STOCK TITAN

JPMORGAN CHASE & CO (JPM) SEC Filings, Jun 2, 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 Financial Company LLC is offering Step-Up Auto Callable Notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a $1,000 minimum denomination, are expected to price on or about June 25, 2026 and settle on or about June 30, 2033. The notes may be automatically called on specified Review Dates beginning June 30, 2027, paying principal plus a step-up Call Premium (illustrative first call premium: $110 per $1,000). If not called, holders at maturity receive principal plus an Additional Amount equal to $1,000 × Index Return × Participation Rate (Participation Rate: 100.00%), but not less than zero. The estimated value at issuance is approximately $909.60 per $1,000 note (not less than $900.00). Investments are unsecured obligations subject to issuer and guarantor credit risk and involve index-specific deductions, limited liquidity, and other risks described in the pricing supplement.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase & Co. is offering Callable Fixed Rate Notes due June 9, 2056 with a fixed interest rate of 5.85% per annum. Interest is payable annually on June 10 beginning in 2027. The notes are callable on June 10 and December 10 each year from December 10, 2030 through December 10, 2055. The pricing date is June 8, 2026 and the assumed price to the public is $1,000 per $1,000 principal amount. Sales to certain institutional or fee-based accounts may be priced between $927.60 and $1,000 per note; selling commissions would be approximately $21.25 per note if priced today and will not exceed $50.00 per note.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to the MerQube Bitcoin Vol Advantage Index (Bloomberg: MQUSBVA). The Index targets dynamic exposure to an unfunded position in the iShares Bitcoin Trust ETF (IBIT Fund), includes a 6.0% per annum daily deduction and a notional financing cost, and caps exposure between 0% and 500%. The notes have a $1,000 minimum denomination, an estimated value floor of $900 per $1,000 note at pricing, quarterly review dates, a contingent interest rate of at least 12.00% per annum (at least 3.00% per quarter) if conditions are met, an automatic call feature on certain Review Dates, and a maturity date of June 30, 2031. Payments depend on Index performance relative to a 60.00% Trigger Value; principal can be significantly reduced, potentially to zero, if Final Value is below the Trigger Value. All payments are subject to the issuer and guarantor credit risk of JPMorgan affiliates. These terms are summarized from the preliminary pricing supplement linked by CUSIP 46661ANT3.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto-callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index, expected to price on or about June 25, 2026 and settle on or about June 30, 2026. The notes pay a contingent quarterly interest (at least 12.00% per annum, i.e., at least 3.00% per quarter) only when the Index closing level on a Review Date is at least 60.00% of the Initial Value (the Interest Barrier). The notes may be automatically called beginning December 28, 2026 if the Index equals or exceeds its Initial Value on a Review Date, with maturity on June 30, 2031 if not called. The Index includes a 6.0% per annum daily deduction and a notional financing cost (SOFR + 1.25%), and may employ up to 500% exposure; these features materially reduce index performance. The estimated value at pricing would be approximately $904.00 per $1,000 note and will not be less than $900.00 per $1,000 note. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., potential loss of principal if Final Value is below the 60.00% Trigger Value, limited upside (no direct participation in Index appreciation beyond contingent payments), and limited liquidity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase & Co. priced callable fixed-rate notes with a 5.25% interest rate, $1,000 principal per note, an Original Issue Date of June 11, 2026 and a Maturity Date of June 11, 2036. Interest is payable annually on June 11 beginning June 11, 2027. The notes are callable semiannually on June 11 and December 11 beginning June 11, 2031 through December 11, 2035, with notices delivered at least five business days before a Redemption Date. The per-note public price is stated at $1,000 (with a stated allowable range for certain accounts not lower than $975.10), and selling commissions would be approximately $10 per note if priced on the sample date, not to exceed $30 per note. These notes are unsecured, not FDIC insured, and treated as debt instruments for U.S. federal income tax purposes according to the issuer's counsel.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering auto‑callable Accelerated Barrier Notes tied to the lesser performing of the Nasdaq-100® Technology Sector and the Russell 2000® Index, subject to completion dated June 1, 2026. The notes are expected to price on or about June 29, 2026 and settle on or about July 2, 2026, with a maturity date of July 5, 2029 and CUSIP 46661AP79.

