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JPMORGAN CHASE & CO (JPM) SEC Filings, May 27, 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.

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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 May 31, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments when the Index on a Review Date is ≥ 70.00% of the Initial Value (the Interest Barrier), are subject to an automatic call if the Index on certain Review Dates is ≥ the Initial Value, and include a 6.0% per annum daily deduction applied to the Index level. Minimum denomination is $1,000. The estimated value at pricing is approximately $935.40 per $1,000 (not less than $900.00), and the Contingent Interest Rate will be at least 15.00% per annum. Investors assume credit risk of JPMorgan Financial and JPMorgan Chase & Co., no guaranteed principal return, limited liquidity, and complex index, leverage and tax risks described in the supplement.

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The issuer, JPMorgan Chase Financial Company LLC, is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, due June 15, 2029. The notes can be automatically called on scheduled Review Dates beginning December 14, 2026, paying the principal plus a specified Call Premium Amount if the Index closes at or above the Call Value on a Review Date. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund. If not called, repayment at maturity depends on whether the Final Value is at or above the Barrier Amount of 60.00% of the Initial Value; if below the Barrier Amount, the maturity payment equals $1,000 + ($1,000 × Index Return), exposing investors to partial or total principal loss.

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JPMorgan Chase Financial Company LLC priced $1,000,000 of Buffered Digital Dual Directional Notes linked to a WTI crude oil futures contract. The notes, fully guaranteed by JPMorgan Chase & Co., price at $1,000 per note with a 10.00% contingent digital return if the Final Value >= Strike Value, and a 40.20% buffer with 50.00% downside participation and a downside leverage factor of 1.67224. The Strike Value is $103.80 (determined from intraday prices on May 19, 2026). Observation Date is June 16, 2027 and Maturity Date is June 22, 2027. The notes are unsecured, non‑interest bearing and expose holders to issuer/guarantor credit risk and commodity‑market volatility.

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JPMorgan Chase Financial Company LLC is offering $45,469,000 of Auto Callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index, due May 27, 2032, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on May 22, 2026 and are expected to settle on or about May 28, 2026. They pay monthly contingent interest at a stated Contingent Interest Rate and may be automatically called beginning on November 23, 2026 if the Index closes at or above its Initial Value on a quarterly Autocall Review Date. The Index carries a 6.0% per annum daily deduction, the notes are unsecured obligations of the issuer, and any payments depend on the credit of both JPMorgan Chase Financial Company LLC and its guarantor. Investors face possible loss of principal at maturity if the Final Value is below the Trigger Value.

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JPMorgan Chase Financial Company LLC is offering $4,768,000 of structured notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes priced on May 22, 2026 with expected settlement on May 28, 2026 and mature on May 28, 2036.

The notes feature quarterly review dates beginning June 1, 2027 and an automatic call if the Index closing level equals or exceeds the Call Value on a Review Date. The Index includes a 6.0% per annum daily deduction and a notional financing cost, and the notes expose investors to credit risk of the issuer and guarantor. If not called, maturity payment equals $1,000 × (1 + Index Return) with a Barrier Amount of 60.00% of the Initial Value; investors may lose more than 40.00% of principal or all principal. The estimated value at pricing was $868.10 per $1,000 note and the price to public was $1,000 per note.

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JPMorgan Chase Financial Company LLC is offering $1,650,000 of callable contingent interest notes due May 25, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments at a contingent interest rate of 12.85% per annum when, on each Review Date, the closing level of each of the Dow Jones Industrial Average®, the Nasdaq-100® Technology Sector and the Russell 2000® Index is at or above an Interest Barrier equal to 75.00% of its Initial Value. The notes may be redeemed early by the issuer on certain Interest Payment Dates beginning August 27, 2026. At maturity you receive principal plus any final contingent interest if the Final Value of every Index is at or above its Trigger Value; if the Final Value of the Least Performing Index is below its Trigger Value the payment equals $1,000 plus the Least Performing Index Return, exposing investors to principal loss.

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The issuer, JPMorgan Chase Financial Company LLC, is offering $500,000 of auto-callable contingent interest notes linked to the common stock of MARA Holdings, Inc., due February 25, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay contingent interest only if the Reference Stock meets the Interest Barrier on scheduled Review Dates and may be automatically called beginning September 21, 2026. The notes were priced on May 22, 2026, expected to settle on or about May 28, 2026, and are subject to issuer and guarantor credit risk and the other risk factors detailed in the supplement.

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JPMorgan Chase Financial Company LLC offers $552,000 of Auto Callable Contingent Interest Notes due May 25, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are sold in $1,000 minimum denominations, priced May 22, 2026, expected to settle on or about May 28, 2026.

The notes pay contingent monthly-style interest at a Contingent Interest Rate of 7.85% per annum when on each Review Date the closing level of each of the Dow Jones Industrial Average®, the Nasdaq-100® Technology Sector and the Russell 2000® Index is at or above an Interest Barrier equal to 70.00% of Initial Value. The notes are automatically callable beginning with the Review Date that may trigger a call on November 23, 2026, and principal at maturity depends on the Least Performing Index relative to a Trigger Value.

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JPMorgan Chase Financial Company LLC priced $592,000 of callable Contingent Interest Notes due April 27, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes were priced on May 22, 2026 with expected settlement on or about May 28, 2026. Each note has a $1,000 denomination, a Contingent Interest Rate of 10.40% per annum, an Interest Barrier equal to 70.00% of each Index Initial Value and a Trigger Value equal to 60.00% of each Index Initial Value. The notes pay Contingent Interest Payments only when all three indices are at or above their Interest Barriers on a Review Date, are callable beginning August 27, 2026, and at maturity expose holders to loss equal to the Least Performing Index Return if the Final Value of any Index is below its Trigger Value.

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JPMorgan Chase Financial Company LLC priced $1,187,000 of callable Contingent Interest Notes due November 26, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest only if each Index is >= 70.00% of its Initial Value on Review Dates and may be redeemed early beginning August 27, 2026.

The offering price was $1,000 per note (selling commission $7.25), the estimated value at pricing was $978.60 per $1,000 principal, and the Contingent Interest Rate is 8.55% per annum (payable monthly equivalents). Investors bear credit risk of JPMorgan Financial and the guarantor and face principal loss if the Least Performing Index finishes below its Trigger Value.

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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 27, 2026.