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JPMORGAN CHASE & CO (JPM) SEC Filings, May 5, 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 Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index (Bloomberg: MQUSBVA). The Index targets dynamic exposure to an unfunded iShares Bitcoin Trust ETF position, includes a 6.0% per annum daily deduction and a notional financing cost. The notes have a $1,000 minimum denomination, an estimated value floor of $900.00 per $1,000 note at pricing, quarterly Review Dates, a Final Review Date of May 29, 2031 and a Maturity Date of June 3, 2031. The notes may pay contingent quarterly interest of at least 14.00% per annum (at least 3.50% per quarter) if the Index level on a Review Date meets the Interest Barrier (60.00% of the Initial Value). If not called and the Final Value is below the Trigger Value, principal is exposed to the full Index loss, potentially losing more than 40.00% of principal and possibly all principal.

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The issuer is JPMorgan Chase Financial Company LLC, offering 5‑year buffered equity notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a 30.00% buffer, an index-level deduction of 6.0% per annum, a minimum denomination of $1,000 and maturity on June 3, 2031. The notes feature annual Review Dates with an automatic call if the Underlying meets the Call Value; minimum Call Premiums are stated and will be set on the Pricing Date. Estimated value at issuance will not be less than $900.00 per $1,000 note. Payments depend on the Underlying’s Final Value and the issuer’s creditworthiness.

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JPMorgan Chase Financial Company LLC offers 3‑year callable notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a minimum denomination of $1,000, a Pricing Date of May 29, 2026 and mature on June 1, 2029. The Index level reflects a 6.0% per annum daily deduction and a notional financing cost tied to the QQQ Fund.

If the closing Underlying level on an annual Review Date is at or above 100% of the Initial Value the notes will be automatically called and pay the principal plus a Call Premium (minimums: 29.50%, 59.00%, 88.50% on successive review dates). If not called and the Final Value is below the Barrier Amount (60.00% of Initial Value), holders suffer downside proportional to the Underlying Return; estimated note value will be not less than $900 per $1,000 principal.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments when the Index closes at or above an Interest Barrier of 60.00% of the Initial Value and may be automatically called if the Index equals or exceeds the Initial Value on any applicable Review Date. The Contingent Interest Rate will be at least 14.00% per annum (at least 3.50% per quarter). The Index is reduced by a 6.0% per annum daily deduction and a notional financing cost, which will materially drag index performance. Pricing is expected on or about May 29, 2026 with settlement on or about June 3, 2026; maturity is June 3, 2031. The estimated value if priced today is approximately $929.00 per $1,000 (will not be less than $900.00 per $1,000). CUSIP: 46660TNH9.

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JPMorgan Chase Financial Company LLC is offering 5-year Buffered Equity Notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a 30.00% buffer, a daily index deduction of 6.0% per annum, a minimum denomination of $1,000, a Pricing Date of May 26, 2026 and a Maturity Date of May 30, 2031. The estimated value at issuance will be at least $900.00 per $1,000 note. The notes may be automatically called on annual Review Dates if the Underlying meets the Call Value; Call Premiums will be determined on the Pricing Date but will be not less than 18.00% per annum. Payments depend on the Final Value relative to the Initial Value and are subject to the credit risk of the issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering structured notes due May 12, 2031 linked to the MerQube US Tech+ Vol Advantage Index. The notes are issued in minimum denominations of $1,000, are expected to price on or about May 7, 2026 and settle on or about May 12, 2026 (CUSIP 46660TSS0). They include an automatic call feature beginning on May 12, 2027 with step-up Call Premium Amounts per $1,000 ranging from $252.50 (first Review Date) to $1,262.50 (final Review Date). At maturity investors receive principal if the Final Value is at or above a Barrier Amount equal to 50.00% of the Initial Value; if below the Barrier Amount, payment is $1,000 + ($1,000 × Index Return), which can result in substantial principal loss. The Index is subject to a 6.0% per annum daily deduction and a notional financing cost that will reduce index performance. The notes are unsecured obligations of JPMorgan Chase Financial and fully guaranteed by JPMorgan Chase & Co.; payments are therefore subject to the credit risk of both entities.

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JPMorgan Chase Financial Company LLC is offering market-linked notes due November 13, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each security has a $1,000 principal amount, a 100% upside participation rate subject to a maximum upside return of at least 34.55%, and a 15% buffer against downside up to an 85% threshold. If the basket ending level is below the threshold, holders face 1-to-1 exposure to losses beyond the buffer and could lose up to 85% of principal. Price to public is $1,000 per security; selling commissions are $25.75 per security and estimated initial value is approximately $951.20 per security.

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JPMorgan Chase Financial Company LLC is offering auto‑callable, accelerated barrier notes linked to the iShares® Ethereum Trust ETF (ETHA), fully guaranteed by JPMorgan Chase & Co. The notes price on or about May 29, 2026 and settle on or about June 3, 2026. If the Fund's closing price on the June 4, 2027 Review Date is at or above the Call Value (100% of the Initial Value), the notes will be automatically called and pay the $1,000 principal plus a Call Premium (not less than $382.50 per $1,000).

If not called, maturity on June 1, 2029 pays $1,000 plus 1.50× any Fund appreciation; if the Final Value is below the Barrier Amount (60% of Initial Value) you lose on a 1:1 basis and could lose more than 40.00% of principal. The estimated value at pricing is approximately $951.00 per $1,000 and will not be less than $900.00.

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JPMorgan Chase & Co. is offering callable zero coupon notes due May 22, 2041 with an Original Issue Price of $432.309 per $1,000 principal amount note. The notes pay no periodic interest and have a stated Yield to Maturity of 5.75% per annum (compounded annually). Beginning on May 22, 2028 and annually thereafter through May 22, 2040 the issuer may redeem the notes in whole at the Accreted Principal Amount shown in the accretion schedule.

The notes are unsecured, not FDIC insured and are treated as OID for U.S. federal income tax purposes. Selling commissions are disclosed as approximately $14.590 per $1,000 (3.375% of the price to public) for notes priced today, with a cap of $21.615 per $1,000 (5.00%). The pricing supplement includes an accretion schedule listing the Accreted Principal Amounts on each potential Redemption Date.

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JPMorgan Chase Financial Company LLC is offering 3-year auto-callable notes linked to the J.P. Morgan Multi-Asset Index (MAX). The notes have a 100% Participation Rate, minimum denomination of $1,000, pricing date May 29, 2026 and maturity on June 1, 2029. The notes may be automatically called on annual Review Dates if the Index equals or exceeds the applicable Call Value; the Call Premium will be at least 8.00% per annum. The estimated value at pricing will be at least $900.00 per $1,000 note. All payments are subject to the credit risk of the issuer and guarantor.

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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 5, 2026.