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JPMORGAN CHASE & CO (JPM) SEC Filings, May 22, 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, buffered, enhanced participation medium-term notes due July 9, 2027 (settlement on or about June 2, 2026; trade date on or about May 28, 2026). Each note has a $1,000 principal amount and does not bear interest. Payments at maturity are tied to an unequally weighted basket of five indices (EURO STOXX 50 40%, TOPIX 25%, FTSE 100 17%, SMI 11%, S&P/ASX 200 7%) with an upside participation rate of 2.00%, a buffer protecting losses up to 10.00%, and a cap level expected between 107.22% and 108.47%. The maximum settlement amount is expected between $1,144.40 and $1,169.40 per $1,000 note. The estimated value at pricing is expected between $975.70 and $985.70 per $1,000 note; original issue price is 100.00%. Notes are unsecured obligations of the issuer and guaranteed by JPMorgan Chase & Co., not FDIC insured, and subject to issuer and guarantor credit risk. Final terms (cap level, maximum settlement amount and estimated value) will appear in the final pricing supplement.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Accelerated Barrier Notes linked to Palantir Technologies Inc. Class A common stock, due June 1, 2029, fully guaranteed by JPMorgan Chase & Co. The notes can be automatically called on June 2, 2027 if the Reference Stock's closing price on the Review Date meets or exceeds the Call Value (90% of the Initial Value). If not called, maturity payoffs provide 1.10× upside leverage on positive stock returns, full return of principal if Final Value remains at or above the 80% Barrier, and pro rata loss of principal if Final Value falls below the Barrier. Minimum denominations are $1,000. Estimated note value at issuance is approximately $962 per $1,000 (will not be less than $900), and the Call Premium Amount will be at least $361 per $1,000. The notes are unsecured obligations subject to issuer and guarantor credit risk and are not FDIC-insured.

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JPMorgan Chase Financial Company LLC priced $2,482,000 of Uncapped Dual Directional Buffered Return Enhanced Notes due November 26, 2027, fully guaranteed by JPMorgan Chase & Co.

The notes, priced May 20, 2026 with expected settlement on or about May 26, 2026, pay at maturity based on the performance of the lesser performing of the Russell 2000® and the S&P 500®. Key terms include an Upside Leverage Factor of 1.20 and a Buffer Amount of 10.00%. Investors may forgo interest and dividends and can lose up to 90.00% of principal if the Lesser Performing Index declines more than the Buffer Amount. The original issue price was $1,000 per note, selling commission $7.25, proceeds to issuer $992.75 per note, and the estimated value at pricing was $987.70 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $795,000 of Auto Callable Accelerated Barrier Notes linked to the common stock of Advanced Micro Devices, Inc. (AMD). The notes priced on May 20, 2026 and are expected to settle on or about May 26, 2026, and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes may be automatically called if the closing price of AMD on the Review Date (May 26, 2027) is at or above the Call Value (100% of the Initial Value), in which case holders receive $1,402.50 per $1,000 principal amount (principal plus a $402.50 Call Premium Amount) on the Call Settlement Date. If not called, maturity is May 24, 2029 with an Upside Leverage Factor of 1.50, a Barrier Amount of 50.00% (equal to $223.79) and potential full loss of principal if Final Value falls below the Barrier.

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JPMorgan Chase Financial Company LLC offers structured notes linked to the MerQube US Large-Cap Vol Advantage Index with a maturity of June 10, 2032. The notes can be automatically called on periodic Review Dates beginning June 10, 2027, will include a 6.0% per annum daily deduction applied to the Index, and are unsecured obligations of JPMorgan Financial fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes have a Call Value set at 90.00% of the Initial Value, a Barrier Amount at 50.00% of the Initial Value, and hypothetical Call Premium Amounts ranging from $194.00 (first Review Date) up to $1,164.00 (final Review Date) per $1,000 principal. The estimated value shown was approximately $924.50 per $1,000, with a stated floor that will not be less than $900.00 per $1,000. The notes do not pay interest or dividends; principal at maturity depends on the Final Value relative to the Barrier Amount and Index Return.

