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JPMORGAN CHASE & CO (JPM) SEC Filings, May 28, 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 Callable Contingent Interest Notes linked to the least performing of the Nasdaq-100, Russell 2000 and EURO STOXX 50, due June 5, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only when each Index on a Review Date is at least 70.00% of its Initial Value (the Interest Barrier) and may be redeemed early on Interest Payment Dates. Notes priced around $1,000 with an estimated value of approximately $963.60 (not less than $930.00) and a Contingent Interest Rate of at least 11.15% per annum. At maturity, if the Final Value of any Index is below its Trigger Value of 60.00%, the payment equals $1,000 plus the Least Performing Index Return, exposing investors to potential principal loss (examples show up to -60.00%). Pricing expected on or about June 1, 2026; settlement on or about June 4, 2026. Risks include no guaranteed interest, credit risk of the issuer and guarantor, limited upside (no participation in index appreciation), lack of liquidity, and tax uncertainties.

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JPMorgan Chase Financial Company LLC is offering $1,100,000 in Auto Callable Accelerated Barrier Notes linked to the MerQube US Large-Cap Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes price at $1,000 per note, priced on May 26, 2026 with expected settlement on or about May 28, 2026. An automatic call may occur beginning June 1, 2027, producing a Call Premium of $330 per $1,000 if the Call Value is met on the Review Date. If not called, maturity payoff offers an uncapped return equal to 1.75× any Index appreciation, subject to a 70% barrier and full downside participation below the barrier. The Index carries a 6.0% per annum daily deduction, and notes are unsecured obligations subject to the issuer’s and guarantor’s credit risk.

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JPMorgan Chase Financial Company LLC priced $640,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due May 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest when the Index closes at or above an Interest Barrier of 77.00% on Review Dates and are automatically callable beginning November 27, 2026 if the Index meets the Call Value on an applicable Review Date. The offering price was $1,000 per note (minimum denomination $1,000), with selling commissions of $29 and proceeds to issuer of $971 per note; the estimated value at pricing was $930.90 per note. Investors face credit risk of JPMorgan Financial and JPMorgan Chase & Co., a daily index deduction of 6.0% per annum, potential loss of up to 85.00% of principal, limited upside to contingent interest payments, and limited liquidity.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering 5-year Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index (Bloomberg: MQUSLVA). The notes target a Contingent Interest Rate of at least 10.65% per annum, pay quarterly when triggered, and have a minimum denomination of $1,000.

The Index reflects a 6.0% per annum daily deduction, permits dynamic exposure to E-Mini S&P 500 futures between 0% and 500%, and includes an Interest Barrier equal to 60.00% of the Initial Value. Pricing Date was June 12, 2026 and Maturity Date is June 17, 2031. The preliminary estimated value will not be less than $880.00 per $1,000 principal amount.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index with a total price to public of $160,000, priced on May 26, 2026 and expected to settle on or about May 29, 2026. The notes mature on May 30, 2031 and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes pay no interest or dividends, may be automatically called on specified Review Dates beginning as early as May 28, 2027 for a cash amount equal to principal plus a Call Premium, and at maturity return principal only if the Final Value is at or above a Barrier equal to 50.00% of the Initial Value. The Index level incorporates a 6.0% per annum daily deduction and a notional financing cost that will reduce index performance; the Initial Value was 15,261.58.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index due June 1, 2029, fully guaranteed by JPMorgan Chase & Co. The offering totals $151,000 in principal in minimum $1,000 denominations. Each $1,000 note priced at $1,000 includes selling commissions of $31.50, producing proceeds to the issuer of $968.50 per note; the issuer’s estimated value per note was $916.90 when terms were set. The notes pay a contingent interest only on Review Dates when the Index closing level is at least 60.00% of the Initial Value (the Interest Barrier). The Index is subject to a 6.0% per annum daily deduction. The notes may be automatically called (earliest possible call date November 27, 2026) if the Index closing level on a Review Date (other than the first and final Review Dates) is at or above the Initial Value. If not called, maturity payments depend on the Final Value relative to a Trigger Value; a Final Value below the Trigger Value can result in partial or total loss of principal.

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JPMorgan Chase Financial Company LLC is offering structured notes due June 9, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA) and may be automatically called on scheduled Review Dates beginning June 8, 2027. The Index level includes a 6.0% per annum daily deduction and a notional financing cost applied to the QQQ Fund, which will materially drag index performance. The notes feature a 15.00% buffer at maturity: if the Final Value is lower than the Initial Value by more than 15.00%, holders incur losses equal to the shortfall beyond the buffer (up to 85.00% loss). Hypothetical minimum Call Premiums range from $195 (first Review Date) to $975 (final Review Date). The notes are unsecured obligations of the issuer; any payment is subject to the issuer's and guarantor's credit risk. The estimated value at pricing is approximately $908 per $1,000 note (minimum stated estimated value $900), with expected pricing and settlement on or about June 4, 2026 and June 9, 2026, respectively.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due June 17, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only when the Index on a Review Date is ≥ 60.00% of the Initial Value and may be automatically called beginning June 14, 2027 if the Index on a Review Date (after the third Review Date) is ≥ the Initial Value. The Index is reduced by a 6.0% per annum daily deduction and a daily notional financing cost; these deductions are a material drag on Index performance. The estimated value at issuance is about $897.90 per $1,000 note (will not be less than $880.00) and the original issue price equals that estimated value plus selling commissions and other costs. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., possible loss of principal at maturity if the Final Value is below the Trigger Value, limited upside (no direct participation in Index appreciation), and limited liquidity because the notes will not be exchange-listed.

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JPMorgan Chase Financial Company LLC is offering 61m Uncapped Accelerated Barrier Notes linked to the MerQube US Large‑Cap Vol Advantage Index. The notes have a minimum denomination of $1,000, a pricing date of June 26, 2026, an observation date of July 28, 2031 and a maturity date of July 31, 2031. The Index level reflects a 6.0% per annum daily deduction. At maturity, if the Final Value exceeds the Initial Value you receive $1,000 plus the Index return times an Upside Leverage Factor (the factor will be provided at pricing and is not less than 3.00). If the Final Value is between the Initial Value and a Barrier Amount equal to 60.00% of the Initial Value, you receive principal. If Final Value is below the Barrier Amount, your payoff equals $1,000 plus the Index return and you can lose more than 40.00% of principal, potentially all principal. The estimated value at issuance will be not less than $860.00 per $1,000 principal amount. Any payments depend on the issuer’s and guarantor’s creditworthiness.

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JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes linked to the MerQube US Large-Cap Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co.

The notes provide at least a 3.00x Upside Leverage Factor on positive Index returns, a 60.00% Barrier Amount, and incorporate a 6.0% per annum daily deduction to the Index level. Pricing is expected on or about June 26, 2026 with settlement on or about June 30, 2026; the Observation Date is July 28, 2031 and Maturity Date is July 31, 2031. The cover shows an estimated value of approximately $875.90 per $1,000 and a minimum estimated value of $860.00 per $1,000. The notes are unsecured obligations of JPMorgan Financial and are subject to credit risk of both issuer and guarantor. The CUSIP is 46661AG87.

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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 28, 2026.