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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.

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JPMorgan Chase & Co. is offering callable fixed rate notes that pay 5.00% per annum interest, priced on May 13, 2026 with an original issue (settlement) date of May 15, 2026. The notes mature on May 15, 2036 and are callable each May 15 and November 15 from May 15, 2031 through November 15, 2035. Interest is paid annually on May 15 and principal is payable at maturity if not earlier redeemed. Selling commissions would be approximately $16.25 per $1,000 note if priced today (capped at $37.50 per $1,000). The notes are unsecured, not FDIC insured, and are treated for U.S. federal income tax purposes as debt instruments providing fixed interest.

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JPMorgan Chase Financial Company LLC is offering auto-callable contingent interest notes linked to a WTI crude oil futures contract, fully guaranteed by JPMorgan Chase & Co. Each $1,000 note may pay monthly contingent interest (at least 24.50% per annum) when the NYMEX contract price on a Review Date is ≥ 60.00% of the Strike Value. The Strike Value was set at $106.88 (Strike Date April 29, 2026), making the Interest Barrier $64.128. Notes price and settle on or about May 1, 2026 and May 6, 2026, mature on May 20, 2027, and may be automatically called starting with the sixth Review Date (earliest call date November 17, 2026). Investors face credit risk of the issuer and guarantor, possible loss of principal if the Final Value is below the Trigger Value, limited upside (only contingent coupons), limited liquidity, and material tax and regulatory uncertainties.

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JPMorgan Chase Financial Company LLC is offering structured, automatically callable review notes linked to the VanEck® Oil Services ETF (Bloomberg: OIH) with an expected pricing date of May 4, 2026, settlement on May 7, 2026, and maturity on May 9, 2028. The notes can be automatically called on scheduled Review Dates beginning November 4, 2026, paying the principal plus a Call Premium Amount that rises by Review Date (minimums shown from $68 to $272 per $1,000). If not called, a Barrier Amount of 60.00% of the Initial Value determines repayment: if Final Value >= Barrier Amount you receive principal; if Final Value < Barrier Amount your payment equals $1,000 plus $1,000 times the Fund Return, exposing you to potential principal loss up to 100%. The notes are unsecured obligations of JPMorgan Financial, fully guaranteed by JPMorgan Chase & Co., carry CUSIP 46660TMQ0, and have a minimum denomination of $1,000.

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JPMorgan Chase Financial Company LLC is offering structured Review Notes linked to the MerQube US Tech+ Vol Advantage Index, expected to price on or about May 22, 2026 and settle on or about May 28, 2026. Each $1,000 note has a minimum denomination of $1,000, an estimated value of approximately $924.90, and an original issue price of $1,000 per note.

The notes feature an automatic call on any Review Date if the Index closing level is at or above the Call Value (100% of the Initial Value), with a Call Premium Rate of at least 23.00%. The earliest automatic-call opportunity is May 24, 2028; final maturity is May 26, 2033. A Barrier Amount equals 60.00% of the Initial Value. The Index reflects a 6.0% per annum daily deduction and a notional financing cost that reduce index performance. Investors may lose more than 40.00% of principal at maturity if the Final Value is below the Barrier Amount.

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JPMorgan Chase Financial Company LLC is offering 7-year auto-callable review notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes mature on May 26, 2033, have a minimum denomination of $1,000, and include an Index-level daily deduction of 6.0% per annum.

The notes feature daily review dates after an initial two-year non-call period, a Barrier Amount at 60.00% of the Initial Value, an automatic call if the Index closes at or above the Call Value on a Review Date, and a Call Premium Rate that will be set at pricing but will be not less than 23.00%. Estimated value at issuance will be at least $900.00 per $1,000 principal amount.

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JPMorgan Chase Financial Company LLC priced $1,225,000 of capped, dual‑direction buffered equity notes. The notes link to the lesser performing of the Russell 2000® and the S&P 500® and mature on June 2, 2027 (observation date May 27, 2027), settlement on or about April 30, 2026.

Key terms: Maximum Upside Return 18.50%, Buffer Amount 10.00%; investors may forgo dividends/interest and can lose up to 90.00% of principal if the lesser performing index falls beyond the buffer. The notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase & Co. is offering callable fixed rate notes with a 6.00% per annum coupon. The notes price on May 19, 2026 with an Original Issue Date of May 21, 2026 and mature on May 19, 2056.

The issuer may redeem the notes semiannually on the 21st calendar day of May and November beginning November 21, 2030 through November 21, 2055. Interest is paid annually on May 21 each year from 2027 through 2055.

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JPMorgan Chase Financial Company LLC is offering Capped Buffered Enhanced Participation Equity Notes linked to the S&P 500® Index, each with a $1,000 principal amount and a stated maturity of June 8, 2027 (trade date on or about May 4, 2026, settlement on or about May 7, 2026). The notes do not pay interest and provide a 10.00% buffer (buffer level = 90.00% of initial underlier level). The upside participation rate is 1.50 with a cap level expected between 107.72% and 109.05% of the initial underlier level and a maximum settlement amount expected between $1,115.80 and $1,135.75 per $1,000 note. The estimated value at pricing is expected to be between $975.40 and $985.40 per $1,000 note. Payments at maturity depend on the initial and final underlier levels; if the final level falls more than 10.00% below the initial level, holders may lose principal. Payments are subject to the credit risk of JPMorgan Chase Financial and the guaranty of JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC offers Buffered Digital Dual Directional Notes linked to a WTI crude oil futures contract, fully guaranteed by JPMorgan Chase & Co. The notes provide a $1,000 principal exposure with a 10.00% contingent digital return if the Final Value is greater than or equal to the Strike Value of $106.88 (Strike Date April 29, 2026). If the Final Value is below the Strike Value but within a Buffer Amount of at least 41.10%, investors receive a capped payout using a 50.00% downside participation; if the decline exceeds the buffer, downside is amplified by a downside leverage factor of at least 1.69779. Pricing is expected on or about May 1, 2026 with settlement on or about May 6, 2026. The estimated value at issuance is approximately $963.50 per $1,000 note and will not be less than $950.00 per $1,000 note.

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JPMorgan Financial is offering callable, five-year floating-rate notes due May 5, 2031 with quarterly interest payable Feb/May/Aug/Nov 5, beginning Aug 5, 2026. Interest per period equals an Interest Factor (at least 6.65% p.a.) times the fraction of days the 10-Year Constant Maturity Treasury Rate is ≤ a 5.25% Reference Rate Barrier. Notes are redeemable in full on specified quarterly Redemption Dates. The estimated value at pricing is about $972.40 per $1,000 (will not be less than $960.00), and selling commissions will not exceed $15 per $1,000. Tax treatment may be as variable-rate debt or contingent payment debt instruments; final tax characterization will be provided at pricing.

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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.