The notes carry an Upside Leverage Factor of 2.25, a Barrier Amount of 70.00 of each Index’s Initial Value and automatic call opportunities on Review Dates beginning July 1, 2027. Call Premium Amounts shown are at least $135 (first Review Date) and $270 (second Review Date). The estimated value if priced today is approximately $938.40 per $1,000 note; the estimated value when set will not be less than $900.00 per $1,000. Investors bear credit risk of JPMorgan Financial and its guarantor JPMorgan Chase & Co., no interest or dividends are paid, and principal can be significantly reduced or lost if the Lesser Performing Index falls below the Barrier Amount.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced a structuring of Step-Up Auto Callable Notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER, expected to price on or about June 30, 2026 with settlement on or about July 6, 2026. The notes have a Participation Rate of 100.00%, automatic call opportunities on July 2, 2027 and June 30, 2028 (with the final Review Date on July 2, 2029), and potential Call Premium Amount minimums of $92.50 (first) and $185.00 (second).

The notes pay no coupons; if not called they repay principal at maturity plus an Additional Amount equal to $1,000 × Index Return × Participation Rate (not less than zero). The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and their estimated value at issuance is stated as approximately $952.90 per $1,000 (not less than $900.00). Risks disclosed include credit risk of the issuer/guarantor, limited liquidity, index deductions and notional financing costs, and that automatic calls cap upside compared with holding to maturity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering 3‑year auto‑callable notes linked to the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER (Ticker: SPGLR5TE). The notes have a 100% Participation Rate, $1,000 minimum denomination and an estimated value of at least $900 per $1,000 note when priced. The notes may be automatically called on annual Review Dates if the Index meets or exceeds a Call Value; early calls pay principal plus a Call Premium (at least 9.25% per annum). If not called and the Final Value exceeds the Initial Value, maturity payment equals the Index Return times the Participation Rate; if not, principal is repaid in full, subject to the issuer and guarantor credit risk. The Index applies a 0.50% per annum deduction and a notional financing cost and targets 5% annualized volatility on a daily basis.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes due July 6, 2029, fully guaranteed by JPMorgan Chase & Co. The notes reference the Nasdaq-100® Technology Sector (NDXT) and the Russell 2000® Index (RTY). They have a $1,000 denomination, an Upside Leverage Factor of 2.00, a Barrier Amount of 70.00% of each index Initial Value and minimum hypothetical Call Premium Amounts of 16.50% (first Review Date) and 33.00% (second Review Date). The earliest automatic call date is July 2, 2027; Review Dates include July 2, 2027, June 30, 2028 and July 2, 2029. Estimated value at pricing would be approximately $958.80 per $1,000 note and will not be less than $900.00 per $1,000 note. Investors forgo interest and dividends and face credit risk of both the issuer and guarantor, potential loss of principal if the Lesser Performing Index falls below the Barrier, limited upside on an automatic call, and limited or no liquidity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Digital Equity Notes due May 9, 2035, linked to the S&P 500® Index, fully guaranteed by JPMorgan Chase & Co. The notes pay no interest and return at maturity depends on the index performance measured from the trade date (on or about June 10, 2026) to the determination date (May 7, 2035). For each $1,000 principal amount, a payment at maturity will be calculated from the underlier return. If the final index level is ≥ 90.00% of the initial level, holders will receive a capped threshold settlement amount (expected between $1,816.20 and $1,957.70 per $1,000 note). If the final index level declines by more than 10.00%, the return is negative and investors could lose up to their entire investment. The estimated initial value is expected between $919.40 and $929.40 per $1,000 note; original issue price is 100.00% of principal. The notes are unsecured obligations of the issuer and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-- %
Tags
prospectus

FAQ

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

StockTitan tracks 7798 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 June 2, 2026.