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Jpmorgan Chase SEC Filings

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 Structured Investments: Uncapped Accelerated Barrier Notes linked to the MerQube US Tech+ Vol Advantage Index, fully guaranteed by JPMorgan Chase & Co. The notes pay at maturity an uncapped leveraged return of at least 2.825 times any appreciation of the Index, subject to a 50.00% barrier and a 6.0% per annum daily deduction applied to the Index level.

The notes are unsecured obligations of JPMorgan Financial, expected to price on or about May 22, 2026 and settle on or about May 28, 2026. The estimated value at pricing is approximately $944.20 per $1,000 note (will not be less than $920.00). Investors could lose a significant portion or all principal if the Index falls below the barrier; the notes do not pay interest or dividends and are illiquid.

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JPMorgan Chase Financial Company LLC is offering 5‑year Uncapped Accelerated Barrier 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 22, 2026, an Observation Date of May 22, 2031, and a Maturity Date of May 28, 2031. The Index level reflects a 6.0% per annum daily deduction and a daily notional financing cost. If the Final Value exceeds the Initial Value, the maturity payoff equals principal plus the Index Return times an Upside Leverage Factor (not less than 2.825). If the Final Value is below the Barrier Amount (50.00% of the Initial Value), investors suffer the full Index Return on principal and may lose more than 50.00% of principal. The estimated value at pricing will be at least $920.00 per $1,000 note. Payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering uncapped Digital Barrier Notes due May 20, 2030, fully guaranteed by JPMorgan Chase & Co. The notes pay at maturity based on the lesser performing of the S&P 500 and Russell 2000. The Contingent Digital Return is at least 50.25% and the Barrier Amount is 75.00% of each Index's Initial Value. Notes are in $1,000 minimum denominations; expected pricing is on or about May 15, 2026 with settlement on or about May 20, 2026. The estimated value at pricing is approximately $977.90 per $1,000 (will not be less than $900.00). If either Index finishes below its Barrier Amount on the Observation Date, principal is lost pro rata (1% loss for each 1% decline of the Lesser Performing Index). The notes are unsecured obligations subject to issuer and guarantor credit risk and are not FDIC insured.

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JPMorgan Financial is offering Callable Fixed Rate Notes due November 12, 2027, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay interest at $1,000 × 4.25% per annum with interest payable in arrears on May 14, 2027 and at maturity. The notes have periodic Redemption Dates on the 14th calendar day of February, May, August and November, beginning November 14, 2026, and may be redeemed in whole (not in part) on those dates.

The notes price per $1,000 principal amount is shown at $1,000 (assumed) and selling commissions would be approximately $1.00 per $1,000 if priced on the stated date; commissions will not exceed $5.00 per $1,000. The notes are not bank deposits and are not FDIC insured.

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JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due November 9, 2027, fully guaranteed by JPMorgan Chase & Co. The notes pay monthly Contingent Interest Payments only if each underlying (Nasdaq-100 Technology Sector, Russell 2000, and the SPDR Regional Banking ETF) is at or above a 70.00% Interest Barrier on a Review Date. The notes may be redeemed early at JPMorgan Financial’s option beginning August 7, 2026. The notes are unsecured obligations of JPMorgan Financial; payments depend on issuer and guarantor credit.

The estimated value at pricing would be approximately $968.60 per $1,000 note and will not be less than $900.00. The Contingent Interest Rate will be at least 12.00% per annum (hypothetical in examples). At maturity, if the Final Value of the least performing underlying is below its Trigger Value, principal is reduced by that underlying’s percentage decline.

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JPMorgan Chase Financial Company LLC is offering Callable Contingent Interest Notes due May 20, 2030, fully guaranteed by JPMorgan Chase & Co. The notes pay contingent monthly interest only when each of the Dow Jones Industrial Average®, Nasdaq-100® and Russell 2000® is at or above 70% of its Initial Value on a Review Date. The notes may be called early beginning May 20, 2027, have minimum denominations of $1,000, and are expected to price and settle in mid-May 2026. The estimated value at pricing is shown as $963.10 per $1,000 (will not be less than $900.00) and the Contingent Interest Rate will be at least 9.50% per annum. Investors bear issuer and guarantor credit risk, can lose some or all principal if the Least Performing Index declines below the Trigger Value, and should expect limited liquidity.

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JPMorgan Chase Financial Company LLC is offering callable Contingent Interest Notes due April 13, 2028, fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments only when each of the Nasdaq-100®, Russell 2000® and S&P 500® closing levels is at least 60.00% of its Initial Value on a Review Date. The notes may be called early beginning August 13, 2026. Estimated value at pricing is approximately $963.10 per $1,000 note (will not be less than $900.00); original issue price is $1,000. Investors bear credit risk of JPMorgan Financial and JPMorgan Chase & Co., market risk tied to the least performing index, limited upside (contingent coupons only), and possible loss of principal at maturity if the least performing index is below its Trigger Value (60.00%).

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JPMorgan Chase Financial Company LLC is offering callable contingent interest notes fully guaranteed by JPMorgan Chase & Co. The notes pay Contingent Interest Payments only when each Index closes at or above an Interest Barrier of 70.00% of its Initial Value and may be redeemed early beginning November 17, 2026. At maturity May 17, 2029, if the Final Value of any Index is below its Trigger Value of 60.00%, principal is reduced by the Least Performing Index Return; worst‑case examples show a -60.00% Least Performing Index Return producing a $400 payment per $1,000 principal. The notes have a minimum denomination of $1,000, an estimated value at pricing of approximately $966.80 per $1,000 (not less than $900.00), and an actual Contingent Interest Rate to be provided in the pricing supplement (stated floor: 9.85% per annum). The notes are unsecured obligations of JPMorgan Financial and expose investors to issuer and guarantor credit risk, index performance risk, limited upside (no participation in index appreciation), potential lack of liquidity, and complex tax treatment.

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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 April 19, 2029, fully and unconditionally guaranteed by JPMorgan Chase & Co. Each note has a $1,000 principal amount and may pay periodic Contingent Interest Payments only if the Index meets the Interest Barrier (equal to 75.00% of the Initial Value) on Review Dates. The Index is subject to a 6.0% per annum daily deduction and a notional financing cost, which will drag on Index performance. Notes may be automatically called beginning November 16, 2026. Investors can lose up to 85.00% of principal if the Final Value is sufficiently below the Initial Value. The estimated value at pricing is approximately $933.60 per note (will not be less than $900.00), with expected pricing on or about May 15, 2026 and settlement on or about May 20, 2026.

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JPMorgan Chase Financial Company LLC is offering auto-call contingent-interest notes linked to the MerQube US Large-Cap Vol Advantage Index due May 9, 2029. The notes pay monthly Contingent Interest Payments only when the Index closes at or above an Interest Barrier set at 70% of the Initial Value, and may be automatically called early beginning November 4, 2026 if the Index closes at or above the Initial Value on a Review Date. The Index is subject to a 6.0% per annum daily deduction, the Contingent Interest Rate will be at least 13.20% per annum (illustrative), and the notes are unsecured obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co.

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FAQ

How many Jpmorgan Chase (JPM) SEC filings are available on StockTitan?

StockTitan tracks 1915 SEC filings for Jpmorgan Chase (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 (JPM)?

The most recent SEC filing for Jpmorgan Chase (JPM) was filed on May 1, 2026.