Welcome to our dedicated page for Alerian MLP Index ETN SEC filings (Ticker: amjb), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Parsing an exchange-traded note’s SEC disclosures is challenging—especially when that note, the Alerian MLP Index ETN (AMJB), blends credit risk, tax nuances and master limited partnership (MLP) distribution math into every report. Investors often ask, “How do I understand AMJB SEC documents with AI?” or “Where can I find AMJB quarterly earnings report 10-Q filing?” This page answers those questions and more.
Stock Titan applies AI-powered summaries to every AMJB filing, from the annual report 10-K simplified to the swift AMJB 8-K material events explained. Instead of combing through dense sections on index-tracking methodology or issuer credit covenants, you’ll see concise explanations, key financial metrics, and plain-English notes on tax treatment. Real-time alerts highlight Alerian MLP Index ETN Form 4 insider transactions and let you monitor UBS executives’ moves the moment a Form 4 lands on EDGAR. Need details on distribution calculations? Our platform tags that discussion inside each 10-Q, saving hours of manual search.
Beyond core forms, you’ll also find the AMJB proxy statement executive compensation, earnings report filing analysis, and every AMJB insider trading Form 4 transactions feed in one place. Use practical filters to compare credit ratios quarter over quarter, track yield changes, or review AMJB 8-K filings for credit-rating updates. Whether you’re gauging issuer health, studying energy-infrastructure exposure, or validating your income strategy, these filings—explained simply—provide the data you need to make informed decisions without wading through 200-plus pages of technical language.
JPMorgan Chase & Co. filed an amended Form 13F-HR reporting its equity holdings for institutional accounts. This Amendment No. 1 is marked as adding new holdings entries rather than restating prior data, and is filed as a full 13F holdings report, meaning all of the reporting manager’s positions covered by the rule are included.
The summary page shows 32,847 information table entries with a combined reported value of $1,669,077,787,156 (rounded to the nearest dollar). The report consolidates activity across 17 other included managers, such as JPMorgan Chase Bank, N.A., J.P. Morgan Investment Management Inc., and several regional asset management affiliates in the U.K., Canada, Asia-Pacific, Japan, Taiwan, and Europe.
JPMorgan Chase Financial Company LLC is offering $10,000 of Capped Accelerated Barrier Notes linked to the iShares Bitcoin Trust ETF (IBIT), fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes run to November 29, 2028 and provide 1.50x leveraged upside on any ETF gains, capped at a maximum return of 140.00%, equal to a maximum payment of $2,400 per $1,000 note.
The downside protection is limited: if the final ETF price is at or above 70.00% of the initial value, investors receive principal back, but if it falls below that barrier they lose 1% of principal for each 1% decline and can lose their entire investment. The notes pay no interest, are unsecured, and expose investors to both bitcoin-related volatility and the credit risk of JPMorgan Chase Financial and JPMorgan Chase & Co. The price to public is $1,000 per note, including $30 in selling commissions, with issuer proceeds of $970 and an estimated value of $909.20.
JPMorgan Chase Financial Company LLC is issuing $1,607,000 of structured capped notes linked to the least performing of the S&P 500 Index, the Russell 2000 Index and the Nasdaq-100 Index, guaranteed by JPMorgan Chase & Co. The notes mature on November 29, 2029, with a 150% participation rate in any positive return of the worst-performing index, capped at a maximum gain of 25.50% ($255 per $1,000 note). If any index finishes at or below its initial level, investors receive only the $1,000 principal per note at maturity, with no interest or dividends during the term and exposure to the credit risk of both issuers. The price to public is $1,000 per note, including fees and commissions of about $35.238 per note, while the estimated value on the pricing date is $943.80, reflecting selling, structuring and hedging costs and potential secondary-market discounts.
JPMorgan Chase Financial Company LLC, fully guaranteed by JPMorgan Chase & Co., is offering $880,000 of Uncapped Buffered Return Enhanced Notes linked to the S&P 500® Futures Excess Return Index, maturing on November 29, 2030.
The notes provide 1.51x any positive Index return at maturity, with a 20% downside buffer. If the Index falls more than 20%, investors lose 1% of principal for each additional 1% decline, up to an 80% loss. The Initial Value is 548.23, and the minimum denomination is $1,000.
The notes pay no interest and are unsecured, unsubordinated obligations subject to the credit risk of both the issuer and guarantor. The price to public is $1,000 per note, with selling commissions of $37.50 and issuer proceeds of $962.50 per note, or $847,000 in total. The estimated value at pricing is $945.20 per $1,000, reflecting embedded costs and hedging assumptions.
JPMorgan Chase Financial Company LLC is offering $231,000 of Callable Contingent Interest Notes linked to the least performing of the Russell 2000 Index, the SPDR S&P Regional Banking ETF and the EURO STOXX 50 Index, maturing on November 29, 2028 and fully and unconditionally guaranteed by JPMorgan Chase & Co. The notes pay a monthly contingent coupon of $9.1667 per $1,000 (an 11.00% per annum rate) only if, on each Review Date, the closing value of every underlying is at or above 70% of its initial value. JPMorgan may redeem the notes early on specified interest payment dates starting May 29, 2026, paying $1,000 plus any due contingent interest, which would end further payments.
