STOCK TITAN

JPMORGAN CHASE & CO (JPM) SEC Filings, May 13, 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 Callable Fixed Rate Notes due May 28, 2030, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes carry a fixed interest rate of 4.75% per annum, pay interest annually on May 28, have an Original Issue Date of May 28, 2026, and include issuer call dates on the 28th of Feb/May/Aug/Nov beginning May 28, 2027. Pricing is set as of May 26, 2026. The notes are issued in $1,000 principal amount increments; selling commissions are estimated at approximately $3.25 per $1,000 (not to exceed $12.50 per $1,000). Terms are subject to the Business Day Convention and the Interest Accrual Convention described in the accompanying supplements.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC offers uncapped digital barrier notes linked to the lesser performing of the S&P 500® and the Russell 2000®, expected to price on or about May 29, 2026 and settle on or about June 3, 2030. The notes pay no coupons, are unsecured obligations of JPMorgan Financial and are fully guaranteed by JPMorgan Chase & Co.

At maturity the payout depends on the lesser performing index: investors may receive a Contingent Digital Return of at least 50.15% if both indices finish at or above their initial levels, receive principal if both finish at or above a Barrier Amount equal to 75.00% of initial values, or suffer a proportional loss if the lesser performing index falls below the barrier.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC prices capped buffered enhanced participation notes linked to the S&P 500® Index due April 19, 2028. Each note has a $1,000 principal amount and an original issue price of 100.00%. The notes pay no interest, are fully guaranteed by JPMorgan Chase & Co., and provide a buffer of 12.50% (buffer level = 87.50% of the initial underlier level) and an upside participation rate of 1.30. The cap level is expected to be between 118.27% and 121.49% of the initial underlier level and the maximum settlement amount is expected between $1,237.51 and $1,279.37 per $1,000 principal. The estimated value at pricing is expected between $980.90 and $990.90 per $1,000. The trade date is on or about May 18, 2026, with settlement on or about May 21, 2026. The notes are not listed, have no redemption right, and payment at maturity is subject to the credit risk of the issuer and guarantor.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC offers capped, buffered return enhanced notes linked to the S&P 500® Index, fully guaranteed by JPMorgan Chase & Co. The notes are structured to provide 2.00× upside participation in Index appreciation up to a 11.75 maximum return and provide a 15.00 downside buffer; if the Index falls beyond the buffer, holders lose 1% of principal for each 1% decline beyond 15.00, up to an 85.00 principal loss. The notes price in minimum denominations of $1,000, are expected to price on or about May 26, 2026 and settle on or about May 29, 2026. Payments depend on the Index closing levels on the Pricing Date and Observation Date and on the creditworthiness of the issuer and guarantor.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Capped Buffered Return Enhanced Notes linked to the MSCI Emerging Markets Index, expected to price on or about May 26, 2026 and settle on or about May 29, 2026. The notes provide 2.00× participation in index appreciation up to a Maximum Return of at least 17.50% (at least $1,175.00 per $1,000) and a 15.00% buffer against initial declines; losses exceed the buffer on a dollar‑for‑dollar basis (up to an 85.00% loss of principal). The estimated value at pricing is approximately $994.00 per $1,000 note (not less than $970.00), and payments are subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the common stock of Constellation Energy Corporation (CEG), due May 17, 2028, fully guaranteed by JPMorgan Chase & Co. The Strike Value was set at $293.60 (Strike Date: May 12, 2026), making the Interest Barrier 50.00% of the Strike Value ($146.80).

The notes pay Contingent Interest Payments when the Reference Stock closing price on a Review Date is ≥ the Interest Barrier; the Contingent Interest Rate will be at least 11.00% per annum (≥ $27.50 per $1,000 per quarter). The notes are automatically called if the closing price on any Review Date (other than the final Review Date) is ≥ the Strike Value; the earliest possible automatic call date is August 12, 2026. If not called, maturity is May 17, 2028. Estimated value when priced was approximately $950.60 per $1,000 (will not be less than $930.00 per $1,000). Investors may lose more than 50% or all principal if Final Value < Trigger Value.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
Filing
Rhea-AI Summary

JPMorgan Chase Financial Company LLC offers five-year Trigger Step Securities linked to the MSCI Emerging Markets Index, with a Trade Date of May 27, 2026 and expected maturity on May 29, 2031. The pre-set Step Return will be finalized on the Trade Date and is stated between 33.00% and 38.00%. If the Final Value is at or above the Step Barrier (100% of the Initial Value), repayment equals principal plus the greater of the Step Return or the Underlying Return. If the Final Value is below the Downside Threshold (75% of the Initial Value), investors absorb the negative Underlying Return and may lose a significant portion or all principal. Securities are issued at $10.00 per Security (minimum purchase $1,000), with a selling commission up to $0.35 per $10 Security, an estimated indicative value around $9.466 (midpoint example) and an estimated floor value not less than $9.10. Payments are subject to the creditworthiness of the issuer and guarantor; these Securities pay no interest or dividends and are intended to be held to maturity.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Uncapped Buffered Return Enhanced Notes due May 16, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes link to an unequally weighted basket (50.00% S&P 500® Futures Excess Return Index; 30.00% MSCI EAFE®; 20.00% MSCI Emerging Markets) with an Upside Leverage Factor of at least 1.557 and a 20.00% downside buffer. If the Final Basket Value exceeds the Strike Basket Value, payment at maturity equals principal plus the Basket Return times the Upside Leverage Factor; if the Basket declines by more than the Buffer Amount, investors lose 1% of principal for each 1% below the buffer, up to an 80.00% loss. The Strike Basket Value is set to 100.00 on the Strike Date of May 13, 2026. The notes are expected to price on or about May 22, 2026 and settle on or about May 28, 2026. The estimated issue value is approximately $985.60 per $1,000 note and will not be less than $950.00 per $1,000 note.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
-
Filing
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering Callable Fixed Rate Notes due August 27, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay interest at 4.20% per annum, price per note is shown at $1,000, and they are callable on Nov 28, 2026, Feb 28, 2027 and May 28, 2027. The Pricing Date is May 26, 2026 with Original Issue Date May 28, 2026.

The notes pay interest in arrears on May 28, 2027 and at maturity, and will pay principal and accrued interest at maturity if not previously called. Selling commissions are stated at approximately $0.25 per $1,000 (with a disclosed range of up to $5.00 per $1,000 in any event), and certain institutional or fee-based accounts may be offered between $997.60 and $1,000 per note.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering structured, auto-callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, expected to price on or about May 18, 2026 and settle on or about May 21, 2026. Each note has a $1,000 denomination. The notes pay a Contingent Interest Payment (at least 9.00% per annum; at least $7.50 per $1,000 per month) on a Review Date if the Index closing level is at or above an Interest Barrier equal to 85.00% of the Initial Value. The notes are automatically callable beginning on the sixth Review Date if the Index is at or above a Call Value equal to 95.00% of the Initial Value. At maturity on April 23, 2029, if not called, principal repayment depends on the Final Value versus a Buffer Threshold of 85.00%; losses of up to 85.00% of principal are possible. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost, which the supplement warns will materially drag performance. The notes are unsecured obligations of JPMorgan Chase Financial Company LLC and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.52%
Tags
prospectus

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 13, 2026.