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JPMORGAN CHASE & CO (JPM) SEC Filings, May 27-28, 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 priced $26,587,000 of Callable Fixed Rate Notes due November 26, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay interest at 4.25% per annum, were priced on May 26, 2026 with an Original Issue Date of May 28, 2026, and include scheduled quarterly redemption opportunities on the 28th calendar day of February, May, August and November beginning November 28, 2026 and ending August 28, 2027. The offering lists a price to public of $1,000 per note, selling commissions of $1.767 per note and proceeds to the issuer of $998.233 per note.

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The issuer, JPMorgan Chase Financial Company LLC, is offering auto-callable accelerated barrier notes linked to the MerQube US Large‑Cap Vol Advantage Index, with an expected pricing date on or about June 12, 2026 and settlement on or about June 17, 2026. The notes may be automatically called beginning on June 21, 2027 and mature on June 17, 2031 if not called.

Key economic terms: an Upside Leverage Factor of 5.00, a Barrier Amount equal to 50.00% of the Initial Value, and guaranteed payments subject to the credit risk of JPMorgan Chase & Co. The Index used for payoff is subject to a 6.0% per annum daily deduction, which materially reduces index performance and is a primary driver of pricing. Minimum denominations are $1,000.

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JPMorgan Chase Financial Company LLC is offering 5y auto-callable accelerated barrier notes linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). The notes have a 5.00 Upside Leverage Factor, a 50.00% Barrier Amount and reflect a 6.0% per annum daily deduction to the Index level. Pricing Date is June 12, 2026 and Maturity Date is June 17, 2031. The minimum denomination is $1,000 and the issuer estimates the notes' value will be at least $870.00 per $1,000 principal. Automatic call can occur on scheduled Review Dates if the Index closes at or above the Call Value; if called, holders receive principal plus the applicable Call Premium and no further payments accrue. Payments at maturity depend on the Final Value relative to Initial Value and the Barrier Amount; principal can be lost if the Final Value is below the Barrier Amount. Payments are subject to the credit risk of the issuer and guarantor.

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Rhea-AI Summary

The issuer, JPMorgan Chase Financial Company LLC (guaranteed by JPMorgan Chase & Co.), is offering 5-year non‑callable‑for‑one‑year Dual Directional Review Notes linked to the MerQube US Large‑Cap Vol Advantage Index (Bloomberg: MQUSLVA). The Index targets exposure to rolling E‑Mini S&P 500 futures with a maximum futures exposure of 500%, a minimum of 0% and a 6.0% per annum daily deduction. Pricing Date is June 12, 2026 and Maturity Date is June 17, 2031. Notes feature quarterly Review Dates, an Automatic Call at an Index level ≥ 100% of Initial Value, and a Barrier at 50.00% of Initial Value. Estimated value will not be less than $870.00 per $1,000 principal. Payments are subject to issuer and guarantor credit risk; principal loss is possible.

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JPMorgan Chase Financial Company LLC is offering 5-year auto-callable notes linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). The Index targets implied volatility using an unfunded rolling position in E-Mini S&P 500 futures and applies a 6.0% per annum daily deduction to its level.

The notes have a Pricing Date of June 12, 2026 and a Maturity Date of June 17, 2031. They are subject to automatic call if the Index closes at or above the applicable Call Value on a Review Date; the Call Premium Rate will be set on the Pricing Date and is not less than 14.90%. The Barrier Amount is 60.00% of the Initial Value. The issuer estimates the notes' value will be at least $870.00 per $1,000 principal amount when priced. Payments remain subject to the credit risk of the issuer and guarantor; investors may lose a significant portion or all principal.

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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, expected to price on or about June 12, 2026 and settle on or about June 17, 2026. Each $1,000 note pays contingent quarterly interest (a Contingent Interest Rate of at least 10.65% per annum) only if the Index on a Review Date is at or above an Interest Barrier equal to 60.00% of the Initial Value. The Index level includes a daily deduction of 6.0% per annum, which materially reduces index performance. The notes are automatically callable after the third Review Date if the Index on a Review Date is at or above the Initial Value; maturity is June 17, 2031. The issuer is JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co.; investors bear credit risk of both entities and may lose a significant portion or all principal.

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JPMorgan Chase Financial Company LLC offers structured Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, with expected pricing on or about June 12, 2026 and settlement on or about June 17, 2026. The notes may be automatically called on any Review Date beginning June 15, 2027, pay a Call Premium if called, and mature on June 17, 2031 if not called.

The Index used to calculate payments is subject to a 6.0% per annum daily deduction, targets a 35% implied volatility through a dynamic leverage rule, and contains significant leverage and concentration risks. If the notes are not called and the Final Value is below the 60.00% Barrier Amount, investors will suffer principal loss up to 100% at maturity.

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JPMorgan Financial is offering Market Linked Securities—auto-callable notes due June 1, 2029 linked to the lowest performing of Alphabet (GOOGL), NVIDIA (NVDA) and Micron (MU). Each security has a principal amount of $1,000, an upside participation rate of 400% and a minimum call premium of 44.50% (at least $445), producing a minimum automatic-call payment of $1,445 per security. If not called, payoffs depend on the lowest performing underlying at the final calculation day, including full downside exposure if that underlying falls below a 50% threshold. The estimated value at pricing is approximately $917.30 per security and will not be less than $900.00 per security.

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JPMorgan Chase Financial Company LLC is offering auto-callable buffered equity notes linked to the least performing of the S&P 500®, the Russell 2000® and the Nasdaq-100®. The notes are expected to price on or about May 28, 2026 and to settle on or about June 2, 2026, with a maturity of June 1, 2029 and an earliest automatic call on June 3, 2027. The notes provide potential early cash exits on specified Review Dates with minimum Call Premium Amounts illustrated at $114 and $228 for the first and second Review Dates, respectively, and a stated Buffer Amount of 40.00% that shields the holder from the first 40.00% of a decline in the least performing index. The pricing supplement shows an estimated value of approximately $981.70 per $1,000 note and states the estimated value will not be less than $900.00 per $1,000 note; investors may lose up to 60.00% of principal at maturity if the least performing index falls beyond the buffer. Payments are unsecured obligations of JPMorgan Chase Financial and fully and unconditionally guaranteed by JPMorgan Chase & Co.; all payments remain subject to the issuers' credit risk.

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JPMorgan Chase Financial Company LLC is offering Trigger Autocallable Contingent Yield Notes linked to Snowflake Inc. common stock, due on or about November 30, 2027. Each Note has a $10 principal amount and a minimum Contingent Coupon Rate of 23.25% per annum. The Initial Value is the closing price of Snowflake on May 26, 2026, which is $177.60, setting a Downside Threshold and Coupon Barrier at $88.80 (50.00% of Initial Value). The Notes will autocall early if the Underlying's closing price on any monthly Observation Date is at or above the Initial Value; if not called, repayment at maturity depends on whether the Final Value is at or above the Downside Threshold. If Final Value is below the Downside Threshold, principal repayment is reduced proportionally to the Underlying Return. The estimated value per $10 Note at the minimum Contingent Coupon Rate is approximately $9.639, and will not be less than $9.30 when terms are set. The Notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to the creditworthiness of both entities.

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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.