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JPMorgan Chase Financial Company LLC is offering structured notes due June 10, 2032, linked to the MerQube US Large‑Cap Vol Advantage Index and fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called on specified Review Dates beginning June 10, 2027 if the Index closes at or above a Call Value equal to 85.00% of the Initial Value. If not called, principal repayment at maturity depends on the Final Value relative to a Barrier Amount equal to 50.00% of the Initial Value; a Final Value below the Barrier exposes investors to full downside (loss of more than 50% or all principal). The Index includes a 6.0% per annum daily deduction, which the supplement states will materially drag on Index performance and is an input to the notes’ pricing. Pricing is expected on or about June 5, 2026 with settlement on or about June 12, 2026. The estimated value at pricing is shown as $925.90 per $1,000 (will not be less than $900.00), and the original issue price equals that estimated value plus structuring costs and fees.

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JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the lesser performing of the iShares® Silver Trust (SLV) and the VanEck® Gold Miners ETF (GDX). The notes price on or about May 27, 2026 and are expected to settle on or about June 1, 2026, with a maturity date of May 30, 2031.

The notes have a minimum denomination of $1,000, a Barrier Amount of 50.00% and Call Value equal to 100.00% of each Fund's Initial Value. If, on any Review Date starting May 27, 2027, both Funds close at or above their Call Value the notes will be automatically called and pay the principal plus a scheduled Call Premium (rising from 22.50% up to 112.50% on the final Review Date). If not called, maturity payment depends on the Lesser Performing Fund Return and could result in loss of more than 50.00% (possibly all principal).

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JPMorgan Financial offers Callable Range Accrual Notes linked to the 10-Year CMT Rate with an Initial Interest Rate of 6.05% per annum for the initial period and a scheduled maturity of May 28, 2031. Interest after the initial period will vary between a Minimum Interest Rate of 1.00% and a Maximum Interest Rate of 6.05% per annum based on the number of calendar days the Accrual Provision is satisfied (the 10-Year CMT Rate ≤ 5.00%). The notes are callable quarterly beginning November 28, 2027, payable at 100% of principal if called, and may be redeemed in whole but not in part. The pricing supplement states an estimated value of approximately $966.50 per $1,000 principal and selling commissions of about $20.00 per $1,000. Net proceeds will be used for general corporate purposes and hedging. Holders should review the detailed risk disclosures, including liquidity, calculation-agent discretion, and potential tax withholding for non-U.S. holders.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Microsoft Corporation. The notes reference a Stock Strike Price set on the Strike Date May 22, 2026, with Pricing on or about May 26, 2026 and Original Issue Date on or about May 29, 2026. The notes pay Contingent Interest Payments of at least $40.475 per $1,000 principal amount on specified Interest Payment Dates if the Reference Stock meets or exceeds an Interest Barrier equal to 80.00% of the Stock Strike Price on Review Dates. The notes are automatically called if the Reference Stock closes at or above the Stock Strike Price on any Review Date (earliest automatic call: September 4, 2026). If not called, maturity is June 9, 2027; however, if the Final Stock Price is below the Trigger Level (the Interest Barrier), holders can suffer principal loss proportional to the Stock Return, possibly losing all principal. The reference stock is Microsoft (Bloomberg: MSFT). The estimated value at pricing is approximately $981.50 per $1,000 note and will not be less than $970.00 per $1,000 note.

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JPMorgan Chase Financial Company LLC priced $1,652,000 of Auto Callable Contingent Interest Notes linked to Humana Inc. The notes priced on May 20, 2026 and are expected to settle on or about May 26, 2026, mature on May 25, 2028, and are fully guaranteed by JPMorgan Chase & Co.

Key terms: Initial Value $304.10; Interest Barrier 55.00% of Initial Value (shown as $167.255); Contingent Interest Rate 15.00% per annum (= $37.50 per $1,000 each quarter); automatic call may occur as early as February 22, 2027. Price to public was $1,000 per note, estimated value $963.50, selling commissions and structuring fee totaled $18.50 per $1,000.

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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 22, 2026.