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.
JPMorgan Chase Financial Company LLC is offering Capped Buffer GEARS linked to an unequally weighted basket of five equity indices with a term of approximately two years. The Securities have a $10.00 principal amount, expected Trade Date May 27, 2026, Original Issue Date May 29, 2026, Final Valuation Date May 30, 2028 and Maturity Date June 1, 2028. If the Basket Return is positive, holders receive principal plus the Basket Return times the Upside Gearing of 2.00 up to a Maximum Gain finalized on the Trade Date (range shown 26.40%–29.40%). If the Basket Return is zero or modestly negative but the Final Basket Value is at least 90.00% of the Initial Basket Value, principal is repaid. If the Final Basket Value is below 90.00%, losses occur below the 10.00% Buffer, with investors able to lose up to 90% of principal. Payments are subject to the creditworthiness of JPMorgan Chase Financial and its guarantor, JPMorgan Chase & Co.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the ordinary shares of CRH public limited company, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are expected to price on or about May 21, 2026 and settle on or about May 27, 2026. They mature on June 24, 2027, pay contingent monthly interest at a rate of at least 12.90% per annum (at least 1.075% per month) when the Reference Stock closes at or above an Interest Barrier of 70.00% of the Initial Value, and are automatically callable if the Reference Stock closes at or above the Initial Value on certain Review Dates (earliest automatic call November 23, 2026). The estimated value at pricing is approximately $973.40 per $1,000 note; the estimated value will not be less than $900.00 per $1,000 note. Minimum denomination is $1,000. These notes are unsecured obligations of the issuer and subject to credit risk of JPMorgan Financial and its guarantor; investors may lose a substantial portion or all principal if the Final Value is below the Trigger Value.
JPMorgan Chase & Co. executive Mary E. Erdoes reported an open-market sale of 6,648 shares of Common Stock. The CEO of Asset & Wealth Management sold these shares at a price of $298.3644 per share. Following the sale, she directly holds 632,399 shares of JPMorgan Chase & Co. common stock, indicating she retains a substantial equity position in the company.
JPMorgan Chase & Co. executive Marianne Lake, CEO of Consumer & Community Banking, reported an indirect open-market sale of 6,427 shares of common stock at $298.3555 per share by Grantor Retained Annuity Trusts (GRATs).
After the sale, the GRATs held 76,402 shares indirectly. Separate holdings shown include 75,011 shares held indirectly by a Family Trust and 111,029 shares held directly. Footnotes explain that recent transfers between GRATs, the grantor, and a Family Trust are exempt from Section 16(b) under Rule 16a-13.
JPMorgan Chase & Co. Co-CEO of CIB Douglas B. Petno reported several common stock transactions. He sold 5,659 shares in an open-market trade at $300.05 per share, and after this sale he directly holds 224,619 shares of JPM stock.
He also reported two bona fide gifts totaling 270,054 shares, split between direct ownership and shares held by his spouse, as well as indirect holdings through a Grantor Retained Annuity Trust and family trusts.
JPMorgan Chase & Co. Chief Information Officer Lori A. Beer reported an open-market sale of 3,165 shares of the company’s common stock at a price of $300.05 per share. After this transaction, she continues to directly hold 66,783 shares of JPMorgan Chase common stock.
Douglas B. Petno filed a Form 144 reporting proposed sales of Common Stock of the issuer. The notice lists planned dispositions tied to equity awards originally acquired on 03/25/2024 and 01/13/2026. The excerpt also shows two recent transactions in the past three months on 02/17/2026 (3,487 shares, $1,068,428.91) and 04/15/2026 (5,660 shares, $1,735,218.88).
JPMorgan (JPM) Form 144 notice: proposed and recent affiliate sales of Common Stock. The filing lists planned resale of equity compensation shares acquired on including 176 shares (01/13/2022), 972 shares (03/25/2022), and 5,279 shares (01/13/2024). It also records sales by Marianne Lake of 3,907 shares on 02/17/2026 for $1,197,158.15 and 6,427 shares on 04/15/2026 for $1,970,303.85. The notice identifies J.P. Morgan Securities LLC as the broker-dealer involved. Timing and method for the planned resales are stated as equity compensation shares; cash-flow treatment for planned sales is not detailed in the excerpt.
J.P. Morgan Chase & Co. submitted a Form 144 notice reporting proposed sales of Common Stock (par value $1). The filing lists previously sold lots on 02/17/2026 (5,731 shares for $1,756,045.86) and 04/15/2026 (12,345 shares for $3,784,553.36), and identifies additional equity compensation shares with acquisition dates of 01/13/2011 and 01/13/2013.
Lori Beer submitted a Form 144 notice relating to proposed sales of Common Stock through J.P. Morgan Securities LLC. The filing lists securities to be sold with acquisition dates 03/25/2024 and 01/13/2026, and shows recent dispositions on 02/17/2026 and 04/15/2026.
The filing enumerates specific share counts and dollar figures for transactions: examples include 2,047 shares reported sold on 02/17/2026 and 3,166 shares reported sold on 04/15/2026. The document is a routine Rule 144 notice of affiliate resale through a broker.