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JPMORGAN CHASE & CO (JPM) SEC Filings, May 29, 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 Capped Trigger GEARS linked to the EURO STOXX 50® Index with a $3,028,000 principal amount offered. Each Security has a $10 principal amount, an Upside Gearing of 2.00 and a Maximum Gain of 80.00%. The Initial Value was 6,055.11 with a Downside Threshold of 4,541.33 (75% of the Initial Value). At maturity on May 30, 2030, positive Underlying Returns are multiplied by the Upside Gearing (subject to the Maximum Gain); negative Final Values below the Downside Threshold produce proportionate losses to principal. Payments depend on the creditworthiness of JPMorgan Chase Financial and the guarantor, JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Buffer Autocallable Securities linked to an unequally weighted basket of five equity indices, fully and unconditionally guaranteed by JPMorgan Chase & Co. The offering size is $5,244,000 at an issue price of $10.00 per security (minimum purchase $1,000), with an estimated value at pricing of $9.615 per $10 principal.

The securities have an observation date of June 3, 2027 (call settlement June 7, 2027) and a final valuation / maturity date of May 28/30, 2031. If the Basket closes at or above the Autocall Barrier (100% of the Initial Basket Value) on the Observation Date, the securities will be automatically called and pay principal plus a 15.00% Call Return (Call Price $11.50 per $10). If not called, at maturity investors receive: (a) full principal plus any positive Basket Return (Participation 100%); (b) full principal if the Final Basket Value is at or above the Downside Threshold (80%); or (c) a reduced principal tied to the Basket decline below the Downside Threshold, with a 20% buffer if held to maturity (losses occur 1% for each 1% Basket decline beyond the buffer, up to an 80% principal loss).

Payments and repayment are subject to the creditworthiness of JPMorgan Chase Financial and the guarantor. The securities pay no interest or dividends, are not bank deposits or FDIC-insured, and involve significant risks including loss of principal and limited liquidity.

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JPMorgan Chase Financial Company LLC priced structured notes offering capped, dual‑direction buffered equity exposure linked to the least performing of the Nasdaq‑100, Russell 2000 and S&P 500. The notes have a Buffer Amount 20.00%, a Maximum Upside Return of at least 21.75%, minimum denomination $1,000, expected pricing on June 3, 2026, settlement on June 8, 2026 and maturity on September 9, 2027.

At maturity the payout depends on the Least Performing Index Return: if positive, payment is principal plus that return subject to the Maximum Upside Return; if each index is flat or down by up to the 20.00% buffer, payment equals principal plus the Absolute Index Return; if any index declines more than the buffer, investors lose 1% for each 1% below the buffer, up to an 80.00% principal loss. Payments are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co., exposing holders to both issuers’ credit risk.

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JPMorgan Chase & Co. is offering $2,000,000 principal of callable fixed rate notes due May 29, 2036. The notes pay interest at 5.00% per annum, with annual interest payments on May 29 beginning in 2027. The issuer may redeem the notes on each May 29 and November 29 from May 29, 2031 through November 29, 2035.

The price to the public is $1,000 per note; selling commissions are $16.25 per note and proceeds to the issuer are $983.75 per note (total proceeds $1,967,500). The notes are unsecured obligations of JPMorgan Chase & Co. and are not bank deposits or FDIC insured.

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JPMorgan Chase Financial Company LLC is offering Capped Buffer GEARS linked to an unequally weighted basket of five equity indices for a total principal amount of $3,545,840. The Securities mature on June 1, 2028 and pay an upside return equal to the Basket Return times an Upside Gearing of 2.00, capped at a Maximum Gain of 28.20%. If the Final Basket Value is at or above the Downside Threshold (90.00), principal is repaid; if it is below that threshold, losses occur after a 10.00% Buffer, causing investors to lose 1% of principal for each 1% the Basket declines beyond the Buffer, up to a 90% potential loss. Securities are issued at $10.00 per security (minimum $1,000) and carry credit exposure to JPMorgan Chase Financial and JPMorgan Chase & Co. The estimated value at issuance was $9.735 per $10 principal amount.

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JPMorgan Chase Financial Company LLC is offering Trigger GEARS linked to the EURO STOXX 50® Index with a 10-year term maturing on May 29, 2036. The offering size is $20,973,160 at an issue price of $10.00 per security. Investors receive upside exposure via an Upside Gearing of 2.0538 and full principal protection only if the Final Value is at or above the Downside Threshold equal to 3,945.85 (which is 65% of the Initial Value of 6,070.54). If the Final Value is below that threshold, holders suffer downside equal to the Underlying Return and may lose a significant portion or all principal. The estimated value at pricing was $9.203 per $10 principal amount and UBS received selling commissions of $0.50 per security.

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JPMorgan Chase Financial Company LLC priced $1,600,000 of Capped Buffered Return Enhanced Notes linked to the S&P GSCI® Agriculture Index Excess Return. The notes price at $1,000 per note with $30 selling commission and were priced on May 27, 2026, expected to settle on or about May 29, 2026. At maturity on May 25, 2029, investors receive 1.85× the Index appreciation up to a 45.00% cap (maximum payment $1,450 per $1,000 note). The notes provide a 10.00% buffer: declines up to 10.00% from the Strike Value return principal, while declines beyond 10.00% reduce principal dollar-for-dollar (up to a 90.00% loss). The Strike Value equals the Index closing level on May 22, 2026 (37.96054). Payments are unsecured obligations of JPMorgan Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to their credit risk.

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JPMorgan Chase Financial Company LLC is offering $3,000,000 principal of Callable Fixed Rate Notes due May 29, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a fixed 5.00% per annum interest rate, pay interest annually on May 29 beginning May 29, 2027, and are callable on each May 29 and November 29 from May 29, 2027 through November 29, 2030. The notes were priced on May 27, 2026 at a public price of $1,000 per note with selling commissions of $1.50 per note; proceeds to issuer are $998.50 per note (aggregate proceeds $2,995,500). The notes are issued without FDIC insurance and are not bank deposits.

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JPMorgan Chase Financial Company LLC is offering structured, callable notes linked to the MerQube US Large-Cap Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes price on or about May 29, 2026 with settlement on or about June 3, 2026 and mature on June 3, 2033. The Index used to calculate returns carries a 6.0% per annum daily deduction, which will materially drag index performance. The notes may be automatically called beginning on June 1, 2027 on specified Review Dates for fixed Call Premium Amounts (ranging from $70 to $490 per $1,000). If not called, investors receive principal at maturity, subject to issuer and guarantor credit risk. The estimated value at pricing is about $900 per $1,000 (no less than $880), selling commissions will not exceed $40 per $1,000, and the notes are unsecured, not FDIC insured and not listed.

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JPMorgan Chase Financial Company LLC priced $2,000,000 of Digital Barrier Notes due June 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a contingent digital return of 49.25% at maturity if the least performing of the Nasdaq-100, Russell 2000 and S&P 500 is at or above its Initial Value on the Observation Date. If any Index falls below its Barrier Amount (70.00% of its Initial Value), payment is tied to the Least Performing Index Return and principal can be partially or fully lost. Notes were priced May 27, 2026 with expected settlement on or about June 1, 2026.

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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 May 29, 2026.