Welcome to our dedicated page for JPMORGAN CHASE & CO SEC filings (Ticker: JPM), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
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.
JPMorgan Chase & Co. reported higher Q2 2026 results, with total net revenue of $57.3 billion, up 28% from Q2 2025, and net income of $21.2 billion, up 41%. Diluted EPS was $7.70, return on common equity was 24%, and return on tangible common equity was 29%. Results included a $4.6 billion net gain on Visa shares and $1.0 billion of gains on certain equity investments.
Net interest income rose 10% to $25.5 billion, while noninterest revenue grew 47% to $31.8 billion, driven by Markets, asset management fees, and higher investment banking fees. Credit metrics included a $2.5 billion provision for credit losses, a $31.5 billion allowance for credit losses, and nonperforming assets of $9.8 billion. As of June 30, 2026, CET1 capital was $303 billion with CET1 ratios of 14.2% and an SLR of 5.5%, alongside roughly $1.5 trillion of liquidity sources. Consumer & Community Banking, CIB and AWM generated ROEs of 34%, 22% and 48%, respectively. The firm holds a forward purchase commitment to acquire the Apple Card portfolio, and management’s 2026 outlook includes net interest income of approximately $105.5 billion and adjusted expense of about $107.5 billion.
JPMorgan Chase Financial Company LLC is issuing $507,000 of Uncapped Accelerated Barrier Notes linked to an unequally weighted basket of the S&P 500® Futures Excess Return Index, the MSCI EAFE® Index and the iShares® MSCI Emerging Markets ETF, guaranteed by JPMorgan Chase & Co. The basket weights are 65.00%, 25.00% and 10.00%, respectively, with an Initial Basket Value of 100.00.
At maturity on August 7, 2031, investors receive $1,000 plus 1.98x any positive Basket Return. If the Final Basket Value is at or above the Barrier Amount of 80.00, principal is returned. If it is below the Barrier Amount, repayment is $1,000 plus Basket Return, so losses match the basket decline and investors can lose up to all principal.
The notes pay no interest or dividends, are unsecured and unsubordinated obligations of JPMorgan Financial and are subject to the credit risk of both the issuer and guarantor. The price to public is $1,000 per note, including $2.50 in selling commissions, while the estimated value at pricing is $980.60 per $1,000, reflecting embedded costs and issuer funding assumptions. The notes will not be listed, and secondary market prices are expected to be lower than the original issue price.
JPMorgan Chase Financial Company LLC is offering Uncapped Accelerated Barrier Notes due August 26, 2031, linked to the lesser performing of the Nasdaq-100 Index® and the S&P 500® Index, in minimum denominations of $1,000. The notes provide an uncapped leveraged upside, paying at maturity 1.35 times any positive return of the lesser performing index. If either index finishes between its initial level and a Barrier Amount of 75% of its initial level, principal is returned. If either index ends below its barrier, principal is reduced one-for-one with the decline of the lesser performing index, down to a total loss. The notes pay no interest or dividends and are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co., exposing investors to both entities’ credit risk. An indicative estimated value is about $970 per $1,000 note and will not be less than $950 at pricing, reflecting embedded costs and hedging.
JPMorgan Chase Financial Company LLC is offering auto callable contingent interest notes linked to the common stock of ServiceNow, Inc., fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and matures on August 10, 2028, unless called earlier.
The notes pay a contingent interest rate of at least 15.00% per annum (at least 1.25% per month) only if, on a Review Date, ServiceNow’s share price is at or above an Interest Barrier of 41.00% of the Initial Value; missed coupons are paid later if a future Review Date meets the barrier. The notes may be automatically called on specified Review Dates starting February 8, 2027 if the stock closes at or above the Initial Value, returning $1,000 plus applicable interest.
If the notes are not called and the Final Value is below the Trigger Value (41.00% of the Initial Value), repayment at maturity is reduced by the full negative stock return, and investors can lose more than 59% and up to all principal. The notes are unsecured, unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is about $960 per $1,000 note and will not be less than $940 when set, and the notes are not expected to be listed, so liquidity may be limited.
JPMorgan Chase Financial Company LLC plans to issue uncapped accelerated barrier notes linked to the lesser performer of the Dow Jones Industrial Average® and the S&P 500® Index, maturing on August 26, 2031 and fully guaranteed by JPMorgan Chase & Co. The notes pay no interest and provide no dividends, and any payment depends on the indices and the issuers’ credit.
At maturity, if both indices finish above their initial levels, holders receive $1,000 plus 1.425× the appreciation of the lesser performing index. If either index is at or below its initial level but both remain at or above the Barrier Amount of 75% of initial, principal is returned. If either index closes below its barrier, repayment is reduced 1% for each 1% decline of the lesser performer from its initial level, potentially down to zero. The preliminary estimated value is about $970 per $1,000 note and will not be less than $950 at pricing, reflecting embedded fees, hedging costs and dealer profits. The notes are unsecured, not listed, may be hard to sell at fair value, and carry complex tax treatment, including reliance on an internal funding rate and expectations that Section 871(m) withholding will not apply to most non‑U.S. holders.