If the notes are not redeemed and, on the final Review Date, any underlying finishes below 60% of its initial value, the maturity payment is reduced in line with the worst performer, and investors can lose more than 40% or even all of principal. The notes are unsecured obligations subject to the credit risk of both JPMorgan Chase Financial Company LLC and JPMorgan Chase & Co., are not bank deposits or FDIC insured, and their estimated value at pricing was $957.50 per $1,000, below the $1,000 issue price due to selling, structuring and hedging costs.
JPMorgan Chase & Co. is offering $4,500,000 of callable step-up fixed rate notes due November 26, 2049. The notes pay annual interest in arrears on November 26 of each year, starting in 2026, with coupon rates of 5.40% per annum from November 26, 2025 to November 26, 2033, 5.50% per annum from November 26, 2033 to November 26, 2041, and 5.60% per annum from November 26, 2041 to November 26, 2049.
JPMorgan may redeem the notes at par plus accrued interest on May 26 and November 26 of each year from November 26, 2029 through May 26, 2049. The price to the public is $1,000 per note, with selling commissions of $21.361 per $1,000 note and net proceeds to the issuer of $4,403,875. As unsecured obligations of JPMorgan Chase & Co., the notes rank behind creditors of its subsidiaries and could be written down or converted to equity in a resolution under U.S. bank resolution frameworks.
JPMorgan Chase & Co. is issuing $4,000,000 of callable fixed rate notes due November 26, 2055. The notes pay fixed interest at 5.75% per annum, with interest paid once a year on November 26, starting in 2026, based on a 30/360 day count. JPMorgan may redeem the notes at par plus accrued interest, in whole but not in part, on May 26 and November 26 of each year from 2027 through 2055.
The notes are unsecured obligations of JPMorgan Chase & Co. and are not bank deposits or FDIC insured. In a stress or resolution scenario, losses would be borne first by equity holders and then by unsecured creditors, including holders of these notes, and claims would be structurally junior to creditors of JPMorgan Chase & Co.’s subsidiaries. The public offering price is $1,000 per note, with selling commissions of $8.781 per $1,000 and net proceeds to the issuer of $3,964,875.
JPMorgan Chase Financial Company LLC is offering Contingent Income Auto-Callable Securities due December 1, 2028 linked to the worst performing of the Nasdaq-100, S&P 500 and EURO STOXX 50 indices. The notes pay a contingent quarterly coupon of at least 2.40% of the $1,000 principal (at least $24) only if, on each day in a quarter, all three indices stay at or above 75% of their initial levels; any single day below this coupon barrier for any index cancels that quarter’s payment.
The notes may be automatically redeemed after the first year if, on a determination date, all three indices are at or above their initial levels, in which case investors receive $1,000 plus any due coupon. If held to maturity and not called, investors receive $1,000 only if each index finishes at or above 65% of its initial level; otherwise, repayment is reduced 1‑for‑1 with the worst index’s decline and can fall to zero. Principal is fully at risk, investors do not participate in any index upside, and all payments depend on the credit of JPMorgan Chase Financial and the guarantee of JPMorgan Chase & Co. The indicative estimated value is about $947.90 per $1,000, and will not be less than $920.00 on the pricing date.
JPMorgan Chase & Co. plans to issue callable fixed rate notes due December 12, 2035. The notes pay interest annually at a fixed 4.70% per annum, calculated on a 30/360 day count basis, with payments each December 12 starting in 2026.
Beginning December 12, 2027, and on June 12 and December 12 each year through June 12, 2035, JPMorgan may redeem the notes in whole at par plus accrued interest. Investors receive principal at maturity plus accrued interest if the notes have not been called.
The notes are unsecured obligations of JPMorgan Chase & Co., structurally subordinated to liabilities of its subsidiaries and subject to its preferred “single point of entry” resolution strategy, which could impose losses on noteholders in a bankruptcy or Title II resolution. Public offering price is expected around $1,000 per $1,000 note, with selling commissions up to $37.50 per note.
JPMorgan Chase & Co. is offering callable fixed rate notes due December 12, 2035 under its medium-term note program. The notes pay a fixed interest rate of 5.00% per annum, with interest paid annually on December 12, beginning in 2026.
Starting on December 12, 2027, and on June 12 and December 12 thereafter through June 12, 2035, JPMorgan may redeem the notes in whole at par plus accrued interest. At maturity, if not previously redeemed, investors receive the principal amount plus any accrued and unpaid interest.
The notes are unsecured obligations of JPMorgan Chase & Co., rank junior to creditors of its subsidiaries, and are not bank deposits or FDIC insured. They are intended for buy-and-hold investors, and secondary market prices may be affected by interest rates, credit risk and selling commissions.
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