JPM JPMorgan Chase & Co

company

SEC Filings & Insider Trading Activity 2026

Risk Factors

• • Regulatory/legal risk from allowance for loan losses under U.S. GAAP, involving judgment on macroeconomic forecasts including U.S. unemployment and GDP for $1,035.8B loan portfolio
• • Macroeconomic exposure to U.S. market with loan portfolios totaling $1.5T net of $25.8B allowance, sensitive to U.S. unemployment, GDP, corporate credit spreads, and real estate prices
• • Operational risk in internal controls over financial reporting, with risk that controls may become inadequate or compliance deteriorates despite no material weaknesses as of Dec 31, 2025
• • Competitive risk from fair value measurement of $54.7B Level 3 financial instruments using complex models with unobservable inputs like interest rate volatility and credit spreads
• • Financial risk from concentrated deposits of $2.56T and significant long-term debt of $435.2B, with $164.6B treasury stock repurchased potentially impacting capital structure

Business Overview

• • Core business model: diversified financial services including investment banking, consumer and small business banking, commercial banking, transaction processing, and asset management
• • Emphasis on regulatory developments in capital and liquidity requirements, with U.S. Basel III amendments proposed in July 2023 and delayed EU/U.K. Basel III implementations starting 2025-2027
• • Strategic focus on enhanced regulatory compliance, highlighted by ongoing stress testing adjustments and a March 2024 OCC consent order on trading venue surveillance
• • Assets $4.4 trillion and stockholders' equity $362.4 billion as of December 31, 2025, with U.S. branch presence in 48 states plus D.C.
• • Noteworthy regulatory proposals in 2025-2026 include new Federal Reserve stress testing transparency rules and U.S. debit card interchange fee cap adjustments impacting revenue streams

What are the latest JPM SEC filings in 2026?

JPMorgan Chase & Co (JPM) has filed a 10-K annual report on February 13, 2026, a 10-Q quarterly report on May 1, 2026, an 8-K current report on July 23, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did JPM file its most recent 10-K annual report?

JPMorgan Chase & Co (JPM) filed its most recent 10-K annual report on February 13, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view JPM 10-Q quarterly reports?

JPMorgan Chase & Co (JPM)'s most recent 10-Q quarterly report was filed on May 1, 2026. SignalX displays every JPM 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has JPM filed recently?

JPMorgan Chase & Co (JPM)'s most recent 8-K was filed on July 23, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find JPM insider trading activity (Form 4)?

The most recent JPM Form 4 insider transaction on SignalX was filed on June 5, 2026. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock. SignalX aggregates every JPM Form 4 with transaction code, share count, and price per share.

How often does JPM file with the SEC?

JPMorgan Chase & Co (JPM) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new JPM filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for JPMorgan Chase & Co (JPM).

What is JPM's SEC CIK number?

JPMorgan Chase & Co (JPM)'s SEC CIK (Central Index Key) number is 19617. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 19617 to look up all JPM filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find JPM return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from JPMorgan Chase & Co (JPM) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.