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JPMORGAN CHASE & CO (JPM) SEC Filings, May 20, 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 auto-callable, contingent-interest structured notes due May 22, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments (at least 3.5375% per quarter, equivalent to 14.15% per annum) if each underlying closes daily above a 70.00% Interest Barrier. The Underlyings are the S&P 500® Index, iShares MSCI EAFE ETF and iShares MSCI Emerging Markets ETF. The notes are callable beginning August 19, 2026. Pricing is expected on or about May 20, 2026 and settlement on or about May 26, 2026. Estimated secondary-market value at pricing is approximately $970.00 per $1,000 (minimum disclosed estimated value $950.00). The notes expose holders to credit risk of JPMorgan Financial and JPMorgan Chase & Co., possible loss of principal if the Least Performing Underlying falls below a 60.00% Trigger Value, limited upside (no participation in underlying appreciation) and constrained liquidity.

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JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to Autodesk, Inc. (ADSK) with a stated Contingent Interest Rate of at least 10.65% per annum. The notes pay quarterly Contingent Interest Payments when the Reference Stock closes at or above an Interest Barrier equal to 50.00% of the Initial Value, may be automatically called if the Reference Stock closes at or above the Initial Value on specified Review Dates, and mature on May 24, 2029. Pricing is expected on or about May 20, 2026 with settlement on or about May 26, 2026. The estimated value at pricing is approximately $950.00 per $1,000 note and will not be less than $930.00 per $1,000 note. Investors bear market risk in Autodesk shares and credit risk of JPMorgan Financial and JPMorgan Chase & Co.; principal may be partially or wholly lost.

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JPMorgan Chase Financial Company LLC offers Capped Buffer GEARS linked to the S&P 500® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have an issue price of $10.00 per Security and a term of approximately 18 months with an expected Trade Date of May 27, 2026 and Maturity Date of December 1, 2027.

At maturity, if the Underlying Return is positive you receive principal plus the Underlying Return multiplied by an Upside Gearing of 1.50, capped at a Maximum Gain to be finalized on the Trade Date (stated range 12.40% to 15.40%). If the Final Value is at or above the Downside Threshold (90.00% of the Initial Value), principal is returned; if below, losses begin after a 10% buffer, and you may lose up to 90% of principal. The Securities pay no interest or dividends and are subject to issuer and guarantor credit risk.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Capped Buffer GEARS linked to the S&P MidCap 400® Index with an Upside Gearing of 2.00 and a Maximum Gain to be set between 11.00 and 11.80. The securities have a Buffer of 10 (a Downside Threshold equal to 90.00 of the Initial Value), an expected Trade Date of May 20, 2026, Settlement on May 26, 2026, Final Valuation Date on July 20, 2027, and Maturity on July 23, 2027.

The issue price is $10.00 per security (minimum purchase $1,000). If the Underlying Return is positive you receive principal plus leveraged upside up to the Maximum Gain; if the Final Value falls below the Downside Threshold you lose 1% of principal for each 1% decline beyond the Buffer, with potential principal loss up to 90. Payments are subject to the issuer’s and guarantor’s credit.

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JPMorgan Chase Financial is offering principal‑at‑risk, autocallable notes linked to the MerQube US Large‑Cap Vol Advantage Index, with a 6.0% per annum daily deduction applied to the Index. The notes may be automatically called beginning June 1, 2027; final maturity is June 1, 2029.

If called on a Review Date, each $1,000 note pays $1,000 plus a specified Call Premium Amount. If not called, investors receive $1,000 at maturity only if the Final Value is at or above a Barrier Amount equal to 70.00% of the Initial Value; otherwise the payment equals $1,000 × (1 + Index Return), exposing investors to loss of principal 30.00% and up to 100%).

