 2027; thereafter interest accrues during the floating period only for calendar days when the 10-year Constant Maturity Treasury rate is ≤ 4.60%. The issuer may redeem the notes on quarterly redemption dates beginning April 6, 2027. Issue price is $1,000 per note; estimated value (assuming minimum rates) is approximately $972 and will not be less than $950 per $1,000 stated principal amount; final pricing terms will appear in the pricing supplement.