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JPMORGAN CHASE & CO (JPM) SEC Filings, Aug 20, 2026

JPM NYSE

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.

Rhea-AI Summary

JPMorgan Chase & Co (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured Digital Buffered Notes linked to the Nasdaq‑100 Index®. The notes pay a fixed return of at least 10.00% per $1,000 at maturity if the Index ending level is at or above 29,426.02 or down by up to 15%.

If the Index is more than 15% below 29,426.02 at maturity, investors lose principal on a leveraged basis, 1.17647% loss for each 1% decline beyond the 15% buffer, up to total loss. Minimum denomination is $10,000. The notes are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

The notes are expected to price on or about August 20, 2026, with an original issue date on or about August 25, 2026, a valuation date of September 1, 2027 and maturity on September 7, 2027. The estimated value is approximately $988 per $1,000 note and will not be less than $970 per $1,000 at pricing.

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JPMorgan Chase & Co. (JPM), through issuer JPMorgan Chase Financial Company LLC, is offering Medium-Term Notes, Series A, titled Capped Buffered Enhanced Participation Equity Notes due 2028 linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co.

Each note has a $1,000 principal amount, trade date on or about August 31, 2026, settlement on or about September 3, 2026, and a stated maturity date of September 5, 2028. The notes pay no interest and are not listed on any exchange. At maturity, payment depends on S&P 500® performance: investors receive 2x upside participation if the index rises, but the payoff is capped at a maximum settlement amount expected between $1,204.80 and $1,240.40 per $1,000 note.

A 10% buffer (buffer level 90% of the initial underlier level) protects principal against modest declines; below this, losses are leveraged at about 1.1111% per 1% additional index drop, and investors could lose their entire investment. The estimated value when set is expected between $967.20 and $977.20 per $1,000, reflecting selling commissions of up to 1.73% and hedging and structuring costs, and any payment is subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

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JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.

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JPMORGAN CHASE & CO (symbol: JPM) is the issuer of record for a Form 424B2 filing submitted to the SEC.

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JPMorgan Chase & Co. (JPM), through its finance subsidiary JPMorgan Chase Financial Company LLC, is offering $300,000 of unsecured Capped Notes linked to the lesser performing of the Nasdaq-100 Index® (NDX) and the S&P 500® Index (SPX), maturing on August 23, 2034, fully and unconditionally guaranteed by JPMorgan Chase & Co.

Each note has a $1,000 denomination, a 100% participation rate in any positive return of the lesser performing index, and a , giving a maximum payment of $3,430 per $1,000 at maturity. If either index finishes at or below its initial level (29,490.96 for NDX and 7,691.76 for SPX on August 18, 2026), investors receive only the $1,000 principal, with no upside. The notes pay no interest, and investors forgo dividends on the index constituents.

The price to the public is $1,000 per note, including $4.50 in selling commissions, for issuer proceeds of $995.50 per note. The estimated value at pricing was $968.90 per $1,000, reflecting embedded selling, structuring and hedging costs. The notes are expected to settle on or about August 21, 2026, will not be listed, and secondary market liquidity, if any, will be provided by JPMS on a discretionary basis. The notes are treated as contingent payment debt instruments for U.S. tax purposes, with a comparable yield of 4.93% and projected payment of $1,477 at maturity for tax accrual purposes.

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JPMORGAN CHASE & CO (JPM), through its wholly owned finance subsidiary JPMorgan Chase Financial Company LLC, is offering $1,000,000 of Review Notes linked to the lesser performing of the iShares Semiconductor ETF (SOXX) and the Nasdaq‑100 Index (NDX), fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes have a term to August 23, 2028, with potential automatic call starting February 18, 2027 if on any Review Date the closing value of each underlying is at or above 100% of its Initial Value. If called, investors receive $1,000 plus a predefined Call Premium Amount per note, ranging from 11.075% on the first Review Date up to 44.30% on the final Review Date.

The structure includes a 20.00% Buffer Amount. If not called, principal is returned at maturity only if the lesser performer has not fallen by more than 20%; otherwise, repayment is reduced dollar‑for‑dollar beyond that buffer, with up to 80.00% loss of principal. The notes pay no interest or dividends, are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., and are not listed, so liquidity may be limited. The estimated value at issuance is $964.70 per $1,000 note versus a $1,000 price to public.

