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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 5‑year structured notes (guaranteed by JPMorgan Chase & Co.) linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes have a minimum denomination $1,000, mature on May 30, 2031, and include annual Review Dates with an automatic call if the Underlying closes at or above the Call Value.

If not called, investors receive $1,000 at maturity when the Final Value is at least the Barrier Amount (50.00% of Initial Value); if Final Value is below the Barrier Amount, payment equals $1,000 × (1 + Underlying Return), which can result in substantial principal loss. The Underlying level reflects a 6.0% per annum daily deduction and a daily notional financing cost. The estimated value at pricing will be not less than $900.00 per $1,000 note. Payments are subject to the issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC priced $1,929,000 of uncapped accelerated barrier notes that are fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes link payouts to the least performing of the Dow Jones Industrial Average®, the Nasdaq-100®, and the Russell 2000® with an Upside Leverage Factor of 2.03 and a Barrier Amount of 70.00% of each Index's Initial Value. The notes priced April 28, 2026, are expected to settle on or about May 1, 2026, and mature May 3, 2029 (Observation Date April 30, 2029).

The structure pays $1,000 plus 2.03× the Least Performing Index Return if all Indices finish above initial levels; if any Index finishes below its Barrier Amount, investors suffer principal losses equal to the Least Performing Index Return (possible total loss). The estimated value at issuance was $977.70 per $1,000 note; selling commissions were $9.50 per note.

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JPMorgan Chase Financial Company LLC offers 3-year, non-call 6-month Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index (MQUSLVA). The notes have a minimum denomination of $1,000, a pricing date of May 26, 2026, and a maturity date of June 1, 2029. The Index level reflects a 6.0% per annum daily deduction and targets volatility using leveraged exposures to E‑Mini S&P 500 futures. The notes pay a contingent interest of at least 11.00% per annum (at least 2.75% per quarter) when the Underlying on a Review Date is at or above the Interest Barrier of 60.00% of the Initial Value. The notes may be automatically called on quarterly Review Dates if the Underlying is at or above the Initial Value; otherwise payment at maturity depends on the Final Value versus the Trigger Value, exposing investors to downside loss and issuer credit risk.

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JPMorgan Chase Financial Company LLC is offering 5‑year, non‑call 1‑year auto‑callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes mature on May 30, 2031 with quarterly reviews and an automatic call feature. They pay a Contingent Interest of at least 9.75% per annum (≥2.4375% per quarter) when the Underlying on a Review Date is ≥ the Interest Barrier (50% of the Initial Value). The Index level reflects a 6.0% per annum daily deduction. If not called, holders receive principal plus any final contingent interest when Final Value ≥ Trigger Value (50%); if Final Value < Trigger Value, payment at maturity is $1,000 × (1 + Underlying Return), exposing investors to more than 50% principal loss and possible total loss. Estimated value at pricing will be at least $900 per $1,000 principal. Payments are subject to issuer and guarantor credit risk.

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JPMorgan Chase Financial Company LLC is offering 5-year, auto-callable contingent interest notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). The notes have $1,000 minimum denominations, a 6.0% per annum daily deduction to the Index level, and a Contingent Interest Rate of at least 11.50% per annum payable quarterly if interest conditions are met. The notes may be automatically called on quarterly Review Dates if the Underlying closes at or above its Initial Value. At maturity, principal protection is subject to a 60.00% Interest Barrier/Trigger Value; if the Final Value is below that Trigger Value, investors suffer losses proportional to the Underlying Return.

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JPMorgan Chase Financial Company LLC is offering 5-year structured notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA), with a $1,000 minimum denomination and maturity on May 30, 2031. The Index reflects a 6.0% per annum daily deduction and the notes carry a 50.00% Barrier Amount. The notes feature annual Review Dates with an automatic call if the Underlying closes at or above the Call Value; minimum Call Premiums start at 26.00% per annum. If not called, holders receive principal at maturity only if the Final Value is at or above the Barrier Amount; otherwise payments decline pro rata to the Underlying Return. Estimated value at pricing will be not less than $900.00 per $1,000 principal amount. Payments are subject to the credit risk of JPMorgan Chase Financial Company LLC and its guarantor, JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering 3‑year structured notes linked to the MerQube US Large‑Cap Vol Advantage Index (MQUSLVA). Each note has a minimum denomination of $1,000, a Maturity Date of June 1, 2029, and annual Review Dates with an automatic call if the Underlying closes at or above the Call Value.

The Underlying applies a 6.0% per annum deduction accrual, the Barrier Amount is 60.00% of the Initial Value, and the preliminary estimated value will be at least $900 per $1,000 principal amount. If not called and the Final Value is below the Barrier Amount, payment at maturity equals $1,000 + ($1,000 × Underlying Return), exposing investors to loss of principal. Payments are subject to the credit risk of the issuer and guarantor.

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JPMorgan Chase & Co. is offering $3,800,000 principal amount of callable fixed-rate notes due April 30, 2046. The notes pay interest at 5.50% per annum with annual interest payments on April 30, beginning April 30, 2027, and an Original Issue Date of April 30, 2026. The issuer may redeem the notes, in whole but not in part, on each April 30 and October 30 from April 30, 2029 through October 30, 2045, subject to the Business Day Convention and notice requirements. Price to public is $1,000 per note; fees and commissions are $26.579 per note and proceeds to the issuer are $973.421 per note. The notes are unsecured obligations of JPMorgan Chase & Co., not bank deposits or FDIC insured.

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JPMorgan Chase Financial Company LLC is offering 5‑year, auto‑callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes have a minimum denomination of $1,000, an estimated value of at least $900 per $1,000 note, and an expected contingent interest rate of at least 9.75% per annum payable quarterly if trigger conditions are met.

The notes reference an Underlying level that reflects a 6.0% per annum daily deduction and a notional financing cost. They are callable on quarterly Review Dates if the Underlying is at or above its Initial Value; if not called, maturity payments depend on whether the Final Value is at or above the 50.00% Trigger Value. Credit risk rests with the issuer and guarantor, JPMorgan entities.

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JPMorgan Chase Financial Company LLC is offering 5‑year, auto‑callable Contingent Interest Notes linked to the MerQube US Tech+ Vol Advantage Index (MQUSTVA). The notes have a $1,000 minimum denomination, a 6.0% per annum daily deduction applied to the Index level, and a contingent interest feature with a rate of at least 11.50% per annum payable quarterly when the Underlying meets the Interest Barrier. The notes may be automatically called on quarterly Review Dates if the Underlying is at or above its Initial Value. At maturity (May 30, 2031) investors receive principal plus contingent interest if the Final Value is at or above the Trigger Value; if below, losses occur pro rata to the Underlying Return. Estimated value at pricing will be at least $900 per $1,000 note. Payments are subject to the issuer and guarantor credit risk and additional risks described in the supplements.

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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 April 30, 2026.