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JPMORGAN CHASE & CO (JPM) SEC Filings, May 7, 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 priced contingent-interest auto-callable notes linked to NVIDIA common stock. The notes (minimum denomination $1,000) offer monthly contingent interest subject to an Interest Barrier at 65.00% of the Strike Value and an automatic call if the Reference Stock closes at or above the Strike Value on specified Review Dates. The earliest automatic call date is May 6, 2027. Estimated value at pricing is approximately $980.00 per $1,000 note, with a stated floor not less than $960.00. The Contingent Interest Rate will be at least 15.00% per annum. If not called, maturity payoff depends on the Final Value versus the Trigger Value; a Final Value below the Trigger Value exposes holders to loss of principal. Pricing and settlement are expected around May 7, 2026 and May 12, 2026, respectively.

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JPMorgan Chase Financial Company LLC is offering $515,000 of callable Contingent Interest Notes linked to the lesser performing of the Nasdaq-100® Technology Sector and the S&P 500® Index, due April 10, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay periodic Contingent Interest Payments only when both indices are at or above an Interest Barrier (75.00% of initial value) on each Review Date and expose investors to principal loss if the Lesser Performing Index falls below its Trigger Value at maturity. The notes were priced on May 5, 2026, expected to settle on or about May 8, 2026, have minimum denominations of $1,000, and may be redeemed early beginning May 10, 2027.

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JPMorgan Chase Financial Company LLC proposes Callable Contingent Interest Notes due May 20, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly contingent interest only if both the Russell 2000® and S&P 500® close at or above 70.00% of their Initial Values on each Review Date and include a 15.00% buffer at maturity. The notes may be redeemed early beginning May 20, 2027. The estimated value at pricing is approximately $942.90 per $1,000 note, with a stated floor of $900.00. Investors risk losing up to 85.00% of principal if the Lesser Performing Index declines beyond the buffer; the contingent interest rate will be at least 6.85% per annum. Pricing is expected on or about May 15, 2026 and settlement on or about May 20, 2026.

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JPMorgan Chase & Co. is offering callable zero coupon notes priced at $432.309 per $1,000 principal amount with a 5.75% yield to maturity. The notes mature on May 22, 2041 and pay no periodic interest; payment at maturity is 100% of principal, subject to the Interest Accrual Convention.

The notes are callable annually on each May 22 from May 22, 2029 through May 22, 2040 at the Accreted Principal Amount set in the accretion schedule. Original Issue Date is May 22, 2026, and the pricing date is May 20, 2026. Selling commissions and hedging costs are disclosed and estimated in the pricing supplement.

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JPMorgan Chase Financial Company LLC is offering Structured Investments Review Notes linked to the least performing of the Russell 2000®, the Nasdaq-100® and the State Street® Utilities Select Sector SPDR® ETF. The notes have a $1,000 minimum denomination, are expected to price on or about May 12, 2026 and settle on or about May 15, 2026. The notes can be automatically called beginning on May 14, 2027 and mature on May 16, 2030. Call Premium Amounts range from 13.65% on the first Review Date up to 54.60% on the final Review Date. A Barrier Amount is set at 70.00% of Initial Value; if the Final Value of any Underlying is below its Barrier Amount, payment at maturity is tied to the Least Performing Underlying Return and principal can be substantially or fully lost. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase & Co. priced callable fixed rate notes carrying a 4.60% per annum interest rate. The notes have an Original Issue Date of May 15, 2026 (settlement) and a Maturity Date of May 15, 2031. Interest is payable in arrears on each 15th calendar day of May and November beginning on November 15, 2026. The issuer may redeem the notes each May 15 and November 15 (Redemption Dates) beginning May 15, 2029 and ending November 15, 2030. The notes use a 30/360 day count convention and carry CUSIP 48130KWA1. This pricing supplement is part of the Series E medium-term note program.

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JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index due May 13, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest (at least 10.80% per annum) when the Index is at or above an Interest Barrier of 70.00% on specified Review Dates and feature an automatic call beginning on November 9, 2026.

The Index level reflects a 6.0% per annum daily deduction, the notes are unsecured obligations subject to issuer/guarantor credit risk, have minimum denominations of $1,000, are expected to price on or about May 8, 2026 and settle on or about May 13, 2026. Investors may lose a significant portion or all principal if the Final Value is below the Trigger Value of 40.00%.

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JPMorgan Chase Financial Company LLC amended the Tax Treatment section of the pricing supplement for its Structured Investments Auto Callable Contingent Interest Notes linked to the common stock of International Business Machines Corporation, due May 4, 2028, fully guaranteed by JPMorgan Chase & Co. The amendment (Rule 424(b)(3)) replaces the prior tax disclosure with Annex A, stating the issuer intends to treat the notes as prepaid forward contracts with associated contingent coupons for U.S. federal tax purposes and to treat Contingent Interest Payments as ordinary income.

The issuer and its special tax counsel note alternative tax treatments may be reasonable and that future Treasury/IRS guidance (including the 2007 notice) or Section 871(m) matters could materially affect tax outcomes. The amendment states withholding agents will generally withhold at 30% on Contingent Interest Payments to Non-U.S. Holders absent appropriate Form W-8 documentation, and that the issuer will not pay additional amounts for taxes withheld.

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JPMorgan Chase Financial Company LLC is offering capped dual directional buffered equity notes due July 2, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes are linked to the lesser performing of the Russell 2000 and the S&P 500.

The structure provides a Maximum Upside Return of at least 29.00% and a Buffer Amount of 10.00%. Investors may forgo interest and dividends and can lose up to 90.00% of principal if the lesser performing Index declines more than the buffer. The notes are expected to price on or about May 29, 2026 and settle on or about June 3, 2026. The pricing supplement shows an estimated value of approximately $979.20 per $1,000 note and a minimum estimated value of $900.00. CUSIP 46660TPW4.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Large‑Cap Vol Advantage Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes have a $1,000 denomination, are expected to price on or about May 8, 2026 and to settle on or about May 13, 2026, and mature on May 13, 2031. The notes pay Contingent Interest Payments (at least 13.50% per annum, or at least $67.50 per $1,000 per payable period) only if the Index on a Review Date is ≥ the Interest Barrier (70.00% of Initial Value), and may be automatically called if the Index on a Review Date (other than first and final) is ≥ the Call Value (90.00% of Initial Value), with the earliest automatic call possible on May 10, 2027. The Index is subject to a 6.0% per annum daily deduction, and investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., limited liquidity, and the risk of losing a significant portion or all principal if the Final Value is below the Trigger Value (50.00% of Initial Value).

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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 7, 2026.