STOCK TITAN

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 is offering Uncapped Accelerated Barrier Notes linked to the lesser performing of the Russell 2000® Index and the S&P 500® Index, with payments fully and unconditionally guaranteed by JPMorgan Chase & Co.

The notes are expected to price on or about May 26, 2026, settle on or about May 29, 2026, and mature on June 1, 2028. Key terms include an Upside Leverage Factor of at least 1.13, a Barrier Amount equal to 70.00% of each Indexs Initial Value, minimum denominations of $1,000, an estimated value of approximately $962.80 per $1,000 at pricing (minimum not less than $900.00), and selling commissions up to $26.25 per $1,000.

Payments are determined by the Lesser Performing Index Return: if both Indices rise, payment = $1,000 + ($1,000 × Lesser Performing Index Return × Upside Leverage Factor); if either Index closes below its Barrier Amount, holders lose an amount equal to the Lesser Performing Index decline, potentially losing all principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $958,000 of Capped Buffered Return Enhanced Notes linked to the lesser performing of the Nasdaq-100® Technology Sector and the S&P 500® Index, expected to settle on or about May 5, 2026. The notes pay 2.00× the lesser-performing Index return up to a 10.25% cap and provide a 30.00% downside buffer; if the lesser-performing Index declines by more than 30.00% at the observation date, investors lose 1% of principal for each 1% below the buffer (up to a 70.00% loss). The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and are subject to the credit risk of both entities. The estimated value at pricing was $973.80 per $1,000 note and the original issue price was $1,000 per note (selling commission $22.25).

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC is offering uncapped Dual Directional Buffered Return Enhanced Notes linked to the lesser performing of the Russell 2000 and the S&P 500. Each note has a $1,000 principal amount, an Upside Leverage Factor of at least 1.211, a 15.00% buffer, a Pricing Date on or about May 29, 2026, expected settlement on or about June 3, 2026, an Observation Date of May 29, 2029 and a Maturity Date of June 1, 2029. The notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.

The estimated value at pricing is approximately $977.10 per $1,000 note (not less than $900.00), selling commissions will not exceed $11.25 per $1,000, and payments at maturity depend on the Lesser Performing Index Return with the Buffer Amount limiting some negative-return payoffs. Investors can lose up to 85.00% of principal; the notes do not pay interest or dividends and lack exchange listing.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $160,000 Auto Callable Contingent Interest Notes linked to the iShares® Bitcoin Trust ETF. The notes priced on April 30, 2026 and are expected to settle on or about May 5, 2026, mature on May 4, 2028, and have minimum denominations of $1,000.

The notes pay a Contingent Interest Rate of 21.25% per annum (monthly rate 1.77083%) provided the Fund closing price on an Interest Review Date is >= the Interest Barrier (70.00% of the Initial Value). The notes auto-call on specified quarterly Autocall Review Dates if the Fund closing price is >= the Initial Value; the earliest possible auto-call date is October 30, 2026. At maturity, if the Final Value is below the Trigger Value you may lose more than 30.00% of principal and could lose all principal.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $3,738,000 of uncapped accelerated barrier notes linked to the lesser performing of the iShares MSCI EAFE ETF (EFA) and the EURO STOXX 50 Index. The notes pay at maturity based on the lesser performing Underlying: if both finish above initial values you receive $1,000 plus 2.11 times the Lesser Performing Underlying Return; if either finishes at or below its Initial Value but at or above the 65.00% Barrier you receive $1,000; if either finishes below 65.00% you suffer downside dollar-for-dollar versus the Lesser Performing Underlying. Pricing date was April 30, 2026, expected settlement on or about May 5, 2026, and scheduled maturity on May 5, 2031. The estimated value at launch was $944.10 per $1,000 note; price to public was $1,000 per note with fees of $8.45 and proceeds to issuer of $991.55 per note. The notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.; they carry issuer and guarantor credit risk and are not FDIC insured.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $619,000 of Buffered Digital Notes linked to the least performing of the Nasdaq-100, Russell 2000 and S&P 500. The notes priced on April 30, 2026, settle on or about May 5, 2026, and mature on May 3, 2029.

Each $1,000 note offers a 29.50% contingent digital return at maturity if the least performing Index is >= its Initial Value or down by no more than the 20.00% Buffer Amount. If the least performing Index falls by more than the Buffer Amount, payment at maturity is $1,000 plus $1,000 times (Least Performing Index Return + 20.00%), exposing investors to up to an 80.00% loss of principal. Price to public was $1,000 per note (CUSIP 46660TH78); estimated value when set was $981.50 per $1,000 note.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $505,000 of capped dual directional buffered return enhanced notes linked to the S&P 500® Index. The notes price was $1,000 per note with a $4.50 selling commission and expected settlement on or about May 5, 2026. Key economic terms include an Upside Leverage Factor of 1.50, a Maximum Upside Return of 14.25%, a Buffer Amount of 15.00%, an Initial Value of 7,209.01 (closing level on the Pricing Date) and an Observation Date of November 1, 2027 with Maturity on November 4, 2027. The estimated value at pricing was $990.40 per $1,000 note. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., and investors bear both index exposure and issuer/guarantor credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $619,000 of Uncapped Buffered Return Enhanced Notes due May 3, 2029, fully guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the least performing of the Nasdaq-100, Russell 2000 and S&P 500, multiplied by an Upside Leverage Factor 1.4615.

Notes have a 20.00% buffer (losses below that reduce principal dollar-for-dollar beyond the buffer), minimum denomination $1,000, priced April 30, 2026, expected settlement on or about May 5, 2026. The notes are unsecured obligations of JPMorgan Financial and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
-
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced 587 notes totaling $587,000 of Capped Buffered Equity Notes linked to the S&P 500® Index on April 30, 2026, expected to settle on or about May 5, 2026. The notes mature on May 4, 2028 with an Observation Date of May 1, 2028. Each $1,000 note offers 1.00× index upside capped at 24.20% (maximum payment $1,242.00) and a downside buffer of 15.00% (investors absorb losses beyond the buffer, up to 85.00% of principal). The estimated value at pricing was $983.60 per $1,000 note; selling commissions were $9 per note. Payments are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co., and are subject to the issuers' credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
Tags
prospectus
Rhea-AI Summary

JPMorgan Chase Financial Company LLC priced $2,000,000 of uncapped accelerated barrier notes due May 5, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the least performing of the Dow Jones Industrial Average®, the Nasdaq-100® and the S&P 500® with an Upside Leverage Factor of 1.68 and a Barrier Amount of 70.00% of each Index's Initial Value. The notes were priced April 30, 2026, expected to settle on or about May 5, 2026, and are unsecured obligations of JPMorgan Financial; payments are subject to issuer and guarantor credit risk.

Rhea-AI Impact
Rhea-AI Sentiment
End-of-Day
-1.54%
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 4, 2026.