JPMORGAN CHASE & CO (VYLD) SEC Filings

JPMorgan Chase submitted a Form 13F holdings report as an institutional investment manager, signed by Executive Director Michael T. Lees. The report is a full 13F holdings report, indicating that all reportable positions are included. The summary page lists 34,064 Form 13F information table entries with an aggregate reported value of $1,807,041,234,839. The filing also identifies 17 other included managers within the JPMorgan group, such as JPMorgan Chase Bank, N.A., various J.P. Morgan asset management entities across the U.S., Europe, and Asia, and other affiliated managers.

JPMorgan Chase & Co. executive Robin Leopold, Head of Human Resources, reported selling 2,500 shares of common stock on August 11, 2026 at $361.41 per share under a Rule 10b5-1 trading plan. After this sale, she holds 73,547 shares directly, plus indirect holdings of 9,201 shares in a GRAT and 9,201 shares in a spouse’s GRAT.

A holder of JPMorgan Chase & Co. (JPM) common stock filed to sell 2,500 shares of $1 par value common stock through J.P. Morgan Securities LLC on the NYSE. The shares are valued at an aggregate $903,517.97 based on market prices as of August 11, 2026. These shares were originally acquired on January 13, 2026 as a result of equity compensation awards granted by the issuer.

JPMorgan Chase & Co. reported higher Q2 2026 results, with total net revenue of $57.3 billion, up 28% from Q2 2025, and net income of $21.2 billion, up 41%. Diluted EPS was $7.70, return on common equity was 24%, and return on tangible common equity was 29%. Results included a $4.6 billion net gain on Visa shares and $1.0 billion of gains on certain equity investments.

Net interest income rose 10% to $25.5 billion, while noninterest revenue grew 47% to $31.8 billion, driven by Markets, asset management fees, and higher investment banking fees. Credit metrics included a $2.5 billion provision for credit losses, a $31.5 billion allowance for credit losses, and nonperforming assets of $9.8 billion. As of June 30, 2026, CET1 capital was $303 billion with CET1 ratios of 14.2% and an SLR of 5.5%, alongside roughly $1.5 trillion of liquidity sources. Consumer & Community Banking, CIB and AWM generated ROEs of 34%, 22% and 48%, respectively. The firm holds a forward purchase commitment to acquire the Apple Card portfolio, and management’s 2026 outlook includes net interest income of approximately $105.5 billion and adjusted expense of about $107.5 billion.

JPMorgan Chase & Co. General Counsel Stacey Friedman reported a bona fide gift of 166 shares of common stock on 2026-07-27. The transaction carried no sale price. After the gift, she directly holds 40,795 shares and reports indirect holdings of 79,468 shares through a GRAT and 16,196 shares through a trust.

JPMorgan Chase & Co. reports that executive Douglas B. Petno, Co-President and CEO of CIB, made a bona fide gift of 864 shares of common stock on July 24, 2026. After this gift he directly holds 223,755 shares, plus indirect holdings via family trusts, a GRAT, and his spouse.

JPMorgan Chase & Co. reports that its Board of Directors has adopted an amendment to Section 2.03 of the company’s By-laws, effective July 21, 2026. The change provides that any Lead Independent Director shall be appointed by the non-management directors.

The amended By-laws, marked to show changes from the prior version, are included as Exhibit 3.2, along with technical Inline XBRL cover-page data exhibits.

JPMorgan Chase & Co. reports that on July 23, 2026 it closed public offerings of several registered debt securities. The company issued $500,000,000 of Floating Rate Notes due 2030, $2,500,000,000 of Fixed-to-Floating Rate Notes due 2030, and $3,000,000,000 of Fixed-to-Floating Rate Notes due 2032, which together constitute the Senior Notes. It also issued $3,000,000,000 of Fixed-Rate Reset Subordinated Notes due 2041.

The Notes were registered under the Securities Act of 1933 pursuant to a shelf registration statement on Form S-3 (File No. 333-285537). Simpson Thacher & Bartlett LLP provided legal opinions on the legality of the Senior Notes and Subordinated Notes, filed as Exhibits 5.1 and 5.2, with related consents included as Exhibits 23.1 and 23.2.

JPMorgan Chase & Co. presented second-quarter 2026 results showing managed revenue of $58.0B and net income of $21.2B, with diluted EPS of $7.70. Net income rose 41% year over year, or 13% excluding significant items, and return on tangible common equity (ROTCE) was 29%, or 23% excluding significant items. Results were boosted by a $4.6B net gain related to Visa shares and $1.0B of gains on certain equity investments.

Net interest income was $25.6B, up 10% year over year, while noninterest revenue reached $32.4B, up 45%. Markets revenue was $12.1B, up 35%, driven mainly by strong Equity Markets. Expense was $27.3B, up 15%, leading to a managed overhead ratio of 47%. Credit costs were $2.5B, including net charge-offs of $2.4B and a modest reserve build.

The balance sheet remained sizeable and capitalized, with CET1 capital of $303B, standardized CET1 ratio of 14.1%, total assets of $5.0T, average loans of $1.5T and average deposits of $2.7T. Capital return was substantial, including a $4.0B common dividend ($1.50 per share) and $6.2B of net share repurchases, for a 73% net payout over the last twelve months. For full-year 2026, the firm expects net interest income of about $105.5B and adjusted expense of about $107.5B, both market dependent.