Welcome to our dedicated page for Jpmorgan Chase SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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's supplement updates performance and methodology for the S&P Global 100 PR 5% Daily Risk Control 0.5% Deduction Index (USD) ER. The Index targets an annualized 5% volatility on a daily basis, applies a 0.50% per annum deduction plus a notional financing cost tied to the Effective Federal Funds Rate, and is calculated on an excess return basis. The Index was established on September 18, 2023 and is published on Bloomberg under ticker SPGLR5TE. The supplement shows hypothetical backtested performance from November 20, 1996 through September 17, 2023 and actual performance from September 18, 2023 through March 31, 2026. Selected risk items note the daily deduction, potential periods of being significantly uninvested, and that target volatility and relative performance are not guaranteed.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes linked to the EURO STOXX 50® Index. The notes are sold in minimum denominations of $1,000 per note, are expected to price on or about April 14, 2026 and to settle on or about April 17, 2026. At maturity on April 18, 2031, investors receive $1,000 plus an uncapped return equal to the Index Return times an Upside Leverage Factor of at least 1.7625 if the Index appreciates. If the Final Value is below an 80.00% Barrier Amount, investors incur proportional principal loss. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments remain subject to the issuers' credit risk.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of ServiceNow, Inc. The notes pay contingent quarterly interest of at least $75.05 per $1,000 if the Reference Stock meets an Interest Barrier set at 65.00% of the Stock Strike Price. The Strike Date is April 9, 2026, pricing is on or about April 10, 2026, original issue (settlement) is on or about April 15, 2026, and maturity is April 27, 2027. The notes are automatically called if the Reference Stock closes at or above the Stock Strike Price on any Review Date; if not called, principal at maturity may be reduced proportionally if the Final Stock Price is below the Trigger Level. Review Dates and related Interest Payment Dates occur quarterly through the final Review Date of April 22, 2027.
JPMorgan Chase Financial Company LLC priced Capped Dual Directional Buffered Return Enhanced Notes linked to the S&P 500® Index on April 8, 2026, with expected settlement on or about April 13, 2026. The offering totals $26,000 at $1,000 per note and is fully and unconditionally guaranteed by JPMorgan Chase & Co.
The notes mature on April 14, 2031 (observation date April 8, 2031). They pay no interest or dividends, provide a capped leveraged upside (1.50× up to a 55.70% Maximum Upside Return) and a 20.00% buffer on losses; investors can lose up to 80.00% of principal if the index declines beyond the buffer. The estimated value per note was $985.10.
JPMorgan Chase Financial Company LLC is offering $770,000 in uncapped buffered return enhanced notes linked to the S&P 500® Index due April 14, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay 1.025× any positive Index appreciation at maturity, provide a 15.00% downside buffer, and can lose up to 85.00% of principal if the Index falls beyond the buffer. The notes priced April 8, 2026 and are expected to settle on or about April 13, 2026; minimum denomination is $1,000.
JPMorgan Chase & Co. provides an April 2026 prospectus supplement for the S&P 500® Daily Risk Control 5% Index, showing hypothetical backtested monthly and annual returns from January 4, 1999 through September 9, 2009 and actual Index performance from September 10, 2009 through March 31, 2026. The supplement discloses monthly return series, highlights that the Index targets a 5% volatility objective, and warns that hypothetical backtested returns differ from actual results. Selected risks noted include potential deviation from the 5% target, periods when the Index may be significantly uninvested, and a deduction for a notional financing cost.
The document is a monthly update for the MerQube US Tech+ Vol Advantage Index used in notes offered under Registration Statement Nos. 333-270004 and 333-270004-01. It presents hypothetical backtested returns from January 7, 2005 through June 21, 2021 and actual Index performance from June 22, 2021 through March 31, 2026, with detailed monthly and annual return tables.
The update discloses key Index mechanics and risks, including a 6.0% per annum daily deduction, a notional financing cost, significant leverage and potential large uninvested periods, and that the QQQ Fund replaced E‑Mini Nasdaq‑100 futures as the Underlying Asset on February 9, 2024. It repeats backtesting limits and warns that past and backtested performance do not predict future results.
JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to ServiceNow, Inc. stock, due October 21, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only if the Reference Stock closes at or above an Interest Barrier equal to 50.00% of the Initial Value. The earliest automatic-call date is October 16, 2026. Estimated value at pricing is approximately $963.00 per $1,000 note and will not be less than $900.00 per $1,000 note. Holders face credit risk of the issuer and guarantor, limited upside (interest only), potential loss of principal if Final Value is below the Trigger Value, and limited liquidity.
J.P. Morgan provided a performance update for the J.P. Morgan Kronos+ SM Index used by notes linked to the April 2023 prospectus materials. The Index seeks dynamic exposure to the S&P 500® Price Index and may be uninvested, fully invested or 2x leveraged based on turn-of-month, option-expiry momentum and month-end mean-reversion rules. The Index level is published on Bloomberg under JPUSKRNS, was established on December 22, 2020, and is subject to a daily deduction of 0.95% per annum index fee. The update shows hypothetical and actual performance covering March 2016 through March 2026 and includes backtesting disclosures and selected risk points, including overlap between strategy windows, possible substitution of the Constituent, and sensitivity to the Effective Federal Funds Rate.
J.P. Morgan Tactical Blend Index performance update. The Index, established on March 30, 2023, provides a rules-based allocation among an Equity Constituent (JPUSEQLV), a Bond Constituent (JPUSCORE) and a Currency Constituent (UUP), targets level volatility and is calculated on an excess return basis net of the US Fed Funds Effective Rate with a 0.85% per annum daily deduction. The document shows hypothetical backtested performance through March 29, 2023 and actual levels from March 30, 2023 through March 31, 2026, with a 10 Year Return (Annualized) of 2.76% and 10 Year Volatility (Annualized) of 6.35% for the Index. Recent monthly average weights for Mar 2026 are listed as Currency 18.91%, Bond 35.71%, and Equity 23.26%. The update emphasizes limitations of backtesting, limited operating history, and selected risks including momentum strategy risk and potential significant allocation to the defensive constituent.