JPM JPMORGAN CHASE & CO

NEUTRAL Impact: 2/10 8-K
Horizon immediate Filed Jun 2, 2026 Processed 14d 11h ago SEC 0001193125-26-253533
8-K context-dependent: Items 8.01
Latest settled — T+5d
JPM-PM ▼ -0.87% at T+5d
NEUTRAL call ✗ call lost -0.87% · α vs SPY +2.95% · entry $17.15 → $17.00
Next anchor: T+20d in 14d
Currently $331.14 · +1830.85% from $17.15 entry
Entry anchored
Jun 2, 2026
via day open
T+1d
0.00%
call 0.00% · α -0.40%
$17.15
settled 14d ago
T+5d
-0.87%
call -0.87% · α +2.95%
$17.00
settled 8d ago
T+20d
call — · α —
in 14d
T+60d
call — · α —
in 2mo

Price Chart

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Executive Summary

JPMorgan Chase closed a $500M add-on to its Fixed-to-Floating Rate Notes due 2030, increasing the total series to $3.25B. This is a routine debt capital markets transaction with no material impact on the preferred stock's credit profile.

Actionable Insight

No trading action warranted. The add-on issuance is a routine liability management move by a highly rated bank. Monitor JPM's next quarterly earnings for any changes in credit metrics or preferred dividend coverage.

Key Facts

  • Closed $500,000,000 aggregate principal amount of Fixed-to-Floating Rate Notes due 2030 on June 2, 2026.
  • The Notes are an additional issuance of, and constitute a single series with, the $2,750,000,000 aggregate principal amount issued on April 23, 2026.
  • Total series size is now $3,250,000,000.
  • Offering was registered under Form S-3 (File No. 333-285537).
  • Legal opinion from Simpson Thacher & Bartlett LLP filed as Exhibit 5.1.

Financial Impact

Routine debt capital markets transaction — $500M add-on to existing $2.75B note series. No impact on preferred stock dividends or credit standing.

debt

Risk Factors

  • No material risks identified for preferred shareholders from this filing.

Market Snapshot

Exchange
NYSE
Sector
National Commercial Banks

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001193125-26-253533
Document: d113536dex51.htm0001193125-26-253533
Document: 0001193125-26-253533-index-headers.html0001193125-26-253533
Document: 0001193125-26-253533-index.html0001193125-26-253533
Document: 0001193125-26-253533.txt0001193125-26-253533
26 reports for JPM
Performance horizon
71% Hit rate 5 of 7 directional calls best @ T+20▲ +3.41%May 8, 2026
Filters
Rows
Reports for JPM — sortable, filterable
Type Now
Jun 2, 2026
14d ago
8-K
NEUTRAL ★ 2/10
$17.15 $17.00▼ −0.87%▲ +2.95%$331.14 (+1830.85%)
Jun 1, 2026
16d ago
Court Ruling
NEUTRAL ★ 1/10
$296.61 $312.37▲ +5.31%▲ +8.06%$331.14 (+11.64%)
Jun 1, 2026
16d ago
Court Ruling
NEUTRAL ★ 1/10
$296.61 $312.37▲ +5.31%▲ +8.06%$331.14 (+11.64%)
May 31, 2026
16d ago
ANALYST-DOWNGRADE
NEUTRAL ★ 4/10
$240.69 $249.63▲ +3.71%▲ +2.32%$331.14 (+37.58%)
May 29, 2026
19d ago
Court Ruling
BULLISH ★ 4/10
$299.23 $300.85▲ +0.54%▲ +0.84%$331.14 (+10.67%)
May 29, 2026
19d ago
Court Ruling
BULLISH ★ 4/10
$299.23 $300.85▲ +0.54%▲ +0.84%$331.14 (+10.67%)
May 29, 2026
19d ago
Court Ruling
NEUTRAL ★ 1/10
$299.23 $300.85▲ +0.54%▲ +0.84%$331.14 (+10.67%)
May 27, 2026
20d ago
8-K
NEUTRAL ★ 3/10
$17.37 $17.15▼ −1.27%▼ −1.58%$331.14 (+1806.39%)
May 20, 2026
27d ago
Insider Cluster
NEUTRAL ★ 2/10
$302.90 $299.23▼ −1.21%▼ −3.06%$331.14 (+9.32%)
May 15, 2026
4w ago
Insider Cluster
NEUTRAL ★ 3/10
$300.70 $306.69▲ +1.99%▲ +0.37%$331.14 (+10.12%)
Showing 10 of 26

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