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JPMORGAN CHASE & CO (JPM) is guaranteeing a $693,000 issuance of Auto Callable Contingent Interest Notes by JPMorgan Chase Financial Company LLC, linked to the MerQube US Tech+ Vol Advantage Index and maturing August 21, 2031. The notes pay a quarterly Contingent Interest Rate of 12.25% per annum only if, on a Review Date, the Index is at or above 60% of the Initial Value (the Interest Barrier). If on any non‑first, non‑final Review Date the Index is at or above the Initial Value, the notes are automatically called and repay $1,000 plus that period’s contingent interest.

If the notes are not called and the final Index level is below the 60% Trigger Value, repayment of principal is reduced 1:1 with the Index decline, down to zero, so investors may lose most or all of principal. The Index embeds a 6.0% per annum daily deduction and a daily notional financing cost (SOFR plus 0.50%), which systematically drag performance and cause the Index to lag a similar, undeducted index, especially when leveraged up to 500% exposure. The notes are unsecured, not FDIC‑insured, will not be listed, and their estimated value at pricing ($910.90 per $1,000 note) is below the $1,000 issue price due to selling commissions, hedging costs and issuer funding assumptions.

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JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering $1,380,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index, maturing November 21, 2030 and fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay a 14.25% per annum Contingent Interest (1.1875% monthly) only for Review Dates when the Index is at or above 70.00% of its Initial Value, with unpaid coupons catching up if the barrier is later met. The notes may be automatically called starting August 18, 2027 if the Index is at or above its Initial Value, returning principal plus due interest. If held to maturity and not called, full principal is repaid only if the Final Index Value is at least 60.00% of the Initial Value; otherwise, investors lose 1% of principal for each 1% Index decline, potentially losing all principal.

The underlying Index is a leveraged, rules-based strategy on E-mini S&P 500 futures with a 35% target volatility and is subject to a 6.0% per annum daily deduction, which drags performance. The price to public is $1,000 per note, including $9 in selling commissions; the issuer’s estimated value is $939.20 per $1,000 note, reflecting embedded costs and internal funding assumptions.

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JPMORGAN CHASE & CO (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured Uncapped Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, in $1,000 denominations, fully and unconditionally guaranteed by JPMorgan Chase & Co.

At maturity on August 28, 2036, investors receive an uncapped upside payment equal to the principal plus the Index return multiplied by an Upside Leverage Factor of at least 3.546 if the Index rises, only principal back if the Index is unchanged, and a one-for-one loss of principal for any Index decline, down to a total loss. The notes pay no interest and are not bank deposits or FDIC insured. An indicative estimated value is $960.50 per $1,000 note, and the final estimated value will not be less than $930.00, reflecting embedded selling commissions, hedging costs and issuer margins. The notes will not be listed, and secondary market prices are expected to be below the issue price and sensitive to the Index, interest rates, credit spreads and JPMorgan’s internal funding and hedging valuations.

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JPMorgan Chase & Co. (JPM), through JPMorgan Chase Financial Company LLC, is offering unsecured auto callable contingent interest notes maturing August 26, 2032, linked to the MerQube US Large-Cap Vol Advantage Index and fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes may pay a monthly Contingent Interest Payment only when the Index closes at or above 70% of the Initial Value (the Interest Barrier). Quarterly, if the Index is at or above the Initial Value on an Autocall Review Date, the notes are automatically called, and investors receive $1,000 plus that period’s contingent interest, with no further payments.

If not called, and at final valuation the Index is at or above the Trigger Value of 50% of the Initial Value, investors receive $1,000 plus any final contingent interest. If the Final Value is below the Trigger Value, repayment is reduced 1% for each 1% Index decline, down to zero, so investors can lose all principal. The Index is a leveraged, rules-based strategy on E-mini S&P 500 futures with a 35% target volatility, up to 500% exposure and a 6.0% per annum daily deduction, which creates a performance drag. The indicative estimated value is about $921.70 per $1,000 note and will not be less than $900, below the $1,000 issue price.

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FAQ

How many JPMORGAN CHASE & CO (JPM) SEC filings are available on StockTitan?

StockTitan tracks 7794 SEC filings for JPMORGAN CHASE & CO (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 & CO (JPM)?

The most recent SEC filing for JPMORGAN CHASE & CO (JPM) was filed on August 20, 2026.