JPMorgan Chase Financial Company LLC is offering structured Capped Buffered Return Enhanced Notes linked to the S&P 500® Index, due August 25, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide 2.00x any positive Index performance at maturity, capped at a Maximum Return of at least 12.10% per $1,000 note. A 10.00% Buffer Amount protects against moderate declines: if the Index is flat or down by up to 10.00%, investors receive back principal.
If the Index falls by more than 10.00%, investors lose 1% of principal for each 1% decline beyond the buffer, up to a maximum loss of 90.00%, so payments at maturity can be as low as $100.00 per $1,000 note. The notes pay no interest, provide no dividends, are unsecured and unsubordinated obligations of JPMorgan Financial, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. The indicative estimated value is approximately $995.20 per $1,000 note if priced on the described date, and will not be less than $970.00 per $1,000 note when set, reflecting structuring and hedging costs. The notes will not be listed on any securities exchange, and secondary market prices are expected to be below the original issue price.
JPMorgan Chase Financial Company LLC is offering Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, due September 5, 2031, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes provide an uncapped leveraged upside of at least 2.093x any positive Index return at maturity and a 20.00% downside buffer. If the Index falls by more than 20.00%, investors lose 1% of principal for each 1% decline beyond the buffer, up to a maximum loss of 80.00% of principal.
The notes pay no interest, are unsecured and unsubordinated, and are subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co. Minimum denomination is $1,000. If priced today, the estimated value would be about $976 per $1,000 note and will not be less than $940 at pricing, which is lower than the issue price due to selling, structuring and hedging costs. The Index tracks a rolling position in E-mini® S&P 500® futures, with risks from futures market volatility, negative roll returns, potential trading limits, lack of liquidity in the notes, and uncertain, evolving U.S. tax treatment.
JPMorgan Chase Financial Company LLC is issuing $750,000 of auto callable contingent interest notes linked to the Dow Jones Industrial Average®, Nasdaq-100 Index® and Russell 2000® Index, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a 9.75% per annum Contingent Interest (0.8125% per month) on any Review Date where the closing level of each Index is at or above 70% of its Initial Value (the Interest Barrier). The notes may be automatically called, starting February 4, 2027, if on certain Review Dates each Index is at or above its Initial Value, in which case investors receive $1,000 plus the applicable Contingent Interest and no further payments.
If the notes are not called, at maturity investors receive $1,000 plus any final Contingent Interest if each Index is at or above its 60% Trigger Value; otherwise principal is reduced 1% for every 1% decline of the Least Performing Index from its Initial Value, potentially down to zero. The notes are unsecured, unsubordinated obligations subject to the credit risk of JPMorgan Financial and JPMorgan Chase & Co., offered at $1,000 per note with an estimated value of $972.40.
JPMorgan Chase Financial Company LLC, guaranteed by JPMorgan Chase & Co., is issuing market-linked, auto-callable securities linked to the common stock of Oracle Corporation, with a principal amount of $1,000 per security and an aggregate offering of $500,000, maturing on August 9, 2029.
The notes may be automatically called on August 9, 2027 if Oracle’s stock closes at or above the call value of $103.896 (80% of the $129.87 starting price), paying $1,421.50 per security, which includes a 42.15% call premium. If not called, at maturity investors receive $1,000 plus 150% of any positive stock return; $1,000 if the ending price is between the starting price and the threshold price of $77.922 (60% of starting); and full downside exposure if the ending price is below the threshold.
The price to the public is $1,000, including $15.75 in selling commissions and other costs, with net proceeds of $984.25 per security and an estimated value of $964.90 at pricing. The securities are unsecured obligations, not bank deposits or FDIC insured, may have limited or no secondary market, and can result in loss of more than 40%, up to all, of principal.
JPMorgan Chase Financial Company LLC plans to issue Capped Buffered Enhanced Participation Equity Notes due 2027, linked to the S&P 500® Index and fully guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and pays no interest.
At maturity on December 8, 2027, the cash payment per $1,000 note depends on index performance from the trade date to the determination date. If the index rises, holders receive 1.40x the positive index return, capped at a maximum settlement amount expected between $1,165.48 and $1,194.60. If the index falls by up to 10%, principal is returned. Below a 90% buffer level, losses accelerate at about 1.1111% of principal for each additional 1% index decline, and investors can lose all principal.
The notes will be sold at 100% of principal, with no underwriting commission, and an expected estimated value of $982.80–$992.80 per $1,000 note, reflecting structuring and hedging costs. The notes are unsecured obligations subject to the credit risk of both JPMorgan Financial and JPMorgan Chase & Co., will not be listed, have no redemption feature, and may have limited or illiquid secondary trading. The issuer highlights complex and uncertain U.S. tax treatment, potential conflicts of interest in pricing and hedging, and the risk of substantial loss if the S&P 500 declines beyond the 10% buffer.