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JPMORGAN CHASE & CO (JPM) SEC Filings, May 4, 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 offers Callable Contingent Interest Notes linked to the common stock of Texas Pacific Land Corporation (TPL), due November 17, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay a contingent monthly-style interest (at least 11.90% per annum equivalent) only if the Reference Stock closes at or above an Interest Barrier (70.00% of Initial Value) on scheduled Review Dates; the notes include a Trigger Value (60.00% of Initial Value) that determines principal exposure at maturity. Pricing is expected on or about May 12, 2026 with settlement on or about May 15, 2026. The estimated value at issuance is approximately $903.20 per $1,000 (not less than $900.00), and selling commissions will not exceed $22.25 per $1,000. The issuer may redeem the notes early on certain Interest Payment Dates; investors bear credit risk of JPMorgan Financial and the guarantor and may lose a substantial portion or all of principal if the Final Value is below the Trigger Value.

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JPMorgan Chase Financial Company LLC is offering 5-year Auto Callable Contingent Interest Notes linked to the MerQube Bitcoin Vol Advantage Index (Bloomberg: MQUSBVA). The Index targets dynamic exposure to an unfunded position in the iShares Bitcoin Trust with a 6.0% per annum daily deduction and a notional financing cost. Notes carry a minimum denomination of $1,000, an estimated value of at least $900 per $1,000 note at pricing, a contingent interest rate of at least 11.50% per annum (>=2.875% quarterly) and an Interest Barrier equal to 60.00% of the Initial Value. The notes can be automatically called on quarterly Review Dates if the Index closes at or above the Initial Value; maturity is May 30, 2031. Payments and principal are subject to issuer and guarantor credit risk and a range of product, index, and bitcoin-related risks described in the pricing supplement.

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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 quarterly interest (at least 11.50% per annum annualized) when the Index on a Review Date is at or above 60.00% of its Initial Value, are automatically called if the Index on applicable Review Dates is at or above the Initial Value, and mature on May 30, 2031. The Index is subject to a 6.0% per annum daily deduction and a notional financing cost; investors bear credit risk of the issuer and guarantor, potential loss of principal if the Final Value is below the Trigger Value, limited upside (only contingent interest), limited liquidity, and significant crypto‑related and index methodology risks.

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JPMorgan Chase Financial Company LLC is offering capped structured notes due May 30, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay at maturity principal plus an Additional Amount tied to the least performing of the Nasdaq-100, Dow Jones Industrial Average and Russell 2000, with a 150.00% Participation Rate and a Maximum Amount of at least $520.00 per $1,000. Notes are unsecured, have $1,000 minimum denominations, are expected to price on or about May 26, 2026 and settle on or about May 29, 2026. The estimated value at pricing is approximately $944.00 per $1,000, and will not be less than $900.00 per $1,000. Payments depend on the Least Performing Index Return and are subject to the credit risk of the issuer and guarantor.

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JPMorgan Chase Financial Company LLC is offering $1,000 principal amount Capped Buffered Enhanced Participation Equity Notes due 2027, linked to the S&P 500® Index. Trade date is on or about May 8, 2026, original issue (settlement) date on or about May 13, 2026, and stated maturity date July 23, 2027. The notes provide a 10.00% buffer (buffer level 90.00%) against declines up to 10.00%, an upside participation rate of 2.00x, and a capped return (cap level expected between 106.45% and 107.56%). Estimated value at pricing is between $978.60 and $988.60 per $1,000 principal; the estimated maximum settlement amount is expected between $1,129.00 and $1,151.20. Payments are subject to issuer and guarantor credit risk and to final terms in the final pricing supplement.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Notes linked to the J.P. Morgan Multi-Asset Index (MAX), expected to price on or about May 26, 2026 and settle on or about May 29, 2026. The notes have a maturity date of June 1, 2033, minimum denomination $1,000, and a Participation Rate of 100%.

The notes may be automatically called on specified Review Dates beginning May 28, 2027 if the Index closes at or above step-up Call Values; Call Premiums range from at least $100 (first Review Date) up to at least $600 (sixth Review Date). If not called, repayment at maturity equals $1,000 plus an Additional Amount equal to $1,000 × Index Return × Participation Rate (not less than zero). The estimated value at issuance is approximately $909.60 per $1,000 note (minimum stated value $900.00).

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JPMorgan Chase Financial Company LLC is offering 7-year, auto-callable notes linked to the J.P. Morgan Multi-Asset Index (MAX). The notes have a $1,000 minimum denomination, a 100% participation rate and an estimated value of at least $900 per $1,000 principal. Annual Review Dates can trigger automatic calls paying a Call Premium (not less than 10.00% per annum), and the notes mature on June 1, 2033 if not called. The Index applies a 1.00% per annum daily deduction and targets an initial volatility threshold of 4.0%. All payments are subject to the issuer and guarantor credit risk of JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the iShares® Bitcoin Trust ETF, fully guaranteed by JPMorgan Chase & Co. The notes have $1,000 minimum denominations, a Contingent Interest Rate of at least 15.25% per annum, an Interest Barrier equal to 70.00% of the Initial Value, expected pricing on or about May 26, 2026 and settlement on or about May 29, 2026. The notes can be automatically called beginning on November 27, 2026 if the Fund’s closing price on an Autocall Review Date is greater than or equal to the Initial Value; otherwise payments depend on monthly Interest Review Date outcomes and final performance. The issuer discloses an estimated value of approximately $927.00 per $1,000 note (not less than $900.00) and warns of significant principal loss if the Final Value is below the Trigger Value.

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JPMorgan Chase Financial Company LLC is offering uncapped accelerated barrier notes linked to the S&P 500® Index with an expected pricing date on or about May 29, 2026 and an expected settlement (original issue) date of June 3, 2026. The notes provide at least a 1.06 Upside Leverage Factor on any positive Index return and a 75.00% Barrier Amount. If the Final Value is above the Initial Value, holders receive $1,000 plus the leveraged upside; if the Final Value is below the Barrier Amount, holders suffer proportional principal losses and could lose all principal. The estimated value at pricing would be approximately $974.20 per $1,000 note, and will not be less than $900.00 per $1,000 note when set. Selling commissions will not exceed $11.25 per $1,000 principal amount note. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to the issuer’s and guarantor’s credit risk.

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JPMorgan Chase Financial Company LLC offers callable Contingent Interest Notes due April 20, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only when each of the Nasdaq-100® Technology Sector, the Russell 2000® and the S&P 500® is at or above an Interest Barrier equal to 70.00% of its Initial Value on a Review Date and may be redeemed early beginning August 20, 2026. The notes return principal at maturity unless the Final Value of the Least Performing Index is below its Trigger Value (equal to 60.00% of Initial Value), in which case you suffer a loss equal to the Least Performing Index Return applied to principal. Estimated value at pricing is approximately $971.40 per $1,000 note and will not be less than $900.00 per $1,000. The Contingent Interest Rate will be between 10.00% and 12.00% per annum. The notes are unsecured obligations of JPMorgan Financial and expose investors to issuer and guarantor credit risk; they are not FDIC insured and are not designed for short-term trading.

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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 4, 2026.