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Jpmorgan Chase SEC Filings

JPM NYSE

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.

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JPMorgan Chase Financial Company LLC priced $5,041,000 of Buffered Digital Notes due May 13, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay a contingent digital return of 10.00% at maturity if the least performing of the Dow Jones Industrial Average®, Nasdaq-100® and Russell 2000® is ≥ its Initial Value or declines by no more than a 23.00% buffer. If the least performing Index declines by more than 23.00%, payment at maturity equals $1,000 × (Least Performing Index Return + 23.00%), exposing holders to up to 77.00% principal loss. Notes priced April 9, 2026, settle on or about April 14, 2026; minimum denomination $1,000.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of ServiceNow, Inc. (NOW). Each note has a $1,000 principal amount, a Contingent Interest Payment of at least $56.025 per $1,000 on qualifying Review Dates, and an estimated value of approximately $973.40 per $1,000 (not less than $960.00 when set).

Key dates: Strike Date April 10, 2026, Pricing Date on or about April 14, 2026, Original Issue/Settlement Date on or about April 17, 2026, Review Dates through April 23, 2027, and Maturity Date April 28, 2027. The notes are auto‑called if the Reference Stock closes at or above the Stock Strike Price on a Review Date. If not called, a Trigger Event (Final Stock Price below 50.00% of the Stock Strike Price) can cause loss of principal proportionate to the Stock Return.

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J.P. Morgan Efficiente® Plus DS 5 Index (Net ER) provides monthly and annual hypothetical and actual historical returns and the monthly reference portfolio weights applied from November 1, 2007 through March 31, 2026. The Index targets an annualized volatility of 5% (daily basis) and reflects a daily deduction of 0.85% per annum as a notional financing cost. The Index was established on December 31, 2014; prior performance for certain Basket Constituents uses alternative proxy data and hypothetical backtested returns. A 50% maximum daily exposure change constraint was applied effective excluding December 20, 2017; that constraint would have been triggered on specific past dates. The presentation repeatedly warns that past and backtested performance are not indicative of future results and that allocations and proxies were used for pre-launch periods.

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JPMorgan Chase Financial Company LLC priced $1,266,000 of Uncapped Dual Directional Digital Barrier Notes due April 15, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the lesser performing of the EURO STOXX 50® and the Russell 2000® indices, with a Contingent Digital Return of 68.50% and a Barrier Amount of 75.00% of each index initial value. Pricing date was April 9, 2026 and settlement is expected on or about April 14, 2026. Notes have minimum denominations of $1,000; price to public is $1,000 per note, estimated value was $946.90, and selling commissions are $32.50 per note. Investors bear index exposure, issuer and guarantor credit risk, no periodic interest or dividends, limited liquidity, and possible loss of principal if an index falls below the Barrier Amount.

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JPMorgan Chase Financial Company LLC offers $10,815,000 of capped dual directional accelerated barrier notes due April 12, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the least performing of the Nasdaq-100, S&P 500 and Russell 2000, with a Maximum Upside Return of 61.50%, an Upside Leverage Factor of 2.00 and a Barrier Amount equal to 70.00% of each Index's Strike Value. Notes priced April 9, 2026 and expected to settle on or about April 14, 2026.

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JPMorgan Chase Financial Company LLC is offering callable Contingent Interest Notes due April 20, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only if both the Russell 2000® and S&P 500® closing levels are at least 70.00% of their initial values on each Review Date (the Interest Barrier). The notes may be redeemed early at the issuer's option beginning July 22, 2026. The notes are expected to price on or about April 17, 2026 and settle on or about April 22, 2026. The estimated value at pricing is approximately $975.90 per $1,000 principal amount note (will not be less than $900.00), and the Contingent Interest Rate will be at least 10.35% per annum. Holders bear credit risk of the issuer and guarantor and face possible loss of principal tied to the performance of the lesser performing Index.

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The supplement updates performance and methodology details for the J.P. Morgan Efficiente® Plus DS 5 Index (Net ER), ticker EFPLUS5D. The Index targets an annualized realized volatility of 5% by varying exposure to a monthly reference portfolio of 20 ETFs and a cash index and is calculated on an excess return basis with a daily deduction of a 0.85% per annum index fee. The Index was established on December 31, 2014. The supplement shows hypothetical backtested and actual historical returns and monthly weights through March/April 2026, notes a maximum daily exposure change of 50% effective after December 20, 2017, and reiterates standard disclosures about backtesting limitations and investment risks.

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JPMorgan Chase Financial Company LLC offers Callable Range Accrual Notes linked to the 10-Year CMT Rate, maturing April 24, 2031, and fully guaranteed by JPMorgan Chase & Co. Interest is determined quarterly based on the number of days the 10-Year CMT Rate is ≤ 5.00%; the Interest Factor and maximum rate are 7.10% per annum and the minimum is 0.00%. The notes may be called quarterly beginning April 24, 2027. Pricing date is April 22, 2026 with expected original issue on or about April 24, 2026. The estimated value at issuance was approximately $975.10 per $1,000 principal, with selling commissions of about $11.25 per $1,000 (not to exceed $35.00 per $1,000). The notes include significant model, liquidity and calculation-agent discretion risks; holders rely on the Calculation Agent for key rate determinations and any successor rate if the published 10-Year CMT is discontinued.

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JPMorgan Financial is offering Callable Range Accrual Notes linked to the 10-Year CMT Rate with a scheduled maturity of April 17, 2036. Interest for each period will equal the Interest Factor (8.40%) prorated by the number of days the accrual condition is met, subject to a minimum 0.00% and maximum 8.40%. The Accrual Provision counts calendar days when the 10-Year CMT Rate is ≤ 5.00%. Notes may be called quarterly beginning April 17, 2028, at par. Pricing date is April 14, 2026 and original issue (settlement) is on or about April 17, 2026. The pricing supplement discloses an estimated value (example) of $920.50 per $1,000 and selling commissions of approximately $40 per $1,000. The notes are unsecured obligations of JPMorgan Financial guaranteed by JPMorgan Chase & Co.; they are not FDIC insured.

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JPMorgan Chase Financial Company LLC is offering callable Contingent Interest Notes due October 19, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each Review Date only if each Index (Nasdaq-100® Technology Sector, Russell 2000®, S&P 500®) is ≥ 60.00% of its Initial Value (the Interest Barrier). The notes may be redeemed early beginning October 19, 2026. Price to public is $1,000 per note; estimated value at pricing is approximately $962.70 and will be no less than $900.00 per $1,000. The Contingent Interest Rate will be at least 7.30% per annum. Investors bear credit risk of the issuer and guarantor and may lose some or all principal if the Least Performing Index finishes below its Trigger Value.

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FAQ

How many Jpmorgan Chase (JPM) SEC filings are available on StockTitan?

StockTitan tracks 4563 SEC filings for Jpmorgan Chase (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 (JPM)?

The most recent SEC filing for Jpmorgan Chase (JPM) was filed on April 13, 2026.