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JPMORGAN CHASE & CO (JPM) SEC Filings, Apr 20, 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 $27,854,000 aggregate of Digital Equity Notes due June 14, 2028, linked to the S&P 500® Index. Each note has a $1,000 principal amount, no interest and an original issue price of $1,000.00 (100%). If the final index level on the determination date is ≥ 85.00% of the initial level, each note pays a threshold settlement amount of $1,192.10. If the final index declines by more than 15.00%, the return is negative and you could lose some or all of your investment. Trade date: April 16, 2026; settlement: April 21, 2026; determination date: June 12, 2028; stated maturity date: June 14, 2028. The estimated value at pricing was $994.40 per $1,000 note. Payments are subject to the credit risk of JPMorgan Chase Financial and the related guarantee of JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC priced $11,467,000 of Capped Buffered Return Enhanced Notes linked to the S&P 500® Index on April 16, 2026, expected to settle on or about April 21, 2026. The notes pay 1.05× any Index appreciation up to a Maximum Return of 18.85% and provide a 30.00% buffer against index declines; if the Index falls more than 30.00% at the Observation Date, investors lose 1% of principal for each additional 1% decline (up to a potential loss of 70.00% of principal). The Initial Value was 7,041.28 (closing level on the Pricing Date). Notes are unsecured obligations of JPMorgan Financial and are fully and unconditionally guaranteed by JPMorgan Chase & Co.; payments are subject to both entities' credit risk. The notes are not FDIC insured and have CUSIP 46660RWQ3.

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JPMorgan Chase Financial Company LLC offers Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due May 5, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay a Contingent Interest Payment on each monthly Interest Review Date when the Index closes at or above 75.00% of its Initial Value (the Interest Barrier) and will be automatically called on any quarterly Autocall Review Date when the Index closes at or above the Initial Value; the earliest possible automatic call is April 30, 2027. The Index includes a 6.0% per annum daily deduction and a notional financing cost that materially reduces index performance. Estimated value at pricing is approximately $942.40 per $1,000 note and will not be less than $900.00; the Contingent Interest Rate will be at least 13.40% per annum. Investors face credit risk of JPMorgan Financial and JPMorgan Chase & Co., limited upside (interest payments only), possible loss of up to 70.00% of principal at maturity, and limited liquidity.

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JPMorgan Chase Financial Company LLC is offering Auto Callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index, due May 1, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only when the Index closes at or above an Interest Barrier equal to 75.00% of the Initial Value. The notes can be automatically called beginning April 27, 2027 if the Index equals or exceeds the Initial Value on a Review Date. The Index is subject to a 6.0% per annum daily deduction and a daily notional financing cost, which materially reduce index performance. The notes have a $1,000 original issue price, an estimated value shown as approximately $913.80 per $1,000 (minimum estimated value $900.00), and expose investors to credit risk of JPMorgan Financial and JPMorgan Chase & Co. Investors may lose up to 85.00% of principal at maturity if the Final Value is sufficiently below the Initial Value.

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JPMorgan Chase Financial Company LLC is offering structured notes linked to the MerQube US Tech+ Vol Advantage Index due April 29, 2031, fully guaranteed by JPMorgan Chase & Co. The notes have a $1,000 denomination, an estimated value of $912.30 (not less than $900.00), a 6.0% per annum daily index deduction, a 15.00% downside buffer and automatic annual Review Dates beginning April 29, 2027. If the Index meets or exceeds the Call Value on a Review Date, the notes will be called and pay principal plus a specified Call Premium (illustrated at $237.50 to $1,187.50 per $1,000). If not called, investors face up to an 85.00% principal loss at maturity if the Index declines beyond the buffer. The notes do not pay interest or dividends, are unsecured obligations of JPMorgan Financial 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 linked to the MerQube US Tech+ Vol Advantage Index, due April 25, 2031 and fully guaranteed by JPMorgan Chase & Co. The notes may be automatically called beginning April 27, 2027 on specified Review Dates for a cash payment equal to $1,000 plus a Call Premium. The Index used for payout is subject to a 6.0% per annum daily deduction and a notional financing cost, and the notes include a Barrier Amount equal to 60.00% of the Initial Value. If not called, maturity payment is principal if Final Value is at or above the Barrier; otherwise payment equals $1,000 + ($1,000 × Index Return), exposing investors to full downside loss. Estimated value shown: $931.60 per $1,000 (will be at least $900.00 per $1,000); expected pricing on or about April 22, 2026 and settlement on or about April 27, 2026. The notes are unsecured, unsubordinated and not FDIC insured; purchasers assume issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC offers Digital Contingent Buffered Notes linked to the S&P 500® Index with a Contingent Digital Return of 8.52% and a Contingent Buffer Amount of 20.00%. The notes price at $1,000 per note with proceeds to issuer of $990 per note. Key dates: Pricing Date April 16, 2026, Original Issue Date ~April 21, 2026, Valuation Date April 28, 2027, and Maturity Date May 3, 2027.

The notes pay $1,085.20 per $1,000 at maturity if the Ending Index Level is at or above the Index Strike Level or down up to 20.00%. If the Index declines by more than 20.00%, principal is reduced dollar-for-dollar by the Index Return. The Index Strike Level is 7,022.95 (closing level on the Strike Date).

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JPMorgan Chase & Co. is offering $50,000,000 of callable fixed-to-floating rate notes due April 20, 2029. The notes pay an Initial Interest Rate of 4.10% for the first year and thereafter pay Compounded SOFR + 0.75% (subject to a 0.00% floor). Interest is payable quarterly on the 20th of January, April, July and October beginning July 20, 2026. The issuer may call the notes on specified quarterly Redemption Dates beginning April 20, 2028, with redemption notice delivered at least five business days prior. The notes are unsecured, not FDIC insured, and contain benchmark‑transition fallback provisions; Daily SOFR on the pricing date was 3.67%. The offering price is $1,000 per note, totaling $50,000,000.

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JPMorgan Chase Financial Company LLC priced $1,150,000 of uncapped digital barrier notes due April 21, 2031, fully guaranteed by JPMorgan Chase & Co. The notes pay a contingent digital return of 44.00% at maturity if the least performing of the S&P 500, Russell 2000 and Dow Jones Industrial Average finishes at or above 75.00% of its April 16, 2026 initial level; otherwise payment at maturity equals principal plus the least performing Index return, exposing investors to full principal loss if the least performing Index falls sufficiently. The notes priced April 16, 2026 and are expected to settle on or about April 21, 2026. The original issue price was $1,000 per note, selling commissions of $25 per note, and the estimated per-note value was $955.40.

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JPMorgan Chase Financial Company LLC is offering $10,842,000 of market-linked, auto-callable notes due April 19, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each security has a principal amount of $1,000 and a price to public of $1,000.00 (fees and commissions of $25.75 per security). The securities reference the S&P 500®, Russell 2000® and EURO STOXX 50® indices and are automatically called if the lowest-performing index on a call date is at or above its starting level; call premiums escalate to 52.05% on the final calculation day. If not called, maturity pay depends on the lowest-performing index versus a 75% threshold: holders receive full principal if that index is at or above its threshold, but will suffer full downside exposure 25% loss, possibly total loss) if below the threshold. The estimated value at pricing was $985.90 per security; secondary market liquidity and prices are subject to dealer spreads, internal funding assumptions and model inputs.

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FAQ

How many JPMORGAN CHASE & CO (JPM) SEC filings are available on StockTitan?

StockTitan tracks 7794 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 April 20, 2026.