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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 offers 5-year Auto Callable Contingent Interest Notes linked to the MerQube US Gold Vol Advantage Index (MQUSGVA). The notes pay a Contingent Interest Rate of at least 11.50% per annum (at least 2.875% per quarter), have a Minimum Denomination of $1,000, and an estimated value of at least $900.00 per $1,000 note when issued. The Index reflects a 6.0% per annum daily deduction and the notes include an Interest Barrier / Trigger Value of 60.00% of the Initial Value. Pricing Date is May 26, 2026, with quarterly Review Dates, an Automatic Call feature on qualifying Review Dates, and Maturity on May 30, 2031. If not called and the Final Value is below the Trigger Value, payment at maturity equals $1,000 plus $1,000 times the Underlying Return, exposing investors to potential principal loss.

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JPMorgan Chase Financial Company LLC priced $19,000,000 of callable fixed rate notes due April 28, 2028, fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes carry a fixed 4.20% per annum interest rate, an Original Issue Date of April 30, 2026, and two optional redemption dates on April 30, 2027 and October 30, 2027.

Price to public was $1,000 per note with fees and commissions of $1.709 per note and proceeds to the issuer of $998.291 per note, totaling $18,967,525 net. The notes are not bank deposits and are not FDIC insured; purchasers are directed to the stated "Risk Factors" sections and tax guidance in the accompanying supplements.

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JPMorgan Chase Financial Company LLC is offering 3‑year auto‑callable contingent interest 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 26, 2026 and mature on June 1, 2029.

The notes pay a quarterly Contingent Interest Payment of at least 2.75% (equivalent to an annualized minimum Contingent Interest Rate of 11.00% per annum) on a Review Date when the Underlying is at or above the Interest Barrier/Trigger Value of 60.00% of the Initial Value. The notes are automatically called on a Review Date if the Underlying is greater than or equal to its Initial Value, and estimated value at issuance will be no less than $900 per $1,000 principal amount.

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JPMorgan Chase Financial Company LLC is offering 5-year, non‑call 6‑month, auto‑callable contingent interest notes linked to the MerQube US Small‑Cap Vol Advantage Index (MQUSSVA). The notes have a $1,000 minimum denomination, an estimated value of at least $900 per $1,000 note at pricing, and a 6.0% per annum daily deduction applied to the Index level. Pricing date is May 29, 2026 and maturity is June 3, 2031. Quarterly contingent interest payments are payable at a rate of at least 14.00% per annum (≥3.50% per quarter) when the Underlying on a Review Date is ≥ the Interest Barrier/Trigger Value of 60.00%. If not called and the Final Value is below the Trigger Value, principal is exposed to losses pro rata to the Underlying Return.

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JPMorgan Chase Financial Company LLC is offering 5-year, non-callable-for-1-year Auto Callable Contingent Interest Notes linked to the MerQube US Large-Cap Vol Advantage Index (Bloomberg: MQUSLVA). The notes pay a contingent interest of at least 11.00% per annum (≥2.75% quarterly) when the Underlying closes at or above 50.00% of its initial level on a Review Date, are subject to a 6.0% per annum daily deduction in the Index, have a $1,000 minimum denomination, an estimated value of at least $900 per $1,000 note at pricing, a Pricing Date of May 29, 2026, and a Maturity Date of June 3, 2031. The notes feature an automatic call on specified Review Dates and expose holders to full principal loss if the Final Value is sufficiently below the Trigger Value.

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JPMorgan Chase Financial Company LLC priced capped buffered equity notes linked to the S&P 500® Index. The notes pay up to a Maximum Return of 19.38% at maturity and provide a Contingent Buffer Amount of 20.00% that protects principal only for index declines up to 20.00%.

At maturity the notes pay $1,000 plus the Index Return per $1,000 principal, capped at $1,193.80, but if the Ending Index Level is more than 20.00% below the Index Strike Level (7,173.91), investors lose 1% of principal for each 1% decline beyond the buffer. Payments are unsecured obligations of JPMorgan Financial, guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering 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 $1,000 minimum denomination, an estimated value of at least $900 per $1,000, and a daily deduction of 6.0% per annum built into the Index level. If on a quarterly Review Date the Underlying is at or above the Initial Value, the notes will be automatically called and pay principal plus a contingent interest payment. Contingent interest is at least 13.00% per annum (at least 3.25% per quarter) when the closing Underlying is at or above the Interest Barrier (60.00% of the Initial Value). If not called, at maturity (June 1, 2029) holders receive principal plus contingent interest when the Final Value is at or above the Trigger Value; if Final Value is below the Trigger Value, payment equals $1,000 + ($1,000 × Underlying Return), exposing holders to full downside loss of principal.

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The issuer, 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 pay a contingent interest of at least 14.00% per annum when the Underlying meets the Interest Barrier (60%). The notes have a Pricing Date of May 29, 2026 and mature on June 3, 2031. The Underlying reflects a 6.0% per annum daily deduction and the estimated value will be at least $900.00 per $1,000 principal amount when terms are set. If not called and the Final Value is below the Trigger Value, principal is reduced pro rata by the Underlying Return; losses can exceed 40.00% and could reach total loss of principal.

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JPMorgan Chase Financial Company LLC priced $1,085,000 of structured Review Notes linked to the MerQube US Large-Cap Vol Advantage Index, expected to settle on or about April 30, 2026 with maturity on May 1, 2031. The notes carry a 6.0% per annum daily deduction, a Barrier Amount of 60.00% of the Initial Value, an Initial Value of 3,993.93, and a Call Premium Rate of 14.60%. If the Index meets or exceeds the Call Value on any Review Date, the notes are automatically called; if not called and the Final Value is below the Barrier Amount, principal can be substantially lost. The notes are unsecured obligations of JPMorgan Financial and fully guaranteed by JPMorgan Chase & Co.

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JPMorgan Chase Financial Company LLC is offering 5‑year, auto‑callable contingent interest notes linked to the MerQube US Gold Vol Advantage Index (MQUSGVA). Each note has a $1,000 minimum denomination and the Index level reflects a 6.0% per annum daily deduction. The notes pay a contingent quarterly interest of at least 3.50% (at least 14.00% per annum) when the Underlying on a Review Date is at or above an 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 its Initial Value, producing an early cash payment of principal plus the applicable contingent interest. At final maturity, if not called, holders receive principal plus any contingent interest if the Final Value is at or above the Trigger Value; if Final Value is below the Trigger Value, payment equals $1,000 plus $1,000 times the Underlying Return and holders can lose more than 40.00% of principal. Estimated value at pricing will be not less than $900.00 per $1,000 note. All payments are subject to issuer and guarantor credit risk.

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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.