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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 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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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), with JPMorgan Chase & Co. as guarantor. The notes have a minimum denomination of $1,000, a pricing date of May 29, 2026, and a maturity date of June 3, 2031.

The notes target quarterly contingent interest of at least 11.00% per annum (≥ $27.50 per $1,000 per quarter) when the Underlying on a Review Date is at or above an Interest Barrier equal to 50.00% of the Initial Value. The Underlying level reflects a 6.0% per annum daily deduction and a daily notional financing cost. The estimated value at issuance will be at least $900.00 per $1,000 note. If not called, principal repayment at maturity depends on the Final Value relative to the Trigger Value, exposing holders to downside loss (including loss greater than 50% if Final Value is below the Trigger Value).

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JPMorgan Chase Financial Company LLC is offering 5-year, non‑callable‑6‑month auto‑callable contingent interest notes linked to the MerQube US Tech+ Vol Advantage Index (Bloomberg: MQUSTVA). The notes have a $1,000 minimum denomination, an expected estimated value of at least $900 per $1,000, a maturity date of June 3, 2031, and quarterly Review Dates with a final review on May 29, 2031. Contingent interest payments are at least 14.00% per annum (>=3.50% per quarter) when the Underlying on a Review Date is at or above the Interest Barrier of 60.00% of the Initial Value. The Index level reflects a 6.0% per annum daily deduction and a daily notional financing cost. If not called and the Final Value is below the Trigger Value, principal is exposed to the full downside of the Underlying.

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JPMorgan Chase Financial Company LLC is offering Contingent Digital Buffered Notes linked to the common stock of Amazon.com, Inc. The notes pay a fixed Contingent Digital Return of 12.79% at maturity if the Final Stock Price is >= the Stock Strike Price or is down by up to the Buffer Amount of 20.00%. If the Final Stock Price is more than 20.00% below the Stock Strike Price, holders lose 1.25% of principal for every 1% the Final Stock Price is below the strike beyond the buffer (Downside Leverage Factor = 1.25).

The Stock Strike Price is $261.12 (Strike Date: April 27, 2026); Valuation Date is May 10, 2027 and Maturity Date is May 13, 2027. Notes are unsecured obligations of JPMorgan Financial, fully and unconditionally guaranteed by JPMorgan Chase & Co. Minimum denominations are $10,000. Price to public is $1,000 per note (selling commission $10, proceeds to issuer $990); estimated value at pricing was $985.20.

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JPMorgan Chase Financial Company LLC is offering $12,613,500 of Trigger Autocallable Contingent Yield Notes linked to the common stock of Marvell Technology, Inc. (MRVL). The Notes have a $10 principal amount per Note, mature on May 2, 2028, and are fully guaranteed by JPMorgan Chase & Co.

The Notes pay a Contingent Coupon at a 24.27% per annum rate (equal to $0.6068 per $10 each quarter) if the Underlying’s closing price on any quarterly Observation Date is at or above the Coupon Barrier. The Initial Value was $153.23, the Coupon Barrier and Downside Threshold are $76.62 (50.00% of the Initial Value). If not called and the Final Value is below the Downside Threshold, principal is repaid as $10 × (1 + Underlying Return), exposing investors to downside in the Underlying.

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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 stated estimated value of at least $900 per $1,000, and a contingent interest feature targeting at least 13.00% per annum (paid quarterly if triggered). The notes may be automatically called on quarterly Review Dates if the Underlying closes at or above its Initial Value. At maturity, if the Final Value is below the 60.00% Interest Barrier/Trigger Value, principal is exposed to downside and could result in losses greater than 40% or total principal loss.

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FAQ

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

StockTitan tracks 1920 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.