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Small‑Cap Vol Advantage Index, due June 1, 2029, fully guaranteed by JPMorgan Chase & Co. The notes carry a 6.0% per annum daily deduction built into the Index level, an automatic call feature beginning on June 1, 2027 (Call Value = 90.00% of the Initial Value) and a Barrier Amount equal to 75.00% of the Initial Value. If not called, maturity payment depends on the Final Value relative to the Barrier Amount: full principal if Final Value >= Barrier Amount; otherwise payment = $1,000 + ($1,000 × Index Return). Hypothetical minimum Call Premiums range from $190 to $570 per $1,000; the pricing supplement shows an estimated note value of approximately $920 and a floor estimated value of at least $900 per $1,000. Pricing date is on or about May 29, 2026 and settlement is on or about June 3, 2026. The notes are unsecured obligations of the issuer, subject to credit risk of both the issuer and guarantor, not FDIC insured, and not designed for short‑term trading.

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JPMorgan Chase Financial Company LLC is offering structured notes due June 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes reference the MerQube US Large-Cap Vol Advantage Index and include an automatic call feature beginning on June 1, 2027. Each $1,000 principal amount note may be called early if the Index on a Review Date is at or above the Call Value (90.00% of the Initial Value), producing the stated Call Premium Amount for that Review Date. If not called, maturity payment depends on whether the Final Value is at or above the Barrier Amount (75.00% of the Initial Value); if below the Barrier Amount, principal is reduced pro rata by the Index Return. The Index is subject to a 6.0% per annum daily deduction, and the notes do not pay interest or dividends. Pricing is expected on or about May 29, 2026 with settlement on or about June 3, 2026.

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JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due May 31, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments only when each of the Nasdaq-100, Russell 2000 and S&P 500 Indices is at or above an Interest Barrier of 70.00% of its Initial Value on Review Dates. The notes may be called early beginning August 31, 2026. At maturity, if the Final Value of the Least Performing Index is below its Trigger Value, principal will be reduced by the Least Performing Index Return; if it is at or above the Trigger Value, you receive principal plus any applicable contingent coupon. The notes have minimum denominations of $1,000 and are expected to price on or about May 26, 2026 and settle on or about May 29, 2026. The estimated indicative value is approximately $967.60 per $1,000 (stated floor $900.00 per $1,000), and the Contingent Interest Rate will be at least 10.00% per annum. These are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co., and involve significant credit, market and liquidity risks described in the supplement.

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JPMorgan Chase Financial Company LLC is offering callable Contingent Interest Notes due May 4, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each Review Date only if the Nasdaq-100, Russell 2000 and S&P 500 closing levels are each ≥ 50.00% of their Initial Values (the Interest Barrier). The notes may be redeemed early at issuer option beginning June 4, 2027. Expected pricing is on or about May 29, 2026 with settlement on or about June 3, 2026. The cover shows a Price to Public of $1,000 per note, an estimated value of approximately $978.60 per $1,000 note (not less than $900.00), and CUSIP 46661AD64. Investors bear the credit risk of JPMorgan Financial and JPMorgan Chase & Co., and the repayment at maturity is determined by the Least Performing Index; principal can be lost if that Index declines below its Trigger Value.

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JPMorgan Chase Financial Company LLC is offering callable Contingent Interest Notes linked to the least performing of the Nasdaq-100®, Russell 2000® and S&P 500® Indices, due June 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay quarterly Contingent Interest Payments only when the closing level of each Index on a Review Date is at least 70.00% of its Initial Value (the Interest Barrier). The notes may be redeemed early in whole, beginning December 2, 2026, at the issuer’s option on certain Interest Payment Dates. Per $1,000 principal amount note, the price to public is shown as $1,000; the estimated value is approximately $940.00 and will be no less than $920.00 when terms are set. The Contingent Interest Rate will be provided in the pricing supplement and will be at least 8.70% per annum. At maturity, if the Final Value of any Index is below its Trigger Value, payment is $1,000 + ($1,000 × Least Performing Index Return), which can result in loss of principal.

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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 20, 2026.