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Jpmorgan Chase SEC Filings

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 structured notes linked to the MerQube US Large-Cap Vol Advantage Index, due June 1, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on specified Review Dates beginning June 4, 2027 for cash equal to principal plus a Call Premium Amount (minimums: $310, $620, $930 per $1,000 on the first, second and final Review Dates). The Index level reflects a 6.0% per annum daily deduction and the notes feature a Barrier Amount of 60.00% of the Initial Value, meaning holders face full downside exposure if the Final Value is below that barrier. Pricing is expected on or about May 29, 2026 with settlement on or about June 3, 2026; the cover lists an estimated value of approximately $937.00 and a guaranteed minimum estimated value of $900.00 per $1,000 note. The notes are unsecured obligations of JPMorgan Financial and depend on issuer and guarantor creditworthiness; they do not pay interest or dividends and are not FDIC insured.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes (minimum $1,000) are callable on scheduled Review Dates beginning May 28, 2027 and mature May 30, 2031. The Index includes a 6.0% per annum daily deduction and a notional financing cost; if the Final Value is below a 50.00% Barrier Amount, investors can lose more than half their principal. Estimated value at pricing is approximately $901.30 per $1,000 and will not be less than $900.00 per $1,000.

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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 3, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay a contingent interest only when the Index on a Review Date is at least 70.00% of its Initial Value (the Interest Barrier) and may be automatically called early beginning June 1, 2027. The Index is reduced by a 6.0% per annum daily deduction and by a notional financing cost, which materially drags index performance. The estimated value at pricing is approximately $940.00 per $1,000 note (will not be less than $900.00). Investors can lose up to 70.00% of principal if the Final Value is far below the Buffer Threshold; liquidity is limited and payments depend on issuer/guarantor credit.

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Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering structured notes due June 1, 2029 linked to the MerQube US Tech+ Vol Advantage Index, guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about May 29, 2026 and settle on or about June 3, 2026. Each $1,000 note may be automatically called on three Review Dates for at least 29.50%, 59.00% and 88.50% premiums (minimums) if the Index closes at or above the Call Value. The notes include a Barrier Amount of 60.00% of the Initial Value: if the Final Value is below that barrier at maturity and the notes were not called, holders suffer losses equal to the Index Return (potentially losing a large portion or all principal). The Index is reduced by a 6.0% per annum daily deduction and a notional financing cost, which materially drags index performance. The pricing supplement states an estimated value of approximately $944.00 per $1,000 note today and that the estimated value will not be less than $900.00 per $1,000 when terms are set. The notes are unsecured obligations of JPMorgan Financial and subject to the issuer’s and guarantor’s credit risk, limited secondary-market liquidity, and other risks described in the supplement.

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JPMorgan Chase Financial Company LLC offers structured Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have $1,000 principal denominations, are expected to price on or about May 26, 2026 and settle on or about May 29, 2026, and mature on May 30, 2031. The Index used to determine payments is subject to a 6.0% per annum daily deduction and a daily notional financing cost. Investors receive monthly contingent interest payments only when the Index closing level on a Review Date is at or above an Interest Barrier equal to 75.00% of the Initial Value, and the notes may be automatically called beginning May 26, 2027 if the Index on a Call Date is at or above the Initial Value. Investors face credit risk of JPMorgan Financial and JPMorgan Chase & Co., potential loss of up to 70.00% of principal if the Final Value is sufficiently below the Initial Value, and limited upside (payments capped at contingent interest amounts).

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Large-Cap Vol Advantage Index, due June 3, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay no interest, may be automatically called on scheduled Review Dates beginning June 1, 2027 for a cash payment equal to principal plus a staged Call Premium, and otherwise pay at maturity either full principal (if the Final Value is at or above a 50.00% Barrier Amount) or a principal reduced proportionally to the Index Return.

The Index includes a 6.0% per annum daily deduction that materially drags index performance. Pricing is expected on or about May 29, 2026 with settlement on or about June 3, 2026. The estimated value at pricing example is $925.80 per $1,000 note (not less than $900.00), and the notes are unsecured obligations subject to issuer and guarantor credit risk. See the pricing supplement for final terms and risks.

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JPMorgan Chase Financial Company LLC offers structured notes linked to the MerQube US Large-Cap Vol Advantage Index, due May 30, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes may be automatically called on specified Review Dates beginning May 28, 2027, provide step-up call premiums if called, and expose investors to a 6.0% per annum daily deduction applied to the Index level. If not called, principal at maturity depends on the Final Value relative to a 50.00% Barrier Amount: holders receive full principal if Final Value ≥ Barrier Amount, or a loss equal to the Index Return if Final Value < Barrier Amount. Pricing is expected on or about May 26, 2026 with settlement on or about May 29, 2026. The notes are unsecured obligations of JPMorgan Financial; payments are subject to the credit risk of JPMorgan Financial and the guarantor.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index at a $1,000 per-note original issue price, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes price on or about May 29, 2026 and settle on or about June 3, 2026, mature on June 3, 2031, and may be automatically called beginning June 4, 2027 on specified Review Dates. Key economic features: a 6.0% per annum daily deduction applied to the Index, a Barrier Amount of 50.00% of the Initial Value, and scheduled Call Premium Amounts (minimums ranging from $295 to $1,475 per $1,000 for successive Review Dates). If not called, principal at maturity depends on the Final Value vs. the Barrier Amount; downside can exceed 50%.

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JPMorgan Chase Financial Company LLC is offering Uncapped Lookback Accelerated Barrier Notes linked to the S&P 500® Futures Excess Return Index, due May 1, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes feature an Upside Leverage Factor of at least 1.70, a Barrier Amount equal to 70.00% of the Lookback Value, and a Lookback Observation Period beginning April 28, 2026. The notes are designed to pay $1,000 plus an upside return if the Final Value exceeds the Lookback Value, return principal if Final Value is at or above the Barrier, or expose investors to proportionate principal loss if Final Value is below the Barrier. Expected pricing and settlement dates are on or about May 4, 2026 and May 7, 2026, respectively. The cover shows an estimated value of approximately $963.60 per $1,000 note and states the estimated value when set will be no less than $900.00. The notes do not pay interest and are subject to issuer and guarantor credit risk, limited liquidity, and complex tax considerations.

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JPMorgan Chase Financial Company LLC priced $603,000 of capped dual directional buffered equity notes linked to the lesser performing of the Dow Jones Industrial Average and the S&P 500, due May 2, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes have a Maximum Upside Return of 45.50%, a Buffer Amount of 15.00% and were priced on April 27, 2026 with expected settlement on or about April 30, 2026. Payments at maturity depend on the Lesser Performing Index Return, subject to the stated cap and buffer, and are exposed to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

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FAQ

How many Jpmorgan Chase (JPM) SEC filings are available on StockTitan?

StockTitan tracks 1410 SEC filings for Jpmorgan Chase (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 (JPM)?

The most recent SEC filing for Jpmorgan Chase (JPM) was filed on April 29, 2026.