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JPMORGAN CHASE & CO (JPM) SEC Filings, May 8, 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.

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JPMorgan Chase & Co. provides a prospectus supplement and related product and underlying supplements for notes linked to the J.P. Morgan Large-Cap Dynamic Blend 3 Index, Registration Statement Nos. 333-293684 and 333-293684-1. The document presents hypothetical backtested monthly and annual returns for the Index using constituent performance from July 25, 1990 through March 22, 2021 and actual performance from March 23, 2021 through April 30, 2026. The Index level is calculated on an excess return basis and reflects a fee of 0.95% per annum. The Index targets a volatility of 3.0% and relies on daily notional exposure adjustments across equity and bond constituents. The document cautions that backtested and historical performance are not indicative of future results and lists selected risks, including index sponsor discretion, margin and futures risks, potential partial uninvestment, and credit exposure to JPMorgan entities.

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The J.P. Morgan Dynamic Blend Index performance update summarizes hypothetical backtested results (Apr 2016–Mar 22, 2021) and actual results (Mar 23, 2021–Apr 30, 2026). The Index targets a 3.0% volatility and is subject to a daily deduction equal to 0.95% per annum. The Equity Constituent tracks S&P 500 futures exposure and the Bond Constituent tracks 2‑year U.S. Treasury futures. The document cautions that past and backtested performance are not indicative of future results, lists selected risks including margin, correlation, replacement and credit risks, and notes the Index was established on March 23, 2021.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the Class A ordinary shares of Accenture plc, expected to price on or about May 15, 2026 and settle on or about May 20, 2026. The notes pay quarterly Contingent Interest Payments only if the Reference Stock’s closing price on a Review Date is at or above an Interest Barrier equal to 50.00% of the Initial Value; the Contingent Interest Rate will be at least 15.10% per annum (at least 3.775% per quarter) and a minimum quarterly payment per $1,000 note of $37.75 is illustrated. The notes are automatically callable if the closing price on an applicable Review Date (other than the first and final Review Dates) is greater than or equal to the Initial Value, with the earliest call possible on November 16, 2026. At maturity, if not called and the Final Value is below the Trigger Value (50.00% of Initial Value), payment will be $1,000 + ($1,000 × Stock Return), exposing holders to substantial principal loss (examples show losses up to -60.00%). The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to the issuer’s and guarantor’s credit risk. The estimated value at pricing is approximately $960.00 per $1,000 note and will not be less than $940.00 per $1,000 note as provided in the pricing supplement.

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JPMorgan Chase Financial Company LLC priced and is offering $1,296,000 aggregate principal of auto callable accelerated barrier notes linked to the lesser performing of the SPDR® Gold Trust (GLD) and the VanEck® Semiconductor ETF (SMH), with settlement on or about May 11, 2026. The notes pay no interest, may be automatically called beginning May 10, 2027 for cash equal to principal plus a Call Premium (27% on first Review Date; 54% on second), and otherwise pay at maturity based on the lesser performing Fund with a 1.50 Upside Leverage Factor, a 50.00% Barrier and final maturity May 9, 2031. The notes are unsecured obligations of JPMorgan Financial and are fully guaranteed by JPMorgan Chase & Co.; payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC priced $5,000,000 of Capped Accelerated Barrier Notes linked to the S&P 500® Index. The notes priced on May 6, 2026 and are expected to settle on or about May 11, 2026. They mature on October 17, 2031 and have a maximum return of 81.5992% (a maximum payment of $1,815.992 per $1,000 principal). The Initial Value and Final Value are each the arithmetic average of specified Initial Averaging Dates and Ending Averaging Dates. The structure uses an Upper Barrier of 86.00% and a Lower Barrier of 72.00% of the Initial Value and applies specified upside and downside leverage factors to determine payment at maturity. The notes are unsecured obligations of JPMorgan Chase Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments remain subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering $270,000 in principal amount of structured notes linked to the S&P 500® Futures Excess Return Index, with a Participation Rate of 137.00%. The notes priced on May 6, 2026, are expected to settle on or about May 11, 2026, and mature on May 9, 2031. At maturity each $1,000 note pays $1,000 plus an Additional Amount equal to $1,000 × Index Return × Participation Rate, but not less than zero. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; purchasers bear the credit risk of both entities.

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J.P. Morgan Securities filed a Rule 424(b)(3) prospectus supplement updating performance and risk disclosures for the MerQube US Gold Vol Advantage Index. The Index targets a 35% volatility target, permits futures exposure from 0% to 500%, and applies a 6.0% per annum daily deduction. The Index was established on February 11, 2025 and is published on Bloomberg as MQUSGVA. The supplement presents hypothetical backtested performance through February 10, 2025 and actual performance from February 11, 2025 through April 30, 2026, plus monthly exposure snapshots and selected risks tied to leverage, volatility drag, futures settlement and limited operating history.

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J.P. Morgan published a performance update for the MerQube US Gold Vol Advantage Index, a rules-based index that targets 35% volatility for an unfunded rolling position in Gold futures and caps Futures exposure between 0% and 500%. The Index includes a 6.0% per annum daily deduction and was established on February 11, 2025. The document shows hypothetical backtested data through February 10, 2025 and actual performance from February 11, 2025 through April 30, 2026, and it reports recent end-of-day exposures in early 2026 (examples: 88.44%, 147.98%, 118.15%). The update highlights standard risk and disclaimer language about backtesting limitations and index sponsor discretion.

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JPMorgan Chase Financial Company LLC is offering structured notes due May 16, 2031, fully guaranteed by JPMorgan Chase & Co., linked to the MerQube US Tech+ Vol Advantage Index. The notes can be automatically called starting May 17, 2027; call premiums range from $175 to $875 per $1,000. The Index is subject to a 6.0% per annum daily deduction and a notional financing cost; investors face up to 85.00% principal loss at maturity if the Index falls beyond a 15.00% buffer. Estimated note value shown is $907.80 per $1,000 and will not be less than $900.00 when terms are set. Minimum denomination is $1,000. Terms, final Call Premium Amounts and pricing will be provided in the pricing supplement.

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JPMorgan Chase & Co. published a performance update supplement for the J.P. Morgan Kronos+ SM Index, linked to the S&P 500® Price Index, providing backtested and actual historical returns and risk metrics through April 30, 2026. The supplement shows a 10‑year annualized return, 10‑year volatility, and Sharpe ratio for both the Kronos+ Index and the S&P 500 Price Index, and discloses the Index fee of 0.95% per annum. The update reiterates that the Index was established on December 22, 2020, that it does not reinvest dividends, and that past or backtested performance is not indicative of future results.

The document lists recent historical exposure windows (fully invested, uninvested, 2x leveraged) for February–April 2026, highlights model limitations and selected risks (including fee deductions, notional financing cost, limited operating history, and strategy overlap), and refers readers to the product, underlying and pricing supplements for full risk disclosure.

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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 8, 2026.